CW

elmojorisin

In France you pay 18.2% of tax on gains after 5 years. Before that its 31.2% You can invest up to 150k€ on that plan but its dedicated to european companies and ETFs. By swap mechanism you can invest on CW8 or other world etfs. We have another plan thats natively 31.2% tax on gains but you can invest on a larger scope of plans. The put/calls barely exist in most french brokers.

Pleasant_Gold_3634

Been holding CW since last year Let’s go

Automatic-Position-9

It is ludicrous that Wednesday takes as long as it does. The CW shit out comparable shows, 22 episodes a year. The effects on Wednesday are not that much better. If Amazon can get Fallout back on within 2 years there’s absolutely no excuse for Netflix

DragonSon83

Riverdale wasn’t a Netflix show.  It aired on The CW.  Netflix got the reruns a bit later.  Neither HBO Max or Paramount+ were really a thing when The CW signed their streaming agreement with Netflix.

Cspiby

CW has done an updated view [https://www.reddit.com/r/sellaslifesciences/comments/1uihu2y/comment/ounhq04/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/sellaslifesciences/comments/1uihu2y/comment/ounhq04/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)

BatProfessional7316

Read up DDs by CW, but yes. It isn’t guaranteed. However, it def is a higher than just a 50/50

_hiddenscout

Still stoked I bought CW a while back. With the nuclear news today, it was around the administration offering $17.5 billion in low-cost loans to help finance the construction of 10 new Westinghouse AP1000 nuclear reactors across the U.S. CW does the pumps for these reactors. Should be some good news for them.

AverageUnited3237

Apprecaite that a lot!! but no, CW is the SLS GOAT!

_hiddenscout

I haven't look at the valuations in a minute, the problem is a lot of these names have been on a tear for a bit. I always try to be as transparent as possible here, so stuff like CW, I've owned for years. Like this post is about DRS and CW from 2 years ago: [https://www.reddit.com/r/stocks/comments/1gbq8o7/comment/ltq0wmh/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1gbq8o7/comment/ltq0wmh/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) > Totally, yeah I'm less invested in pure naval ships, but companies that deal with components of it. One of them is $CW. It's also two fold, since they do both Naval and Nuclear, part of the reason why I think the company should have some nice tailwinds in the future. >[https://www.curtisswright.com/markets/defense/naval-defense](https://www.curtisswright.com/markets/defense/naval-defense) >The other is also DRS. Same idea. >[https://www.leonardodrs.com/what-we-do/domains/sea/](https://www.leonardodrs.com/what-we-do/domains/sea/) Last time I checked, APH still seems like it trades a decent valuation. That's always my thing, I'm jsut a GARPy invesor, so I care about stuff like DCF and fundamentals around a business before I buy them. MOG.A and CTS are also pretty interseting. MOG.A PEG is a bit higher than I like, but it's a great name to buy on pullbacks.

Lost_in_Torontoh

You literally stole the 16.2 mos model from the same source aka CW from SLS sub, you are discrediting here, made some grade 2 dumb chart and some word salad garbage and trying hard to fit in here.

noone_here_3-14159

Already lost all I’m ever going to lose on CW recs. .

derprondo

🅱️ilary literally any year over CW and her thin lips and boney build. Friggin' bonies!

zbern

Long BWXT. Beyond the Navy aspect, they have their hands in nuclear medicine, thermal management, SMRs, and space propulsion. Great long term stock. Edit - if you like BWXT beyond just the Navy aspect check out DRS and CW as well.

oulipo

I'm using Amundi World (CW8)

sport912x

You might review Option Trades Today , Tony used to go thru a procedure, maybe not that much these days. He would pull up the HighOptionVolume and then look/sort by IVr(IvRank) or IV%% (percentile). Pull up the chart to review and decide. This watch-list is under the standard Tasty watchlists/Liquidity. If not your broker you should be able to sign up, review the list and download (CW icon on top right) to your app. Of course if you are a dinasour like me you just sell 14/20 delta Puts in QQQ.

_hiddenscout

They do more than naval, but I own ESE, CW and some other names that deal with. I'm bullish on navy because we are so far behind in terms of building.

_hiddenscout

A lot of macro tailwinds for them. Owned them for years. Great example of how this sub works to me sometimes. I'll bring up some great names and no engagement lol. [https://www.reddit.com/r/stocks/comments/1d382bi/comment/l68rjyk/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1d382bi/comment/l68rjyk/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) POWL is up 350% from that post. CW is up 150% DRS is up 70% WWD is up 91%. 165% average return from 2 years ago. Not bad!

Retaining-Wall

Like a goddamn The CW teen drama.

_hiddenscout

Yeah, they can be. That's why I play with stuff like CW.

IronyElSupremo

EM is definitely getting squeezed but we will have to see if alternative sources of gasoline, diesel, fertilizer, etc.. can bridge the gap.. Eventually the financial costs of the war be compensated for, and the CW is EM will have an overall win as AI reduces language barriers for potential customers/clients who’ll buy cheaper products and/or services.

