All things STOCKS

[@1RBFjr]

I like that move. That UPS union deal plus fuel costs is troubling from investment standpoint.

PLTR is crazy good I guess. Spooky gang

UPS had been treading water at best for a while. Long term, a few analysts I read didn’t see much positive movement in the next twelve months.

I check accounts regularly, but for years I’ve calendared for quarterly review a stock’s price every time I’ve bought or sold something. I usually add a little narrative if some big event is going on that could have affected things (ie, start of covid). It allows me to reflect back and often confirms bad news goes away and the economy keeps going.

 

[Thunder Good-Oil]

Lots of housing reports on this week’s economic calendar. A few oil reports as well.

FOMC minutes Wednesday afternoon. Powell speaks at 10am Friday.

 

[Thunder Good-Oil]

CoreWeave (CRWV). Fell by a third last week. $150 to $100.

Risks are that MSFT accounts for over half its revenue and there aren’t earnings projected until Q1 2027. Insiders are able to sell with the IPO lockup period opening up. But I think the lockup period had a lot to do with the sell off.

$50B market cap. Involved with the big names on Wall Street. JPM. GS. BX. Partners with Dell and NVidia.

Up several points in the extended hours and gave a lot of that bounce back.

I think I’ll take a swing.