Mr Van- What are your ideas this week? Yes we have thirteen huge winners just recently were you not reading the thread!! I'm including my stock sales like CHEF & TWLO some are older ideas but yes we have been on fire and doing alot of work./ It will be nice to have you back on the Squad!
Is Mutley having incontinence problems? My friend same thing with their dog- & they had a bad reaction to the meds... which medicine are you waiting for. Bacchaus also has had two or three moments.,. (peeing in the house) // For Bacchus it is I think more to do with his Spinal Stenosis Problem.. and incident-- he had a mini stroke at one time I think- couldn't walk for an hour and fell over... that's when I got him on these herbs-- I would recommend them to you but I think your situation is more about old age. You have to take them out many more times. Also with Bacchus because he is 10 now and his back legs are getting really bad, wasting from this Spinal Stenosis situation; He cannot lift his leg as long as in the past so he'll start off lifting and then he'll stand there and when the pee hits his paws on the street he'll just stop. Not emptying his bladder. So it's important to continue the walk and get him to go again- this relieves the entire bladder. Infections can happen otherwise just like in humans..
About a year ago I had my first cold brew iced cofee down in Charleston. And boy is it good. I have acid issues so the less acid the better! It would seem this is a ripe market for the next Ninja machine<----- (Bloomberg) -- At the Super Bowl last Sunday, Danone SA’s commercial featured Channing Tatum tossing a large bottle of STōK Cold Brew Coffee to British soccer players. Nestlé SA’s showcased a game watcher at home consuming a Coffee-Mate product specifically designed for cold drinks. The fun — and expensive — ads reflect a deeper shift in the coffee industry: Not only are consumers choosing cold over hot coffee, but they are also starting to drink it at home instead of just at cafes. Already more than 70% of all the drinks sold at Starbucks Corp. are cold, with consumption being fueled by Gen Z. Now a wider lineup of multi-serving bottles and cold coffee machines have made it easier than ever to make a drink at home. That hasn’t gone unnoticed by Starbucks founder Howard Schultz and other alumni of the world’s largest coffee chain operator. He is investing in Cumulus Coffee, a company started by a former Starbucks executive that has recently launched a $700 machine to make cold brew at home. “Coffee at home is consumed massively around the world — all we’re doing is reflecting on the transformation in the category that exists and bringing cold coffee into the home.” Schultz said in an interview. “The size of the prize is so big.” Cold brews are often less acidic, richer and sometimes have a chocolatey coffee taste, making it a good entry point for people just starting to get hooked on caffeine. They also pack a stronger caffeine jolt, making them more attractive to many drinkers. For years, though, cold brews were more troublesome to make, often requiring at least 12 hours of brewing and greater attention to factors like how the coffee used to make the beverages was ground. As a result, the market was restricted to mostly coffee shops. But a wave of innovation now means the beverages can be purchased in bottles and cans. And with a Cumulus machine that sucks nitrogen out of its surroundings, consumers can create their own foamy, nitro cold brew from the comfort of their homes. A recent survey by the National Coffee Association revealed that 18% of respondents had consumed ready-to-drink coffee in a bottle or can the previous day, more than double the levels seen in the prior four years. That made the category, which includes cold drinks, the third most popular way of drinking coffee at home — surprisingly overtaking espresso machines. Booming Sales Sales of ready-to-drink coffee topped $1 billion in the past year, up more than 80% from 2021, according to data from consumer researcher NIQ. Multi-serve bottles such as Danone’s STōK Cold Brew Coffee also allow for more customization. At home, consumers can add water, milk or other flavored syrups and creamers to make lattes and martinis — all with no cafe equipment and at a lower cost. “Consumers have for years been getting their cold coffee outside the home, learning their formats, learning what they like, what they don’t like,” said Matthew Barry, the insight manager for food and beverage at Euromonitor International. “And now increasingly they’re saying, ‘You know what? This is really expensive and the cost of living is high right now. Maybe I can try to do this at home.’” Americans are pinching pennies as inflation has eroded their buying power, with the price of everything from meat to gas surging in recent years. To make matters worse, bad weather in top coffee producer Brazil curbed supplies, sending prices of the arabica variety favored by Starbucks to a record. To be sure, making a cold brew at home isn’t always fast and cheap. A Cumulus machine costs as much as six times the price of a Nespresso maker used for hot beverages. Add to that the price of pods, which retail for another $25 for a pack of 10. “Obviously the machine is an investment, but if somebody does some back-of-the-envelope math and you’re spending $5 to $7 one time or maybe two times a day at a cafe, this thing very quickly pays for itself,” said Mesh Gelman, founder of Cumulus and a former Starbucks executive. Other companies are making investments too. Westrock Coffee Co., a private label company, recently poured $315 million to build a new plant in Conway, Arkansas, to make cold coffee. The manufacturing line that makes big bottles of cold beverages was the first of four to open last year, and half of its capacity is already sold out. The market is ripe for more growth, with young consumers share their at-home recipes on social media, said Niel Sandfort, chief innovation officer at Chobani. In 2023, his company acquired La Colombe, which has a lineup of 42-ounce bottles of cold coffee. Younger drinkers are treating cold coffee as an energy drink, “more of a dopamine moment,” Sandfort said. “That dopamine moment is much more of an exciting, enriching, on-the-go experience.” This is all true but bottled cold coffee is sucky it needs to be fresh brewed...
