Source material behind every call on the tape.
Similarly to previous times in history when we overbuilt and over dedicated capital to develop infrastructure (phone lines, railroads, internet...) the developers of such infrastructure ended up not having great returns due to fierce competition. If this was to …
# My TFSA Portfolio 29 years old from Canada and have a 35 year horizon, planning to add money each quarter of each year. I chose the boring strategy but i would like one of the most aggressive/growth picks from …
Hi, It seems like most AI investing discussions focus on the obvious names (NVIDIA, Microsoft, AMD, etc.), but I'm more interested in companies that could benefit indirectly from AI and still aren't getting much attention. For example, Sandisk ended up …
An early uptick at the start of trading this morning resulted in some of our paper-handed brethren relinquishing their holdings. Don’t be fooled by the ensuing fear-driven short term downtrend at the first site of upwards resistance. 💎🤲
Hi, I'm looking to add more AI exposure to my portfolio. I'm interested in companies that could benefit directly or indirectly from AI over the next 5–10 years; whether that's semiconductors, memory, networking, power infrastructure, cooling, data centers, robotics, software, …
Most investors use a DCF backwards. They start with a company they like, make a few assumptions about revenue growth, margins, and terminal value, and then try to figure out whether the stock is undervalued. But I think the better …
Hey everyone, basically the title. I put $2,330 into SanDisk right at the peak earlier this week, and then the entire chip/memory sector took a massive dive today and yesterday. I know the long-term outlook for AI data center storage …