I've been trying to figure out stocktwits for like the last few months to get stock ideas and honestly I can't tell if it's useful or if I'm just wasting my time scrolling through absolute garbage Like every other post …
Can’t believe we’re almost at the end of 2025. I’ve been reflecting on this year’s markets and wanted to hear how everyone else did. For me, my best investment was probably Costco. I bought in March during that random dip …
Japan’s 10-year JGB yield touched 1.917% on Thursday the highest level since 2007. It’s basically the market’s way of signaling that investors aren’t fully convinced about the Bank of Japan’s current policy path. The BOJ is stuck between two bad …
Netflix is starting to look interesting. I think it would be very bullish if their offer for WarnerBros went through, but apparently Trump plans to launch an "investigation" into Netflix since he's buddy buddy with the Ellison's. That aside, the …
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Everyone is talking about the fabled “AI Bubble” but I see a much different problem all together. Here’s what I see in phases. Just my DD. Phase 1: AI demand will keep exploding for years, like a river that keeps …
CME FedWatch s latest data shows: The probability of a 25 basis point rate cut in December has risen to 89%. The probability of maintaining rates unchanged is approximately 11%. By January next year, the cumulative probability of a 25 …
https://www.tbsnews.net/world/global-economy/ai-frenzy-driving-memory-chip-supply-crisis-1300721? No paywall. https://www.reuters.com/world/china/ai-frenzy-is-driving-new-global-supply-chain-crisis-2025-12-03/ “The memory shortage has now graduated from a component-level concern to a macroeconomic risk," said Sanchit Vir Gogia, CEO of Greyhound Research. Memory shortage could delay AI projects, productivity gains. SK Hynix predicts memory shortage to …
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