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Showing posts from July, 2025

Walmart’s Big Play: How the Retail Giant Is Challenging eBay in the Sports Collectibles Arena

You know, for the longest time, when anyone mentioned online sports collectibles, trading cards, or that weird corner of the internet where nostalgia meets investment, only one name popped up: eBay. It was the king of cardboard, the marketplace where collectors went to snag that rare rookie card or flip a stash of Pokémon holographics from the attic. But here’s the twist—there’s a new player in town, and it’s a big one. Walmart, yes that Walmart, the retail behemoth we all know for rollbacks and supercenters, has quietly been positioning itself to take on eBay in the very space eBay thought was untouchable. And folks, the numbers are starting to show that Walmart isn’t just dabbling—it’s moving the needle in a big way. Let’s start with the headline that got my attention: trading card sales on Walmart Marketplace have exploded, up over 200% year-over-year. That’s not just growth; that’s a tidal wave. Sports cards alone jumped more than 60%. That’s the kind of surge you can’t ignore, t...

Celestica Q2 2025: Blowout Earnings Restore Bullish Case

From Uncertainty to Market Darling Not long ago, Celestica was an underappreciated name in the electronics manufacturing space. Analysts saw it as just another contract manufacturer fighting for slim margins in a competitive field. But the Q2 2025 earnings report shattered that narrative. With revenue surging, profits exploding, and guidance lifted well above expectations, Celestica has forced the market to reconsider its valuation and its place in the tech supply chain. This quarter was more than a beat—it was a bold statement of strength, execution, and strategic positioning. The Numbers That Turned Heads Financial markets love surprises—at least the good kind—and Celestica delivered one of the biggest upside surprises of the earnings season. Revenue soared to $2.89 billion, a 21% year-over-year increase that crushed consensus estimates. Adjusted EPS jumped 54% to $1.39, well ahead of expectations. GAAP EPS rose an eye-popping 128% to $1.82, thanks to both operational...

CoreWeave: Extremely Undervalued With Sub‑30 RSI

The AI Cloud Darling in Freefall? CoreWeave, one of the most talked‑about names in the artificial intelligence infrastructure boom, has been riding an almost surreal wave of investor enthusiasm since its IPO. The company, known for its GPU‑driven cloud services powering AI workloads, has captured headlines with massive contracts, deep partnerships with industry giants, and breakneck revenue growth. Yet, despite all the buzz, the stock has been battered over the past month, plunging to levels where technical signals scream “oversold.” One of those signals? The Relative Strength Index (RSI) dipping below 30—a classic indicator that a stock has been oversold to the point of potential undervaluation. For contrarian investors, this raises an exciting question: is CoreWeave at the start of a rebound, or is this a falling knife best avoided? This deep dive will explore CoreWeave’s business, technical setup, valuation metrics, growth potential, risks, and whether its current state truly rep...

Super Micro Computer: Still Fairly Priced, Even After Its Big Crash

So, you saw Super Micro Computer (NASDAQ: SMCI) nosedive from the stratosphere and thought, “Finally, a bargain!” Not so fast. This isn’t the clearance rack at Best Buy. Even after its spectacular decline, Supermicro’s stock is still sitting in that weird middle ground where it’s neither dirt cheap nor irrationally expensive—it’s just…fair. And fair, in stock market terms, is often the most boring and frustrating price tag of all. Grab a drink, because we’re diving into the AI hardware darling that got too hot, crashed, and now sits in the “meh, maybe” zone. The Meteoric Rise and the Humbling Fall Let’s rewind. Not long ago, Supermicro was the golden child of AI server infrastructure. Every hedge fund manager and their dog wanted a piece of it. Shares soared past $1,200 in early 2024 on dreams of endless AI demand and the promise that SMCI was basically the only company agile enough to deliver cutting-edge liquid-cooled GPU servers at scale. Then reality showed up with a basebal...

Core Scientific: Why Smart Money Is Betting Big On This AI Infrastructure Play

There was a time when Core Scientific was just another Bitcoin miner churning out digital coins and gobbling up electricity like a teenager at an all-you-can-eat buffet. Fast forward to 2025, and suddenly the company has shed its old skin and emerged as something far more interesting: an AI infrastructure juggernaut. Smart money—the kind that doesn’t get swayed by Reddit memes or CNBC hype—is quietly loading up. Why? Because this is not just another crypto pivot story; it’s about owning the future’s most valuable real estate: high-power, AI-ready data centers. The Evolution of Core Scientific Let’s face it, crypto miners were the first to understand that power was the true currency. While the rest of the market was mesmerized by the volatility of Bitcoin prices, miners like Core Scientific were busy building facilities capable of pumping megawatts of electricity into racks of hardware. These were not just warehouses; they were power delivery ecosystems. When Bitcoin mining profitabil...

