TARG
Target$1.20
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- Total posts
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- Total predictions
- 12215
- Success rate
- 27.3%
- Avg score
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TARG
Target$1.20
View →
POST
POST
POST
BUY
I'm a data ontologist by trade. Here's why I think the market has the AI moat story backwards on beaten-down SaaS names - and why I own FDS into earnings tomorrow.
The consensus AI infrastructure trade is Snowflake, Databricks - raw data platforms. Everyone agrees on this. The market has priced it accordingly. My day job is literally taking messy, ungoverned data and building the semantic structure - the ontology - …
BUY
Applying a data ontology framework to AI moat investing — why FactSet, Veeva, Roper, and SPGI may be mispriced relative to Snowflake/Databricks. Methodology and open question on durability inside.
Background: I've spent twenty years doing data ontology work professionally — building the semantic structures that turn raw, ungoverned data into something usable, most recently at SurveyMonkey. On the side I've built a personal screener pulling 16 years of SEC …
POST
POST
Bought AMD and INTEL 9 months ago (Intel at $30 per share for 172 shares and AMD at $153 for 40 shares). Need advice on next steps.
Since I have bought into Intel and AMD, the stocks have close to 3x or more. I have gotten mixed advice as to whether I should let these individual stocks run or to trim the gains and put the gains …
BUY
AMD showing strong trend continuation but starting to enter a consolidation phase after a vertical breakout
AMD has had a very strong upward move recently, and the chart is showing a clear continuation of the broader uptrend rather than a short-term speculative spike. From a technical perspective, AMD broke out of a multi-month consolidation range and …