Latest Insights on ROG
Tesla Records Scratched, Musk Bluffs & HBO Maxin’ Relaxin’ All Cool
April 21, 2022 Great Stuff
What A Twisted Web We Tweet I’ve been dazed and confused by Tesla’s (Nasdaq: ) earnings for so long, it’s not true. Wanted an EV maker, never bargained for you… Umm, what was so confusing about Tesla’s report? Well … nothing. That’s the most surprising part, if you’ve tuned into literally any other quarterly report […] Plug Powered Wally World, JNJ’s Unusual Guidance, Your Chips Needham
April 19, 2022 Great Stuff
Shop Smart! Shop H-Mart! Great Ones, today we’re going to talk about Walmart (NYSE: ), Plug Power (Nasdaq: ) and lift trucks … 9,500 of them to be exact. That’s … oddly specific. Go on. Now, these lift trucks aren’t your grandfather’s lift trucks. They don’t run on smelly natural gas. Anyone who’s ever worked […] Peloton’s Problematic Promise, Banks Be Busted & DiDi’s Do Or Die
April 18, 2022 Great Stuff
Punched, Right In The Peloton Great Ones, the saga of Peloton’s (Nasdaq: ) fall from grace continued on Friday. And if you’re wondering why we skipped over it … well, Friday Feedback is important, you know? Given that most of y’all probably aren’t holding PTON stock, Friday’s news probably doesn’t affect you. You aren’t holding […] Ain’t Nothing Gonna Break My Market; Meta’s Horizon Zero Dawn & Delta’s Fueling Frisky
April 13, 2022 Great Stuff
Don’t Break Your Stride Great Ones, last night I had the strangest dream. I sailed away to China … with a little portfolio to find ya. And you said you had to deal with inflation and needed someone to help you through. What does that mean? And you said… Ain’t nothin’ gonna break my stride! […] Peeking At Peak Inflation; CarMax Blows A Tire & Apple’s Red Scare
April 12, 2022 Great Stuff
The Devil’s Left Hand Great Ones, mamma might have said that the pistol is the devil’s right hand … but I’ll swear until the day I can no longer write that inflation is the devil’s left hand. Today’s consumer price index (CPI) — and Wall Street’s reaction to it — is a prime example. Are […]