Been digging into NVIDIA ahead of the next earnings, and here’s where I’ve landed. The bull case is mostly legit. CUDA is still a real moat — nobody’s come close in 15+ years. And demand for Blackwell from the hyperscalers …
A lot of SAAS names have actually held up super well past few weeks. Go look at charts like OKTA, DDOG, SNOW, CRWD, RBRK etc. All with high tight flags, some holding EMAs, some holding post-earnings gaps. These stocks have …
It seemed that ADBE had a nice rebound over the last couple of days but now, it's slowly going down again. Have there been any AI related news or something similar? I am not able to find anything. Why is …
One thing that has always bothered me about financial statements is that they are built for reporting and not necessarily for investors. The information is all there, but the insight is usually buried. You have to know what to look …
I was on software not long ago, mainly because of the people of this sub claiming undervalued, until I got tired of hearing it and switched to memory stocks. While most of people here keep telling me memory is a …
I get why the stock got hit. The dilution due to ATM news was ugly and the whole space basket has been all over the place around the SpaceX frenzy. Tbh, RDW had run so high that it was probably …
I've been looking into Reddit, and it genuinely seems like a very strong business to me: \- 60%+ revenue growth for seven consecutive quarters, \- 91%+ gross margins, \- 40% EBITDA margins, \- Near-zero CapEx. It passes my basic filters …
I’ve been looking at **Serve Robotics (SERV)** for quite some time now and this one actually feels like it has a product that makes sense in the real world. Robot delivery for short-distance urban routes doesn’t sound crazy at all, …
I wrote [a post](https://eastwind.substack.com/p/fable-in-shackles) about something I think investors are underappreciating in the AI trade. Most of the AI discussion the past few years has been about investing in bottlenecks (compute, memory, optics, power, etc.). But the recent Fable / …
Ticker in Canada is XLY.TO USA is CBWTF All numbers in CAD I've been invested in Auxly Cannabis for the last couple years with a current average cost basis of $0.11. Like many other Cannabis stocks, Auxly went public pre …