📈 Micron announces record quarter and ambitious outlook! In the third fiscal quarter of 2025, Micron Technology $MU demonstrated a return to a growth trajectory. Record revenues of $9.3 billion, a nearly fivefold year-over-year increase in net income, and significant margin improvement across segments show that the memory industry has its strong period ahead.
Japan's rice crisis: what does it reveal about the state of one of the world's largest economies?
While the world watches the technology boom or geopolitical tensions, a crisis is quietly unfolding in Japan that has deeper significance than meets the eye. The land of the rising sun is facing a shortage of rice, a staple not only for daily consumption but also for the nation's... Read more
AeroVironment (AVAV): exceptional growth and billion-dollar potential
📊 Key financial results
Revenues $AVAV for the latest quarter reached $275.1 million, a 40% year-on-year growth and significantly beating estimates (expectations were for approximately $241.5 million).
Earnings per share (EPS) for Q4 were $1.61, more than triple last year's $0.43.
The negative news on Novo Nordisk keeps coming and the stock fell another 4% yesterday. So far I am in the red, but I still believe in the company and hope that the trend will turn around.
Do you think $NVO will turn around and start growing again this year?
🚀 AeroVironment surprises Wall Street and the stock appreciates! Shares of unmanned systems maker AeroVironment $AVAV have shot up by more than 20 % after the company significantly beat expectations on both earnings and revenue. One analyst even compared the company to "the Palantir of hardware." which further boosted growth. Indeed, the results confirm that AeroVironment is... Read more
🍝 Darden Restaurants (DRI): stable growth in a volatile sector? Evercore says yes.
📈 Why does Evercore have confidence?
Long-term stability and brand Olive Garden (45% of sales) and LongHorn (25%) are strong brands with a loyal customer base. This allows us to predict sustainable growth without dramatic fluctuations.
Rio Tinto | 1Q 2025: Copper at record highs, new sources of growth
📈 Micron announces record quarter and ambitious outlook!
...In the third fiscal quarter of 2025, Micron Technology $MU demonstrated a return to a growth trajectory. Record revenues of $9.3 billion, a nearly fivefold year-over-year increase in net income, and significant margin improvement across segments show that the memory industry has its strong period ahead.
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Interesting company, but I'm betting on AMD and I'll stick with it.
Japan's rice crisis: what does it reveal about the state of one of the world's largest economies?
While the world watches the technology boom or geopolitical tensions, a crisis is quietly unfolding in Japan that has deeper significance than meets the eye. The land of the rising sun is facing a shortage of rice, a staple not only for daily consumption but also for the nation's...
Read more
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I didn't know about that, but I probably won't pay much attention to it yet. Do you have any Japanese stocks in your portfolio?
AeroVironment (AVAV): exceptional growth and billion-dollar potential
📊 Key financial results
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It looks interesting, it's not a very big company yet, but I'd still like to see a lower price.
The negative news on Novo Nordisk keeps coming and the stock fell another 4% yesterday. So far I am in the red, but I still believe in the company and hope that the trend will turn around.
Do you think $NVO will turn around and start growing again this year?
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This is a long term investment and it will take time for the company to recover. I'll definitely be buying more.
The hidden champion of the digital age: Who's powering the world's datacentres?
Vale | 1Q 2025: sales growth, cost decline and focus on disciplined capital policy
🚀 AeroVironment surprises Wall Street and the stock appreciates!
Shares of unmanned systems maker AeroVironment $AVAV have shot up by more than 20 % after the company significantly beat expectations on both earnings and revenue. One analyst even compared the company to "the Palantir of hardware." which further boosted growth. Indeed, the results confirm that AeroVironment is...
Read more
Zobrazit další komentáře
As has been written here, the companies have major growth yet to come and it remains to be seen who will be the best.
🍝 Darden Restaurants (DRI): stable growth in a volatile sector? Evercore says yes.
📈 Why does Evercore have confidence?
Olive Garden (45% of sales) and LongHorn (25%) are strong brands with a loyal customer base. This allows us to predict sustainable growth without dramatic fluctuations.
Read more
Zobrazit další komentáře
It's not great, but $CAVA is an interesting business too and the performance is great.