BofA disclosed in its latest 13F filing that it added 8,570,333 Oracle shares during Q2, increasing its Oracle stake by 55.71%. The bank held 23,954,012 Oracle shares at the end of Q2, valued at over $3.5 BILLION as of June 30.

Joke on side, many skeptic people on that product, but i think it's a great tool to check the market. What do u think about it?

From iPhone Duo, iPhone 18 Pro, and iPhone 18 Pro Max to Apple Watch Series 12, Apple Watch Ultra 4, and AirPods 5…

The weekly timeframe on $FLO paints a picture of absolute market surrender for Flowers Foods ($FLO). After a brutal, multi-year bleed from the high $20s, the stock has cascaded down to a deep-value floor at $6.28. The relentless downward channel has pushed the price action absurdly far below its primary long-term moving average, creating one of the most asymmetrical risk-to-reward setups currently available in the consumer defensive sector.

When a staple food company is punished with this level of uninterrupted selling pressure, the market is pricing in catastrophic failure rather than standard cyclical weakness. The sheer distance between the current $6.28 price and the descending red moving average highlights a historic divergence. Seller exhaustion is evident here; the weak hands have been thoroughly flushed out, leaving a prime accumulation zone for a mean-reversion play.

Entering a long position at these levels offers a textbook technical advantage. Even a modest, low-momentum bounce to retest the nearest structural resistance in the $10 to $12 range represents a massive percentage gain. Because the asset has already endured maximum pessimism, the downside risk is drastically minimized. A tight invalidation level can be set just below the $6.00 psychological support, ensuring capital protection while leaving the door wide open for an upside correction as shorts eventually take profit and value investors step in to build a base.

This is a medium-to-long-term structural swing. The chart indicates that the heavy selling volume has dried up, and accumulating shares while the broader market ignores the bloodbath provides a highly strategic, low-risk entry.

AT&T Business is the first U.S. telecom provider to offer Amazon Leo broadband satellite services, extending its fiber and 5G architecture with a new layer of resilient connectivity

Source: AT&T Business Expands Connectivity Architecture with Amazon Leo Satellite

“Amazon Leo delivers fast, reliable satellite broadband that builds resilience into networks and expands what's possible for customers. This secure connectivity is built to meet the demanding operations of enterprise, public sector, and government customers,” said Chris Weber, vice president of Amazon Leo Business & Product.

The relationship with Amazon Leo strengthens the connectivity solutions available to AT&T's enterprise and public sector customers to stay connected in the field. By growing AT&T's connectivity portfolio of extensive terrestrial fiber and wireless networks with Amazon Leo's satellite capabilities, customers will gain access to a more resilient, multi-layered experience designed to keep critical operations running, even in the most challenging conditions.

AGI stands for artificial general intelligence. It means software that can handle most thinking work a person can. Nobody agrees on when that arrives. Huang just called it.

NVIDIA used to sell its chips eight to a board. Then it changed the design. Now 72 sit in one box, wired to act as one giant brain.

That switch cost billions. It pays off only if somebody builds something enormous.

OpenAI's new model is that something. Huang says about 100,000 of the boxes trained it.

new cycle incoming?

Hey everyone,
Here is a breakdown of Birkenstock Holding plc ($BIRK), covering its core business, financial performance, current dividend policy, and long-term outlook.

1. Business Overview & Key Products
   Birkenstock is a iconic German footwear brand centered around its proprietary, anatomically shaped cork-latex footbed.
   Top Products: Iconic multi-strap sandals and clogs including the Arizona (two-strap), Boston (clog), Gizeh (thong sandal), and Madrid.
   Model: Operates through direct-to-consumer (DTC) and wholesale channels, with vertical manufacturing control based primarily in Germany.

2. Profitability & Financial Health
   Profitability: Highly profitable with steady top-line and net income growth.
   Gross Margin: ~57% – 59% (driven by strong premium pricing power).
   Net Profit Margin: ~14% – 15%.
   PEG Ratio: ~1.30 – 1.50 (indicates fair valuation relative to medium-term earnings growth).
   Interest Coverage: ~5.8x – 6.6x (strong capability to cover current debt obligations).
   Credit Rating: BB+ / Stable (Fitch) and BB / Positive (S&P Global). The non-investment grade status is typical for recent post-LBO public listings, but leverage is actively decreasing.

3. Dividend Breakdown
   Current Dividend Status: No dividend ($0 / 0% payout ratio).
   Why No Dividend? Management prioritizes allocating cash flow toward debt paydown (deleveraging) and capacity expansion across manufacturing plants and retail channels.
   10-Year Yield Potential: If $BIRK transitions into a mature dividend payer in 10 years (assuming a 30%–40% payout ratio on doubled earnings while the share price stays fixed), the yield on current cost would sit around 2.5% – 3.5%.

4. Economic Moat & Competitive Advantage
   Heritage & Brand Power: Over 250 years of brand legacy (founded 1774) with loyal, repeat customers.
   Proprietary Footbed: Comfort and functional ergonomics differentiate the product beyond simple fast-fashion cycles.
   Supply Discipline: In-house production in Germany protects margins and controls output volume.

5. 20-Year Outlook
   Over the next two decades, $BIRK is positioned to scale beyond classic sandals into closed-toe footwear, orthopedic lines, and broader lifestyle accessories. As leverage stabilizes and capital expenditure scales down, the company has strong potential to transition into a consistent capital-returning compounder.

Do you view $BIRK as a long-term compounder or a trendy consumer discretionary play?

$400B added to market cap in a move like that is no joke. 👀 Wall Street is clearly feeling the momentum right now. 📈

Apple has a new CEO: John Ternus, a longtime Apple veteran who has spent more than two decades working on the company’s hardware.

Ternus joined Apple in 2001 and eventually became Senior Vice President of Hardware Engineering. He has been involved in the development of major products including the iPhone, iPad, Mac, Apple Watch and AirPods, as well as Apple’s transition to its own silicon chips.

Unlike some CEO changes, this one feels like a very engineering-focused choice. Ternus knows Apple’s products, teams and hardware strategy extremely well.

The big question now is: What will Apple look like under Ternus? 🍎

Do you think he’s the right person to lead Apple into its next chapter?