Reddit Posts
What are the best sectors to invest in in 2025?
Russia & China have a stranglehold on the world's food security. The US is 93% dependant on inconsistent foreign potash imports to support their agriculture industry... This little company in Utah has the solution - A due diligence summary on Sage Potash Corp - Ticker SAGE.V
$IHS Towers- an undervalued high growth stock to considering with price target 2-3 times current price..
Reverse Head & Shoulders (Trend Reversal) Patterns - Stocks to Watch this week: $MARA $IHS Others
Carbon Capture Stocks – Getting Exposure to Carbon Pricing (NYSE : KRBN, TSE : CARB, CSE: SHFT)
Carbon Capture Stocks – Getting Exposure to Carbon Pricing (CSE: $SHFT)
J.P. Morgan Says Buy These 2 Beaten-Down Stocks (Over 160% Upside Potential in IHS)... $IHS is currently $7 with ave PT $18-$20, Low Vol, Low float, starting to break out.
IHS has 95% insider/ institutional holders, putting free float at 15M... Ave Vol has been below 200K. Forward PE is 3x lower than comp. Ave PT is close to 3x current price. Ready to break out.
$IHS began initial Breakout Rebound Monday, 15M Free Float (Barrons article this weekend put Insider/Inst ownership at 95%). Current $7 .. Ave PT $20.75
$IHS has 95% insider/inst ownership according to new Barrons article. Which put float around 15M & Ave Daily Vol only 150K. ....Monday, IHS was up 20% to begin its rebound/ momentum reversal. Ave Vol had been <150K (was 1.5M yesterday). Should make a move back to IPO & Analyst Target of $18+
$IHS New Barrons article puts Insider/Inst ownership at 95% (Low float.. 15M) Vol had been <150K (1.5M yesterday). Forward PE 3X lower than comp / Ave PT is 3X higher than current $. Began break out yesterday w/ 20% move up- should quickly move towards Ave Analyst PT $18-$20 (most recent PT is $27)
IHS Is a Play on Emerging Market Cellphones. Why the Stock Looks Like a Buy... Low float (95% insider ownership), Ave Vol 150K, forward PE 3x lower than competitors, Price Target 3x current Price.
IHS Is a Play on Emerging Market Cellphones. Why the Stock Looks Like a Buy. ..Low float (95% insider ownership), forward PE 3x lower than competitors, Price Target 3x current Price.
IHS Is a Play on Emerging Market Cellphones. Why the Stock Looks Like a Buy.
Brazil economy grows 1.2% in Q2, beating expectations .. Should help boost Stocks with Brazil exposure (Best tickers: $MELI $NU $IHS ... $VALE ... also, $PAGS or $STNE)
The Most Undervalued, High Growth Stock on the Market. $IHS ... All Buy ratings & Consensus PT is 3x current Price. (See Finviz Screener and description in Photos). At a likely bottom/reversal (selling at Book Value).
The Most Undervalued, High Growth stock on the market. $IHS . All Buy ratings, $18 average analyst PT is 3X current price. An explosive rebound coming as retail investors discover it. Detail in the 2 images below.
The Most Undervalued, High growth Stock on the market. $IHS . See Finziv Screener results & screenshot of a written description in photos below.
Under the radar ticker to Buy this week ($IHS Full Update) ... Bottom/ Rebound Reversal likely (3x Potential, limited downside risk moving forward).
1 Under the Radar stock to buy this week ($IHS) ..,Potential 3X or 4x (based on multiple recent Analyst PTs), very limited risk moving forward- at (or close to) a Bottom/ Reversal Breakout.
$IHS Its Hard to find better coverage. Under the Radar- starting to get Visibility from Analyst. IHS is a fast growing Emerging Market Tower company (4G/5G play) projected to be 3rd largest International Tower Co by EOY. Rebound is imminent..
3.5 Potentially Strong Returns... $BBBY $NU $IHS (and the .5 for STBX as a blind gamble)
Vienna Margin Calling! Don’t play with leverage they said…Wien Energie Austria’s largest energy supplier must put down a 2Billion collateral now!
$IHS A slightly different "Squeeze" stock. Not a gamma squeeze- But a solid company, Buy rating from all 7 analyst, could definitely quickly move up 15O-200% (and it would still be under Most recent PTs). $2B MC but a HF is taking advantage of low daily volume (150K)
3 Emerging Market Stocks that are oversold & Strong Analyst PTs, in the EM Fintech & EM 5G/wired sectors (2 of the highest growth sectors the next 5-10 years). $NU $PAGS $IHS
2 Solid Emerging Market Stocks (with x2 PTs) to keep on your radar... $NU & $IHS
Africa Oil Corp (AOIFF): PE Ratio of ~5.4 and a Share of the Discovery of "What Could be the World's Largest Ever Deepwater Field"
"U.S. first-quarter GDP contracted at slightly faster rate, revised data show"
Wall Street Newsletter 2 : The "5 Questions" that every Wall Street guy is asking but no one is answering.
The world could be on the brink of an energy crisis rivaling the 1970s, says IHS Markit’s Yergin
Information on Geopolitics, Geology, O&G and Russia/Ukraine.
U.S. economy perks up as omicron fades, IHS finds, but inflation gets worse
Ford announced his return to India! Will it be the same this time?
Let's see if there are any companies you pay attention to?
PSA - highly shorted stocks lose a f$$kload of money (with pictures!)
Should we be trying to save Cineworld? Is it the next GME/AMC ticket to the moon?
Mentions

Someone about to get rekt on a fake futes IHS? Probably.
Fake IHS to send it lower on futures.
One big beautiful IHS on the 1 minute spx chart to send it straight back to 6590 lmao.
Retail traders just got hit by a nice painted IHS on goog lmao.
GOOG chart looks like it’s ready to rip on the 15. Potential IHS forming, but patterns don’t mean shit.
