Everyone is watching Nvidia after the close, which makes sense. It has basically become the market's AI earnings report at this point. But I think the less fun part of the setup is the long end of the Treasury curve. …
Hey all, Mods removed my last post because they claimed I posted saying 'i had XXX amount of money what should I do with it'. Despite not mentioning capital amounts and I'm not saying I am looking to be persuaded …
These daily discussions run from Monday to Friday including during our themed posts. Some helpful links: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * [Bloomberg market news](https://www.bloomberg.com/markets) * [StreetInsider](https://www.streetinsider.com) news * [Market Check](https://www.streetinsider.com/Market+Check) \- Possibly why …
Nvidia and AMD are entirely dependent on South Korean high-bandwidth memory (HBM) and enterprise DRAM to build their AI data centers and GPU servers. The market is already tightly constrained. If Samsung's supply drops by even 3%, the bottleneck will …
I have $72.5k in an Amex HYSA, $47.5k in stocks (GOOGL, AVGO, AMZN, NVDA, TCEHY), $7.5k in a Roth IRA (VOO, VXUS), and a few thousand in crypto (BTC). I try to keep around 10k min in my bank account …
Here we go, again... after moving on from LION - I have picked my next 12-month forecast stock. Chewy. $CHWY - the only negative is it was founded by Ryan Cohen, the rest is a positive story. 80% recurring revenue, …
I’ve been reflecting on the gold market quite a bit lately, and the patterns that are emerging suggest we’re in for a substantial rise over the next 6-18 months. Real interest rates have been climbing, which explains some of the …
It seems many cannot grasp the bigger picture here. This war is not by coincidence, it's not some ignorant failed plan. The strait being closed is a power move for USA, it causes tensions globally which destabilizes other countries far …
Tesla has always had a pretty ludicrous P/E, and this year in particular, running a negative cashflow looks pretty rough. But I understand the case that was made in the past; the company is building out tech infrastructure to become …
I currently have a few hundred thousand dollars invested in the market, primarily in VOO, with a portion allocated to SMH, VTI, VGT, SCHD, QQQ, and VXUS. My financial advisor wants to create a proposal to manage my portfolio and …