Ryan’s two cents of the week 😆…
Am I the smartest person in the world? No
Am I the best investor/trader in the world? No
In fact, most things in life I have zero clue about. Like Ruth Langmore says from the show Ozark, “I don’t know shit about fuck” 😂
However, I feel like…
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. The CPI headline rate came in at 2.8% against an expected 2.9%, while the core CPI was 3.1% compared to an anticipated 3.2%. U.S. egg prices surged 10.4% in February, with a notable 58.8% year-over-year…
We will generate more data in the next decade than in all of history combined.
Here are the top stocks in data center theme:
1) Semiconductors | $ASML, $KLAC, $AMAT, $TSM, $NVDA, $AMD, $AVGO, $MRVL, $SNPS, $CDNS
2) Data Center Infrastructure | $ANET, $DELL, $HPE, $SMCI, $VRT…
Super Micro Computer, $SMCI, is down 26% today.
Only one analyst had a sell rating on it before today, saying it would fall to $325 from $940.
Everyone else said it was a strong buy or hold with 10-69% upside.
$CCL: EPS Beat by 3c Rev Slight Miss -- Rev $5.4B .. Exp $5.42B
CCL: Total customer deposits reached a first-quarter record of $7.0 billion, surpassing the previous first-quarter record by $1.3 billion.
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