BlackRock's Bitcoin ETF (IBIT) recorded a $209M inflow after several weeks of relatively weaker activity. While one day of inflows doesn't establish a trend, ETF data remains an important indicator of institutional participation in the crypto market. Combined with on-chain …
Why we need to focus on tech again: Cause in tech there is no dilution. There are only a handful of altcoins, whos blockchain can pull off serious tech. E.g. SUI, ICP, TAO, etc. I would even say, all the …
im trying to figure out what works best for me, tried a few but none were really comfortable and didnt stick with me. looking forward to hearing your experiences and your suggestions thank you guys<3 (No financial advice needed, just …
I’ve been pretty much all-in on tech and growth since 2020, and honestly it’s worked out way better than I expected. Lately though, I’ve been thinking about building an actual core portfolio and just keeping growth as a satellite position. …
Hi everyone, I'm holding both NVDA and AVGO stock and am looking to derisk given the uncertainty/possibility of an AI bubble bursting and the fact that I'm holding multiple AI-focused stocks at once. If you had to get rid of …
what's good everyone, hope the week's been decent so far. DRAM had a strong session yesterday. Closed at $64.76, up 6.81%. Hit $65.94 at the high after opening around $65.32. Volume was 43.8M – active but not crazy. Pre-market is …
Hi everyone, I'm holding both NVDA and AVGO stock and am looking to derisk given the uncertainty/possibility of an AI bubble bursting and the fact that I'm holding multiple AI-focused stocks at once. If you had to get rid of …
Aug 6 = first earnings + first lockup expiry (insiders can sell up to 20%). Float is only 3-5%, stock already fell from $225 to \~$158, still burning \~$5B/year, Morningstar FV \~50% lower. PLTR and MSTR both dumped after their …
Last year I posted a breakdown in this sub arguing Microsoft was overvalued at $490 because of its [capex spend](https://www.reddit.com/r/ValueInvesting/comments/1p9ks0t/understanding_michael_burrys_nvidia_short_the/). But that thesis was never really about Microsoft - it applies to every hyperscaler pouring money into AI. Last week …
**LFVN is back.** Fintel shows about 32% **of the float sold short**, roughly **2.82 million shares short**, with a **borrow fee around 127%**. That’s a costly position for shorts to hold. The setup is there. **All we need is volume.** …