Berz: okay the algos are going to make this an IHS so at least I can recoup some of my losses and buy calls at an obvious pullback level Bolz: I’ll buy calls at the obvious pullback level on this IHS Algos: fuck your charts. Just a prediction.
$SPGI Top-Line Financials (Full-Year 2025) • Revenue: $15.34 billion, a 9% increase year-over-year. • Adjusted Diluted EPS: $17.83, up 14% compared to 2024. • Adjusted Operating Margin: Expanded to 50.2%, driven by strong pricing power and IHS Markit synergies. • Capital Returns: Returned approximately $5.1 billion to shareholders in 2025 through dividends and share buybacks. Segment Performance (Q4 & FY 2025) • Ratings: Revenue grew 12% in the second half of the year as corporate bond issuance rebounded. • Indices: Grew 14% (the fastest-growing segment), benefiting from record-high AUM in S&P 500-linked ETFs. • Market Intelligence: Revenue increased 6%; continued strength in "Enterprise Solutions" and private markets data. • Commodity Insights: Revenue up 6%, led by demand for energy transition data and "Price Assessments." • Mobility: Up 8%; management reaffirmed the spin-off of this unit is on track for 2026. 2026 Guidance & Dividends • 2026 EPS Target: $19.40 – $19.65 (representing ~10% growth). • 2026 Revenue Growth: Projected at 6% – 8%. • Dividend Increase: The quarterly dividend was raised to $0.97 (up from $0.96), marking the company’s 53rd consecutive year of increases. • Buyback Plan: Authorized an additional $2.5 billion share repurchase program to be executed throughout 2026. Stock down 11% this morning.
Futures algos 🤣 “let’s paint a BEAUTIFUL IHS and send it the opposite direction”
NVDA looking to diversify away from TSMC, apple and Nvdia parter with INTC. INTC might moon 🤷 30 minute chart looks an awful lot like an IHS.
Perhaps, if there wasn't a chronic annual deficit of more than 1000mt between india & china https://www.statista.com/statistics/1500139/global-gold-surplus-or-deficit-by-country/?srsltid=AfmBOopp8h1qK86S3f5zY_V7tQZUbyA1ceZMBEG83IHS8UmVSbMvxVop
What do you mean the government is completely shut down this time? I don’t think that’s true. Plenty of excepted employees. Plenty of contracts that haven’t expired. Military getting paid. Random agencies like IHS still have funding.
Nevermind the more level smaller IHS formed off your right shoulder that would be a prime reversal to retest the first failed breakout, but good luck. I'd get calls if it breaks through, shorts if it rejects the retouch, and then nothing if it keeps going down Look for something different because there are a ton of other setups that are forming imo. Not financial advice because I am not a millionaire success story
Seems like overkill. Companies for which data extraction from financials is critical (Refinitiv, IHS Markit, Bloomberg) either just use ChatGPT or build their own tools in-house.
Yeah i was still looking at that IHS if it does pan out it would be soon anymore downtrend would invalidate that. I was hopping for the double bottom at 60 and pop upwards
His only hope is that IHS on the weekly plays out asap if it does. Not like he losing anything but the stock is crap right now i was long and after it couldn't close over 70 on Friday i dipped
looking forward to the limited edition i9 16900K DJT edition with gold plated IHS
$IHS If you are following $APLD or $CRWV then take a look at $IHS for a cash flow generating infrastructure play. They are generating piles of cash and I do wonder if they will be the next company to pivot to AI Infrastructure. Q2 earnings are out tomorrow and I expect a revenue and EPS beat with increased FY guidance. In Q1, IHS guided FY2025 using a conservative ₦1,640/$ average FX rate. In Q2, the naira was materially stronger than that assumption, translating into higher USD-reported revenue and a non-cash FX gain from revaluing USD debt. This could add $10–15M to revenue and $0.06–$0.08 to EPS versus consensus, pushing results well above the current $417.9M / $0.05 expectations. Earnings due Aug 12 pre-market – FX tailwind alone could drive a big beat.
I think there are about 6 viable / fair / value stocks this earnings week https://imgur.com/a/u5KeMwe IHS FNV B CAH CSCO PNNT
Chart just touched double bottom after IHS. Calls.
Buy and Hold IHS great stock !!!!!
Buy and Hold IHS great stock !!!!!
Buy and Hold IHS great stock !!!!!
Buy and Hold IHS great stock !!!!!
Buy and Hold IHS great stock !!!!!
Buy and Hold IHS great stock !!!!!
Buy and Hold IHS great stock !!!!!
I’m in on this as well. Was just cooling off yesterday. Huge IHS formed and primed. Get those $4.5c’s loaded.
Bullish!!!. HTS, ... IHS BUY IHS!!!
I wrote a paper on it during my Doctorate. VA pays \~70-80 percent less than Medicare depending on how you calculate it. They also fill meds for IHS.
Its not going to. Its literally illegal for Medicare to negotiate most drug pricing, there were some small exceptions under the Inflation Reduction Act but thats it. The VA, IHS (filled by VA), and Medicaid all pay 70-80 percent less because they can and its probably where he got the numbers.
I think now is a good time for Communication Tower companies. Defensive and especially the African ones are gaining scale and with a weaker dollar the currency issues they have faced will turn into tailwinds. I've been betting heavy on IHS Holdings (IHS) and Helios Towers (main listing in London), they are starting to reach scale in their towers after years of heavy growth, African economy is insulated, currency issues reversing against the dollar.
I interned for product management with the truck brand at <insert big 3> and it was comical how Toyota was a sliver in the market share graph. I believe it was like 1% or less at the time based on IHS data of VIN registrations.
