If you haven’t heard about this story by now, let me catch you up to speed. A popular Tik Toker did a food review for Chili’s garbage food, loved it, and sales went bananas.What is the net result of something seemingly innocuous? BEHOLD!Brinker International, Chili’s parent company, reported a 14% jump in same-store sales and...Read More

MS Powering GenAI – US Alpha Generation as We Head into 2025DownloadThis is a very thought provoking report about the scale of the opportunity that lies ahead. For those of you too slothful to wade through it, here is an ironic AI summary of the report.Key Takeaways and Ticker SymbolsPower Infrastructure Challenges:Anticipates a 36 GW...Read More

I just got back from the outlets, at the behest of Mrs. Fly, who attempts to bankrupt House Fly every single Christmas for as long as I can remember. We have purchased superfluous and gratuitous gifts for all, at the same time picking stuff up for Mrs. Fly as well. As a younger man I...Read More

After the close $AVGO posted blockbuster numbers, driven by AI datacenters and before the open $CIEN did the same, once again due to datacenter demand.Ciena on call: Guides Q1 and FY25 revenue above consensus; raises long term revenue growth forease to +8-11%  (73.23)Co issues upside guidance for Q1 (Jan), sees Q1 (Jan) revs of $1.01-1.09 bln vs. $1.00...Read More

I have meetings after the bell and all day tomorrow, so I wanted to chime in on today’s action.CPI came in line with expectations: no surprise there. There is a spike happening just about everywhere: natty, oil, stocks, gold, cryptos and even bond yields. This is what you call a “melt up” day.Large capped tech...Read More