CY
Cypress Semiconductor Corp.
stock NASDAQ

>You drew the conclusion that because Walmart is forecasting a 1% increase in profits, there is nothing wrong.
Where did anything indicate a forecasted 1% increase in profits? Consider learning to correctly interpret forward guidance before commenting on it. Walmart's forecast/guidance of $2.50 to $2.60 earnings per share for this fiscal year compares to $2.42 earnings per share for the last fiscal year, so represents 3.3% to 7.4% earnings growth.
Where did I suggest there is nothing wrong? I don't know what the future holds; I was just rejecting your assertion that this news / guidance clearly indicates that the economy isn't in a good spot.
>The data on cost of living and middle class decline isn't debatable.
Particularly when you don't even point to the data you're referring to or mention the conclusions you're drawing from it; that makes it rather difficult to engage in any debate around vague claims like this.
> disposable income is evaporating
Why doesn't that appear in the [actual data/trend around that](https://fred.stlouisfed.org/series/DSPIC96)?
> That will only get worse if prices increase.
If there's anything we can learn from history, it's that price increases are incompatible with economic growth. /s
From [https://factset.com/earningsinsight](https://factset.com/earningsinsight) :
>For the first quarter, S&P 500 companies are reporting year-over-year growth in earnings of 13.4% and year-over-year growth in revenues of 4.8%.
>For Q2 2025, analysts are projecting earnings growth of 5.2% and revenue growth of 4.0%.
>For Q3 2025, analysts are projecting earnings growth of 7.4% and revenue growth of 4.7%.
>For Q4 2025, analysts are projecting earnings growth of 6.7% and revenue growth of 5.2%.
>For CY 2025, analysts are projecting earnings growth of 9.3% and revenue growth of 4.9%.
>For CY 2026, analysts are projecting earnings growth of 13.5% and revenue growth of 6.3%
Do you know something that analysts don't or perceive some risk you feel analysts haven't factored in appropriately?

>Honestly I just don’t have belief in this economy
Analysts who do this for a living seem to feel otherwise. From [https://factset.com/earningsinsight](https://factset.com/earningsinsight) :
>For the first quarter, S&P 500 companies are reporting year-over-year growth in earnings of 13.4% and year-over-year growth in revenues of 4.8%.
>For Q2 2025, analysts are projecting earnings growth of 5.2% and revenue growth of 4.0%.
>For Q3 2025, analysts are projecting earnings growth of 7.4% and revenue growth of 4.7%.
>For Q4 2025, analysts are projecting earnings growth of 6.7% and revenue growth of 5.2%.
>For CY 2025, analysts are projecting earnings growth of 9.3% and revenue growth of 4.9%.
>For CY 2026, analysts are projecting earnings growth of 13.5% and revenue growth of 6.3%
Do you know something that analysts don't or perceive some risk you feel analysts haven't factored in appropriately?
> Not sure what to do.
Write an [Investment Policy Statement](https://bogleheads.org/wiki/Investment_policy_statement) then follow it. Include in there that you don't know any any more about how the future will turn out than the dollar-weighted average market participant. Note in there that your political leanings / bias / which party's in power / doom and gloom you here in the media should not distract you from sticking to your plan / staying your chosen course.

>the financial forecast should be looking down.
Why? From [https://factset.com/earningsinsight](https://factset.com/earningsinsight) :
>For the first quarter, S&P 500 companies are reporting year-over-year growth in earnings of 13.4% and year-over-year growth in revenues of 4.8%.
>For Q2 2025, analysts are projecting earnings growth of 5.2% and revenue growth of 4.0%.
>For Q3 2025, analysts are projecting earnings growth of 7.4% and revenue growth of 4.7%.
>For Q4 2025, analysts are projecting earnings growth of 6.7% and revenue growth of 5.2%.
>For CY 2025, analysts are projecting earnings growth of 9.3% and revenue growth of 4.9%.
>For CY 2026, analysts are projecting earnings growth of 13.5% and revenue growth of 6.3%
Do you know something that analysts don't or perceive some risk you feel analysts haven't factored in appropriately?

