@stockjock84 Profile picture

Global Value Hunter

@stockjock84

Personal account. Focused on global value + catalysts

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For all the hype about #semi capex, the semi cap equipment names have been acting blah for 9 months at this point. Looks like forward estimates are beginning to roll. Guess time will tell $AMAT $LRCX $ASML


Brown Forman got lit up over the past couple of weeks -- i know trends are bad, but did i miss something $bf/b

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Was the 2Q streaming decel shocker a company specific one off? 3Q reaccelerated. industry sounds confident on tiering / driving pricing + units. $UMG.NA $SPOT

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$CPR.IM -- MAGA -- make aperitifs great again

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$INGA.NA -- has had a great run over past few years. Chart is stalling out as fundamental metrics are doing the same

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