Jesus Christ Intel has been struggling on both consumer and enterprise side in the last few years. Intel has been in a terrible position If Nvidia and AMD are ever forced to change manufacturing due to conflicts in Taiwan, it's called WW3. TSMC does have plants in the US. FYI even just looking at AMD CPU's IHS, it even says "diffused in USA" And if you really have to play the geopolitical game, Intel has a strong foothold in Israel, which is a region that has not stopped fighting for the last however many years. Intel heavily investing in R&B because they are significantly behind, they are play catch-up game. They also have to spend more compared to AMD since Intel multiple times more employees than AMD. Gaudi 3, 50% faster inference and 40% greater inference power efficiency? That's a load of BS. OAM GPU systems such as Nvidia H100 and AMD MI300X are primarily used for LLM/training, not for inference. Also why compare Gaudi 3 to old H100 when H200 is here and Blackwell is shipping soon? ALSO Gaudi 3 is not power efficient, each draws 900W compared to 700W for H100/200 and MI300X.
what are some good stocks guys rn i have , IHS, MICROSTRAT, NVDA, Coinbase, and PVH any tips or stuff?
My background is in analyzing auto data to predict production demand. Here are the points to consider, without droning on about each one: 1. Companies like RACE and RYCEY are in niche categories in the auto sector (luxury items rather than just vehicles). This duality of functions is not dissimilar to how TSLA is a "tech" company dressed as an "EV maker." When a company has more than one hat like this, it makes it especially tricky because stock prices could move according to more than one market current, making them volatile in some cases and impervious in certain other situations. 2. IHS does not provide volume data for RR, making it especially difficult for any outlet to publish data regarding plans (if I am wrong, please tell me where I can find their volume data). 3. The EV portion of this overall formula is highly dependent on political outcomes and lobby battles behind the scenes. This type of stock (again) could be a safe haven during these scenarios, or they could suffer. No one can predict. If you like the stock, keep it.
This is really a crazy-loaded question you ask. I'm curious to know what market price you paid for Rivian. IMO, the only way for a novice investor to do well in the market is to invest long-term. FYI, my job is analyzing build plan data to forecast production demands in manufacturing, so I know a thing or two about stock prices contrasting company plans (I've made so many mistakes based on what I "think"). See, while you and I are looking at the potential of a company like Rivian, the supply chain is still trying to work out kinks from war and Covid. Suddenly, the semiconductor companies are on the rise disproportionately to the EV industry which makes no sense to novices like us. IHS data is optimistic for most EVs, and it is public information that most OEMs are working on mass producing some sort of Electric vehicle program to roll with the punches of time and politics. Still, who knows when the stock prices will reflect anything positive for the finicky, average investor. If you are patient and a little insane, buy Rivian and prepare to keep it in your long-term portfolio (but hold it like a crazy guy who isn't concerned). Still, you have to really be careful because fossil fuel proponents are going to fight back and incentives for producing EVs are sketchy within the scope of modern politics. Example unrelated to EV: Look at a company like SXC, that manufactures high quality coke for steel. The five year chart will show you that a major war in the world or two will help solidify a predictable increase over the long-term. Prior to this, a great company (SXC) was considered one of the greatest stock dogs of all time. It didn't matter that they made the best coke. It didn't matter that they were removing debt from the balance sheets and doing other things to stand out from the crowd. The issue with EV (as opposed to a commodity or raw material) is that there are so many factors (consumer taste, competition, components, recharging stations, sustainability, battery disposal, tire emissions.) I heard of a company that exists that would function similarly to how they do it with BBQ propane tanks. You go drop your old tank off and just get it replaced with a new full one for a fee. If something like this succeeds (for EV) and you can pay monthly for a quick battery switchout at every gas station, something like this would make EV a no-brainer. The issue is all the moving parts and how one or more may or may not affect a particular stock price. I could think of at least ten convincing reasons to buy Rivian today, but tomorrow there could be one single, dumb reason that drives the price high. Going back to the case of SXC: War=buy steel. With EV: **Auto industry uncertainty or even certainty= ?** Make sense? A new president could come in on day of his term and say EVs are not actually environmentally friendly and therefore no more incentives for the OEM until they work out XYZ. This would wreak havoc on the entire industry and anyone holding ANY auto stocks would be screwed because it is difficult for an OEM to backpedal like this. The novice gets finicky over stuff like this, sells said-stock a year later they regret it cause something else changed. Meanwhile, the shorters are shorting and know everything before you do and make profits with your bad decisions. In summary, if you are a novice, buy companies you like and just hold them. Rivian is a good company with a great product, and they have plans to make a lot of vehicles. They are just in a rough patch. Don't buy SXC! That stock is a dog!
A few short term drawdowns on red days meant I could sell out of some lower quality companies into higher quality ones. I held ADBE and MTCH, and sold them respectively to buy into GOOG and MELI. MTCH in particular I still think is a value play, but MELI is just a company I see with better management and growth opportunities despite geopolitical risk. ADBE was only sold flat because I wanted to keep my high cash balance. I also increased my stake in SPGI while the price had a dip post end of calendar year earnings. The credit rating agencies have massive moats and the IHS Markit acquisition should begin to bear cost efficiencies while strengthening the legacy bond issuance business.
Middle top on an IHS should be higher than the shoulders. Guess we will see. But with earnings, it will be news driven and the pattern doesn’t matter.
No it doesn’t. Lower lows and lower highs. Could be setting up for another lower low. Right now you don’t have enough info to call a reversal. Also, IHS wouldn’t be confirmed until a return to upward resistance. Then, at best, you could call IHS in place for a possible move higher.
Besides IHS holdings I have no small plays
IHS - emerging market tower play that has been crushed since its IPO. Lots of risks involved, mainly the current devaluation of the nigerian currency (~70% of revenue). However, it is currently trading very discounted imo. $50m share buyback and today they just won a large contract that will replace revenue from a lost contract to AMT. Again, lots of risk, but something I have recently initiated a large position in. I’m expecting either a nice appreciation in the next few years as rates fall and Nigeria stabilizes its currency or a buyout from its largest shareholders (Wendel and MTN own around 45% and in July the company consulted JPM about warding off a hostile takeover). Do your own research of course
JMIA & IHS are worth a look. (Jumia finally appears to be back on track .. and I think Buffet & Ark have positions in IHS) .. Both have huge potential going forward.
