Some days the tape hands you a discount retailer blowing up, a design software name printing like it owns the cycle, and a buy-now-pay-later company that apparently found religion on profitability. Le...
Some days the earnings slate hands you a puzzle. Today it hands you a paradox — the most profitable company on the list gapped down, and the one losing money gapped up. Let that sit for a second.
Ubiquiti is doing something that should not be possible in consumer-facing hardware, and the market has spent two years either ignoring it or not believing it.
Some days the earnings tape hands you a confessional. Today it handed you two — one stock up sixteen points on a margin that is still underwater, and one that beat every number and barely moved. Pay a...