My portfolio is up +8.84% over the last 3 weeks vs +1.66% for the S&P 500 (though the S&P caught up a bit this week). It feels like money is finally rotating into my sectors. What do you think guys? …
South Korea’s leading memory chipmaker raised funds through the largest-ever foreign U.S. equity listing via 177.9 million American depositary receipts under ticker SKHY, capitalizing on its dominant position in high-bandwidth memory for AI accelerators. SK Hynix Inc. priced 177.9 million …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) …
I know that airlines are often seen as super risky investments because of the cyclical nature of their business, but how true is this? We saw the once almighty Pan Am go bankrupt decades ago, spirit is now gone, but …
Nike is a dying brand. Their stupid lotto system made shoes people want impossible to get and killed the hype. Haven't bought Jordans in years because I never got the ones I wanted. Now I don't even try. I buy …
Anyone else think the big up day today for MU is odd considering what they just announced? $250B spend on new mfg site will suck up free cash flow and also turn into very large expenses once finished. A building …
Maybe write a list of your MAG7 from best investment to worst. I really have no clue, but I think I would do it like this. 1. Google 2. Nvidia 3. Amazon 4. Microsoft 5. Meta 6. Apple 7. Tesla …
[https://www.cnbc.com/2026/07/09/meta-jumps-into-ai-coding-market-to-chase-anthropic-and-openai.html](https://www.cnbc.com/2026/07/09/meta-jumps-into-ai-coding-market-to-chase-anthropic-and-openai.html) >Three months after unveiling its first artificial intelligence model under the leadership of AI chief Alexandr Wang, Meta is rolling out a major update as it attempts to compete with OpenAI and Anthropic in critical areas of the market. …
The AI bubble is facinating. This really is an incredible time we’re living in. One thing that’s interesting is the high-flyers vulnerability. Nvidia,AMD,Intel. Many of these companies producing parts could encounter a serious issue that may destroy their valuations. If …
Meta plans to start production of its in-house AI chip, codenamed "Iris," in September (based on an internal memo - Reuters). It's part of Meta's MTIA (Meta Training and Inference Accelerator) chip line and the stated goal is straightforward, reduce …