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Sebastian_DRS 12h ago
$CCL • Diluted EPS of $0.39 and adjusted EPS2 of $0.41, up more than 15% year-over-year despite a $0.06 ($73 million) negative impact from fuel and currency fluctuations. • Record adjusted EBITDA2,3 of $1.6 billion. • Gross margins dropped 3.9% due to higher fuel costs. Net yields (in constant currency) rose 2.2%. • Cruise costs per available berth day ("ALBD") rose 6% due to higher fuel prices. Adjusted cruise costs excluding fuel per ALBD2 (in constant currency) were similar to last year thanks to better cost control. • Fuel use per ALBD improved 5.6%, showing the company's ongoing efforts to cut fuel consumption, helping offset a nearly 30% jump in fuel prices.CCL--FTEK--
Sebastian_DRS 06/20
$QQQ 2026 AI Boom Echoes 1929 Pre-CRASH $SMH $SOXX $SPY $SPCXSMH--
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SPCX--
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curbyourapprehension 06/20
Feels shaky; 2026 AI pop looks like a bubble.
KilaManCaro 06/20
So basically the AI hype is spiking again, but is this just a rerun of 1929-style mania or something more sustainable?
Sebastian_DRS 06/19
$SMH = shake my headSMH--TerribleCollar2932 06/19
Feels like the Fed’s still leaning into higher-for-longer while the Aussie dollar chugs along, and SMH’s earnings miss plus guidance fade probably just reflects that tight liquidity backdrop. If real yields stay elevated, discretionary spend and margins probably keep getting squeezed.
wasupsantacruz 06/19
I’m leaning to trim SMH here; feels like margin pressure persists. Might rotate into CBA for steadier cash flows and better FX exposure.
DeepFeckinAlpha 06/19
Guidance fade plus higher AUD screams weak execution.
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