SummaryShares in DICK’S Sporting Goods sold off following the release of Q2 results.Slashed profit guidance was largely to blame for the disappointment.The lowered guidance reflected issues related to shrink, which weighed on Q2 results.Despite the disappointment, I view the demand drivers as intact.For opportunistic investors, shares appear even more attractive following the pullback.Joe Hendrickson/iStock Editorial via Getty ImagesDICK’S Sporting Goods $Dick's Sporting Goods(DKS)$ declined over 20% immediately following Q2 results. Slashed profit guidance was the primary culprit. And this was due in a large part to issues surrounding retail theft (“shrink”) as well as to softness experienced in their outdoor category.But all else c

SummaryPayPal's stock has fallen 16% year to date and 41% over the last twelve months.The departure of Elliott Management from PayPal may concern investors, but we take the exit with a grain of salt.PayPal's current valuation in our view represents a mispricing of the stock.chameleonseyeFallen Angel?PayPal $PayPal(PYPL)$, the payments company founded by the 'PayPal Mafia' (a group of founders and early employees who went on to start their own high-profile companies such as LinkedIn, Tesla $Tesla Motors(TSLA)$, and others), has had a rough go of things in 2023, falling 16% year to date and 41% over the last twelve months.KoyfinThose with a longer time horizon are likely to be even more distressed--as

The financial information was in the prospectus but I'm guessing those who jumped in didn't even bother to read it. If so, they would have never bought into this scam. $30,000 in cash and $2,800,000 in current debt and liabilities with gross annual sales of under $200,000. This is headed to zero and the guys who sold this scam should be in jail. $Target(TGT)$

I told you too easy to short with such a float. They just let the volume come in and when it is cooling down just short it. Rinse and repeat. The SP will go nowhere with such a float in such a market led by shorters on growth stocks $Clover Health Corp(CLOV)$

SummaryGrowth prospects for Taiwan Semiconductor remain strong due to its position of industry leadership.The company has a strong balance sheet and cash position, which is important for a cyclical company to weather potential downturns.Current growth opportunities allow for the company to grow into its valuation.A unique risk setting should make investors seek sufficient precaution in terms of allocation and exposure to limit downside potential.Olivier Le MoalIntroductionI covered Taiwan Semiconductor $Taiwan Semiconductor Manufacturing(TSM)$ back in October 2022 under the headline of “Taiwan Semiconductor: I’m Buying And Here Is Why”. At the time, the stock was trading at its lowest valuation since 2016 and appeared to be a sensible opportun

SummaryAmazon reported better-than-expected earnings for Q2, driven by a strong performance in the North American e-Commerce segment.Operating income for Amazon's NA e-Commerce segment improved drastically which is good news for Amazon. NA e-Commerce grew almost as quickly as AWS in Q2'23.Amazon issued a strong outlook for Q3, implying the possibility of a consecutive revenue acceleration.While the firm's operating income picture has improved as well, I see limited upside as AMZN trades at a near-50X P/E ratio. HJBCAmazon $Amazon.com(AMZN)$ reported much better than expected earnings for its second fiscal quarter than expected on Thursday: Amazon not only saw a re-acceleration of its top line growth in Q2'23, driven by a strong performance in the

The NVIDIA $NVIDIA Corp(NVDA)$ stock price gained 0.371% on Friday, 4th Aug 2023, rising from $445.15 to $446.80. During the last trading day the stock fluctuated 2.81% from a day low at $443.93 to a day high of $456.42. The price has risen in 6 of the last 10 days and is up by 0.84% over the past 2 weeks. Volume has increased on the last day along with the price, which is a positive technical sign, and, in total, 4 million more shares were traded than the day before. In total, 36 million shares were bought and sold for approximately $15.90 billion.Given the current short-term trend, the stock is expected to rise 55.59% during the next 3 months and, with a 90% probability hold a price between $695.17 and $798.79 at the end of this 3-month period.N

Is Rivian $Rivian Automotive, Inc.(RIVN)$ next Tesla $Tesla Motors(TSLA)$? No. It’s not because it’s better than Tesla. It’s not fair to compare current state of Tesla with Rivian. But still rivian has extremely good build quality vehicle than Tesla. Tesla has cheap body material. Imagine when rivian brings R2 in few years. It will be a game changer and by that time they will have new customers for commercial vans. If you are on the fence then jump on it now or regret later. Remember stock price adjustment happens much before news comes out.

