So like many, I wasn't early to the show. I happened to dable in SNDK in the 200s and left with a tiny profit to just buy back less than half the position in the 500s (and thankfully held even …
Highlighting 4 potential risks for the boom in memory stocks and semis. Memory stocks are most exposed here. **1. Efficiency Improvements:** If frontier models figure out how to run agentic AI with 80% less KV cache or memory overhead, the …
Hi everyone, I’m trying to get a more grounded view on Celestica (CLS) and would appreciate perspectives from long-term investors here. CLS has had a strong run over the past year due to AI infrastructure demand (servers, networking, hyperscaler supply …
I have a smallish position in RKLB of 203 shares with $4 average and this boom threw me off balance with RKLB now at 60% of my portfolio. If you have a small portfolio, what do you do when your …
The S&P is probably going to change some rules around GAAP. IPO's won't need profitability. SpaceX, OpenAI, or Anthropic can join 6 months after going public, no profit necessary. I'm shocked that no one is noticing that all kinds of …
Currently memory/chips prior we had ai then renewables then wfh then weed stocks ect. Anyone currently looking into industries that have not yet taken off? Obviously they are not going to be mentioned/talked about much with everything else going on …
Over the past few weeks (roughly mid-April through early May), I’ve been watching a mix of mid and large-cap stocks, and one thing that stood out is the amount of dispersion in short-term outcomes even among broadly similar “value-leaning” names. …
deliberately trying to keep this brief love to hear others opinions an arguably solid stock - with what you would think would be defensive buy - stable business in tougher economic times (less disposable income, have a McDonald’s rather than …
Both Nintendo and Sony released earnings today. Nintendo got crushed, stock down 10% today, while Sony is up slightly. Both gaming companies got hit by AI memory shortage (temporary supply shock), and both had to raise console prices. But interesting …
So back in 2020 I bought a few shares of AMD and its generated a very healthy profit for me over that time. Here’s the problem though: yesterday I bought a few more shares of the stock (less than the …