Lol I ran the bio of the ceo of SPY (S&P Global) through gizzoogle translator. Doug Peterson has served as President, Chief Executizzle Officer n' a gangmember of tha Board of Directorz of S&P Global since 2013 yo. Dude joined tha company up in 2011 as Prezzy of its credit ratings bidnizz. Mista Muthafuckin Peterson has repositioned S&P Global ta juice tha financial marketz of tha future wit data, analytics n' benchmarks. Under his fuckin leadership, tha company has steadily made investments up in people, internationistic expansion, cutting-edge technology, innovation n' environmental, hood n' governance, or ESG, solutions. In early 2022, S&P Global completed a transformatizzle merger wit IHS Markit ta create bangin freshly smoked up insights fo' hustlas. Mista Muthafuckin Peterson be a leadin voice on ESG issues yo. Dude chairs tha Bipartisan Policy Center’s ESG Taskforce, n' up in 2021 dat schmoooove muthafucka hustled a workstream of tha G7’s Impact Taskforce focused on mobilizin private capital fo' hood phat by advocatin fo' globally consistent standardz ta measure, value n' account fo' sustainabilitizzle fo' realz. At S&P Global, Mista Muthafuckin Peterson pimped a freshly smoked up organization within tha company, Sustainable1, ta be a single source of intelligence fo' hustlas navigatin tha transizzle ta a low carbon, sustainable n' equitable future.
I’m noting what your saying and that tracks. When spy got super volatile last week it began trading in line with oil prices bucking overall market, which is how I drew my conclusion. But correlation doesn’t always mean causation. I like oil prices remaining high driving demand though. I still like the play for the other reasons i mentioned as well. It’s at the lower end of a 3 month range with strong support and the calls are 2 days post earnings. Can be dated out further. It has the IHS settup and the short interest going from a steady 20%+ for over a year to 18% suddenly means someone at least got scared and covered for a loss in this price range. So do you not believe the opec meeting will drive price action on rig?
It's very clear you are desperately trying to bag hold and pray that Intel achieves just a fraction of their promises. I read your paper, and the entire thing is hardly a findings or analysis paper, you're just going over balance sheets and CPU performance. Which is funny because CPU performance is irrelevant, as things like the IHS, cooling, and size limitations make it strictly for low end use cases like consumer electronics. Not military grade stuff, which is the real conversation here. Your conclusion has no real substance. You're saying Intel being in the west has a "unique value proposition", but what consumer actually cares where the chips are coming from? You fail to look at opposing sides or to actually showcase where someone could further take your findings, which again proves your bias. You're EXTREMELY relying on PROMISES, which is what the roadmap is. Remember when Intel was supposed to get to 14 nm in just a few years? You do remember, you just chose to gloss over it in 1 sentence. What makes the current roadmap any more reliable than their previous one? You also do realize that reducing nm size isnt a linear process right? Just because they can trail behind at the moment, doesn't mean that Intel can magically catch up to all that R&D of competitors. Speaking of competitors, Samsung is a much better alternative than Taiwan if we're going by your argument of \*for some reason\* dodging Taiwan. It's very clear you aren't an engineer, which is fine. But please for the love of God realize that the gap between TSMC and Samsung is massive, and Intel is so far in the back you cannot even see it. Can they catch up? Maybe if every star in the universe lines up, but investors obviously don't believe it and you see that in the price. More on TSMC, they're trying to expand to the west, and currently its going to plan. The number 1 issue TSMC has with expansion is that there are straight up hardly any qualified employees in Europe or America, that's been repeated several times in press releases. Really who else has industry leading experience? Not even Samsung can fulfill those roles. That's something that doesn't even seem to be a factor in your thinking. You also mention AMD a lot (again why the hell are we talking about consumer CPUS that hardly matters) and their server offerings. You talk about the speed and wattage.... but not the real reason AMD is starting to pack a punch in the server space. Which is the price. Not only do they do everything Intel does but better (there is far more here than speed, theres more expansion in PCIE lanes too), they make it cheaper as well. There is so much inconclusive evidence and trust placed in Intel when they've shown to consistently disappoint, it's astounding this was even published. Even if everything I said is wrong, this paper is written incorrectly, more like an essay than an analysis. The format is off, and so is the topic of focusing on consumer chip offerings and not the actual fabrication of it.
Kishida Confirms Japan Overstated Construction Data Used in GDP (2021) Japanese Prime Minister Fumio Kishida apologized for the government’s mishandling of economic data after media reports said it overstated construction order figures, a key numbers set used to calculate economic growth, for years. “This is extremely regrettable and we need to examine how it occurred to ensure it doesn’t happen again,” Kishida said in parliament Wednesday. The transport ministry had been double counting some data in its monthly construction orders survey, public broadcaster NHK reported, citing unidentified people familiar with the matter. The monthly release of orders from some 12,000 contractors is of particular importance for the government given that it feeds directly into the calculation of gross domestic product. The overstating of the data goes back as far as eight years, according to the Asahi newspaper. Kishida said in parliament the ministry has corrected last year’s figures. It’s not the first time the government has mishandled data -- the health ministry published erroneous wage figures in 2018, leading to a massive reassessment of other economic releases. “The accuracy of data is an important issue we need to take seriously,” Kishida said. Flawed Wages Report Undermines Credibility of Japanese Data (2) Japan said in 2019 it would review the handling of all its economic statistics after incomplete wage data saw it shortchange some 20 million welfare recipients by around $525 million in total. While it’s still unclear how much data revision may occur this time from the overstated construction figures, economist Harumi Taguchi at IHS Markit said developments point to strains in Japan’s system to collect statistics. “We’ve already had this problem in the past with wages data, but we need to ask why do these things happen, how was it not noticed for so long, and why haven’t past problems led to improvements,” said Taguchi. “Unless the country becomes really serious about this, the system will face institutional fatigue.”
