DarthRebel

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Said hubby visits her about 3 times a month to tap that. l

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That is sad

There is more to football than a chance of a NC.

It is entertaining to have these extra SEC matchups.

It reminds us LSU is overrated.

Nothing but love for you Tigers :cheers:

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HighIQ

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We are glad another moron created a new alter :lol:

Number of Posts: 5
Registered on: 10/21/2026

rebounding today 7%

Kind of fascinating

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Somehow we've played over 130 years without letting 24 teams enter the participation trophy invitational and CFB was just fine.

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And most of the "crowned" national champs are complete bullshite. There is a reason every other sport on the planet has proper playoffs to crown their champ. CFB needed to catch up.

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Tampa Ray

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Thank you Norway for starting a new alter, to come spew the same stuff you have been doing for the past 2 years.

Once again, it is always suspect to hit the money board with a brand new account.

Because of this crap



The SEC plays a hard schedule, the rest of the conference do not. 24 teams maximizes SEC teams getting in and will probably return SEC to perpetual National Champs. Steel sharpens steel, and SEC teams will be stronger against teams playing their powder puff schedules. There is a reason ND loses every year in the playoffs.

Stock I have had for 10 months, but took a beating today off some good Q3 numbers.

Claude breakdown
TTMI down ~27% on a beat-and-raise quarter. What they do, what happened, and the upside math

What TTM actually does

TTM Technologies is one of the world's largest makers of printed circuit boards (PCBs). These are the multi-layer boards that every piece of electronics is built on. They also make RF/microwave components and assemblies and full mission systems for aerospace and defense. Their factories are in North America and Asia, and their customers are in data center/networking, aerospace and defense, medical/industrial, and automotive.

The AI angle: AI servers and networking gear need very complex, high-layer-count boards, and TTM builds them. Their Data Center & Networking segment grew 115% year over year this quarter. They also have a $2.0B aerospace and defense backlog, which is steadier business that isn't tied to AI.

The Q3 numbers (this was not a bad quarter)

-Revenue $1.20B, up 60% YoY, above their own guidance of $1.10–1.14B
-Adjusted EPS $1.46, above the top of guidance ($1.21–1.27) and ~16% above consensus
-Adjusted EBITDA margin above 20% for the first time
-Book-to-bill of 2.13, meaning orders came in at more than twice the rate of shipments
-Q4 guide: $1.42–1.44B revenue, $1.77–1.83 EPS
-Preliminary 2027 revenue outlook reportedly $6.5–6.75B, versus 2026 consensus around $4.4B

So why the crash?

Honestly, nobody has a confirmed answer yet. My best read:

-The Q4 guide was in line, not a blowout. Coming off a string of big beats, "in line" disappointed people.
-The stock had run hard. It was up ~48% YTD and around $102 going in. A lot of good news was already in the price.
-They're buying a lot of companies. Swiss Technology Group and Epiq Solutions are done. A $650M all-cash deal for Ophir Optics is pending, plus deals for ILFA and Merlin Circuit. That raises questions about how much of the 2027 growth is organic and how much is bought, and about debt and integration risk.
-Spending to add capacity. Free cash flow margin was only ~6% even with strong operating cash flow. The market sometimes punishes heavy capex.

Valuation after the drop (~$74)

2026 EPS consensus ~$4.82 ? ~15x
2027 EPS consensus ~$7.86 ? ~9.4x forward
Analysts expect ~63% EPS growth in 2027

Under 10x forward earnings for a company growing EPS 60%+ is cheap, if the 2027 numbers hold.