37366034

For the next photonics CW laser chokepoint. Personal high-beta exposure tierlist: 1. SSIVE: $302m 2. SAAOI: $8.35B 3. Yuanjie (688498): $13.55B 4. $MTSI: $17.4B 5. SLITE: $56.1B 6. $COHR: $49.2B 7. Suzhou Everbright: $5.95B 8. LuxNet (4979.TWO): $1.7B 9. Henan Shijia (SHA: 688313): $6.2B 10. Furukawa Electric (TYO: 5801): $16.06B 11. Sumitomo Electric (TYO: 5802): $45.113B 12. Mitsubishi Electric (TYO: 6503): $71.2B 13. $AVGO: $1.53T Do you see the outlier by Market Cap? It’s $SIVe

37366034

For the next photonics CW laser chokepoint. Personal high-beta exposure tierlist: 1. SSIVE: $302m 2. SAAOI: $8.35B 3. Yuanjie (688498): $13.55B 4. $MTSI: $17.4B 5. SLITE: $56.1B 6. $COHR: $49.2B 7. Suzhou Everbright: $5.95B 8. LuxNet (4979.TWO): $1.7B 9. Henan Shijia (SHA: 688313): $6.2B 10. Furukawa Electric (TYO: 5801): $16.06B 11. Sumitomo Electric (TYO: 5802): $45.113B 12. Mitsubishi Electric (TYO: 6503): $71.2B 13. $AVGO: $1.53T Do you see the outlier by Market Cap?

37366034

For the next photonics CW laser chokepoint. Personal high-beta exposure tierlist: 1. SSIVE: $302m 2. SAAOI: $8.35B 3. Yuanjie (688498): $13.55B 4. $MTSI: $17.4B 5. SLITE: $56.1B 6. $COHR: $49.2B 7. Suzhou Everbright: $5.95B 8. LuxNet (4979.TWO): $1.7B 9. Henan Shijia (SHA: 688313): $6.2B 10. Furukawa Electric (TYO: 5801): $16.06B 11. Sumitomo Electric (TYO: 5802): $45.113B 12. Mitsubishi Electric (TYO: 6503): $71.2B 13. $AVGO: $1.53T Do you see the outlier in Market Cap?

ZealotOfCannabis

It's really not that hard to use google 280e tax code [https://www.law.cornell.edu/uscode/text/26/280E:](https://www.law.cornell.edu/uscode/text/26/280E:) >No deduction or credit shall be allowed for any amount paid or incurred during the taxable year in carrying on any trade or business if such trade or business (or the activities which comprise such trade or business) consists of trafficking in controlled substances (within the meaning of schedule I and II of the [Controlled Substances Act](https://www.law.cornell.edu/topn/controlled_substances_act)) which is prohibited by Federal law or the law of any State in which such trade or business is conducted. And here's a nice generated summary for you: >[Internal Revenue Code (IRC) Section 280E](https://www.google.com/search?q=Internal+Revenue+Code+%28IRC%29+Section+280E&rlz=1C1CHBF_enUS751US751&oq=280e+marijuana&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIHCAEQABiABDIHCAIQABiABDIICAMQABgWGB4yCAgEEAAYFhgeMggIBRAAGBYYHjIICAYQABgWGB4yCAgHEAAYFhgeMggICBAAGBYYHjIICAkQABgWGB7SAQgyNTQzajBqN6gCCLACAfEFjf81nC9tLN_xBY3_NZwvbSzf&sourceid=chrome&ie=UTF-8&mstk=AUtExfCw7xWMHd58JdXrbwje1bvwe3WgmfyFmSuKGz8EhDqjG8Az-rbTDciZH-67ZaqSlKrMC8d_4YyEEXVArbbnS5pWU_WMi_sI6H1qH1rHbCYSRxMcliP6CW4_KzHs__J5ecP-qAq27EZUYPhhFfZ-lZ8xNhH-iEDN842tdAGc4QgJ35-5bMCbwBfJ2MSMiLKQOAxdOhcUmeStxU9z0Ws-bbYJty-jmo3r3iqEtJmLqD6OueMtXDRlUJSEmiMGeY5rIDQqAhyzBmnLcBHyegdE-fe8&csui=3&ved=2ahUKEwj93afSo4KUAxVEkYkEHQ-8IQ4QgK4QegQIARAB) prohibits state-legal marijuana businesses from deducting ordinary business expenses (rent, payroll, marketing) from their federal taxes because cannabis remains a Schedule I controlled substance. This results in effective tax rates often exceeding 70%, with only the Cost of Goods Sold (COGS) deductible. While marijuana is currently in the process of being rescheduled to Schedule III—which would eliminate 280E—the law remains in effect as of early 2026, forcing companies to continue paying high taxes while they await final, formal changes. Anything else?

Mike_Oxafloppan

Bears talking like a poorly written villain on the CW, bulls dropping the ball in celebration before crossing the goal line, egg on both faces, embarrassing

KGKay

I’m late, and I don’t gamble but the last few days I have traded CW and I see this as a good price regardless where it goes. As long as below 130 and above 92. I like it. I believe in it long term.

SavingsMortgage1972

Hey CW, I don't intend for this question to undermine your dedication/positions in this stock and your DD is fantastic I'm over 10,000 shares into this myself because of you. I'm just curious but because of the intended payoff of SLS why doesn't it make sense to eat the taxes on your other gains and just put more of them in to SLS?

cyril1991

Major Ho Lee Fuk and CW1 We To Low piloted the bomber plane?

skyplt29

I kind of stopped following CMD...primarily because I am not a technical guy and could not follow his videos. I do find it odd that British Tobacco is teaming up with Charlotte's Web, especially since CW is focusing on wellness, not something tobacco companies are known for. That being said, although I do not own Charlotte's Web, I am happy to see major players beginning to buy in. They usually know far more than the average retail investor does (although there are a few here like banana and geo who have a pretty solid grip) and I am hopeful (hopium is about all I have left for this sector) this is an indicator that some of the big corporations are starting to get into the sector. Who knows, maybe Constellation has another 5B they want to throw into the pot (that is said tongue-in-cheek).