Looks like the backrest of a big IHS
n the Latin-speaking Christianity of medieval Western Europe (and so among Catholics and many Protestants today), the most common Christogram became **"IHS" or "IHC"**, denoting the first three letters of the Greek name of Jesus, ΙΗΣΟΥΣ, iota-eta-sigma, or ΙΗΣ. so $IHS and $IHC
Doubt you will see this but you really need to do your own research here. If you are in a University, use their library services to do some free digging. IHS Markit, Wood Macenzie, etc. etc. I’m not saying they are right but they have some decent datasets and companies pay a lot of money to access their reports. And then try piecing this very complex puzzle together. You will find some gold nuggets here and there on reddit but the future of energy is so absurdly complex that it would take you the next 15-20 years just to get a decent grasp of what you are undertaking. A interesting example that is related is how expensive large capital projects have gotten. Back in 2000, a 15 million lb zeolite plant could be built for under $100 million. Now, that same plant would probably be closer to $1.5 billion. You may find some notes here and there about MOFs for carbon capture. Making a MOF is probably 25X more expensive than a zeolite. And 15 million lbs is going to get you nothing with respect to removing CO2 out of the air, if they can even get it to work. The stuff is just so expensive and most of the tech is way too far out for anyone’s investment timeline. Your 19 now. 2050 you will be 46 and 2100 96… It took Tesla over 20 years to get profitable, producing 1 million vehicles. They may get to 10 million by 2030. Which would then require another 20 years to get all the current gas powered vehicles off the road in the US. Even if Ford and GM start ramping up, going from 100,000 to 1 million to 10 million vehicles is not easy. 20 years seems like a lot of time but I’m seeing project timelines with start dates of 2027…. When you can park a billion or two dollars in government paper for 5%, why do anything?
Turing Test Proctor GERMAN IHS S&P GLOBAL CONSTRUCTION PMI (MAR) ACTUAL: 42.9 VS 48.6 PREVIOUS First Squawk (@FirstSquawk at 2023-04-06 03:30:38 EDT-0400
>GERMAN IHS S&P GLOBAL CONSTRUCTION PMI (MAR) ACTUAL: 42.9 VS 48.6 PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-04-06 ^03:30:38 ^EDT-0400
If you think Btc will rise going forward... Now is also a good time to check out **MARA** ..Its getting ready to see a big jump this week from A short squeeze- but is also a great long term hold, now that it's tightened its belt regarded cost, paid down debt, projected to turn profitable this year- and is in the middle of ramping up its mining capacity- which is set to be completely installed & running at full capacity by June or July (hash rate capacity of 23EH .. or about 2200 btc/month.. and the new machines use 30% less energy. And all of this is apart from the big rebound Btc is having.. Together they create the perfect storm & the 40M current short interest are going to be in a world of hurt this week. **2 other really solid oversold/ undervalued stock with massive futures** are emerging market stocks: **IHS** (the 3rd largest Cell/wireless Tower company based in Africa.. and **TV** ..the largest spanish speaking media & cable company. Both are also worth checking out.
It either ended on 10/13 or this is a secular bear market with another full year to go before a terminal bottom. The former is still possible because it'd take losing 3700 to violate a large IHS dating back to summer of 2022.
5 Stocks to keep an eye on today & the next month (that could see a significant move up- for various reasons): $CLNN $TRKA $MARA $IHS $EGAN
https://preview.redd.it/m9ha4x2z58ma1.jpeg?width=1242&format=pjpg&auto=webp&v=enabled&s=319c508ad690c694326f880df1f4968e9af7e8ce **MARA** the largest daily FTDs start to become due tomorrow. Also- Mara has had a short float % for over 6 weeks now- and available shares has been as low as 2,000 shares in the past couple of day. Also- they are on target with their big ramp up of producing 2200 Bitcoin/ month by the end of q2/ start of Q3. buy rated and PT over double current price. Others: **TV, IHS, EGAN**
IHS followed by a bullflag 😬 swinging long and will follow by the rug pull down
https://preview.redd.it/jivda9jbujla1.jpeg?width=1242&format=pjpg&auto=webp&v=enabled&s=ac73dbcb0230a43227061d322a153c9e61d97fd6 **MARA** ..Still in a Bull Flag pattern waiting to break out. Large number of Jan FTDs become due Mon/Tues. Short float above 40%. Strategic plan on target to grow Hash rate to 23 EH/s (2200 BTC/month). Others: **BOIL, JMIA, EGAN, ARGG, TV, IHS**
Stock Ideas to check out/ take a look at for March: **MARA** ...Buy rated, On target with its huge ramp up in Hash rate ... goal to be mining 2200 BTC/month by the wmd of Q2z ... Also Huge Short squeeze alert- itbgot down to Zero Available Shares for the first time yesterday... definitely appears ready to breakout. **Few others to check out**. (most are Emerging market or international tickers that are... Way oversold or undervalued, Yet unrecognized turnaround play, etc).. IHS JMIA EGAN ARQQ TV
https://preview.redd.it/jng0byu8s5la1.jpeg?width=2208&format=pjpg&auto=webp&v=enabled&s=ec74a6f5d440b7c8eec3b639badeb16a4c9ec646 **MARA** ...got down to Zero Available Shares for the first time yesterday... definitely appears ready to breakout. **Few others to check out**. (most are Emerging market or international tickers that are... Way oversold or undervalued, Yet unrecognized turnaround play, etc).. IHS JMIA EGAN ARQQ TV
https://www.marketbeat.com/stocks/NYSE/IHS/short-interest/ Doesn’t seem to be shorted too aggressively.