SummaryAmazon's shares have increased by about 50% since the start of the year.It has maintained leading market share in e-commerce and cloud, two secular growth trends with plenty of tread left.Shares are attractively valued for continued accumulation, though one can never know what the market will do as earnings approach.HJBCShares of cloud and e-commerce leader Amazon $Amazon.com(AMZN)$ have soared more than 50% since the beginning of the year.Such large price swings, especially for a stock as large as Amazon, aren't common, but many stocks are emerging from an uncommonly brutal bear market for growth and technology stocks in 2022.But we're here to look forward. I wouldn't blame investors who bought low for selling and taking a nice profit

SummaryWhile BAC may still report $106B of unrealized losses, it is apparent that the Fed is not overly worried for now, thanks to the robust liquidity and depositors' confidence.Due to the rate hikes, the bank reported expanded NII and NIY, attributed to the increase in its interest-bearing deposits to $1.27T.The higher treasury yields may also herald the return of trading and investing activities in H2'23, with FQ2'23 only temporarily impacted by the US debt ceiling uncertainties.While credit card losses may seem elevated, investors need not fret yet, since the ratio remains well below pre-pandemic averages.With a stable ROTCE performance of 15.5% (-1.9 QoQ/ inline YoY) in FQ2'23, compared to FY2019 levels of 15.8%, we remain confident about BAC's prospects during the uncertain macroecon

SummaryCarvana shares rose by 40.2% on July 19th after it announced better-than-expected Q2 2023 results and a significant debt restructuring initiative. However, its future remains uncertain due to high debt levels and weak profitability.Carvana's restructuring initiative will reduce overall debt by roughly $1.2 billion and reduce interest expense in the near term. However, its debt will remain high and interest expense will increase after 2 years.Despite a decline in revenue, Carvana exceeded analysts' expectations in Q2 2023 due to cost cutting, but this may not be enough for long-term stability.Keith LanceIt's incredibly rare for shares of a company to shoot up double digits in the course of a single day. Such moves are practically always reserved for big news items that have a meaning

The Marathon Patent $Marathon Digital Holdings Inc(MARA)$ stock price gained 4.64% on Wednesday, 19th Jul 2023, rising from $16.81 to $17.59. During the last trading day the stock fluctuated 5.25% from a day low at $17.13 to a day high of $18.03. The price has been going up and down for this period, and there has been a 13.05% gain for the last 2 weeks. Volume has increased on the last day along with the price, which is a positive technical sign, and, in total, 3 million more shares were traded than the day before. In total, 36 million shares were bought and sold for approximately $631.91 million.The stock lies in the middle of a very wide and strong rising trend in the short term and a further rise within the trend is signaled. Given the current

SummaryDespite our original skepticism about RIVN's ability in meeting its ambitious FY2023 production target, it seems that we have been proven wrong after all.With the gap in its production and delivery narrowing, the management's enhanced demo drive programs are working beautifully, on top of the expanded showroom/ experience centers.Assuming that RIVN is able to sustain this cadence, we believe that its previously leaked "production master plan" of 62K vehicles in FY2023 (+154.8% YoY) is not impossible.Investors must also note that the CEO has previously communicated its aggressive plan of 1M in FY2030 production output, expanding at a CAGR of +115.21% from FY2021 output of 1.01K.With EV adoption to further accelerate to comprise ~36% market share by 2030, we may have a poten

SummaryRecursion Pharmaceuticals presents a compelling investment opportunity due to its AI-driven drug discovery platform, solid financials, and diverse pipeline, setting it apart from competitors like AstraZeneca, Novartis, Roche, and Biogen.The company's Q1 2023 revenue saw a 128% increase YoY, and it recently acquired AI-powered drug discovery leaders Cyclica and Valence to enhance its technological capabilities and establish an unparalleled drug discovery solution.Despite potential challenges and risks associated with their drug mechanisms, Recursion's AI-driven approach and targeted pipeline offer unique advantages over competitors, positioning it as a strong contender in the biotechnology sector.Sean Anthony EddyWith a relentless focus on transforming the biotechnology landscape thr