Raw signal, scraped and timestamped.

How to frame the right problem

I was inspired by Charlie Munger's inversion approach to problem solving to write this article about reframing the problem to solve problems more easily

Oil Sanctions Back, BTC Down, Gold Up as the Iran War Oil Price Shock Returns

Oil Sanctions Back, Bitcoin Down, Gold Up as the Iran War Oil Price Shock Returns

I kept buying PR pumps on small cap gaps for a year until I figured out how to tell the difference. Here is what I learned - AMA

Software engineer here, 20+ years in the industry, Director of R&D. I trade Nasdaq small cap momentum on the side - Gap and Go, pre-market focus. Learned the strategy from free Warrior Trading content. The mistake that cost me the …

Where can I share my protocol spec?

I'm still working on my protocol spec and I'd like to know more about how to go about sharing it. I've received good advice from this sub before about creating one and while it's still far from finished I have …

When the bull case is 8x the bear case, there's no 'fair value' left to anchor to. Morgan Stanley's SpaceX initiation.

Morgan Stanley initiated SpaceX at $300. Bear case $75, bull case $600. Same analyst, same day, an 8x spread! I'd say its this wide because...One part of SpaceX is a real business you can model (Starlink, launch contracts), and the …

Trump Says US Ceasefire With Iran Is ‘Over’ After Strikes yesterday

🌮🧨

Is DRAM a good value buy?

The memory sector is falling off hard these last few days after Samsung earnings came out. Fundamentals haven't changed, just cash on hand being used for investment and growth/expansion from the biggest positions in the ETF from what I can …

BofA revised hyperscaler capex to $2T+ through 2028 and chip stocks are about to get their real test

BofA just bumped their combined capex estimate for Alphabet, Meta, and AWS to $2.02T from $1.79T across 2026-2028. That's roughly $232B more than they previously modeled. The thesis is pretty simple: if the big cloud players hold or raise capex …

Accidentally sold half my $NOW position... Then bought back more. Anyone else done this?

Hit the wrong button and dumped 50% of a ServiceNow position out of nowhere. Sat there staring at the screen for a second like wait, that was not supposed to happen. Ended up buying back in and actually added to …