**TL;DR:** Doximity (DOCS) is a digital platform used by 80% of U.S. physicians for collaboration, telehealth, and medical news. They make money by charging pharma companies for targeted marketing access. The stock sold off because pharma clients delayed ad budgets …
BOJ decided to buy up the Yen today, reducing USDJPY from 160 to 156 almost instantly. How is this a good thing though? Strengthening the yen further pushes up Japan's own treasury yields which are already at historically high levels. …
hello everyone, ive recently started investing so im pretty new to this. Im currently use fidelity to buy stocks (idk if thats a good choice or not pls let me know and if not tell me what to use pls …
Honestly I owe the GOOGL bulls an apology. Back in late 2025 I was convinced the AI disruption thesis was real - that ChatGPT and Perplexity were slowly bleeding Google Search dry. I even trimmed my position. Turns out I …
Bank of Japan decided to prop up the Yen today. With the Nikkei and the US markets at all time highs. The move pushed the USD down, which also pushed crude oil down. USD and crude were high as a …
so there is an Interview online with sub 100 views (I attached it to this post) - in which the CEO of Campine nv says that there are some interessting acquisition targets for 2026 or 2027 - but that it …
Good morning everyone. I wanted to share my post-earnings thesis and execution plan for Alphabet following what might be the best quarter in the company's history. The Position: • 30x GOOGL $300 Calls (Expiring Sept 2026) • Purchased on July …
Everyone knows that Tim Cook will step down on September 1, 2026, with John Ternus taking over. There’s no denying Tim Cook’s contributions to AAPL. Lately, some people have been throwing out strange signals, claiming he’s made Apple a joke, …
I wanted to post my research here to see if there are other bio-med investors who can point out any errors or miscalculations and in general pick apart my thesis to see if it stands up or if I'm lying …
About 20 days ago I shared my crazy plan and it didn’t get much support I still clearly remember when I announced buying GOOGL and today’s earnings and after-hours rally proved I was right To update the friends who have …