The Growing Divergence Between the Market and Economy: Why Wall Street’s Living in a Parallel Universe

You wake up. You check the news. Inflation’s still nibbling at your paycheck, your rent just went up again, and your cousin still can’t find a job that doesn’t involve wearing a hairnet. Then you glance at the stock ticker. The market’s booming. Nasdaq’s moonwalking. S&P’s doing backflips. Dow’s flirting with record highs like it’s trying to get a date with 36,000. And you think to yourself: What the hell is going on? Welcome to the new American contradiction , where the market dances like it’s on Molly while the real economy chokes on student debt, stagnant wages, and $7 eggs. This divergence isn’t just a quirk—it’s a widening canyon. And if it were a couple, the market and economy would be in couple’s therapy by now, blaming each other for their “communication issues.” Let’s take a deep dive into this dystopian split and unpack what’s fueling the gap between Wall Street’s fantasyland and Main Street’s rent-anxiety-ridden reality . 1. The Market: High on Hopium, Fueled by Alg...

Joby Aviation: Time To Engage The Brakes Before It's Too Late

In the race to revolutionize air travel, few names have sparked as much intrigue and investor enthusiasm as Joby Aviation. Once hailed as the future of urban mobility, Joby and its electric vertical take-off and landing (eVTOL) aircraft seemed poised to change everything about how we commute. But as the hype bubble inflates and the launch timeline stretches endlessly into the clouds, it’s time to ask the uncomfortable question: Should we be hitting the brakes? The Dream That Sold Wall Street Joby’s pitch was irresistible: clean, quiet, point-to-point air travel in crowded urban areas, available on demand. Imagine hailing a flying Uber during rush hour and skipping the gridlock altogether. Investors swooned. Backed by Toyota and aligned with strategic partners like Delta, Joby went public via SPAC in 2021 and instantly rocketed to multi-billion-dollar valuations. The company promised not just aircraft, but a fully integrated transportation ecosystem. Think vehicles, software, infrastruc...

Why XRP (Ripple) Is Sinking Today: A Deep Dive Into Market Confusion and Crypto Anxiety

Let’s be honest — watching XRP tumble nearly 10% in a single day feels like one of those moments where you look at your crypto wallet, sigh dramatically, and mutter, “I should’ve bought that damn dog coin instead.” But don’t panic just yet. This isn’t a crypto apocalypse — at least not yet. XRP’s latest plunge isn’t tied to any catastrophic hack, SEC lawsuit, or sudden disappearance of Ripple Labs into a black hole. In fact, it’s happening for what experts are calling… no obvious reason at all . Yes, really. That’s like waking up to find your house on fire and everyone shrugging, saying, “Maybe it’s just a Tuesday thing.” Let’s break this down — not just because crypto is weird, but because you deserve to understand what the hell is going on with your XRP holdings today, July 23, 2025. 1. The Sudden -9.77% Mood Swing First, the facts. At 10:53 a.m. ET today, XRP was trading down roughly 7%, and by 6:54 p.m., it closed down 9.77%, settling around $3.19. In crypto terms, this isn’t...

The Beautiful Mess of Being Human — Or How We’re All Just Glorified Bags of Meat Trying Our Best

Ah, the human experience. A magnificent, symphonic, soul-bursting odyssey of love, loss, growth, failure, hope, anxiety, indigestion, and at least one deeply uncomfortable conversation with your mom about your life choices. You, dear reader, are smack dab in the middle of this chaotic masterpiece. And whether you realize it or not, you’re doing it— you're humaning. Badly, probably. But that’s the point. So, let’s wade through the glittering dumpster fire of self-awareness and talk about why being human is both an absolute gift and a chronic existential migraine. Chapter 1: You Were Born Screaming, and Frankly, It’s Been On Brand Ever Since From the moment you were yanked from the warmth of the womb and slapped into awareness like a wet tortilla, life has not stopped being weird. One second you were a peaceful zygote, floating with no taxes, no heartbreak, no mortgage—and the next, you're screaming in fluorescent lighting because someone cut your umbilical cord and then co...