Source material behind every call on the tape.
Most of the positioning I see right now assumes Middle East tension stays elevated indefinitely. Defense names ripping, oil with a permanent geopolitical premium baked in, shipping rerouted around Hormuz. Fine as a base case, but it's a crowded trade …
Most of the positioning I see right now assumes Middle East tension stays elevated indefinitely. Defense names ripping, oil with a permanent geopolitical premium baked in, shipping rerouted around Hormuz. Fine as a base case, but it's a crowded trade …
U.S. equity funds drew inflows in the week to May 27 as a rally in AI-linked technology stocks lifted sentiment, though concerns surrounding the U.S.-Iran peace negotiations kept purchases in check. According to LSEG Lipper data, investors bought a net …
Looks like shorts are trying to recycle shares at open but it keeps getting worse. Price keeps getting higher lows. Not financial advice and invest at your own risk. Stocks can go up or down. This stock is very stressed.
bro dell just absolutely blew the doors off with $24.4B in AI orders and $16.1B of AI server revenue in just ONE quarter (Dell press release, May 28, 2026), and everyone on here is completely losing their minds over GPUs …
I was chatting with a friend and found out be has multiple investments in US and another country. Brokerage, 401k, CDs, HSA, some gold etc.. problem is, the amounts are not very significant, say <$10k per “account” He looked like …
The carport is open on both side with smooth finish cement. I would only have to frame and finish the walls, the plumbing and electrical would be very minimal as most of it is already there and would just require …
**Macro thesis** * Physical AI and autonomy will be the next area of massive capital allocation once the current data center build out phase cools off * Camera only approach like TSLA is fucking retarded * LiDAR sensors are the …
I have been waiting for this moment my whole life. Since I was a kid I was obsessed with space. Rockets, missions, the whole thing. When I discovered Elon, this guy who got laughed out of Russia for trying to …