The reason? Simple. Voyager is bleeding cash like a stuck pig, with years of expenses ahead before it even THINKS about putting a station in orbit. And even then, profitability is as likely as finding sobriety at a Vegas bachelor party.
Chevron, for a time, wrestled with shadows – a troublesome merger, a political entanglement in the distant lands of Venezuela. Such things are the cost of doing business on a scale where fortunes are measured in continents. It appears, for now, that these discords have settled, leaving the company to offer a dividend yield of 4.5%, a small respite for those who seek a return on the relentless churning of the market. The common rate hovers around 3.4%, a pittance in these times.
Their missive, delivered this morning, boasted of earnings exceeding expectation – a minor triumph, to be sure, yet one often finds such boasts a prelude to a deeper, more unsettling disappointment. It appears demand has been… *shifted*, shall we say, expedited from the subsequent quarter, leaving the third quarter looking rather desolate, failing to meet the anticipations of those who spend their days conjuring figures from thin air.
After releasing earnings that modestly outperformed consensus estimates, accompanied by constructive guidance, the company’s trajectory appears to navigate the choppy waters of semiconductor equipment demand. Yet, such wins-be they in guidance or bookings-must be weighed against the persistent, if diminishing, headwinds stemming from year-ago declines and broader macroeconomic uncertainties.
The second quarter’s curtain rose on a tableau vividly painted in dollar signs: adjusted diluted earnings per share of $0.78, with nearly $14.7 billion in revenue. These were numbers positively baroque in their excess, outpacing consensus estimates as if consensus had arrived embarrassingly underdressed. FactSet, bless them, was caught $0.20 and over $1 billion out. Such charming imprecision.
Let’s poke at this shiny thing a bit more—scrutinize the numbers, the future, the possibility that maybe, just maybe, this isn’t another nuts-and-bolts tech bubble waiting to pop. Or maybe it is, and we’re all just dancing on the deck of the Titanic, humming “Nearer My God to Thee,” hoping the AI-powered lifeboats are better than the last one.
Consider the most recent spectacle: the price of LendingClub (LC) soared 21.5% in a single week, as though startled awake by the prospect of fortune after so long pretending to be dead. The ordinary observer might cry “miracle!”—but in the market, as in society, miracles tend to be the fruit of exquisite preparation undertaken while feigning indifference to vulgar circumstance. Here, management, that most unglamorous of virtues, proved itself the neglected mother of success.
Sun Communities, the flamboyant ringmaster of mobile homes and RV resorts—listen, this isn’t just about owning properties, it’s about riding the tides of an aging population that refuses to fade quietly into the night. Oldsters, more numerous than ever, reluctantly trade in comfort for affordability, and mobile home parks become sanctuaries for those who can’t or won’t embrace the chaos of the housing market. RV resorts? Pure Americana—sideways glampings for the loyal devotees of the open road, making the whole enterprise feel like a golden ticket to permanent vacation. Long-term growth? It has the scent of certainty. Old folks ain’t moving out any time soon, and mobile parks are cheap enough that even a madman with a pocket full of change could see the logic. Meanwhile, a tidal wave of aging boomers ensures these assets will be in demand as the years roll on.
Nvidia (NVDA) and Taiwan Semiconductor Manufacturing (TSM) are not merely partners in silicon—they are the Don Quixote and Sancho Panza of the AI revolution. The world’s insatiable hunger for computing power has birthed a gold rush in data centers, and Nvidia’s GPUs are the pickaxes of this digital frontier. Competitors may wave blueprints like flags, but they remain mere mimics of the gold standard.
while everyone else is sweating over valuations, Alphabet trades at a P/E ratio of 21—the lowest among its flashy peers. Buy it now, and you’re not just buying stock; you’re buying a ticket to the tech transformation train.