Rich-Use1484

RL in Zurich still employs tons of FTE and Contractors (CW- Contingent Workers). Zurich is a high cost location and CWs are not cheap. So don't believe in Meta's layoffs news.

Longjumping_Tree6561

Not the official statement but Trump live soon. https://www.youtube.com/live/cYUQqzonpcU?si=H9Z5CW2hVu01qh4K

playstationjeans

I like CW a lot.

HairlessChest

sounds cool. what channel is it on, CW?

Relative-Wealth-3335

I won't be surprised to see 50% drop. CW is highly valued just because Nvidia's support (and profit). They are strategic partners to sell the bubble dream.

Torontokid8666

I work in data centers. The guys I see from CW are not the brightest bulbs.

_hiddenscout

I like some of the suppliers as well. I think long term, I'm kind of worried about the valuation of some of the builders, since it's going to be a long time before some of the names come online. However, CDRE acquired some names for nuclear testing. CW also sells nuclear components for power plants. FLS also supplies nuclear power plants with pumps.

octopus4488

Same here. Just bought RTX, CW, BWXT, KTOS. They are in an uptrend anyway because of Trump wanting to spend a cool extra 600B on the Pentagon next year.

iShitBloodandCumShit

DPz. Yeah I like getting those - CW.

_hiddenscout

CW Q4 EARNINGS HIGHLIGHTS Revenue: $947M (Est. $890.25M) EPS: $3.79 (Est. $3.68) FY Guide: Revenue: $3.71B–$3.765B (Est. $3.694B) EPS: $14.70–$15.15 (Est. $14.61) "Our full-year 2025 performance reflected the continued momentum that we are generating under our Pivot to Growth strategy. We delivered record-high sales and operating income, 110 basis points in operating margin expansion, and 21% growth in adjusted diluted EPS, as we maintained our commitment to operational excellence and targeted investments across the portfolio. In addition, we achieved record free cash flow of $554 million, which reflected our overall growth in profitability and the team’s relentless focus on reducing working capital. We also experienced strong demand across our A&D and Commercial Nuclear markets, which enabled the team to drive record new orders of $4.1 billion, providing continued confidence in our future top-line growth."

gatovision

Basic permabull. Comes on CNBC and just tells makes up BS PT lies like Dan Ives, CW and the rest. All pro con artists. Bring on a bear market lets see em suffer.

_hiddenscout

Great info! Thank you for sharing!  I posted about the ship shortage thing here a while back, since it seemed like one of those opportunities where no one was talking about it. Missed in the Korean names, but done well with CW and ESE.  Looking at ESAB as they recently acquired a company for more automated welding. 

SharestepAI

I personally am not invested in defence, but it's on a tear. There are obviously the classics like RTX, LMT and NOC. To me NOC looks best value there @ 24x earnings and solid ROE. There are other defence use cases like CW (defence electronics) and BWXT (nuclear defence) that are flying, with healthy margins, although looking a bit expensive (PE 54x/63x). And all kinds of other specialists: IT, shipbuilding, ... Full list: [https://www.sharestep.co/pub?tid=ts\_ezj0mbtl](https://www.sharestep.co/pub?tid=ts_ezj0mbtl)

WATGU

If you're planning to write covered calls against a long call my advice would be to push the long call out to the maximum DTE and stay around a delta of .7 and then sell covered calls with a delta of .3. Most people would recommend 30-45 DTE on the short covered calls. You must monitor these positions though, especially in an IRA. getting assigned on the short call when you don't actually own the underlying will either trigger a margin call, consume free cash capital if you have it, or trigger the long call to exercise but the delay between the long call and short call even for a second will look like a naked short call which is a regulatory compliance issue in an IRA. How I do it is I do the short call then a BTC at about 25-50% of the premium so I close the position early but I also set a price alert on the stock so for instance if the CC strike is 180 and the underlying was at 175 I'd set a price alert for 177.50 and if it pings I go in and roll the CC to the next week and probably up, whatever makes it so I get a net credit. The 2nd to last thing you want is to have to buy your CC back at a net debit. The last thing you want is assignment. Your goal here is to get CC premium over time that pays off the long call debit and then some and then also close your long call for a fat profit if the stock moves up. A long call is basically a bull position. My read is NFLX is probably a good play for this on a 2 year timetable. Reasonably volatile and with the warner bros purchase their content library will get a lot better. They are basically buying HBO, LOTR, GoT, Sopranos, Harry Potter, all the CW shows, and then some. I think you could see NFLX price drag for a bit as they struggle to integrate but over a 2 year timetable I'd guess it would be a good increase in stock price. If I could drop HBO and pay netflix like $15 a month instead I probably would and they probably unlock better ads with the HBO content.

AlwaysSilencedTruth

CW is retarded.

_hiddenscout

Great company, don’t own. Solid run this year so far.  There’s some other names in the space sector that are profitable and a bit under the radar.  GHM, ITT, FEIM, CW, ATI, CRS, BELFB/BELFA, LDOS, AMTM, MOG.A are few other names to play space/defense with companies that are profitable. 

