I see the AI companies as being in three distinct groups. **Group A: AI infrastructure** \- Nvidia, AMD, Micron, Intel etc. **Group B: Hyperscalers** \- Microsoft, Amazon, Meta, Google (although Google kind of fits into all three groups). **Group C: …
Long term small investor here with a regular 9-6 job. Lately I’ve been feeling this weird mix of jealousy, FOMO, and frustration seeing people I know make what looks like stupid amounts of money trading options. I’m in my 30s, …
I have a strong belief that the reason technology companies of all kinds, are making their way back to, or increasing capacity in the United States, is because of agentic robotic labor. Datacenters are now classed as national security. Semiconductor …
I know this might be a little bit of a long shot, but I would like to invest in something ideologically and financially appealing, like drone defense systems. I read an article saying germany was going to partner with ukraine …
So if you missed the big Intel and AMD run, what’s your next move? What are you buying or holding? Last week was a wild run up of AMD, which I didn’t expect the stock results. Intel saw some positive …
[https://ibb.co/dswPGXNp](https://ibb.co/dswPGXNp) Posting a portfolio vs S&P 500 comparison over \~2 years for discussion. * Portfolio: \~+108% * S&P 500: \~+40% * Net contributions: none The equity curve probably looks smoother than it actually felt. Most of the gains came from …
"Texas Instruments May 7, 2026 Dear Valued Partner: We are writing to inform you of upcoming adjustments to our product pricing. The new prices will apply to all orders and shipments, effective July 1, 2026. We are sharing this notice …
As I start to see companies pivot towards AI strategies, it reminds me of a chapter I read a while back in A Random Walk Down Wall Street. The author talks about how during the dotcom bubble a traditional company …
The meme stock scheduled posts will now run weekly and post Saturday afternoon and won't be a sticky; you're probably seeing this because automod sent you here! [Full list of meme stocks here.](https://www.reddit.com/r/stocks/wiki/meme-stocks) This will be updated every once in …
My positions: 1200 shares of mu at $464 100 shares of mu at $381. Last Thursday at 510 I said institutions were rotating into MU. Wednesday at 640 I said it was heating up and got dismissed by some doofus …