Source material behind every call on the tape.
I've been reflecting on the current AI race and the massive structural shift it's demanding from the largest tech companies (Mega-Caps). Historically, we know is giants (Alphabet, Microsoft, Meta, etc.) was their "asset-light" business model. They produced software or digital …
The idea behind buying stock of a company is that you are getting ownership. When company makes profit, it pays you some dividend out of it. So, this makes sense buying stock of that company which makes the stock price …
During boom-times, fundamentals don't seem to matter (see AI, 2026). During bust-times, fundamentals also don't seem to matter (see mass-selloffs, 2008). So when do fundamentals matter? Waiting for fundamentals to matter seems futile, since that point may never arrive.
Yes, a trillion-dollar company can trade below intrinsic value. Buffett bought AAPL around 10x earnings. Size doesn’t make something expensive. But that’s not where our edge is. A $1tn company has 40 analysts, every fund modeling it, and a million …
What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at. *This discussion post is lightly moderated. We suggest checking other …
I saw bitpanda's running a promo where you get 3% back in btc if you transfer crypto and leave it 30 days and thinking about moving my funds over for it but never actually used them before. anyone have experience …
Yes it's a declining business, 13 percent decrease in users year over year, about the same in revenue guidance. Not great. But I mean 373m MC against 411m in cash and cash equivalents net of debt, 57m in buybacks …
I got these DRAM calls for so damn cheap in May when DRAM was in the high 40s knowing full well they would print, I'm kicking myself for not going into debt to full port these calls (half joking). I'm …
I've been spending some time thinking around what I want my current non ETF/etc. investments to focus on and I was hoping to hear peoples thoughts and suggestions. I'm still in a learning stage and so won't be taking any …
Asian share markets swung higher on Monday as Iranian negotiators said progress had been made in peace talks with the United States, helping calm fears the process was breaking down. Officials from Qatar and Pakistan also released a statement saying …