_hiddenscout

DIOD been a real stinker. STM too. But part of that is the story of autos and chips. When people talk about semi's, they lump everything together, but there different type of chips. Anything auto related basically has sucked for a while. I don't think the market has bottomed for that yet. Same with some of the analog names. I don't always hit home runs. However, I do feel like I have a pretty good track record. Here's another one: [https://www.reddit.com/r/stocks/comments/18ya1l6/comment/kgafpop/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/18ya1l6/comment/kgafpop/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) Names mentioned in there are CECO, CWCO, CW, MOD, ITT, AIT, POWL, PSTG Since that post: CWCO +14% CECO +242% CW +202% MOD +120% ITT +60% AIT +72% POWL +400% PSTG +109% Not too bad from 2 years lol.

_hiddenscout

Here is a list of names that have space exposure that are generating profits and should benefit from any space boom: ITT, GHM, FEIM, OSIS, MOG.A, LDOS, AMTM, CRS, ATI, CW I post more in the daily and have been posting about these names for years, including RKLB.

explorer_soul99

Ran the numbers on your 2-year-old picks: | Stock | You Claimed | Actual (Jan '23 → Now) | |:--|:--|:--| | POWL | +80% | **+869%** | | CW | +109% | **+230%** | | WWD | +75% | **+201%** | | DRS | +55% | **+173%** | You're underselling yourself. That's a 4-bagger average on the portfolio. 50% last year + 90% prior year is serious compounding. Most people chasing meme stocks don't realize consistent 50%+ years beats lottery tickets over time.

_hiddenscout

Yeah, I did about 50% last year and about 90% the year prior. Most these names I've been in for a few years and talk and shared them in the daily threads where I mainly post. I'm a pretty simple investor, I like to buy quality names at good prices and basically just screen for stocks daily. [https://www.reddit.com/r/stocks/comments/1d382bi/comment/l68rjyk/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1d382bi/comment/l68rjyk/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) In that post from 2 years ago, I listed CW, DRS, WWD and POWL. from that post, POWL +80% CW +109% DRS+ 55% WWD+ 75% That's without accounting for any dividends, just stock growth.

explorer_soul99

FTK is definitely crushing it! **+65% YTD** and 475% above its 52-week low. Your industrial portfolio is outperforming basically everything: | Stock | YTD | Above 52w Low | |:--|:--|:--| | FTK | +65% | 475% | | OSIS | +59% | 118% | | CW | +55% | 157% | | ESE | +52% | 106% | | GHM | +47% | 257% | Average: **+56% YTD**. The niche industrial/onshoring thesis is working.

_hiddenscout

It's a pretty small unknown name, which is the stuff I like to buy. I love buying niche industrial names. I post more in the daily, but posted about FTK a few weeks ago and that's been crushing it. Really cool company, but I own a lot of stuff like CW, ESE, OSIS, GHM, MOG.A, just those names are out of what op is looking for in terms of run up.

Sad_Calligrapher_742

I bought a few hundred to see what it does with ST finally ending. I hope they actually win the WB battle bc I could see it picking up and revamping some classics from the CW days and doing things like CW did with Green Arrow, Veronica Mars, etc. But that's just me hoping. I diversified, bc I am not a risk taker. 

PineappleStill7440


_hiddenscout

I owned in the past, but was thinking of getting back in, valuation is pretty solid at these levels. I own a lot of the names that deal with modernization, like CW, ESE, OSIS, MOG.A, GHM. I posted about this theme like a year or two, since it seems like an under reported macro trend that has some tailwinds to it. I started looing at ESAB and EPAC as well over the weekend. EPAC does specialized cranes, but I think it's more for things like wind turbines, still learning about the company. I think they just acquired an asia company to become like the largest specialized crane name out there. ESAB isn't the cheapest name, but deals with welding, which is one of the hardest parts of the ship building process. They also acquired EWM to start moving more into the automation space.

FLYlilET

AXTI is important, but not a single point of failure. Bottlenecked market ≠ monopoly. This is a cool thesis, but you need receipts. 📎 And a lot of them Claim: “AXTI is the single point of failure for the AI buildout; a double bottleneck monopoly on InP substrates and materials.” Not a monopoly, not even a strict duopoly. Besides AXT, JX Advanced Metals and Sumitomo actively supply InP wafers and JX is adding capacity (+20% in July; now targeting +50% vs. 2025 levels). That’s an oligopoly, not a single chokepoint, lol. On Feb 4, 2025 China put InP substrates under export control; AXT’s Beijing Tongmei unit needs licenses to ship. That’s a supply-continuity risk, not proof of control. AXT does make InP base material for its own ingots, but there’s no primary source confirming it “controls a quarter” of global InP chemicals. Unverified numbers. “Vital 35% / AXT 25% of InP materials” = no primary source. AXT makes InP base material for itself; that’s not “controlling a quarter” of global chemicals. AI optics ≠ compute ends without InP. Co-packaged optics and SiPh typically use InP lasers, yes...but near-reach copper, VCSELs (GaAs), and multi-source vendor strategies all exist. Nvidia/Broadcom roadmaps highlight InP CW lasers for SiPh, but that’s not a one-supplier dependency. \-$5B ransom” to secure supply is conjecture. No credible sourcing for those dollar figures or BOM math. BOM math looks hand-wavy. What could break the bull case? Tougher export curbs, customer re-qualification losses, or major ex-China capacity adds from JX/Sumitomo. Why AXTI is up \~600%+ YTD: Scarcity + narrative: China’s Feb 4, 2025 export controls on InP substrates created a global scarcity/reshoring narrative around a critical AI-optics input. Permit progress (squeeze the shorts, re-open channel): On June 11, 2025, AXT’s Tongmei unit received permits to resume exporting InP to select customers—removing a “going-to-zero” tail risk and fueling a violent re-rating. Earnings optics: Management flagged improving substrate trends through mid/late-2025 and highlighted an InP backlog on the Q3 call; that stoked “AI optics upcycle” positioning. Capital flexibility: AXT filed a $100M shelf in November—bulls read that as fuel for working capital/capacity in a tight market. (Shelf ≠ issuance, but it signals optionality.) Lets look at the top institutional investors: Vanguard Group \~2.20M shares. Pacific Ridge Capital \~1.79M–1.86M shares. First Beijing Investment \~1.73M shares. BlackRock \~0.70M shares. Geode Capital \~0.45M shares.

