- Microsoft jumped 7.6% yesterday and now has a market cap that is back to $3.16 trillion. Apple is down 3% pre market and 14% year to date and opens the day with a market cap of $3.2 trillion slightly above Microsoft.
- Astera Labs is the biggest single loser in our portfolio and is down 47% year to date. It’s up this week but remains a debacle.
- Becton Dickenson got hammered yesterday and fell 18% as it released solid earnings but reduced guidance for the year.
Business Ideas
May 2, 2025
4:28 pm
“I’m dusting off the mortgage broker business plan.” One of my oldest and best friends