I have been lurking here for probably twelve years. Late thirties, married, one kid in elementary school. For years I told people at parties that I was a stock picker, that I did my own research, that I was diversified …
A short squeeze requires a massive community narrative to function, and Wendy’s is uniquely positioned for this. Unlike sterile corporate brands, Wendy's has spent a decade building an internet subculture defined by snarky, irreverent social media behavior. This exact brand …
This is the weekend edition of our stickied discussion thread. Discuss your trades / moves from last week and what you're planning on doing for the week ahead. Some helpful links: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on …
The Brazilian utilities company Sabesp (SBS), Companhia de Saneamento Básico do Estado de São Paulo (good luck pronouncing that). It's a potentially very interesting value play. It's a former state-owned utility that was privatized roughly 20 months ago \- Revenue: …
WASHINGTON, June 26 (Reuters) - The U.S. Federal Communications Commission on Friday said it will ban the import of more equipment from a group of Chinese manufacturers, the latest move by Washington to crack down on Chinese-made electronic gear. The …
I work in SaaS. Here are the fears, debunked one by one: 1. People will vibecode their own SaaS Wrong. Cheaper software has always existed alongside the SaaS incumbents. People pick the incumbents still for a reason. Any growing business, …
Apple is lobbying the Trump administration for clearance to buy memory chips from CXMT, a Chinese company that the Pentagon has put on a blacklist because of alleged connections to the People’s Liberation Army, according to six people familiar with …
So I run a screen across 2800 nasdaq names, returns over a few horizons, distance from 52w highs, relative volume, dispersion, that kind of stuff. mostly to keep myself honest on the macro instead of trading off headlines. been doing …
Kevin Warsh WILL cut rates this year. He was selected to do just that. Keeping rates steady and hawkish outlook is all smoke and mirrors so it doesn't look like Kevin Warsh is on the Trump take.. trust me he …
Korean market volatility seems to have hit extreme levels this week. Markets first triggered circuit breakers on Monday night and then again Thursday night. The 2nd trigger was a bit surprising considering micron just delivered a massive earnings beat. Experiencing …