The thesis is simple: remember all those shares of SPCX you weren’t allocated at $135 at IPO? Imagine how many other regards out there missed out and are going to think this is a great deal under IPO price. There’s …
Quietly, one of the best-performing groups in the entire market in 2026 has been the least glamorous ones, companies that refine crude oil into gasoline, diesel, and jet fuel. The 2026 numbers, PBF Energy +123%, Par Pacific +108%, Delek +103%, …
Ucore is a Canadian company that is building a rare earths refinery in Louisiana with both American and Canadian government backing as well as funding from the DOW. Basically what sets them apart is that they have created a method …
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Pretty much what this question is asking. I’m just curious to know what this subs opinions are on which one is considered more impressive. I obviously know index funds are the way to go for building long term wealth but …
I'm having a harder and harder time believing the returns on capital generated in the AI space will be as attractive as the capex figures continue to skyrocket, even for the biggest players. I'm still fairly concentrated into the big …
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Nflx yolo. Why? No reason