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What Is the Price of Global Leadership?
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- Total posts
- 7438
- Total predictions
- 1786
- Success rate
- 27.1%
- Avg score
- 0.01
TARG
The top has yet to come for MU and DRAM
TL;DR: The market is mispricing Micron and the memory sector because people still think this is a standard cycle. With HBM sold out through the year and margins hitting software levels, the AI bottleneck has permanently re-rated this industry. Wednesday …
Target$1,500.00
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BUY
I've found an interesting company.(DTST)
Hello, I have been interacting with the stock market for four years and I have decided to write my first due diligence about a very interesting, but weird stock which is known as Data Storage Corporation (DTST) I have the …
BUY
KVYO: High growth, profitable, trading at under 3x sales while slower peers trade higher
In my opinion, Klaviyo has been unfairly bucketed with the rest of SaaS which has created a massive and generational buying opportunity. For Klaviyo, the AI disruption is not only wrong, but it actually is the opposite. This company will …
POST
Memory stocks - next play?
How are you approaching MU earnings on Wednesday and the following momentum on all the remaining memory stocks, assuming all the stocks move higher? I was holding some OTM LEAPS on MU and DRAM starting from April, but I realized …
POST
Do Institutional traders have an edge over retail traders ?
According to Drew Day(I just watched a vid interview if him), institutions / funds have an edge over retail traders. They have better tools / software, faster connections, better strategy , better data etc. Is this true . I thought …
SELL
Google loses two top AI researchers to OpenAI and Anthropic
**Warning: This will be an unpopular post because this sub loves Google.** Gemini co-lead, Noam Shazeer, is leaving Google to join OpenAI as announced last Wednesday. Shazeer was one of the lead authors of "Attention is all you need" paper …
POST
Question from a young investor
Hey everyone! I am currently trying to get more seriously into investing, but I am constantly second guessing myself due to all the doomer posts on Reddit. “\~35% from S&P 500 is AI. The bubble will burst”, “ new investors …
POST
The words "bubble" and "mania" from a cultural POV ?
I'm not talking about the merits of long term investing, but just the vibe of the last 5-6 years. What does "bubble" and "mania" mean to you? Anything below resonate with you? What else can you add? People freak out …
POST
BREAKING: Iran Says Hormuz Is Closed Again
“Iran said it has closed the Strait of Hormuz for shipping transit due to what it called Israel's violation of a ceasefire, even as Pakistan said US-Iran talks were set to open in Switzerland on Sunday. Negotiations on a peace …