Portfolio: Hyperscalers: GOOGL, AMZN Semiconductors: TSM, NVDA, AVGO Financials: SPGI, GS Industrials: GE, GEV, CAT, NOC Some of the stocks I hold I bought a long time ago with significant amount of gains, so I wouldn't buy them at today …
I don’t think these companies are going anywhere but be warned with these recent dips. I personally don’t think this is the bottom and with CapEx spending to reportedly ramp up, I think we will see lower levels through the …
Build-A-Bear Workshop requires no introduction. If you grew up a red-blooded American, the brand recognition is automatic. Children (and increasingly adults) will claw their eyes out for one of their teddy bears. This is a top of the line brand, …
TLDR: The ai trade is out of wack, looking at current winners and disregarding long-term winners. This is my personal outlook, please point out anywhere my logic or assumptions seem flawed. The AI industry has 5 layers. From bottom to …
I’ve been following ARAI for past few months and I have realized that the actual idea behind the company is interesting and doable, so why does the stock just keep sliding every week like the market has completely written it …
I own $SPRY in the $8-9 range. The company produces Neffy which is a nasal spray version of an epi pen. The stock is down 27% today not on any business failures but on some short term hopes not being …
Hey everyone, I’m in my 20s, currently investing **$1,000/month into VT ETF**, and working on growing my income with side gigs. Now I’m stuck between: * continuing to invest all extra money, or * buying a **nice car** I know …
Microsoft’s institutional ownership is still increasing with 3,566 institutions increasing positions versus 2,781 decreasing. nearly 967 million shares added with 225 new institutional holders acquiring almost 749 million shares most of this was in March at around 400 dollars a …
Sypris is a micro-cap contract manufacturer that's easy to screen straight past. [Full-year 2025 revenue](https://ir.sypris.com/news-releases/news-release-details/sypris-reports-fourth-quarter-results-7) fell to $119.9M from $140.2M, the net loss came in around $6.3M, and the [first quarter of 2026](https://ir.sypris.com/news-releases/news-release-details/sypris-reports-first-quarter-results-17) was worse with a $4.1M loss with …
I feel like everyone is chasing the obvious AI trade (NVIDIA, AMD, hyperscalers, etc.), but I’ve been spending more time thinking about what AI requires rather than what powers the chips. The more data centers get built, the more they …