RedSpecter22

Looks like you're feeling good about these ones, too: > CW, ESE, MOG.A, kind of OSIS, GMH, and ITT. I have to do some homework, it seems. I'll admit that I don't know any of these aside from GHM.

_hiddenscout

CW, ESE, MOG.A, kind of OSIS, and GMH.

Successful-Ocelot359

Do u guys realise how much better nflx cash flow would be post acqusistion?You are likely looking at $1.5B - $2.5B in annual content obligations flowing from Los Gatos to Burbank that will be freed up. Netflix paid ~$100M/year for Friends alone. Add Big Bang Theory, the CW output deal, and first-run movie rights.

_hiddenscout

Totally, that's what makes them tempting. Just worry that I don't want to get too over indexed into one theme. Like just GHM since they has a space line, but I also own things like OSIS, CW, ESE, MOG.A. Love these boring niche industrial names.

_hiddenscout

Not the cheapest name, but added to my watchlist to pull the trigger on any pull backs, but GHM looks really interesting.  Here’s their latest investor presentation.  https://d1io3yog0oux5.cloudfront.net/_2885fec04fa6d270021fc0ab059f7575/grahamcorp/db/2216/21894/pdf/GHM_December+Investor+Presentation+vF.pdf Hits a lot markets I like, kind of like a CW, ESE, and OSIS. Really nice backlog growth. Also 10M float with 6% insider ownership.   

ThePirateKing01

Wonder if they’ll turn it into a glorified CW show like they did The Witcher

GunterOasis


RoyalCities

Because they're banking on usage catching up before their cash reserves dry up. I'm ONLY talking about the companies outside of the mag 7 (even though the mag 7 are also saying this) I've given you tons of data here and you can see the trendline yourself because there are multiple trackers on the rent to own GPU markets. It's been constantly downward for 2 years now with CW imploding in the past month. If this is normal to you then there is no convincing you and that's O.K. it's not my job.

RoyalCities

It's not really localized to CW. It's just an oversupply in the wider market. Back in 2024 I used to have to pay like 2 to 3x for vram than what it is today. But since so many VCs funded fab cloud providers it flooded the market with cheap rental GPUs that just sit around. Just a quick search and some place called Hyperbolic labs rents h100s as low as 1.50 an hour. Insane rates. These are the companies making up Nvidia's customer base (outside of the mag 7 mind you since hyperscalers are where most of the sales go to)

GelekW

Are the idle gpu’s out of date and no longer worth spinning? Did CW overestimate demand? How does one even reach 50-70% idle unintentionally

AggieDem

CW dumping 🌽 was one of the main drivers causing it to drill last week, so the fact she is buying back in is wild.

WaveZealousideal2848


Pleasant_Gold_3634

Damn do I just DCA on CW at this point …

ragnaroksunset

> Selling leaders to buy laggards is selling high and buying low. It's only buying low if you think the laggards are inaccurately priced. And if you think that... I can imagine a different strategy you could employ, since you're already actively managing anyway. If you don't think that, then you're selling leaders to catch falling knives. Giving away upside to increase exposure to downside. No amount of pointing to "historical evidence" can make that into a good idea. The third option is if you have no idea whether the laggards are underpriced or not. Congratulations, you're a typical Joe Schmoe without the time or inclination to get involved in serious trading. Jumping in and out of different portfolio weightings isn't for you. Dollar-cost averaging into benchmarks is the game. What you're missing is that the comparison isn't between CW and EW. What you're also missing is that your indices will by dynamically changing their allocations as the scenarios you envision are unfolding. The correct comparison is between CW buy-and-hold vs. CW-EW and holding for the intermediate term. Each step in this weighting change risks giving away upside in exchange for increased downside, because you're switching allocations before the "correction" you envision materializes. Understand what that process looks like: At t0, you sold (part of) your CW position, which means you sold the leaders before the top, forgoing upside, and you bought more of the laggards before their bottom via the EW, embracing additional downside. Now, at t1, your imagined corrective scenario unfolds. It can do that in a couple of ways: 1. The leaders correct hard and nothing happens to the laggards. Your EW index sells the leaders *after* they correct and buys more of the laggards, which haven't moved yet. You gave up upside in exchange for ambiguity. 2. The leaders correct hard and the laggards rise. Your EW index sells the leaders *after* they correct and buys more of the laggards *after* they go up. You sold low and bought high. 3. The leaders correct hard and the laggards follow. Your EW index sells the leaders *after* they correct and whether they buy more of the laggards or not depends on whether the laggards fall less or more than the leaders did. Once again you gave up upside in exchange for ambiguity. In all three of these scenarios your strategy ultimately reduces to a play on the laggards. Since you're doing this actively, you have to compare the decision to switch from CW to EW, to an alternative decision where you sell CW to buy laggards only. Because you're not fully divesting your CW position, you might as well just do the latter, if you're going to do anything at all (which I don't think most people should). Far from avoiding an emotional toll, you're exposing yourself to an even greater one. Because after all, you have no idea when (or even if) the leaders will correct.

