RT jez (equity perps era) (@izebel_eth)thoughts on retail trading - play at the tables that dont exist yet(this is going to be a longer post as i have a lot of things i want to say)i have been a dumb retail trader, i have been a sharp retail trader, i have worked at the peak of tardfi/kwantat a high level you absolutely can be successful as a retail trader, but it comes down to find your edge + the discipline to stick to itwhat is your edge as a retail trader?time + curiosity + breadth + flexibility + react ...

Dec 3 (Reuters) - Intel said on Wednesday it has opted to keep its networking and communications unit ​in the company following a review of ‌strategic options for the unit. Intel had previously explored selling various assets ‌while it weighed options on how to improve its financial position. Over the summer, Intel clinched an $8.9 billion investment from the U.S. government for a 10% stake, ⁠and investments of $2 billion ‌from SoftBank Group and $5 billion from Nvidia. The chip maker has considerably im ...

The trenches are not deadThey've just changed.&& thanks to @TradeInRhythm you can STILL have an edge.Working with their team, and finding runners even in these market conditions has been amazing.It's why it's time to SHOW YOU it can be done...5 Sol Challenge | ACTIVATED ...

RT Breakout (@breakoutprop)Capital is the cheat code.With crypto-only prop, you get size on real order books, deep liquidity, and the chance to prove your edge where it actually matters.Edge is worthless if you can’t size it. ...

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Investment Strategy - When an advantage is perceived and a mispricing is detected, a larger investment should be considered [1] - Doubling down on an investment is most challenging when facing unfavorable odds [1] - Betting with an edge provides valuable training for Wall Street investment strategies [2] - A key challenge in stock investing is the uncertainty of possessing a true edge [2] Risk Management - Blackjack serves as a laboratory to understand odds and determine optimal bets [3] - Investment decisions should consider risk tolerance and available capital [3]

Summary of Insight Enterprises Conference Call (June 11, 2025) Company Overview - **Company**: Insight Enterprises (NSIT) - **Role**: Leading solutions integrator focusing on hardware, software, and services to drive customer outcomes [6][7] Core Strategy and Market Focus - **Solutions Integrator**: Defined a new category as a solutions integrator, leveraging strengths in hardware, software, and services [7] - **Market Focus**: Concentrating on high-growth areas such as cloud, data, AI, cyber, and edge computing [7] - **Customer Base**: Over 30,000 customers, including a significant presence in the Fortune 5000 [13] Financial Performance - **Gross Margin Improvement**: Expanded gross margins from approximately 15.7% in 2022 to over 20% on a trailing twelve-month (TTM) basis [24] - **EBITDA Margin Growth**: Increased EBITDA margins from 4.7% in 2022 to over 6% on a TTM basis [26] - **Cash Flow Generation**: Consistently generated cash flow exceeding 100% of net income, with a long-term target of over 90% [10][26] Challenges and Market Dynamics - **Hardware Market**: Experienced a depressed hardware market impacting revenue, with a projected decline of $1 billion from 2023 to 2024 [42] - **Partner Program Changes**: Adjustments from hyperscaler partners (Google and Microsoft) resulted in a $70 million gross impact for fiscal year 2025 [22][23] - **Cloud Business**: Despite a strong historical growth rate of 16-20%, the cloud segment is expected to be flat to slightly down for the year due to partner program changes [38][39] M&A Strategy - **Importance of M&A**: M&A is critical to the company's strategy, with a focus on enhancing digital capabilities and services [12][28] - **Recent Acquisitions**: Notable acquisitions include SADA (2023) and InfoCenter, aimed at expanding cloud and ServiceNow capabilities [30][31][32] - **Future Outlook**: Anticipates being active in the M&A space, particularly in digital capabilities, with no imminent announcements but a likelihood of acquisitions this year [56] Cultural and Operational Insights - **Technical Expertise**: Employs over 6,000 technical resources, providing a competitive edge in the market [14] - **Company Culture**: Emphasized as a key differentiator, aiding in recruitment and operational effectiveness [14] Market Outlook - **Hardware Recovery**: Expected mid-single-digit growth in hardware, driven by a refresh cycle and increasing data center demands [49][50] - **Services Impact**: Services business has been affected by global macroeconomic conditions, but the company maintains a competitive position [51][52] Shareholder Relations - **ValueAct Relationship**: Constructive relationship with ValueAct, which recently exited the board but remains supportive of the company's strategy [58][59] This summary encapsulates the key points discussed during the conference call, highlighting the company's strategic direction, financial performance, challenges, and future outlook.