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The Lounge
Talk about your daily plays, ideas and strategies that do not warrant an actual post. This is the place to request buy/sell advice from the community. Remember to keep it civil. Trade responsibly.
Posts
Raw signal, scraped and timestamped.
Source material behind every call on the tape.
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Scan for expected value on credit spreads
anyone offer or sell such a scanner with EV? tried ORATS and the brokers. not what I’m looking for really.
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Satya and Zuckerberg are incinerating capital
No one wants to say it proudly but $MSFT and $META are throwing billions of dollars at AI CAPEX with little to show for it. They turned what was originally a CAPEX light business with high software margins and lit …
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A simple method of valuing Reddit ($RDDT)
(***Note:*** *I previously did a valuation of RDDT a year ago, and based on my required rate of return of 15%, put a buy price of RDDT at $150 and below. This post is an attempt to do the valuation …
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Duolingo up
Anyone knows what the heck happened with DUOL? It kinda kept rising recently while the other SaaS is seriously screwed up? Maybe their 400 million share buybacks bumped the price up? I’m long DUOL with 3% of my portfolio so …
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The Next Race After AI - Quantum - Biggest IPOs: Dynex Apollo chip - room temp, beats D-Wave, already commercial. Pre-IPO event dropping in a few days.
NFA. DYOR. Been following this one quietly for a while. Everyone’s chasing Quantinuum post-IPO. Meanwhile Dynex has been quietly commercial for months and hasn’t been priced in anywhere. What Dynex actually is: • Apollo chip - fingernail-sized neuromorphic processor, room …
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Why the Sudden Pivot to Freemium with Adobe?
I was just wondering what everyone’s thoughts were on the sudden pivot to Adobe pushing a freemium model? Annual Recurring Revenue Growth is arguably the single most important metric for the stock from the perspective of Wallstreet and the stock …
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Investment strategy for long term
Lets have a discussion on the below investment strategies which may be better for the longer term period. I am putting this up here to see if anyone have some insights which i may have missed out or you have …
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