*EDIT - For Gods sake guys, at its core its just communications infrastrucutre, and data storage, Elon musk is not the first, nor will be the last "tech bro" to come up with it. He simply was the first guy …
Hey guys! I have a quick question about market structure. I’ve been trading for a while now, but there’s one thing that sometimes confuses me, and I’d love to hear your opinions. As you can see in the screenshot, I’ve …
I see a lot of people posting here about how Adobe is a value stock, and I disagree with that. So I wanted to explain why I think Adobe is more of a trap than a value stock. I was …
$ENVX I’m trying to map out what could actually happen between now and the end of 2027. We still have the final smartphone qualification test, a potential production order, samples to a second OEM, the eyewear ramp, and the Korea …
$ENVX I’m trying to map out what could actually happen between now and the end of 2027. We still have the final smartphone qualification test, a potential production order, samples to a second OEM, the eyewear ramp, and the Korea …
I wanted to get the opinion from this sub whether people believe it to be worth it to invest in a BTC ETF For reference I already keep my BTC in cold storage and do believe in self custody. And …
* Baidu looks cheap: about $41B in cash and investments, a full-stack AI business, and AI cloud revenue growing 50%. But what holds the stock back is AI cloud, not search. * AI cloud revenue is about $4.3B a year. …
Mean reversion traders, I want to understand the conviction on bonds. Your thesis treats yields as “stretched”. But the mean assumes the regime/underlyjgn trend hasn't changed, and a lot has, right? persistent deficits, heavy treasury issuance, a higher term premium, …
By all accounts, that Friday drop was a huge overreaction. We'll see if the market agrees. Citi is already saying "buy the dip!" I'd be quite happy with getting a dollar or two bounce.