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Latest Insights on SAP

2 Inflation Losers, and 2 Big Winners 2 Inflation Losers, and 2 Big Winners High inflation is driving widespread changes in consumer behavior — and it's handing us plenty of trades...
Applied Materials semiconductor AC/DC meme Only AMAT-ter Of Time; Blue-Chip Dividends & Deere Necessities
by Joseph Hargett August 19, 2022 Great Stuff
Friday Four Play: The “His Applied Materials” Edition Great Ones, it’s no secret that the tech sector is in shambles right now. A shadow of its former market-domineering self. Even semiconductor stocks — the linchpins of the tech sector — are taking a massive beating. But as Douglas Adams once wrote: “Don’t Panic!” After all, […]
Rearrange grocery store again meme Buying BJ’s Wholesale, Chipmaking At Wolfspeed & Walmart Supports “Creators”
by Joseph Hargett August 18, 2022 Great Stuff
What’s Grocer Than Gross? Hey, Great Ones! Y’all remember how we talked about how the entire retail sector is struggling due to soaring prices and sapped consumers? I mean, I hope you remember. It was yesterday. Well, apparently, not all retailers are created equal. For example, BJ’s Wholesale Club (NYSE: ) just entered the earnings […]
July retail sales Clerks inflation meme July Retail Sales Were Flat As Inflation Climbs
by Joseph Hargett August 17, 2022 Great Stuff
Moving In Retail Life’s the same. I’m moving in retail. Life’s the same except for gasoline. Life’s the same. We’re shakin’ like tremolo. Life’s the same, or so the analysts say… Great Ones, the latest and greatest on U.S. retail activity from the Commerce Department hit today … and according to analysts: “Everything’s perfectly all […]
Nvidia chips GPU what did it cost meme The Chip Stock Albatross: Semiconductor Stocks Fall Short of Q2 Earnings
by Joseph Hargett August 9, 2022 Great Stuff
Conjunction Junction … Chips Don’t Function Great Ones, today we’re hooking up phrases and clauses that balance, like “out of the frying pan and into the fire,” or “He cut loose the sandbags, but the balloon wouldn’t go any higher.” Getting your Schoolhouse Rock! on today, Mr. Great Stuff? You’re darn tootin’. And it ain’t even […]

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