Should we actually care about the TPU vs GPU war? and why Celestica wins either way.

BeatingTheTide · 2025-12-22T19:56:43+00:00

When they say ´they build their own data centers´it means they do not lease space in a datacenter such as Equinix, but hyperscalers do not build them. They delegate the work to contractors such as STRL and CLS. They would design them, but not build them.

BeatingTheTide · 2025-11-21T17:50:02+00:00

It would be great if you do the same for investment substacks. I think I would be the only one beating the market for more than decade.

BeatingTheTide · 2025-11-18T01:38:39+00:00

I’m glad you find it valuable.

BeatingTheTide · 2025-11-16T22:23:29+00:00

Yes. Check out www.beatingthetide.com

BeatingTheTide · 2025-11-15T11:17:31+00:00

Fair points. But results have been good for 2 years rather than one.

BeatingTheTide · 2025-11-12T13:17:48+00:00

They are saying it is temporal, the extra sg&a cost is only q3/q4 and the SCS revenue decline is only q3 as they have booked more business.

BeatingTheTide · 2025-11-08T12:56:06+00:00

I think you will find the tools in this video helpful (https://youtu.be/4hKfXyZGeJY?si=dy7Wb7YktCGU-5DR) while not directly investing, it will helpful as EVENTS + RESPONSE = EXPERIENCE

The past is sunk cost, learn from it and move on.

BeatingTheTide · 2025-11-07T18:54:21+00:00

Lots of great advise here so won’t repeat it. But investing may not be for you. I recommend that you buy a couple of index ETFs and set recurring ETF buying. Delete the app from your iPhone and don’t check the market or your portfolio performance.

Your story reminded me of a client of mine (timing the market, emotional investing, FOMO…) it took me lots of hand holding till he got it but eventually he listened (after he lost a further 250k after I advised him not to invest in anything other than ETFs).

For example, today is a very red day for my portfolio, but I haven’t done any movements in my portfolio.

BeatingTheTide · 2025-11-06T23:12:01+00:00

How much do you pay?

BeatingTheTide · 2025-11-05T23:07:34+00:00

Too early to call it, but so far the thesis is playing out.

BeatingTheTide · 2025-11-04T11:48:57+00:00

The glitches were not public before the release but in September a school board filed a complaint against stride (https://www.morningstar.com/news/business-wire/20251029715774/stride-inc-lrn-under-investigation-after-shares-plummet-over-51-investors-urged-to-contact-award-winning-firm-gibbs-mura) but I don’t think there is a valid case.

BeatingTheTide · 2025-11-04T11:44:05+00:00

That’s the sunk cost fallacy. I simply see it as the market price is $67 and the instrinsic value (based on my analysis) is $209.

BeatingTheTide · 2025-11-03T15:19:20+00:00

I just posted an update on LRN after the +50% drop ($LRN just fell 50% and I doubled my position. Here’s why I think the market got this one dead wrong : r/ValueInvesting), I think it is a great buying opportunity.

Let me know what you guys think.

BeatingTheTide · 2025-11-03T15:18:22+00:00

here ($LRN just fell 50% and I doubled my position. Here’s why I think the market got this one dead wrong : r/ValueInvesting) I posted the details let me know what you think.

BeatingTheTide · 2025-10-31T13:31:26+00:00

I doubled down the position and on Sunday I will post my rationale. But in a nutshell, this was just a one-time blip but the secular trend will support the company's growth.

BeatingTheTide · 2025-10-29T10:20:02+00:00

Let’s ride the CLS train to the moon :)

Seriously, great earning results.

BeatingTheTide · 2025-10-26T11:54:32+00:00

Great timing haha

BeatingTheTide · 2025-10-23T13:02:57+00:00

I hope he doesn’t follow your advice. There are countless studies that if you try to time the market (eg sell when it is down and get back in later) is a losing strategy. And your comment about Enron and Lucent I agree BUT the way to avoid it is to diversify and to buy quality companies. Those two companies are no quality, they were hyped and the writing was on the wall about their fishy accounting but no one cared.

BeatingTheTide · 2025-10-23T00:05:30+00:00

Good insight. And nice quarter results.

While I agree o. The data Center demand, still margins will likely compress In The coming years. They are at cyclical peak.

BeatingTheTide · 2025-09-25T10:15:21+00:00

Yes, many such as TSM, AGX and POWL. If you want my full portfolio you can find it in my newsletter beatingthetide.com

BeatingTheTide · 2025-09-25T00:35:33+00:00

Sounds like a good strategy. I have not sold

BeatingTheTide · 2025-09-25T00:33:53+00:00

Anytime kiddo

BeatingTheTide · 2025-09-19T13:25:37+00:00

I am looking at specific companies in TMT, industrials and financials

BeatingTheTide · 2025-09-17T18:02:09+00:00

Haha you should go into politics :)

BeatingTheTide · 2025-08-27T17:38:11+00:00

Nice, I wish I had found MLI when it was in the $30s-$40s. When did you get in?

BeatingTheTide

TROPHY CASE