BOIL should be a smart play this week. Also- 5 Tickers that may be a little under the radar- that should have a good sized rebound from current oversold/ or undervalued price. (either turnaround plays not yet recognized by market, oversold due to a specific event - like a private offering, or generally swept up in high beta selloff days recently, etc) TV .. EGAN .. ARQQ .. JMIA .. IHS
BOIL should be a smart play this week. 5 Tickers to check out that are likely to have a good sized rebound from current oversold/ or undervalued price. (either turnaround plays not yet recognized by market, oversold due to a specific event - like a private offering, or generally swept up in high beta selloff days recently) TV .. EGAN .. ARQQ .. JMIA .. IHS
**5 Stocks & 1 ETF with Big rebounds from current oversold prices** $TV $EGAN $IHS $JMIA $ARQQ $BOIL
6 Stocks to watch/ likely to move up over the next several weeks/ and consensus Price Target double or more current Price: EGAN TV IHS JMIA ARQQ CLNN
Yeah, recently saw a video about how dependent the world is on a very vulnerable semiconductor supply chain... **3 Global Chokepoints For Semiconductor Industry** **1.** A*dvanced Semiconductor Manufacturing Equipment (SME)* There is just one company manufacturing the machines that make leading-edge logic chips, the Dutch firm ASML. **2.** *The World Is Dangerously Dependent on Taiwan for Semiconductors* Taiwan is known for its capacity to make leading-edge computer chips. That’s mostly because of Taiwan Semiconductor Manufacturing Co., the world’s largest foundry, and go-to producer of chips for Apple Inc. smartphones, artificial intelligence and high-performance computing. Taiwan’s role in the world economy largely existed below the radar, until it came to recent prominence as the auto industry suffered shortfalls in chips used for everything from parking sensors to reducing emissions. With carmakers including Germany’s Volkswagen AG, Ford Motor Co. of the U.S. and Japan’s Toyota Motor Corp. forced to halt production and idle plants, Taiwan’s importance has suddenly become too big to ignore. **3.** S*outh Korean memory chip production* South Korea is home to semiconductor giants Samsung Electronics and SK Hynix, which supplied 61% of components used in memory chips globally in 2018, IHS Markit said. Any production disruption would be bad news for their customers, which include major tech companies Apple and Huawei.
>GERMAN IHS S&P GLOBAL CONSTRUCTION PMI (JAN) ACTUAL: 43.3 VS 41.7 PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-02-06 ^03:30:20 ^EST-0500
Carvana’s stock has risen more than 100% since the beginning of 2023, rebounding from a 98% decline in the prior year. Carvana holds the highest short interest in the Russell 1000 Index at nearly 60% of free float, Bloomberg reported, citing IHS Markit data (First short sqweeze of 2023? I will not miss that one)
Carvana’s stock has risen more than 100% since the beginning of 2023, rebounding from a 98% decline in the prior year. Carvana holds the highest short interest in the Russell 1000 Index at nearly 60% of free float, Bloomberg reported, citing IHS Markit data (First short squeeze of 2023? I will not miss that one)
Broke above trend line, IHS on today's chart, aboutsa rip timmah
Zoom today, IHS building
Stocks to take a look at for today (likely solid picks going forward the next month or so): $GEO $AMZN $IONQ $CLSK $IHS $TV $NU
These are solid buys for the next month (definitely worth checking them out if not already familiar) $IONQ $CLSK $NU $TV (IHS & GEO are 2 more smaller caps... though not below $5)
$AMZN $IHS $NU (best Buffett stocks to buy currently imo)
420.69 :D In reality it could go to 405-410. Break out of the channel, give everyone hope for a bull market, push close to IHS neck line at around 410-415 and then flush hard post FOMC. That would be least obvious money-sucker for HFs to run. We are coming to the big earnings week and just 5% off 410 lvl. If stars align we may still get f’d on the fake out
Anyone in for RIG right now? Looks like a giant IHS over the last year. Close above 5.47 extremely bullish for a squeeze; heavily shorted.
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### Market Sentiment at the Open: **Markets will wait for Friday jobs report in the short week. Volume will likely start picking up later in week.** #### Bulls may like this * Gulf markets upbeat despite volatile oil, economic gloom * Gold touches six-month high in positive start to 2023 #### Bear thesis * Tesla delivery numbers will force downgrades for this stock. Broader market likely to feel pressure till next big earning/jobs report * As per Burry "While inflation has peaked, it is likely to pick up again in response to government stimulus" * Australia, India, Japan, S Korea reimpose ban on travel from China as Chinese health authorities indicate that about a fifth of China Covid throughout Dec but says that it will hit back on nations imposing curbs. #### Stock Specific * Warner Bros. Discovery signs audience measurement deal with startup Nielsen rival VideoAmp * Tesla Q4 deliveries missed target- 308,600 deliveries against consensus estimate of 427,000. Elon makes China boss Tom Zhu its highest-profile executive after himself ### Significant Events Calendar: ##### Time >>>>> Event >>>>>>> Interpreting the report (Oversimplified) Both events are not likely to move the market * 09:45 ET >>> IHS Markit Manufacturing PMI - Final * 10:00 ET >>> Construction Spending
IHS was in October Measured move to SPY 414
Exactly. IHS vs bearish harmonic once again.