Skepticalpositivity9

Selling leaders to buy laggards is selling high and buying low. I’m only pointing out that historical evidence (which of course may not hold into the future) shows that following significant periods of CW outperformance and concentration, EW outperforms in the intermediate term. For a lot of people holding CW and never thinking about it may work, but for a lot of others, the large swings can be dampened by buying EW here so they avoid the emotional toll and make a rash decision in the future. Obviously CW would continue to outperform if we continue to see concentrated outperformance, but EW will outperform over the intermediate term if we see a large drawdown or a broadening out which has historically occurred after similar periods of concentration today.

ragnaroksunset

At that point you're actively managing your portfolio. Or at least, you'll need to be. If you're holding CW and sell off some of that to switch to EW, think about what you're actually doing: you're selling today's leaders to buy more of today's laggards. Now what happens if the CW over-exposure blows up? Obviously, those leaders take a hit, and you dodged some of that. Good on you. But now you're betting that the rest of the market doesn't also take a hit. If you're not paying attention (ie: actively managing your collection of indices) then you probably gave up some upside in the initial switch from CW to EW. Then, you get hit again when the rest of the market follows. Since the condition that caused you to swap from CW to EW has abated, what do you do next? Switch back and eat the loss, or hold until CW becomes expensive again? You're just doing buy-high, sell-low with extra steps.

ivo09

Bro did anyone here read the article? Coreweave is paying Vast Data 1.17 billion, not the other way around. Why would CW go up?

Pleasant_Gold_3634

I knew I was DCAing for a reason on CW

_hiddenscout

Yeah, I post about these type of companies here a lot. I find them really interesting. Like PH is great, but I think there is better value/better investments in the space, however PH is still solid. I've moved a lot of position into aerospace the last 6months or so, since it's just been killing it and it's a great way to get out of tech. Like I'm better heavy in data center and electrification, but I've been there before the LLM's and explosive growth. So wanted to get some exposure out of those sectors and aerospace is rad. $CW is another really cool name, but it's more energy/naval/aerospace play. I love $OSIS which gets you some aerospace and just general defense. $ESE is kind of like $CW, but more focused on naval. $MLI is extremely boring, does like copper pipping, but is a set and forget type of investment. $APH is boring connectors company, but this more data center exposure, but still have business in things like aerospace. $ITT does like pump values and what not, with some aerospace. $HWM is another name that does like fasteners for planes. $MOG.A is another boring company that does like sensors for aerospace.

_hiddenscout

$CW * Reported sales of $869 million, up 9%, operating income of $166 million, operating margin of 19.1%, and diluted earnings per share (EPS) of $3.31; * Adjusted operating income of $170 million, up 14%; * Adjusted operating margin of 19.6%, up 90 basis points; * Adjusted diluted EPS of $3.40, up 14%; * New orders of $927 million, up 8%, reflected a 1.1x book-to-bill; * Backlog of $3.9 billion, up 14% year-to-date; and * Free cash flow (FCF) of $176 million, generating 137% FCF conversion. **Raised Full-Year** **2025 Adjusted Financial Outlook:** * Sales guidance increased to new range of 10% to 11% growth (previously 9% to 10%), which continues to reflect growth in the majority of Curtiss-Wright's end markets; * Operating income guidance increased to new range of 16% to 19% growth (previously 15% to 18%); * Operating margin guidance range of 18.5% to 18.7%, up 100 to 120 basis points compared with the prior year; * Diluted EPS guidance increased to new range of $12.95 to $13.20, now up 19% to 21% (previously $12.70 to $13.00, up 16% to 19%); and * FCF guidance range of $520 to $535 million, which continues to reflect greater than 105% FCF conversion. "In the third quarter, Curtiss-Wright continued to deliver strong results under our Pivot to Growth strategy, with higher revenues and growth in operating income across all three segments,” said Lynn M. Bamford, Chair and CEO of Curtiss-Wright Corporation. "We achieved adjusted operating margin of 19.6%, mid-teens growth in diluted EPS and improved free cash flow generation. We also demonstrated solid order growth of 8%, yielding an overall book-to-bill of 1.1x. Based on our strong year-to-date performance, we have raised our full-year guidance for sales, operating income and diluted EPS." "In addition, we recently expanded our 2025 share repurchase program, targeting a new record in annual share repurchases of more than $450 million. This return of capital to shareholders reflects the Company's confident outlook and demonstrates our commitment to leveraging our strong balance sheet in support of disciplined capital allocation.""

