I've been a big believer in TSM for a while and I'm surprised more people here don't have it as the foundation of their portfolio, or at least the non-index fund portion of their portfolio. Even if you assume multiple …
today is world quantum day (april 14, tied to planck's constant 4.14×10⁻¹⁵ eV·s, yes really) and the market is treating it like a genuine catalyst. the quantum computing theme is the top gainer on bullsmeet's trending themes today at +8.48%. …
So CRDO hit 52 weeks high back in december after another monster quarter. company has been putting up 200 percent revenue growth consistently quarter over quarter, and its profitable. But since then its been selling off due to copper being …
After going through a few market cycles, I’ve stopped automatically buying every **8-12%** dip like I used to. Too many times I averaged down into companies with weakening fundamentals, rising competition, or slowing growth; all because **it’s on sale**. The …
It's literally that simple. I'm up 1400% since about 4 weeks ago buying calls that were expiring a couple months out just because this entire sub was 100,000% certain we were going down. "But oil is going up guys! It …
So my last DCA into all word ETF was mid march as I usually get my paycheck mid-month. The market went to shit from there on. Unlucky me couldn't take advantage of the mini crash. Fast forward to Friday. Talks …
Every time copper moves, people rush to frame it the same way: breakout, supercycle, “next oil.” That framing sounds good, but it misses the point completely. Oil is a consumption story. You burn it and it’s gone. Copper is a …
Since the announced takeover from Amazon for GSAT came in today, do you think there is any chance Musk will counter with a higher bid? Since GSAT owns licences for some broadband signal, Starlink can probably see huge synergies as …
Not sure if this is just me getting older or finally learning some discipline, but I’ve been trading a lot less lately and my results have been better. I used to feel like I had to be in something all …
**Disclosure:** Currently holding TSLA, GOOG, and a smaller position in SNDK Lately I’ve been taking fewer trades, mostly because I’ve become a lot more selective I used to feel like I had to be in something all the time, but …