AI is not my field, so take this as an investor trying to learn rather than an expert opinion. I recently started building a position in IREN and wanted to share why it has become one of my highest-conviction AI …
Looking to potentially buy and hold these stocks. The amount I'm investing would be less than 5% of my portfolio, and the goal/hope would be this 5% outperforming the rest. I'm an absolute beginner here, but my choices aren't based …
It dropped over 4% after the open today! Why? Because they have the cheapest gas? Is that the thanks they get?! Record sales, record profits, beat expectations. What is the problem? Oh I see, Elon wants his SpaceScam to get …
Most of the positioning I see right now assumes Middle East tension stays elevated indefinitely. Defense names ripping, oil with a permanent geopolitical premium baked in, shipping rerouted around Hormuz. Fine as a base case, but it's a crowded trade …
U.S. equity funds drew inflows in the week to May 27 as a rally in AI-linked technology stocks lifted sentiment, though concerns surrounding the U.S.-Iran peace negotiations kept purchases in check. According to LSEG Lipper data, investors bought a net …
bro dell just absolutely blew the doors off with $24.4B in AI orders and $16.1B of AI server revenue in just ONE quarter (Dell press release, May 28, 2026), and everyone on here is completely losing their minds over GPUs …
So I bought a small position in Ouster a while ago because I thought there would be a physical AI boom and Ouster had a reasonable chance to capture some of that value. My issue is, I'm concerned about their …
Hi Everyone, I have been accumulating stocks monthly in the * iShares S&P 500 Info Technology Sector UCITS ETF * Ticker: QDVE for the exchange i use. I only started investing about 2 years ago, so its not a lot, …
Most gold price articles give you a number without explaining the framework behind it. Here's how I actually think about the 3-5 year trajectory - three structural forces that I don't think the market has fully priced. **1. Central bank …
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) …