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US stocks hot discussions

$TCX
Tucows Inc

Rob Cawthon: shorts are retreating... to prepare for the next round! #Bearish

$HEAR
Turtle Beach Corporation

Colin Williams: long term #CEO and Chairman Juergen Stark is leaving on June 30. #Bearish

$INTC
Intel Corp

Philippe Corden: $AMAT $INTC top-3 countries are fighting for leadership in the most advanaced chips manufacturing. US is not in the list. Here is the chart of sales of #ASML - manufacturer of the most advanaced chips equipment. #neutral

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Investor sentiment

$LEN  Lennar Corporation 100%
$NFLX  Netflix, Inc. 100%
$ARLO  Arlo Technologies, Inc. 100%
$ADBE  Adobe Inc. 100%
$VG  Vonage Holdings Corp. 80%
$HES  Hess Corporation 67%
$DVN  Devon Energy Corporation 67%
$EOG  EOG Resources, Inc. 67%
$XOM  Exxon Mobil Corporation 67%
$PXD  Pioneer Natural Resources Company 67%
$LTRX  Lantronix, Inc. 67%
#bullish
61
#neutral
10
#bearish
29

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4

Rob Cawthon 03:14 PM 05/18/2023

$TCX shorts are retreating... to prepare for the next round! #Bearish

4

Rob Cawthon 03:14 PM 05/18/2023

$IMXI unreasonable drop is recent days #Bullish

4

Colin Williams 08:26 AM 05/03/2023

$CHGG -48% yesterday after Ceo comments. The first or one of the first victims of #GenAI #Bearish

4

Colin Williams 08:25 AM 05/03/2023

$HEAR long term #CEO and Chairman Juergen Stark is leaving on June 30. #Bearish

Philippe Corden 09:58 AM 02/18/2023

$AMAT $INTC top-3 countries are fighting for leadership in the most advanaced chips manufacturing. US is not in the list. Here is the chart of sales of #ASML - manufacturer of the most advanaced chips equipment. #neutral



George Walker 02:41 PM 02/01/2023

$TCX IONOS is rasing prices for com domains. #Bullish for domain industry.

We have been able to keep the costs for your domain stable for a long time. However, due to price increases at the domain registry, it has now become necessary for us to make a price adjustment for .com domains.
• The new renewal price for your .com domain(s) is $17.00 per year and applies to all domains renewed from March 1st, 2023.

George Walker 04:08 AM 01/29/2023

$TSLA Muck is still too busy with $TWTR and competition is catching up with new models of EVs with much better quality than Tesla. #Bearish

George Walker 02:46 AM 01/29/2023

$SIMO This is a merger arbitrage. The market is assuming around 75% probability that the deal doesn't go through as the upside looks to be around $40/share and downside maybe $10 per share #Bullish

George Walker 02:45 AM 01/08/2023

$DHI $LEN $NVR $PHM $TOL $MTH $TMHC $SKY $KBH $MDC $LGIH $CVCO $TPH $CCS $MHO $GRBK $LEGH $BZH $HOV "This time is different". There is a big cushion between housing prices and debt, so 2008-like crush is not relevat to current decline in housing market. #Bullish



George Walker 01:52 AM 01/08/2023

$CTL If rates continue to grow, it can start trading below book value. Stocks with such thin margin can go to a spiral: floating-rate debt becomes more expensive, than refinancing of fixed rate debt follows. Ratings are lowered and this leads to next increase in cost of debt. Them, it becomes higher than ROIC. #Bearish

George Walker 09:34 AM 01/03/2023

$IRDM As part of the deal, Iridium will be paid development fees, royalties, and network usage fees depending on the successful development of the technology. The deal could also transform Iridium from a niche provider to a mass market communications provider, as it's possible Iridium connectivity becomes a "mainstay" in high-end Samsung smartphones over the next decade. #Bullish

George Walker 09:34 AM 01/03/2023

$IRDM Iridium has signed a deal with an undisclosed partner to provide satellite service for smartphones, which is believed to be with Samsung. Investment firm William Blair estimates the deal will generate $20 million in annual recurring revenue for Iridium. #Bullish

4

Rob Cawthon 04:37 AM 01/03/2023

$CTL Long term Lumen doesn't have an attractive business model. It has ROIC of 5.8% and WA interest rate on LT debt is 5.1%. So this company barely makes any money. Of course, it sells at 0.43 P/B but D/E is very high, 2.04, so ROIC adjusted for cheap equity is still low, 7.1%, vs. cost of LT debt. #Bearish

4

Rob Cawthon 01:46 PM 12/26/2022

$FB Meta agrees to pay US$725M over Cambridge Analytica scandal #Bearish

4

Rob Cawthon 05:17 PM 12/25/2022

Reverse from SPR release to SPR purchases will drive oil price up in 2023 $XOM $CVX $EOG $COP $APC $OXY $PXD $DVN $MRO $HES #Bullish