
joeinNJ
Member since 2013
Comments
UnitedHealth reportedly leaned on stealth transactions to continue earnings momentum by Dulan Lokuwithana, SA News Editor
U.S. stocks extend losses after Trump targets copper, says no tariff deadline extension by Monica L. Correa, SA News Editor
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Centene Tells United Healthcare To Hold Its Beer by Trapping Value
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UnitedHealth ends contract dispute with Sloan Kettering (update) by Dulan Lokuwithana, SA News Editor
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Zscaler prices $1.5B debt offering via issuance of senior notes by Meghavi Singh, SA News Editor
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Nvidia insiders unload over $1B in stock amid AI-fueled rally: FT by Rob Williams, SA News Editor
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joeinNJ
@Usta Stockman It sure feels like March 2000. But millennials are still going strong for crypto. The level of delusion is staggering. No way to predict when the emperor has no clothes.
DoJ settles lawsuit over HPE’s $14B acquisition of Juniper by Dulan Lokuwithana, SA News Editor
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joeinNJ
Dumbest anti trust suit ever. The WLAN is so competitive and standardized. Next regular gas 87 octane will be over regulated.
United Parcel Service: Poised For Significant Margin Reset by Moretus Research
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joeinNJ
Maybe BRK takes the whole thing. BRK is heavily involved with transportation already with BNSF, Pilot and other distribution.
Jane Street co-founder said to have been ‘duped’ into funding South Sudan coup by Monica L. Correa, SA News Editor
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joeinNJ
Jane Street sounds like a fertile place for a District Attorney to park at for a while.
AWS Enhances Security Offerings by Bob O'Donnell
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Intel's Blackberry Moment Already Happened by Rick Orford
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joeinNJ
@FundamentalResearch Turn arounds take time. The new CEO is ruthlessly focused. When he was on the intel board he purchased shares in the 40’s. Lip put his money to work. Most CEO’s are selling. Lip is aligned with shareholders.
Ultralife Corporation: A High-Risk Stock With Just Enough Upside To Hold by Weebler Finance
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HPE, Juniper enterprise WLAN revenue benefits from new Wi-Fi standards: IDC by Brandon Evans, SA News Editor
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joeinNJ
WiFi is ultimately a commodity. The DOJ investigation is a headscratcher.
An attack on Iran can push oil to $120/bbl, CPI to 5%, J.P. Morgan says by Liz Kiesche, SA News Editor
Apple Just Went Full Car Salesman: The iOS 25 Is A 26? by Brett Ashcroft Green
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joeinNJ
AAPL doesn’t think about new stuff like MSFT. They focus.
They say no. Then when it works people trust them. AAPL has a huge revenue stream with Apple Pay. They could easily disintermediate Visa and MasterCard. How valuable would that be?
They say no. Then when it works people trust them. AAPL has a huge revenue stream with Apple Pay. They could easily disintermediate Visa and MasterCard. How valuable would that be?
Debt a big topic in the Warner Bros. Discovery split by Yoel Minkoff, SA News Editor
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joeinNJ
@Uncle Rob The leadership of ATT has been full of political hacks who have been easy dupes for overpriced assets. Name one good example. DirectTV anyone?
Semiconductors in focus as NEC director says 'some' China controls may be eased by Chris Ciaccia, SA News Editor
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GoPro outlines $3B motorcycle helmet market entry and expects $145M Q2 revenue amid cost reductions by SA Transcript Insights Editor, SA News Editor
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joeinNJ
Would google buy this just for the tax loss carry forwards. Google keeps adding hardware. One way to compete with Meta glasses.