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BUY
Salesforce dreamt up a Revenue Cloud. Acquiring Fin and m3ter just made that dream come true.
Not often that I get to break a paired move confirmation I can't find in analyst or media coverage, so today is just so sweet! Let me know if I missed some coverage of this anywhere else. M3ter's own blog …
POST
Intuit - Is the TurboTax panic justified?
Goldman Sachs downgraded Intuit stock to a "sell" (as usual, after it became clear that the stock was at a multi-year low and heading lower) due to the perceived AI impact on TurboTax. I wanted to understand if this was …
STRO
Questions about IV and theta on SPCX
Hi all, I bought a LEAP Put for space X - 15 Jan 2027 strike price $100. I know it's a casino so it was more just a test than anything else. I bought it for 7.44 when the stock …
POST
Intuit - Is agentic AI killing TurboTax?
Intuit investors have been panicking over TurboTax getting killed by agentic AI. Goldman Sachs downgraded Intuit stock to a "sell" (as usual, after it became clear that the stock was at a multi-year low and heading lower) for this reason. …
POST
Hormuz is closed again
after only 2 days of singing the MOU
POST
The market is mispricing the current geopolitical reality: The true bottleneck for the defense sector is not the US election, it is the raw material supply chain.
Everyone is currently hyper-focused on the upcoming US elections, potential administration changes, and the ongoing global conflicts. The mainstream narrative assumes that escalating geopolitical tensions automatically equal unlimited upside for top-tier defense contractors. This is a dangerous oversimplification. While defense …
BUY
How did WSB's stock picks of 2026 perform in Q2 - Mid year check in
First of all, I know we still have over a week till end of Q2, but I'm bored that the stock market is closed today, so I'm posting this a week early. At the end of 2024, there was a …
POST
question
how know more techniques than that * Stream Cipher * Dynamic S-Box (Substitution Box) * Ciphertext Feedback (Autokey Mechanism) * Data-Dependent Rotation / Variable Start Point * Hash-Based Keystream Generation (PRNG) * Non-Linear Bitwise and Arithmetic Operations
POST
Ethical question re financial advisor
When my dad died four years ago, he left me a nice little chunk of change. I got an advisor, and left all the decisions up to him. A year ago, he switched to a new firm and asked me …