Michael Saylor once said he would “buy bitcoin forever.” Now, he’s exploring the possibility of selling it as an illustration of its resilience but the market may interpret his comments differently.
Michael Saylor once said he would “buy bitcoin forever.” Now, he’s exploring the possibility of selling it as an illustration of its resilience but the market may interpret his comments differently.
(RTTNews) - French stocks climbed higher on Wednesday, lifted by some strong earnings updates, and hopes of a U.S.-Iran peace deal following U.S. President Donald Trump's announcement of a temporary suspension of "Project Freedom" in order to resume negotiations with Iran.
(RTTNews) - French stocks climbed higher on Wednesday, lifted by some strong earnings updates, and hopes of a U.S.-Iran peace deal following U.S. President Donald Trump's announcement of a temporary suspension of "Project Freedom" in order to resume negotiations with Iran.
It's been a volatile start to the year for Rivian Automotive (NASDAQ: RIVN) , and that pattern continued after the stock price fell following its Q1 results release after the bell on April 30. The stock is now down more than 25% year to date, as of this writing. Let's dive into the electric vehicle (EV) maker's results and prospects to see if investors should buy the dip in the stock. In Q1, Rivia...
It's been a volatile start to the year for Rivian Automotive (NASDAQ: RIVN) , and that pattern continued after the stock price fell following its Q1 results release after the bell on April 30. The stock is now down more than 25% year to date, as of this writing. Let's dive into the electric vehicle (EV) maker's results and prospects to see if investors should buy the dip in the stock. In Q1, Rivian saw revenue rise 11% year over year to $1.4 billion, while deliveries jumped 20% to 10,365 vehicles. Nearly half of its revenue came from Electric Delivery Van deliveries to Amazon . Continue reading
VladSokolovsky/iStock via Getty Images Investment Thesis I am rating Centerra Gold ( CGAU ) a Strong Buy for a couple of reasons. Let me start by saying that CGAU is not a perfect story, and I do not want to pretend that mining is suddenly a clean chessboard where every piece moves as planned. It rarely does. The main reason I think CGAU deserves a Strong Buy rating is because, when I look at the ...
VladSokolovsky/iStock via Getty Images Investment Thesis I am rating Centerra Gold ( CGAU ) a Strong Buy for a couple of reasons. Let me start by saying that CGAU is not a perfect story, and I do not want to pretend that mining is suddenly a clean chessboard where every piece moves as planned. It rarely does. The main reason I think CGAU deserves a Strong Buy rating is because, when I look at the company's current cash generation, its net cash position, its production base, and valuation, I see a company where investors are being paid to wait while management tries to convert asset depth into a strong earnings machine. To put this into perspective, Centerra released their 1Q 2026 earnings report and delivered outstanding numbers. The strongest part of my thesis is CGAU's funding model. This is because, in my view, many mining companies look cheap on paper because the market knows the next project will consume the balance sheet. But for CGAU, it is different. It is because the company is using cash flow from Mount Milligan and Öksüt to push forward Mount Milligan, Kemess, Thompson Creek, Goldfield, and Öksüt optimization to work. As a result, this changes the risk profile of the company. This is because it implies that I am buying a producing mine where existing assets are carrying the burden of future growth. Secondly, Mount Milligan is the anchor asset that supports my confidence in the valuation rerating. This is because the mine produced 29,572 ounces of gold and 14.2 million pounds of copper in 1Q 2026. Its gold production represents about 20% of full-year guidance. The most important number to me is the $1,060 AISC on a by-product basis. That is because it tells me that copper credits are not just a nice side note. They are actually a structural part of the margin story. To me, I think if Mount Milligan continues to produce within guidance and copper prices remain constructive, then CGAU's earnings power should be more resilient than pure gold miners. 1Q 2026 E...
Brothers91/E+ via Getty Images Shares of Lattice Semiconductor ( LSCC ) have been trading near their highs, being carried higher alongside the rest of the AI and semiconductor complex. This move actually comes as the company announced the acquisition of AMI, one that seems well-structured and takes place at much lower sales multiples, although little has been said about margins here. All in all, I...
Brothers91/E+ via Getty Images Shares of Lattice Semiconductor ( LSCC ) have been trading near their highs, being carried higher alongside the rest of the AI and semiconductor complex. This move actually comes as the company announced the acquisition of AMI, one that seems well-structured and takes place at much lower sales multiples, although little has been said about margins here. All in all, I like the move, yet expectations have risen enormously anticipating the first quarter earnings report, making me very cautious here. Liking the M&A move in isolation, it is the overall setup that makes me very cautious here, although I am intrigued to see momentum continue in the AI supplier base. Higher-conviction ideas, including other M&A stories, can be found at Value In Corporate Events . On The Deal Lattice has reached an agreement to acquire AMI, described as a leader in platform firmware and infrastructure manageability for cloud and AI, to create a complete secure management and control platform. Deal terms call for a $1.65 billion acquisition price comprised of a $1.00 billion cash component with some $650 million worth of shares being issued. The number of shares issued is capped in a range, with anywhere between 5.2 million and 6.1 million shares to be issued. The company is set to generate $200 million annually in revenues, implying that just over an 8 times sales multiple has been paid, with closing seen in the third quarter. The idea is to provide more comprehensive solutions by combining Lattice's leading low-power FPGAs with AMI's strength in firmware and infrastructure management solutions. A Solid First Quarter The news about the AMI deal broke alongside the release of the first quarter results early in May. The low-power programmable leader reported a 42% increase in first-quarter revenues to $171 million, with sequential revenue growth reported at 17%. Such sales growth obviously resulted in strong operating leverage. Non-GAAP operating margins were rep...
U. S. stock futures moved higher on Wednesday after President Donald Trump paused a military initiative aimed at reopening the Strait of Hormuz and signalled progress toward a possible peace agreement with Iran.
U. S. stock futures moved higher on Wednesday after President Donald Trump paused a military initiative aimed at reopening the Strait of Hormuz and signalled progress toward a possible peace agreement with Iran.