Source material behind every call on the tape.
**TLDR:** The next phase of the AI boom may shift from compute & infrastructure toward companies that own continuously updated proprietary datasets, workflows, and human interaction data that frontier models depend on. **Positions**: RDDT $300 Sept 2026 TEM $120 Jan …
They're either gonna type it in too early in the day and only see one ticker that ISN'T space X, but is another space company with the SAME first three letters in its ticker. (It was a SPAC darling back …
So I have 2 IRA accounts. One with chase and one with Robinhood. Both are Roth. I want to transfer everything from my Robinhood ira into my chase, but I have some position in my Robinhood that are like worthless …
For a long time, copper investing was pretty mechanical. Find a junior with decent grade, a big land package and a neighbor that already proved the geology works. Done. That framework still holds, but something bigger has shifted underneath it …
Traditionally, the major indices have all required a company to have traded publicly for a 1 year seasoning period before listing them on the index. This gives the market time to evaluate a company's stock and allow its price to …
Best Buy had a better-than-expected quarter, but the important part is not the tiny EPS beat. It’s that comparable sales finally turned positive while margins improved. **Key numbers:** * Adjusted EPS: $1.28 vs. $1.22 expected * Revenue: $8.94B vs. $8.81B …
NVDA and all the AI infrastructure names obviously had their massive run. I'm starting to wonder if the money is finally rotating into the companies that are actually using AI to boost their own margins. Mainly keeping an eye on …
NVDA and all the AI infrastructure names obviously had their massive run. I'm starting to wonder if the money is finally rotating into the companies that are actually using AI to boost their own margins. Mainly keeping an eye on …
# Ticker: FUNC Market Cap: \~$250M Sector: Regional Banking I’ve been researching smaller regional banks and came across First United Corporation (FUNC). This is a small Maryland/WV regional bank that appears materially undervalued relative to profitability, capital quality, and shareholder …