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BUY
XLM Stellar Golden Cross forming DTCC & Tutes pr Big
XLM Forming golden cross Holding well on the daily showing reversal signs Recent PR with DTCC and new pr yesterday Tokenization platform Tradable plans to bring up to $1 billion in private credit assets onto the Stellar blockchain, expanding institutional …
POST
Quantum Stocks
What are the best quantum computing stocks for the next 5-10+ years I’ve been researching quantum computing as a potential long-term investment (5–10+ year horizon) and would appreciate some feedback from people who have followed the industry longer than I …
TARG
Meta Platforms conservative fair value is ~$810/share (feedback welcome)
Would appreciate pushback on the assumptions below. I'm currently landing at fair value of \~$810/share vs. \~$640/share. For context - META is one of my largest positions in my portfolio (\~$3mm notional - check my post history). Link to my …
Target$810.00
View →
TARG
Meta Platforms conservative fair value ~$810/share (feedback welcome)
Would appreciate pushback on the assumptions below. I'm currently landing at fair value of \~$810/share vs. \~$640/share. For context, META is one of my largest positions in my portfolio (\~$3mm cost, check my post history for context) Link to my …
Target$810.00
View →
POST
POST
Record exports, record imports, and then a GDP miss 24 hours later. One of my assumptions about how these numbers fit together is wrong.
I have been running China as a single macro bet for two years, and the data sequence on July 14 and 15 broke something I thought I understood. On July 14, customs reported June exports at $412.4 billion, up 27% …
POST
CXMT priced an $8.5B IPO at 308x ahead of July 27 debut, days after its sector rose 8.41% and gave it back
I spent the morning of July 14, 2026 reading the pricing release for what is now the largest Chinese semiconductor listing ever. The company priced at 8.66 yuan per share, roughly 308.9 times trailing earnings. The base deal is 6.688 …
BUY
FVRR - value stock or value trap?
Healthy balance sheet with virtually 0 debt Diluted EPS increasing Y/Y OP CF and FCF increasing Y/Y Rev increasing and net income increasing Y/Y As of this writing its priced below 1x sales What am I missing here?