Raw signal, scraped and timestamped.

If hyperscalers like MSFT, ORCL, META, AMZN, etc are down 30-40% semi conductor stocks can’t continue to go up! Says JPM’s Chairman of an investment Strategy Michael Cembalest.

Empirical ML-DSA-87 (NIST FIPS 204) signature sizing and block architecture data from a live SHA-256 PoW deployment

Sharing production measurements from a live mainnet deployment of ML-DSA-87 as the sole signing algorithm for a proof-of-work chain. Most PQC discussion at the implementation level is still theoretical — these are on-chain figures. **Signature sizing (per input, live mainnet):** …

Kam Dasani & Unstoppable Trading System

For those that have actually looked into it and follow similar strategies, what are your thoughts on Kam Dasani. I’m always skeptical of such ploys but curious what people have looked into.

AMR (Alpha Metallurgical Resources) - thesis on a possible re-rate from depressed ROE, curious what people think

AMR (Alpha Metallurgical Resources) - thesis on a possible re-rate from depressed ROE, curious what people think Been working on a thesis for AMR and wanted to put it out there. Right now it’s trading at a price to book …

EOLS (EVOLUS) thoughts on profitability story here, curious what people think

Been looking into Evolus for a while and figured I’d put my thinking out there. The injectable aesthetics space is changing a lot with the newer products being much more subtle than old school Botox, which used to give people …

Do you think cyber defence stocks are going to have a really strong run in the future?

I feel like my bullish thesis for cyber defence stocks is "obvious" but maybe someone can chime in with their thoughts. Whether you agree or disagree. Mythos has proven that even the most robust open source software and presumably hardware, …

Investing is really a lifelong battle against our own emotions

Last year, I invested Oracle at the price of 300+ (without leverage). I guess you already know what happened next. Yes, I have been trapped until now. For a long long time, I didn't want to open my brokerage account …

President or stock broker?

Trump makes the stock market his scoreboard, but many Americans aren't even in the game - https://www.reuters.com/business/finance/trump-makes-stock-market-his-scoreboard-many-americans-arent-even-game-2026-07-10/ Is he our president or our stock broker?

Manchmal

**Manchmal ist Warten nur die höfliche Art des Lebens, uns zu sagen: Noch nicht.**

Do you ever consider switching brokers?

Every now and then I get an offer in the mailbox or my inbox. A couple of thousand dollars to switch brokers. Do you ever consider switching even if the rival brokerage doesn’t have as good of a trading platform? …