I have been looking into the asset management industry for quite some time now, and the primary focus has been to answer the question: Why is Apollo Global Management ($APO) down 22% year-to-date despite posting record metrics? While doing research, …
This is the weekend edition of our stickied discussion thread. Discuss your trades / moves from last week and what you're planning on doing for the week ahead. Some helpful links: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on …
Positions: 100% SGOV. Popcorn in hand. See you in Valhalla. SpaceX IPO: There literally isn't enough volume/money to get all the float of this company at this ridiculous valuation even if they liquidate and rotate their portfolios (btw which will …
Thinking optimistically, could data centers help decentralize the US and help grow its economy by creating job and housing opportunities in areas where population density and nimby zoning restrictions are not a problem? Data centers are being constructed in remote …
I see fillings of billionaires portfolios on twitter, it seems like they are creating their own etf. They put a couple billion in the top names along with lots of other stocks. I know they also have family offices to …
I’ve looked into credo technology and everything I came across seems promising. I know they’re up quite a lot already but still somewhat lagging compared to others in the space. I’d like to hear some opinions from others who have …
Hey, Been reading up on silicon photonics and CPO stuff for AI data centers lately. Two names that keep popping up are Sivers Photonics ($SIVE) and POET Technologies. Sivers has good DFB lasers, some real revenue already from photonics + …
I keep hearing that the US has lost its deterrence and superiority against China and that Xi is looking to take over Taiwan especially after seeing US-Iran war. How much would this impact stocks and index funds like VT? I …
Traders are suddenly pricing in a possible rate hike at the next Fed meeting after the inflation print, which is a pretty sharp flip from the “rate cuts soon” narrative just a short time ago (CNBC: [https://www.cnbc.com/2026/05/15/traders-now-see-next-fed-interest-rate-move-as-a-hike-following-inflation-surge.html](https://www.cnbc.com/2026/05/15/traders-now-see-next-fed-interest-rate-move-as-a-hike-following-inflation-surge.html)). NASDAQ was down …
Ghalibaf is making it clear on his X that he's watching US News cycle on markets. Markets being up = he has more leverage. Markets going up into midterms = big leverage. He knows Trump has no good options so …