ResolutionPopular562

That could be interesting...check out IMP and PNG if you want a cheap defense stock with good long term upward growth potential...funny enough both companies do 1 thing the same but one for land and one for underwater lol And then you got the standards like KRMN,ATI, shit like that, my regret was not buying more Kratos at 16 a share same with HWM when it was in the 40s lol CW as well and BWXT....i bought sooo many military stocks when the war in Ukraine started and all have done amazing...i made my own market cap weighted "ETF" if youll call it that of Aerospace and Defense stocks i like and think have major upside and so far ive been right, ive avoided some of those stagnant behemoths and went for fast moving growers

bebenashville

i am thinking the bot write this to cheer up the sub. This is copy paste from a 5 year old post about Ornament Gourd. [https://www.reddit.com/r/wallstreetbets/comments/kzoh1c/i\_am\_financially\_ruined\_agricultural\_futures/?share\_id=5CW1L5SYHoEI6ynZyMhA1&utm\_content=2&utm\_medium=android\_app&utm\_name=androidcss&utm\_source=share&utm\_term=1](https://www.reddit.com/r/wallstreetbets/comments/kzoh1c/i_am_financially_ruined_agricultural_futures/?share_id=5CW1L5SYHoEI6ynZyMhA1&utm_content=2&utm_medium=android_app&utm_name=androidcss&utm_source=share&utm_term=1)

Joeskidoodles


Hl_IM_MR_MEESEEKS

Thank you CW3 🫰🥸

TheInkDon1

If I found the [right one](https://www.amazon.com/Lenovo-ThinkPad-E16-Business-Fingerprint/dp/B0F143FZLT/ref=sr_1_1?crid=2S80FWCWSBH5L&dib=eyJ2IjoiMSJ9.hGAPhgHFHQ-efut2F4wPNKBKFdHvS7qfXZVD1u132LaQI1wXKhJc-ZmV1FvylI7lpm1RZKFXmG5-nHS7UVFvKY1sObUn27CYJE1pHLxwREOA5e9cafkGTQ18lBxLhtanryW14OPOTGQLugQonZg_OUcz67tU0oMH9qyIpudKhvFbe6FB0gLq_mm7taPFoADJbmR0kRr_sYYz63QEMc-r5ISkrprF0r6bsCDj89VzkdI.NmTTHid3pmXJCqM55JZIBCi9e1ulxssh4GHb5qVy3Ug&dib_tag=se&keywords=Lenovo%2BThinkPad%2BE16%2BG2%2BBusiness%2BLaptop%2BComputer&qid=1760487314&sprefix=lenovo%2Bthinkpad%2Be16%2Bg2%2Bbusiness%2Blaptop%2Bcomputer%2Caps%2C168&sr=8-1&th=1), at $900 that's way more than you need for this. Just yesterday I bought [this Lenovo](https://www.amazon.com/dp/B0CW3L5VM6?ref=ppx_yo2ov_dt_b_fed_asin_title&th=1) for $350 for my wife, and she needs enough computing power to do some high-powered Excel stuff for work. And personally, I never pay more than $300 for a new laptop, and the one I'm typing from right now is plenty to run the ThinkorSwim platform and do whatever research or charting you'd want to do.

extra_po

Sure, my question is whether I'm correct in saying that SPY500 is not making that much more of a profit than CW8 in practice?

greytoc

Are you comparing total return of whatever you are comparing to CW8? CW8 is an accumulating fund. Also - you have to factor in the forex.

extra_po

I’m a bit of a newbie (and European) but in my mind, reading this forum, I had roughly in mind that spy500 and qqq are much more dynamic than a world etf (eg CW8) However, looking at the past 9/10 years, it seems that QQQ did better (in particular recently) but that CW8 and SPY500 made roughly x3 Is that expected? I thought that SPY500 would generally have much higher return than a world fund What’s the main point of holding SP500 then? It’s high volatility allows for day trading or things like that? But if we’re more interested in “hold and chill” shouldn’t we just get a split of CW8 and QQQ and that’s it? (I guess in the US you have equivalent Vanguard funds for those)

FigureAggressive1302

Why use the obfuscation with ŚCWÓ instead of using normal characters? I'm invested but it definitely seems pretty shady and bot-like

ConfessionOfAKing

>People have gained easy access to stocks, I think that is the reason for a big part of this inflated looking numbers. **Also from what I** ***understand*** **it will only be** ***up*** **from here.** I know this is WSB, so my comment may fall on deaf ears, but you should spend some of your free time reading about the history of the capital markets, specifically reading books that talk about *credit* & the *Fed.* You are making a bold assumption about the future of a meme stock that involves housing transactions in the US to generate revenue, and therefore a profit. You are young, but you can age yourself by reading about the past. * Mastering the Market Cycle: Getting the Odds on your Side - [Howard Marks](https://www.oaktreecapital.com/about/leadership/bio/howard-marks) * 21st Century Monetary Policy: The Federal Reserve from the Great Inflation to COVID-19 - [Ben S. Bernanke](https://www.brookings.edu/people/ben-s-bernanke/) * Trillion Dollar Triage: How Jay Powell and the Fed Battled a President and a Pandemic---and Prevented Economic Disaster - [Nick Timiraos](https://www.wsj.com/news/author/nick-timiraos?gaa_at=eafs&gaa_n=ASWzDAiG0PAoMoT-0eM0CW-iIIcQjBQHvJb8u9EXuKBWe3v1dpFohAuBlCsEUhDwfR0%3D&gaa_ts=68e3c118&gaa_sig=jyivqjRfuKXts2APqGeCRZCc6bBr_2IcN1A2Jn7gXewReJZMSs7i24WTMD1N33BqBEWGIt4BES6imDu66ber8g%3D%3D) I will leave you with a quote from the greatest investor of the 20th, and possibly 21st century. >Once a bull market gets under way, and once you reach the point where everybody has made money no matter what system he or she followed, a crowd is attracted into the game that is responding not to interest rates and profits but simply to the fact that is seems a mistake to be out of stocks. In effect, these people superimpose an I-can't-miss-the-party factor on top of the fundamental factors that drive the market. Like Pavlov's dog, these "investors" learn that when the bell rings - in this case, the one that opens the New York Stock Exchange at 9:30 A.M. - they get fed. **Through this daily reinforcement, they become convinced that there is a God and that He wants them to get rich.**

Fauster

A lot of y'all are trading with record levels or margin and the proliferation and flows into S***-tier single-stock 2x and 3x funds is really crazy. There are a lot of billionaire bears that have been calling bubble all the way up. So far, they haven't stepped in front of the train in a major way. They will eventually. This low-vol uptrend has been nuts in a fun way but it has been a long time since we had even a 3% pullback in the S&P. I know CW and stats say that shutdowns are good for the market. But, keep in mind that we are in statistically uncharted territory.

