Source material behind every call on the tape.
This DD but also an open reply to u/DueDilligenceTrader and their post but also an option for those looking to take action rather than just read and discuss (are we r/WallStreetCasualTalks now?) >[Private Credit Is Passing Its First Real Liquidity …
During Covid there was a time when I had invested in over 100 stocks and some 15 Mutual Funds. I used to explore all the ideas and then invest in them. While this felt awesome , it did not materially …
There’s normally a plethora of Wendy’s dumpster memes, but it looks like mods purged all of them early this morning. Now it’s all SPCX this and SPCX that. I know we all love some good loss porn, but are we …
> # Part 1: Software Moats Are Never About Code — They Are About Ecosystems and Standards The SaaS doomsday narrative comes in two classic variants, both circulating widely across X and financial communities, both sounding plausible on the surface, …
The short answer: **everyone who can buy it already owns it,** and the revenue lines that would force a model revision haven't printed in a quarterly filing yet. The long answer: On May 20, NVIDIA reported $81.6B revenue, up 85% …
First of all, I would like to clarify that I believe in long-term buy and hold (broad etfs, good stocks, etc.), and it's probably one of the best strategies. I am also not a doomsday person, prepper, or anything like …