>You drew the conclusion that because Walmart is forecasting a 1% increase in profits, there is nothing wrong.
Where did anything indicate a forecasted 1% increase in profits? Consider learning to correctly interpret forward guidance before commenting on it. Walmart's forecast/guidance of $2.50 to $2.60 earnings per share for this fiscal year compares to $2.42 earnings per share for the last fiscal year, so represents 3.3% to 7.4% earnings growth.
Where did I suggest there is nothing wrong? I don't know what the future holds; I was just rejecting your assertion that this news / guidance clearly indicates that the economy isn't in a good spot.
>The data on cost of living and middle class decline isn't debatable.
Particularly when you don't even point to the data you're referring to or mention the conclusions you're drawing from it; that makes it rather difficult to engage in any debate around vague claims like this.
> disposable income is evaporating
Why doesn't that appear in the [actual data/trend around that](https://fred.stlouisfed.org/series/DSPIC96)?
> That will only get worse if prices increase.
If there's anything we can learn from history, it's that price increases are incompatible with economic growth. /s
From [https://factset.com/earningsinsight](https://factset.com/earningsinsight) :
>For the first quarter, S&P 500 companies are reporting year-over-year growth in earnings of 13.4% and year-over-year growth in revenues of 4.8%.
>For Q2 2025, analysts are projecting earnings growth of 5.2% and revenue growth of 4.0%.
>For Q3 2025, analysts are projecting earnings growth of 7.4% and revenue growth of 4.7%.
>For Q4 2025, analysts are projecting earnings growth of 6.7% and revenue growth of 5.2%.
>For CY 2025, analysts are projecting earnings growth of 9.3% and revenue growth of 4.9%.
>For CY 2026, analysts are projecting earnings growth of 13.5% and revenue growth of 6.3%
Do you know something that analysts don't or perceive some risk you feel analysts haven't factored in appropriately?

>Honestly I just don’t have belief in this economy
Analysts who do this for a living seem to feel otherwise. From [https://factset.com/earningsinsight](https://factset.com/earningsinsight) :
>For the first quarter, S&P 500 companies are reporting year-over-year growth in earnings of 13.4% and year-over-year growth in revenues of 4.8%.
>For Q2 2025, analysts are projecting earnings growth of 5.2% and revenue growth of 4.0%.
>For Q3 2025, analysts are projecting earnings growth of 7.4% and revenue growth of 4.7%.
>For Q4 2025, analysts are projecting earnings growth of 6.7% and revenue growth of 5.2%.
>For CY 2025, analysts are projecting earnings growth of 9.3% and revenue growth of 4.9%.
>For CY 2026, analysts are projecting earnings growth of 13.5% and revenue growth of 6.3%
Do you know something that analysts don't or perceive some risk you feel analysts haven't factored in appropriately?
> Not sure what to do.
Write an [Investment Policy Statement](https://bogleheads.org/wiki/Investment_policy_statement) then follow it. Include in there that you don't know any any more about how the future will turn out than the dollar-weighted average market participant. Note in there that your political leanings / bias / which party's in power / doom and gloom you here in the media should not distract you from sticking to your plan / staying your chosen course.

>the financial forecast should be looking down.
Why? From [https://factset.com/earningsinsight](https://factset.com/earningsinsight) :
>For the first quarter, S&P 500 companies are reporting year-over-year growth in earnings of 13.4% and year-over-year growth in revenues of 4.8%.
>For Q2 2025, analysts are projecting earnings growth of 5.2% and revenue growth of 4.0%.
>For Q3 2025, analysts are projecting earnings growth of 7.4% and revenue growth of 4.7%.
>For Q4 2025, analysts are projecting earnings growth of 6.7% and revenue growth of 5.2%.
>For CY 2025, analysts are projecting earnings growth of 9.3% and revenue growth of 4.9%.
>For CY 2026, analysts are projecting earnings growth of 13.5% and revenue growth of 6.3%
Do you know something that analysts don't or perceive some risk you feel analysts haven't factored in appropriately?