$Microsoft(MSFT)$ UK is financially in dire straits. MSFT is a strong company. Therefore, there is huge pressure to coerce Microsoft in favor or the UK. Permission is expensive and the UK has to strike while the iron is hot.
$Sonoma Pharmaceuticals, Inc.(SNOA)$ To that effect they have made some progress this year. In late March they announced receipt of 510(K) clearance from the FDA for their newest product Loyon Skin Descaler. The product is a patent-protected formulation of dry emollient Cetiol CC and medical silicone oil dimethicone which is intended for use in managing skin scaling seen in various types of dermatoses.
$AMC Entertainment(AMC)$ First, they can dilute and raise another $500 million, pay off some debt, and hold a bit for cash flow burn.Second, the trend of returning to theaters continues. Along with debt repayment, they become cash flow positive and continue paying down debt.
$Alphabet(GOOG)$ Google pays Firefox to be the default now to drive traffic to their search engine. Increased traffic means more ad revenue. Same would be true for Microsoft and Bing.
$E-mini Nasdaq 100 - main 2306(NQmain)$ Nasdaq 100 are down by 20% over the past year, which is a negative sign for the index. FCF is a key measure of financial health and a decline can be a warning sign for investors. However, a decline in FCF doesn't always mean that the index will go down because FCF is only one of many factors that investors consider.
$PacWest(PACW)$ I trust Management here more than a bunch of short hedge funds and their media partners to whom they are leaking information. PACW also paid down $1 billion of borrowings since last week. Like I said, very solvent.
$Advanced Micro Devices(AMD)$ Those margin charts are based on GAAP, which really distorts the story with wacky one offs that don't affect AMDs real income/cash. That spike to 50% was a claimed tax credit. And the plunge in the last few quarters are primarily due to all the write-offs of IP and the value of shares used to buy Xilinx when the purchase closed. Those GAAP effects don't reflect true income/losses.
$Lucid Group Inc(LCID)$ Lucid makes a cool car but it's too expensive and still suffering from too many software bugs. If I'm in a market for a $100k - $150K BEV the competition is stiff. You can get a decked-out Model S/X Plaid, Rivian R1T, Mercedes EQS, Hummer EV, amongst some others. Why would I pick the Lucid?
$Microsoft(MSFT)$ the financial incentive to stop this dependance now that these very large models are moving from research into production is high and growing. They are literally already taking billions of operating profit from MSFT, and I don’t see MSFT just standing for someone stealing their leverage. They are working on their own AI accelerator with the goal of putting all OpenAI onto it. Will it work? Who knows. Doesn’t mean Nvidia will be disrupted, but the financial incentives are already very strong and growing every quarter.
$SUNCAR TECHNOLOGY GROUP INC(SDA)$ This stock is obviously suppressed by the short, the strength of the banker is too poor, so while there are still short orders, hurry to finance open up options!