Joeskidoodles


IronyElSupremo

> recession It’s a fear but most commenters thought it would be small if it occurred. Going back to the beginning of the year, think the CW is worst case .. the Federal Reserve starts printing in earnest. Meanwhile the largest U.S. stocks are up, while many “smaller” S&P 500 companies are fairly flat. The “bifurcation” of the U.S. market has been noted but remains to see if they melt up or it’s a melt down.

NoSmell4209

Everyone was talking about Coreweave while they were drowning in debt. Nebius is practically debt-free, sitting on a mountain of cash, and was expected to turn a profit by the end of this year. Until today, they were the smaller startup compared to CW, but with a much clearer growth path (and backing from Nvidia). Nebius wasn't that spectacular yet and was somewhat underrepresented compared to CW. With this news, Nebius is at number one, and CW will take a HUGE hit on the stock market today. Nebius has every intention of reaching $200 by the end of next year...

Practical-Tie-556

Great tip, Comrade! Made me consider loading up on ARCH puts. CW? You can’t be serious.

vvoodenboy

Good business strategy would be to start a company which promises to send mining robots to an asteroid belt and wait for CW to heavily invest in it...

ProofByVerbosity

Strategic and CW don't belong in the same sentance. She's an idiot.

Wobblycogs

Ignoring that CW seems to make a habit of being wrong I just don't see a huge market for this sort of product. A lot of the interesting places you'd want to fly already have busy air spaces or limited parking space. I think this will mostly compete with helicopters rather than create a new market.

Master-Piccolo-4588

Sorry, but CW has used up 100% oh her credibility. Doubling down on anything she considers a hcp (high conviction play) is a clear short at this point.

_hiddenscout

Rad ty! Totally would have forgot lol I have like 2 accounts. So for like aerospace/defense stuff broken down per account: 18% 21% Breaking them into the naval stuff, it's going to be smaller, but the names for naval exposure, which some of these companies are just defense and have other lines of business: $MOG.A $LODS $ITT $ESE $CW

BrobaFett_1

\+1 $DRS and $CW, right? I'm late to the game on it, but I was considering starting a position in $DRS now (given the recent drop). Strong backlog!

Ok-Replacement9595

Oof, not a good sign. But I like that short interest on CW

No_Leek_1398

Like clockwork, the $CTM shorts give back all of their shares 🤙 onward & upward... "'We are pleased to have raised another $4.5 million at $1.22 per share,” said[ Glen Ives, President and CEO of Castellum](https://www.globenewswire.com/Tracker?data=jElDPegFDxE1uIUBAM6EMdRb_tNbJm5G1vSSwSnofymDoED61ZvAFchkCGr5Qt5OzTpola1adu_UWzg1ezb3zpMspiSis2ebrs0szll3A5n0-mi069LPbkKJCzfYeOg96QPBxhUHuSodC-M7OWikMQ==). “This new capital further strengthens our already [solid balance sheet](https://www.globenewswire.com/Tracker?data=Q0t-yTr1tPoKsOSBtL9RPfhYLc-nihWKIPZHnYRQsBOy6_0ibpQzDVe7H61fwHXHJ8k1RwAdMraX3_R-Q9FPxXMbExNk1ABhIVOZtDBQkf67N14KVtuh8rFKIAUdmRlMDuoY185F1oCYDk3ZP59N5kLBs6VcGScewCVd0ceHT6HI75vP48bcxLmMSTBJ74i8qY4CW5J1NrNj8IHmAdwK4BRptSKZS2rYg5ZHGmvkjIECUP0ZbRDZDy4eY7O88R5PoeOm2oT4OaW-h25p0tuAcGAGCXjEz9bEc9BHcr0xuuHECyiRkDpwkIgvQJqbSs0c) and positions us to finish 2025 with powerful momentum going into 2026.'" # Source: ["Castellum, Inc. Announces Aggregate Warrant Exercises Raising Additional Proceeds of Approximately $4.5 Million"](https://investors.castellumus.com/news/news-details/2025/Castellum-Inc--Announces-Aggregate-Warrant-Exercises-Raising-Additional-Proceeds-of-Approximately-4-5-Million/default.aspx) https://preview.redd.it/qc9h881atyif1.png?width=601&format=png&auto=webp&s=b8246c26859c754cc36bef7576900ed3b698ec3d

Front-Contribution91

OK, I see their price targets were mostly reaffirmed to around 560 by citi and Morgan Stanley. They seem solid and the recent drawback is profit taking. CW finished cratering out hopefully cause I just bought some

_hiddenscout

I've posted about them for a while here. Been long for a while. Big fan of them and ESE. CW you get military/defense plus nuclear as well. Biggest drawback, is that is it's kind of expensive in terms of valuation. However, a set and it forget name for me.