IHS Markit Manufacturing PMI - Prelim IHS Markit Services PMI - Prelim
I worked for IHS in Nigeria through the IPO and have been buying recently at the sub $6 price. To people who are not familiar with Africa (where most of the towers are situated) it might seem risky but it really isn’t - 1 - all contracts are in dollars with escalations 2 - debt levels are lower than peers 3- top tier companies have been invested in IHS for years Wendell, MTN etc 4- management know how to work in developing markets 5 - the need for data is growing fast across developing markets as smartphones become more affordable and 4G is more accessible 6- huge market Dyor- but for me this is a no brainer for 200% returns over the next 12 months
https://stocksera.pythonanywhere.com/ticker/failure_to_deliver/?quote=IHS Check this out. I like this site alot. So for one date listed above, August 29th let's say, the T+35 date wouldn't bring it til 10/3. Which unless I'm mislead, they can deliver said shares anytime between now and then. So it might not show on a chart today, tomorrow, or the next day - but it gives us a time span
The Charts above are for $IHS... but the same is true for $NU & couple of other tickers i've come across.
I dont believe in daily closes. Yes it broke that prev support but it hasnt invalidated the IHS pattern. The witching tomorrow if on opposite side of bear with its volume can push price up. And then ath we go. Yah FedEx dude kinda spoke the truth when cramer pressured him. Man was lost with words and said global recession. lol🤣 Idk man. This is uncharted territory for even Jpm , Gs, Citi , black rock , soros fund etc coz Illuminatis are now coming next. Shorting till fomc is easy. After that you dont what these secret society can do. Logic says long after post fomc for another bear mkt rally 3. But "these" guys dont f around. They can send spx $3200 in oct just like that. Since i have seen the power of these people every 7yrs. I think oct 1-2nd week is bottom. But seriously noone should follow me. This is a madman theory that my bro "Akatsuki" group is chasing and kinda trying to trap the "Old illuminati order" so that we can liq them by hitting their SL.🤣
Not sure about scalp... but IHS is waiting for N easy 10-100%. Vol today less than 250K ... when its 1M stock goes up 25%+ (as was the case Monday). Options are cheap and/or shares are cheap. stock is undervalued AF - current $7 (ave PT is $18-$20. And free float around 15M (Barrons article this week put insider/inst ownership at 95%). ... So if you can get IHS on a few ppls radar...you've got 10-100% (day-couple days).
Today (Wednesday) daily volume for IHS is still under 250K... Anything close to 1m vol ... will send it 25%+ (as it did Monday... before being stalled Tuesday due to the selloff).
$IHS (began Breakout Monday).. working to complete a 1mo cup and handle. Any volume lose to 1M sends it double dight higher. *15M Free Float (Recent Barrons article puts Insider/Inst ownership at 95%) *Under 200K Ave Daily Volume *Currently $7 *Average Analyst PT $20.75 (marketbeat) *Most Recent PT $27 (Cowen) *Forward PE 3x lower than competitors *P/B & P/S = 1.3 *Public less than a year *3rd largest Int'l Cell Tower Co (by # towers) *All Analysts (7) have a Buy rating
Also check out- IHS *$IHS .. 15M Free float** IHS is the 3rd largest Cell Tower company by number of towers (largest internationally) that went public end of last year. Ave Daily Volume had been under 175K (until vol spike Monday/ Tues). Barrons article this weekend put insider/inst ownership at 95% --- 15M free float. Massively undervalued due to not being on radar if retail investors... which has changed quickly the past week - and ready to breakout (currently $7 .. likely to rebound quickly back to $18-$20 .. ave PT). Anything close to 1 M volume would be 20%+ day. Good 2-3x play that doesn't require too much buy in. Also- long term growth makes it a potential long term hold. Options also still cheap.
*Also on the SSR list for today (although not sure why given the lower Short interest- unless there are high amount of unreported Short interest? But short interest really is less imp with IHS. The low float will send it soaring with any volume close to 1M) Overview IHS has 95% insider/institutional ownership according to Barrons- putting Free Float around 15M shares. With P/B & P/S <2 & a forward PE 3X lower than competitors (despite growing much faster)- its almost a fact that IHS is severely undervalued. But the 15M float is why its going to quickly run to the $18-$20 Ave analyst PT- rather than taking its time. B/c now that retail has discovered IHS & how its growing like a weed, while also astonishingly undervalued- The new daily volume will send it to a truer valuation, simply due to supply/demand of shares- Ave daily vol has been below 175K, but Monday volume was over 1.5M. (Price at Tuesday close was around $7 ... and most recent PT is Cowen's raise to $27). IHS operates entirely outside the US.. in one of fastest growing sectors (emerging market cell service).. in the fastest growing Countries for that service). Also exchange rate & fuel cost are already fully priced in to IHS guidance.
$IHS .. Low Float/... 95% held by insider/inst ... All Analyst Buy ratings... ...closed around $7 today... but tmrw it will resume the move it began on Monday. The reason it will quickly move to/ rebound to $18-20. --> IHS has 95% insider/institutional ownership according to Barrons- putting Free Float around 15M shares. With P/B & P/S <2 & a forward PE 3X lower than competitors (despite growing much faster)- its almost a fact that IHS is severely undervalued. But the 15M float is why its going to quickly run to the $18-$20 Ave analyst PT- rather than taking its time. B/c now that retail has discovered IHS & how its growing like a weed, while also astonishingly undervalued- The new daily volume will send it to a truer valuation, simply due to supply/demand of shares- Ave daily vol has been below 175K, but Monday volume was over 1.5M. (Price at Tuesday close was around $7 ... and most recent PT is Cowen's raise to $27). IHS operates entirely outside the US.. in one of fastest growing sectors (emerging market cell [https://www.marketscreener.com/quote/stock/IHS-HOLDING-LIMITED-128130726/news/Cowen-Raises-IHS-Holding-s-Price-Target-to-27-From-26-Maintains-Outperform-Rating-41343113/](https://www.marketscreener.com/quote/stock/IHS-HOLDING-LIMITED-128130726/news/Cowen-Raises-IHS-Holding-s-Price-Target-to-27-From-26-Maintains-Outperform-Rating-41343113/)service).. in the fastest growing Countries for that service). Also exchange rate & fuel cost are already fully priced in to IHS guidance.
