Source material behind every call on the tape.
Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! Please consider consulting our FAQ first - …
[https://www.cnbc.com/amp/2026/06/17/anthropic-amodei-google-hassabis-us-ai-coalition-g7.html](https://www.cnbc.com/amp/2026/06/17/anthropic-amodei-google-hassabis-us-ai-coalition-g7.html) A coalition designed to cooperate on chip and hardware trade rules that exclude China is exactly what REXC was built for. As the western world attempts to insulate its AI infrastructure from China trade risks, rare earths outside of …
**Key Takeaways** • LNG markets are shifting from geopolitical repricing toward storage rebuilding and supply-allocation dynamics. • The post-Fed environment leaves growth expectations, industrial demand and financing conditions as secondary macro layers for natural-gas positioning. • European LNG flows remain …
Hi, started investing one year ago and grew my stock portfolio to 50k mainly with big tech. Probably over 50% returns this year. I know it’s been a bull market for tech stocks, basically impossible to lose money. But how …
GEO Group up 70% in 3 months CorCivic up 35% \- They heavily invested in Trump’s campaign just like AI firms backed Trump with $200 million \- Massive no-bid contracts and modifications with minimal competition. AI stocks have federal grants …
Hi all, Found myself reading a lot of opinion style blogs in my spare time but I'm almost up to date on all of them. Wondering if anyone has any recs? Would appreciate anything with an Australian focus since I …
**Position:** 86 shares - I am europoor. **Ticker:** CRZBY (US ADR) / CBK (Frankfurt, ETR:CBK) TL;DR: A €40B Italian bank (UniCredit, ticker UCG) has spent **20 years** trying to eat Commerzbank, is now \~40% burdened with it, and just made …
# The nominal split is: **30% QQQ / 30% GDE / 20% PPA / 20% AVDV**. The cool part here is the real effective exposure is **\~127%**. It uses GDE (Wisdomtree efficient gold), which basically holds 90% SPY and 90% …
Hi, I wanted to bring some new stocks upon the table. These won't be long writeups since I will covering 3 companies (part 1), and people don't like long texts. If people do ask for a longer write up for …