GBA Presents: House of Gummy-!

As I sit here we are close to popping the AI bubble. Several firms have reported more of the same so so earnings. When is someone going to say it? This Earnings season has sucked.

The disquieting part these guys trying to explain how they make money from AI-- it's a super stretch and folks are starting to realize many AI adopters are just improving existing products but not really making more money. Sure MSFT ASUR offering gets better, does that translate to sales? Maybe. Google the search is better so what. Do we search more or less? I would argue less.... we still have to deal with your crap and ads and sponsored links right? So the list of companies actually making money off the AI is incredibly short.
 
I would fade Starbucks here. They massaged their number- all the same store sales look like they missed the mark. Arabica coffee has gone way up because of those Houthies in the Red sea... + wage issues, Unions...
 
I think if AMD and others can puke here it would be constructive to the rest of the market trying to go up. Maybe we get that rotation after all.. it sure hasn't happened yet.


JPMorgan Quants Warn of Dot-Com Style Concentration in US Stocks
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b72064b7b4b9b2cb7104bd4b3deb0cc9

JPMorgan Quants Warn of Dot-Com Style Concentration in US Stocks
 
TRIP Tripadvisor, Inc.

$22.06-0.08 (-0.36%)4:00 PM 01/30/24
NASDAQ | $USD | Post-Market: $22.06 4:01 PM

WE WANT TO KEEP AN EYE ON TRIP. AI is either going to really help these guys or put them out of business... not sure which. I lean to the help. If they can put together better trips then they can create more volume and get paid on more back ends.
 
c1ab84a83a4858c55ff2b69fafa5f604


Every year, foodservice research group Technomic surveys thousands of consumers to create a list of America's favorite restaurant brands based on factors such as value, hospitality, and ambiance.

This year, a coffee chain broke into the top 10, and it wasn't coffee giant Starbucks. Rather, Dutch Bros (NYSE: BROS) snagged the No. 3 spot, according to Nation's Restaurant News.

Relatively unknown in the eastern U.S. but well known by Oregonians, Dutch Bros has ambitious plans to capitalize on its surging popularity. And it's why the company has captured the attention of many investors.

It's time to meet Dutch Bros
Founded in Oregon by brothers Dane and Travis Boersma in 1992, Dutch Bros is a relatively young restaurant chain and a pioneer of the drive-thru coffee trend. Today it has around 800 locations, the largest concentration of which are still in Oregon.

Technomic says Dutch Bros is the third most popular restaurant chain right now, but there's more to attest to its popularity. Consider that Dutch Bros tracks sales at locations that have been open for at least 15 months as part of its same-shop sales -- other companies often call refer to this metric same-store sales or "comps". Dutch Bros' same-shop sales are expected to increase in full-year 2023, which would represent its 17th consecutive year of comps growth.

In other words, a Dutch Bros location consistently generates more sales over time. That's a great indication of its growing popularity.
 
vanzandt said:
Hey I've been meaning to ask... --->What is PARA?
Never heard of it.

But I did hear they have a new series coming out.
It's called "Sum of the Parts". :sneaky:

PARA---> $13.75
More...


:rolleyes:


____________________________________

Byron Allen Makes $14 Billion Offer for Paramount Global
  • The media mogul offering to pay a 50% premium for voting stock
  • Allen already has interest from investors for assets

Byron Allen Photographer: Kyle Grillot/Bloomberg
By Christopher Palmeri
January 30, 2024 at 10:05 PM EST
Updated on
January 31, 2024 at 4:52 AM EST

Media mogul Byron Allen has made a $14.3 billion offer to buy all of the outstanding shares of Paramount Global, according to people familiar with his terms.

Allen offered $28.58 each for the voting shares of Paramount, a 50% premium to recent trading, and $21.53 for the non-voting shares, according to the people, who asked to not be identified discussing terms that weren’t public. Including existing debt, the total value of the deal rises to about $30 billion.

_________________________

PARA---> $16.50 (+20%)
 
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