StockForum Journal
Notes and analysis on stocks and macro markets.
Updated 2026-06-29
Summary Dell Technologies can no longer be seen as merely a PC manufacturer. As of 2026, the key reason the market is re evaluating Dell is AI servers. With the expansion of generative AI infrastructure investments, Del…
Updated 2026-06-04
The local elections are over, and one can no longer deny that real estate is rising again. To the extent that the President's statement about not calculating votes seems meaningless, the National Assembly and the Execut…
Updated 2025-11-11
Company Introduction and Overview Consensus Cloud Solutions, Inc. (CCSI) is a small to medium sized cloud software company based on stable cash generation and conservative financial structure . Following its spin off fr…
Updated 2025-11-09
Company introduction and overview The company with the ticker III is Information Services Group, Inc. (abbreviated closer to ISG, but III for convenience) and is a global technology research and digital transformation c…
Updated 2025-05-06
Company Introduction and Overview Palantir Technologies (PLTR) is arguably the hottest company in the U.S. stock market at the moment. As an AI software company, it has avoided the tariff issues that are shaking the mar…
Updated 2025-03-20
outline Atlassian is a SaaS company with a strong presence in collaboration tools and developer platforms. Continuous growth is being achieved through portfolio expansion such as Jira, Confluence, and Loom, and AI platf…
Updated 2025-03-17
outline Gilead Sciences (hereinafter referred to as Gilead) is a very strong stock whose stock price has risen as much as 50% over the past year due to the strength of its HIV treatment portfolio and progress in its inn…
Updated 2025-03-16
outline AppLovin (NASDAQ: APP) once recorded rapid growth and high stock price growth in the app ecosystem, but has recently been on the decline due to negative issues such as market correction and short selling reports…
Updated 2025-03-14
outline We are going through an unexpectedly difficult time with volatility at the level of a financial crisis. Numerous diagnoses and predictions are being made, but it is not helpful to respond with hasty predictions…
Updated 2024-12-02
Miner Bini, the content related to win rate and profit/loss ratio introduced in the book It's something I empathize with so deeply, so I'm sharing it. Is there an optimal stop loss line? What is the correct answer? ‘It…
Updated 2024-11-27
Microsoft (Ticker: MSFT) stock price, which fell nearly 4% despite the announcement of good third quarter earnings, is not taking advantage of the improved market atmosphere after Trump's election victory. I am especial…
Updated 2024-09-04
Company introduction Dongwoon Anatech is a fabless semiconductor company established in 2006 and provides core semiconductor solutions in various industrial fields based on low power, high efficiency semiconductor techn…