REDDIT
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REDDIT
Fast Growers portfolio: rddt, figr, onon, app
These names account for about 12% of my equity portfolio and I believe are primed to continue scaling over the next 8 quarters. RDDT, FIGR, ONON, and APP have unique assets and continue to rapidly innovate their product offerings and …
REDDIT
Am I wrong that today's IBM selloff is really an AI capex crowding out story, not a software demand story?
IBM warned this morning that clients are shifting quarterly capex toward servers, storage and memory to front run supply constrained infrastructure, and the stock is down over 20%. ServiceNow and Salesforce got dragged down with it, Accenture and Cognizant too. …
REDDIT
Fast Growers Portfolio: RDDT, FIGR, ONON, APP
These names account for about 12% of my equity portfolio and I believe are primed to continue scaling over the next 8 quarters. RDDT, FIGR, ONON, and APP have unique assets and continue to rapidly innovate their product offerings and …
REDDIT
ONTO Wallet vs. Civic: The Evolution of Web3 Identity
TL;DR: Civic focuses primarily on KYC and identity verification for compliance. ONTO Wallet takes identity a step further by integrating data monetization, allowing users to not just prove who they are, but also earn from their verified profile. Decentralized Identity …
BLOG
Beauty, Resistance and Sabbath in Los Angeles
The views and opinions expressed here are solely my own and do not represent those of my employer, any affiliated organization, or any institution with which I am associated.JOIN THIS COMMUNITY FOR $8/YEARI am so grateful for the privilege to …
REDDIT
I freed up $80k because I will most likely need it in 12 months. I put it in FNSXX mutual fund. Is this a better option than a HYSA?
I’m hoping to use this towards a down payment on a house. I understand the housing market is wacky right now. I’m waiting to see what unfolds over the next. 8-12 months. But in the mean time, I wanted to …
REDDIT
TPL insider is buying one share every business day. anyone else seen this pattern?
noticed something weird on TPL and wanted to see if anyone else has flagged it. Horizon Kinetics has been buying one share of TPL almost every trading day for the last month. not one thousand, not a hundred. one share. …
REDDIT
REDDIT
Daily Crypto Discussion - July 14, 2026
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