SanDisk $SNDK lays out its FY28–FY30 targets:

Mid-to-high teens revenue growth
~80% non-GAAP gross margin
~50% adjusted FCF margin

The company also expects to return 100% of excess cash to shareholders.


だって、こりゃ上がるわ

リバモアが自殺○たとき残っていた資産を今の円に換算すると(´・ω・｀)

ジェシー・リバモアが1940年11月に自殺○た時点で、現金・信託などで500万ドル超を残していたとされています。1940年当時の報道資料にも「trusts and cash assets at his death totalled over $5 million」とあります。

1940年：500万ドル
現在の米ドル価値：約8,600万〜8,700万ドル
2026年の為替を仮に 1ドル＝150円 とすると
約129〜131億円

リバモアが自殺○たとき残っていた資産を今の円に換算すると(´・ω・｀)

ジェシー・リバモアが1940年11月に自殺○た時点で、現金・信託などで500万ドル超を残していたとされています。1940年当時の報道資料にも「trusts and cash assets at his death totalled over $5 million」とあります。

1940年：500万ドル
現在の米ドル価値：約8,600万〜8,700万ドル
2026年の為替を仮に 1ドル＝150円 とすると
約129〜131億円

ETS　投資顧問連中が昨日から煽っていたけど決算で　↓
ここの大株主の人は仕手連中に情報出しすぎ

“…but that gets back to the question of Cinderella at the ball. You’re there, you’re having a wonderful time, the punch bowl is flowing. The dance partners are getting prettier all the time. But you know at midnight it’s going to turn to pumpkins and mice.

You look around the room and you think, “One more dance. One more good-looking guy. One more glass of champagne.”

And you think you’re going to get out of there at midnight. Of course, everybody else thinks they’re going to get out of there at midnight too.

And in the end, it does turn to pumpkins and mice.

…The problem for this particular dance, for Cinderella, is there are no clocks on the wall.”

U.S., Israel preparing to bombard energy-related targets in Iran, sources say
（CBS NEWS）
情報筋によると、米国とイスラエルはイランのエネルギー関連施設への空爆の準備を進めているという

amit
@amitisinvesting
OH. MY. GOODNESS.

CITADEL HAS BOUGHT A MAJORITY OF THE PUBLIC ASSETS FROM LEOPOLD'S SITUATIONAL AWARENESS FUND.

So...Citadel scares everyone on Tuesday about a surprise rate hike during FOMC that WE ALL KNEW was not going to happen...

On Wednesday, the entire market freaks out about the rate hike which causes the selling to compound on itself creating 50-70% drawdowns across the board in high beta semicondcutor names...

Which means Leopold who we now know had $45B of assets and was 400% LEVERED ends up being the sacrifice as he gets liquidated at what theoretically could be the bottom due to not having the margin requirements to keep solvent...

AND THE PERSON WHO CAUSED THE SELLOFF WITH THE RATE HIKE FEARS ENDS UP COMING IN TO BUY HIS ASSETS FOR 40 TO 50 CENTS ON THE DOLLAR.

By the way, Leopold is getting married this weekend. I think he wanted to make sure he wasn't getting margin called during his wedding.

A vet on wall street in Ken Griffin takes out the young new kid.

ABSOLUTE. CINEMA.

キリンMetsのグレープフルーツもう打ってない😡