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60 VTI/ 30 VXUS/10 VMFXX. Should I (33) rebalance to include bonds?

REDDIT / BigBellyBurgerBoi / Jun 30, 2026

M33, incredibly unfulfilling but more incredibly stable job that pays enough to live frugally yet comfortably in a HCOL area. Largest expenses outside rent are in order student loan payments (always more than the minimum), healthy food, the joy of …

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Anthropic’s first NVIDIA deployment launched at Microsoft Azure

REDDIT / BogleDick / Jun 30, 2026

https://www.investing.com/news/stock-market-news/anthropic-launches-claude-models-on-microsoft-azure-powered-by-nvidia-gb300-gpus-4765979 Anthropic said on Monday its Claude family of artificial intelligence models is now available in Microsoft Foundry on Azure, running on NVIDIA’s GB300 Blackwell Ultra GPU systems, marking the AI startup’s first deployment on NVIDIA hardware. The availability gives …

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Looking for the next bottleneck stock

REDDIT / Far_Veterinarian_635 / Jun 30, 2026

I've seen that companies that are producing chips surged in stock price because AI and everything else requires the use of large memory storage as well as fast data processing. I thought to myself, so what's next after producing so …

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Having trouble determining when to sell

REDDIT / Tasty_Albatross_4004 / Jun 30, 2026

So I'm sure a lot of us have experienced some dramatic run ups in the past few years. One of mine is Corning (GLW) I bought it yearssss ago when it wasn't cool with an average cost of $35. Now …

BUY

16 Investment write-ups to look at

REDDIT / Away_Definition5829 / Jun 30, 2026

Another set of company write-ups from Substack authors, all from within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com/](https://gilescapital.substack.com/) # Americas **Elliot's Musings** on [**Micron Technology**](https://alphaseeker84.substack.com/p/micron-technology-mu-q3-fy2026-results) (🇺🇸 MU US - US$1.3tn) Latest quarter beat …

BUY

YOLO - Market Doesn't Understand Mattel (MAT)

REDDIT / PKLeor / Jun 30, 2026

The market seems to think it has Mattel figured out - (I miss you, em dash) a floundering toy maker that can only hope for a consumer discretionary recovery. Softer than expected demand for its toys over the holiday season …

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