**$IHS & $NU ..... 2 tickers that have operations completely outside the US.** $IHS is also so insanely undervalued- inflation shouldn't enter the equation until Price is at least $18+ (currently $7.50). **And its low float (15M) should ensure the price can march much higher regardless of down market days.** Additionally- **NU has stated that any potential downturn in the Brazilian market, potentially provide them with the opportunity to acquire struggling fintech assets)**. Both are Buy rated.. Shares are solid play with high PTs/ Options still low as well- for now) **$NU (Nubank).. Company firing on all cylinders, at the edge of a breakout (check out chart)** Coiled yesterday - Currently $5.50- should breakout today (if so, next targets are low $8s & just above $10).* Ave PT is 2X current Price. Insider/Institutional Ownership is 75%. Backed by Buffett, Wood, Masa Son, went public end of last year- then dropped with the market... and now has built back to a likely breakout Rebound. Has been under the radar- but Retail investors are quickly discovering it now. Hitting growth targets much ahead if schedule & is fastest growing fintech bank in the world (also #2 highest customer rating... $TSLA is 1st .. 3-6 are: $STBX $ABNB $NFLX $AMZN). **$IHS (IHS Towers)... low float/ low vol/ high PT** IHS began its rebound reversal yesterday moving up over 20% to close at $7.82 ... but just getting started (Extremely oversold...Ave PT is $18... most recent target (from Cowen) is an raise to $27). Vol was just over 1.5M which is far above its average vol (150K). As volume grows even more- it should move quickly into $18 range.* IHS is the Fastest growing Cell Tower company (3 largest international co by tower count). Analyst Average PT is 3x current price (most recent Cowen PT was a raise to 4x current Price). P/B & P/S are 1.2 and Forward PE is 3x lower than the top two tower co's ($AMT & $CCI). Also went public end of last year. Price walked down recently on extremely low volume (150K daily volume). ..quickly gaining attention of retail investors. Barrons article this weekend indicates Insider/Institutional ownership is 95% (resulting in 15M free float). Should quickly rebound to around $12 .. then continue moving up to $18-$20
**$IHS & $NU ..... 2 tickers that have operations completely outside the US. $IHS is also so insanely undervalued- inflation shouldn't enter the equation until Price is at least $18+ (currently $7.50). And it low float (15M) should ensure the price can march much higher regardless of down market days. Additionally- NU has stated that any potential downturn in the Brazilian market, potentially provide them with the opportunity to acquire struggling fintech assets). Both are Buy rated.. Shares are solid play with high PTs/ Options still low as well- for now) ** **$NU (Nubank).. Company firing on all cylinders, at the edge of a breakout (check out chart)** Coiled yesterday - Currently $5.50- should breakout today (if so, next targets are low $8s & just above $10).* Ave PT is 2X current Price. Insider/Institutional Ownership is 75%. Backed by Buffett, Wood, Masa Son, went public end of last year- then dropped with the market... and now has built back to a likely breakout Rebound. Has been under the radar- but Retail investors are quickly discovering it now. Hitting growth targets much ahead if schedule & is fastest growing fintech bank in the world (also #2 highest customer rating... $TSLA is 1st .. 3-6 are: $STBX $ABNB $NFLX $AMZN). **$IHS (IHS Towers)... low float/ low vol/ high PT** IHS began its rebound reversal yesterday moving up over 20% to close at $7.82 ... but just getting started (Extremely oversold...Ave PT is $18... most recent target (from Cowen) is an raise to $27). Vol was just over 1.5M which is far above its average vol (150K). As volume grows even more- it should move quickly into $18 range.* IHS is the Fastest growing Cell Tower company (3 largest international co by tower count). Analyst Average PT is 3x current price (most recent Cowen PT was a raise to 4x current Price). P/B & P/S are 1.2 and Forward PE is 3x lower than the top two tower co's ($AMT & $CCI). Also went public end of last year. Price walked down recently on extremely low volume (150K daily volume). ..quickly gaining attention of retail investors. Barrons article this weekend indicates Insider/Institutional ownership is 95% (resulting in 15M free float). Should quickly rebound to around $12 .. then continue moving up to $18-$20
IHS short term calls & Fubo both crazy volatile
2 tickers to keep on your radar again today. *$NU (Nubank).. Company firing on all cylinders, at the edge of a breakout (check out chart)** Coiled yesterday - Currently $5.50- should breakout today (if so, next targets are low $8s & just above $10).* Ave PT is 2X current Price. Insider/Institutional Ownership is 75%. Backed by Buffett, Wood, Masa Son, went public end of last year- then dropped with the market... and now has built back to a likely breakout Rebound. Has been under the radar- but Retail investors are quickly discovering it now. Hitting growth targets much ahead if schedule & is fastest growing fintech bank in the world (also #2 highest customer rating... $TSLA is 1st .. 3-6 are: $STBX $ABNB $NFLX $AMZN). **$IHS (IHS Towers)... low float/ low vol/ high PT** IHS began its rebound reversal yesterday moving up over 20% to close at $7.82 ... but just getting started (Extremely oversold...Ave PT is $18... most recent target (from Cowen) is an raise to $27). Vol was just over 1.5M which is far above its average vol (150K). As volume grows even more- it should move quickly into $18 range.* IHS is the Fastest growing Cell Tower company (3 largest international co by tower count). Analyst Average PT is 3x current price (most recent Cowen PT was a raise to 4x current Price). P/B & P/S are 1.2 and Forward PE is 3x lower than the top two tower co's ($AMT & $CCI). Also went public end of last year. Price walked down recently on extremely low volume (150K daily volume). ..quickly gaining attention of retail investors.
I have also had my eye on IHS for over a week and have finally joined. The last price target was set at 27 dollars. https://www.streetinsider.com/dr/news.php?id=20477787 Even if we don't see a quick run now, it's an optimal investment. I still hope for $12-14 in the short term.