Having navigated the markets and various tech cycles for a long time, I want to briefly share my main investment arguments for why I am currently buying Reddit. Reddit has proven in recent years that it is not just a …
> Layoff announcements continued to climb last month as the tech sector culled positions, with planned job cuts reaching the highest total for May since 2020, the global outplacement firm Challenger, Gray & Christmas said in a report on Thursday. …
TL;DR: What's the best way to handle the SpaceX IPO when your portfolio is primarily composed of index funds that are exposed to it? Is there something similar to an index fund that explicitly will not include SpaceX/OpenAI/Anthropic IPOs? Background: …
Most investors treat quantum computing as a single industry, but that's a dangerous oversimplification. In reality, there are multiple competing approaches racing toward the same goal. Trapped-ion systems, superconducting qubits, neutral atoms, photonic architectures, silicon spin qubits, quantum annealing, and …
Came across this update on Pony AI. The stock was up 11.5% after the company raised its 2026 robotaxi fleet and revenue targets.I’m not reading too much into one trading day, but the target raise itself is interesting. It suggests …
I have considered myself to be a value investor for the past few years. And over time i have started to doubt that approach. I also took some of my university courses on the topic. However, i get more and …
The stock has gotten beaten up pretty badly. And it seems a large portion of that is due to fear about the Discover and Brex acquisitions being too much to handle at once. But I can't find any news stories …
I have not seen what ETF will be impacted until I find this article. Looks like the majority of set and forget ETF are going to have a slice of the action. Is anyone planning to pivot away from their …
WeRide announced that it has been included in the Hong Kong Stock Connect eligible securities list. Hong Kong Stock Connect is a market access program linking the mainland China and Hong Kong capital. This allows mainland investors to trade Hong-Kong …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options aren't your thing then just ignore the theme. Some helpful day to day links, including news: * …