You can read me six months ago or listen to these fools now.... Roubini: Hot inflation puts Trump, Fed on a 'collision course'
Sometimes an investment theme is just too clean. There’s also skepticism among traders who have been burned by failed China rallies in the past. Some have pointed to crowded trading and increasing valuations as reason for caution. Helen Zhu, chief investment officer at Nan Fung Trinity HK Ltd., sees uncertainty over whether DeepSeek’s AI success can be repeated. “At the end of the day, you don’t really know what the potential monetization opportunities are over the medium to longer term,” she said. Nonetheless, there’s a palpable buzz of “China’s back” in the markets of late. The positives keep piling up, with Alibaba adding $100 billion in market value over the past five weeks and the Hang Seng Tech Index entering a bull market. “The DeepSeek news was a well-timed and impactful catalyst that market participants were able to build a case for a reentry” into Chinese markets, said Nicole Wong, a portfolio manager at Manulife Investment Management. “From a tactical standpoint, we think it makes sense to be taking advantage of this momentum.” I'm re-thinking all of this from many different directions.
In a banal attempt to undermine the EU. Vance implores Germany to not forget about the good Nazi's-- to let the radical right wing in power to make more pretty nightshades... TO WHICH I SAY:
No she's ok, not incontinent. She just doesn't like to get up from her bed as much (her back legs) so I think she waits till the last minute to get up and let someone know. I've actually been making her get up in the AM, and before we go to bed. I have to pick her back-side up to get her moving. She's lazy lol. Once she's outside, she moves around fine. and when she comes in, she runs around like a puppy. That med for the blood work is Carprofen. Yeah the back legs, like Bacchus, make it tough. Girl dogs obviously squat and don't cock their leg, but I can tell it's hard for her. They really shake when she goes. One time last month she was taking a poo she just collapsed back there and got poop all over her butt. But this new med seems to really help. It's an anti-inflamatory. I think the vet is charging too much, I could probably get it a lot cheaper online, but I like this girl, she's does a lot of freebies for folks so I don't mind paying extra. She's real nice. And she lets Muttley have free reign of the whole clinic when she goes. The techs are nice too. They all say "she's sooo sweet."
I have not been reading the thread at all, and I'm reticent to throw any ideas out atm outside of boring value stocks that take forever to move. But just because everything is waaay overpriced imo, doesn't mean they won't keep running. It's just when the music stops, the falls are precipitous. NVDA sure looked strong Friday though. But that doesn't count at GBA since like Google, Alphabet, Meta, etc... if they keep going one might as well just say "buy the Naz." I'll see if I can ferret out a few. I did say MRNA is a buy at $30, but who knows where it will bottom at. They have a lot of cash, but even at that, any acquisition would take a while to work its way into the stock price so it would definitely be a buy a little now, and average down in say $4 increments, and plan on a multi-year hold. I IRA'd some at $34. But it is well hated right now, that's for sure. My reccy is based on pure intuition alone, I gotta think they have some smart people there that are catching heat to get the price back up.
Let me look into this: Carprofen./ I thought you lived in Fla.. but you moved? Are you in cold weather now? Does Mutley need a jkt? They pretend to hate them but it is good for boney ass dogs!! We have been giving a supplement called DASUQUIN <------ It's a joint health supplement given out by vets... mainly Glucosamine // only sold thru vets by Nutramax Labs.
I'm going through the last 2 weeks./ 20 + WINNERS-- BKSY NET GANX SPCB NBIS BBAI DAO KC TIGR WDH BABA BIDU ZH APLD TWLO SLQT TVTX BHVN CHEF RBBN