I know the 'S' word is taboo in this sub, but I have been re-evaluating my portfolio and I'm struggling with the decision-making framework around selling positions that are down significantly. A few years into investing, I've accumulated a number …
Brother, the company has square burgers. Do you know how hard it is to make a square cow? That’s innovation.
# A quantitative approach to valuing Yum China ($YUMC) *(YumC is paying $1.2bn to own the Pizza Hut brand in china, this removes the 2.8% royalty fees it has to pay Yum Brands. The shares has since fallen lower and …
I see telegram ads about cheap USDT, or "flash" USDT you can spend for a few hours before it expires. Obviously sounds fake. I think it's a scam.. What you think?
Galectin Therapeutics (GALT) is a clinical-stage biotech with one drug, belapectin, for MASH cirrhosis with portal hypertension (severe liver scarring plus dangerous high blood pressure in the liver's veins). Stock jumped over 25% on June 24 after the company announced …
ok hear me out. been sitting on a short on Micron for a min and finally closed it out. saw the setup floating around the moomoo community feed and it lined up with what my charts were screaming. memory cycle …
People keep talking about AMD like it's just "the #2 GPU company," but that's missing the bigger picture. AMD isn't a one-product company. It has growing businesses in AI accelerators, EPYC server CPUs, client PCs, gaming, and embedded chips. The …
Not your keys, not your coins. But here’s the next level: Not your policy, not your protection. Bitcoin vaults could make self-custody safer by adding what private keys alone don’t give you: Time. A stolen key should not mean instant …
Saw the post about Hughes Satellite bonds trading at a discount and figured I’d share what I’ve been looking at. EchoStar has two big FCC-approved spectrum transactions: roughly $23B with AT&T and a large deal with SpaceX that includes cash …
Punted a long few hours ago in anticipation of the bb earnings call today.