Don’t buy NVIDIA because AI is a bubble and the labs, hyper-scalers will stop buying GPUs. Don’t buy the hyper-scalers because they need to spend loads of money on GPUs, data centers, and to meet demand by Software companies.. Don’t …
Let’s say AI is so disruptive that millions of people lose their jobs like during COVID. Would the government be able to bridge the gap or are we so in debt that we wouldn’t be able to put together a …
I have changed my 401k account to all money market fund yielding only 3% annually since September 2025. I have now allocated all my IRA accounts to short term T Bill XHLF since last Friday. I have zero stocks. If …
Most stocks in these sectors have been hammered lately with the idea that Anthropic will just be able to replace these. I’m struggling to understand what this really looks like and how many companies would want to rebuild this functionality …
Is the bubble finally popping now that I'm fully invested? WTF is that. This time last year I was only 25% invested because I was (wrongfully) still doubtful of AI and was a hater. I probably watched the Big Short …
If stock price goes 60% over the baseline = $25M If stock price becomes $100 per share = $43.75M If stock price becomes $125 per share = $62.5M [https://www.sec.gov/Archives/edgar/data/1633917/000119312526035860/d68718dex101.htm](https://www.sec.gov/Archives/edgar/data/1633917/000119312526035860/d68718dex101.htm) Conveniently PayPal is having a "buyout offer". Keep in mind Enrique …
So Bloomberg reported PayPal is getting unsolicited offers. They met with the companies to hear out the offers, some included offers for a full takeover, and some included offers for a partial takeover. Now Elon Musk paid a 38% premium …
Bloomberg reported PayPal is getting unsolicited offers. This means people are lining up to buy the business. They reported that some are full offers for the entire company and some are for partial parts of the business. So clearly PayPal …
PayPal stock got so cheap that companies want to buy it out. Stock is going $50+ very quickly. PayPal owns Venmo, PayPal, Honey, Xoom, and many more. This is a company that owns a majority of the payment space online. …
These daily discussions run from Monday to Friday including during our themed posts. Some helpful links: \* \[Finviz\](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks \* \[Bloomberg market news\](https://www.bloomberg.com/markets) \* StreetInsider news: \* \[Market Check\](https://www.streetinsider.com/Market+Check) - Possibly why …