Left work this week at 56. I do need to generate more income to stay afloat. I have $100k in my brokerage account. What should I invest in without eroding my pot to generate the most additional income from dividends …
I recently found out about Ed Zitron and read his article "Am I meant to be impressed?" that was deep dive into the problems with AI surrounding the 5 hyperscalers. That got me thinking if there would ever be a …
**Unpopular opinion: The AI infrastructure bubble will pop when people realize hyperscalers are trapped in an unsustainable capex cycle. GPUs fail every 2-3 years, new generations obsolete every 18 months at rising costs, but revenue per chip is collapsing. How …
SKHYV brought attention back to the storage trade today, but the name I was really watching was SNDK. Storage didn’t suddenly recover out of nowhere. There were already some signs of buyers coming back yesterday. Today, SKHYV just made the …
They IPOed at almost $1 billion, and $17 a share, which rapidly collapsed to $6-7 a share, and it's been pretty volatile since. They're based out of the Cayman islands and operate primarily through subsidiaries/VIEs of course. They also operate …
The Al Jazeera headline from July 7 got me: US budget slashing risks losing global scientific edge to China. My first reaction was to price a tilt toward Chinese research heavy names. Then I argued myself back, because one number …
It feels like having a house is not safe anymore, we wanted to have house to enjoy the big space but in this market situation, having house is more like a burden, to sell it with the higher interest rates …
I’m a small business owner with a decent sum to invest. My simple 401k and HSA are maxed out for tax benefits, but still have north of 250k to put into investment vehicle. Obviously I’d be paying capital gains tax, …
Ruffer Investment Co. [$RICA](https://bsky.app/hashtag/%24RICA) just released their June 2026 commentary: NAV down 1.3% in Jun-26 Now down 0.1% year-to-date "Some of the protection assets losing value" "Some of the contrarian growth exposure continuing to decline" (gold miners, software, China tech, …
I have a lot of overlap right now and am not sure if I should commit to the fundamentals or not. I would like to understand better the difference between these two from someone who knows more than me :) …