I understand the broad argument that AI data centers need more memory and storage. For Micron, is the main opportunity high bandwidth memory for AI accelerators, or will demand also lift pricing and margins across its broader DRAM and NAND …
With the ongoing conflict, do you guys think ge aerospace and ge venorva will drop a little more ? Those two companies are amazing in terms of fundamentals. Since I have invested too much in AI stocks. I want to …
AI is being saved because of how ugly the rest of the market looks. Dario came out, he said we need to slow this down. AI stocks started to sell off even infrastructure tied to AI stock started to sell …
I found a number of stock certificates at a family members home. I am his POA and this was a surprise to say the least. I located 5 different certs and each had a different amount of shares. The most …
McDonald's (MCD) is about to do what it's done for 15 years. I have a much smaller position than I would like. (Not a lot. I would have more if I didn't have other high conviction plays to fund) **Not …
If OpenAI and Anthropic were publicly traded, their stocks might have just gotten crushed. That's the risk with investing in highly valued private AI companies. OpenAI and Anthropic have reached enormous valuations, but because their shares don't trade every day, …
I have 25 shares each of: Nividia NBIS QQQM TSM Looking for advice or if it’s worth it at all to sell off 3 of these and invest in just one. For context I’m 55, invested fully in Roth and …
[https://www.reuters.com/legal/transactional/chinas-offshore-trust-tax-crackdown-could-impact-single-stocks-bofa-says-2026-09-22/](https://www.reuters.com/legal/transactional/chinas-offshore-trust-tax-crackdown-could-impact-single-stocks-bofa-says-2026-09-22/) The popular trades in asia has been hedge fund targeting companies where the chinese owners has/had used offshore (outside of mainland) investment trust to retain ownership of the companies. Essentially, hedge fund identifies companies of those profile and start …
In 5 years it is up by **+523%**, Q3 FY2026 results: revenue up 18.5%, backlog at €162bn, and profit tripling and so I was curious. Current share price is around **145 €**. I hold around 1900 € ($2170) worth of …
Hi all. Been a lurker for years. First time posting. Likely my last depending on the reception. Invested in 4 tech stocks I had a lot of interest in as a nerd I guess. NVIDIA, AMD, Intel and Microsoft. I …