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SELL
On frontier models
I have been using some open-source and open Weight models in these last few days and at least for my applications it appears they are almost 80-90% as good as the paid ones like Claude or OpenAI codex. I don't …
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$RUM - 0 or over $20B (no in between)
I am loving Rumble lately ($RUM) they seem to be in advance on many things. I feel like investing in a social media does not offer any in between for a 0 or a multiple billion market cap. A social …
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critique my 20-30+ year portfolio
|Fund|Role|Target %|Target $| |:-|:-|:-|:-| |VOO|Broad US core|34%|$134,590| |VXUS|International (incl. EM)|19%|$75,210| |AVUV|US small-cap value|11%|$43,540| |VGT|Single tech tilt|8%|$31,670| |SCHD|Value / quality|7%|$27,710| |BRK.B|Value anchor|6%|$23,750| |VNQ|Real estate|5%|$19,790| |XLE|Energy tilt|5%|$19,790| |VWO|EM overweight|5%|$19,790| suggestions?
BUY
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TARG
MSFT $40,000 YOLO
Actual cost basis for the shares is \~$412 due to a few sold calls that expired worthless. Hoping for a run up back to $420 or so, in addition to an IV spike going in to the July earnings. Wish …
Target$420.00
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SELL
Why I’m staying away from BZAI: China exposure + specific short-seller red flags
Not financial advice. I’m not making any accusation of fraud, and I’m not saying the short reports are proven. I’m just explaining why BZAI is outside my risk tolerance. BZAI has an interesting edge AI / AI chip story, but …
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Options Strategies for ML Model
Hello All, I'm not new to options trading (have a few years experience), but more wanted to ask for advice on what the best strategy would be given the results of my model. I felt this warranted its own post …