I wrote up a continuation of the diversification post I shared last week, since many people seemed to like that one. The previous idea was basically: diversification is not about owning more stocks. It is about owning different risks. This …
ok hear me out on Nokia. started a small position around $7 last year, honestly wasn't fully convinced back then, had other names eating up the budget. added a chunk a few months ago and now sitting on what feels …
Adobe stock is going through a massive selloff, and trading at 2018 levels. I think the market is being a little panicky with Adobe and I partially agree that a $500 million ARR step-down by going freemium would obviously be …
Keeping a long story short I recently got on GLPs for alcoholism and it worked almost immediately (I am not overweight) Within a few weeks my bloodwork retest showed massive gains. I’m eating drastically healthier, and exercising and sleeping better. …
before everyone gets angry, i am not saying microsoft is a bad company. far from it. microsoft will probably continue making tens of billions in profit and be around long after we are all gone. my concern is whether the …
This sub continues to take L on companies they don't understand. If you project long enough with your MSFT positions you may be fine. But don't cry when you buy at a "fair price" and see -50% in your portfolio. …
I've been building a pipeline on [USASpending.gov](http://USASpending.gov) \- 30 million rows of federal contract data going back to 2020. I've written a few pieces on this data before, mostly about DOGE cuts and defense spending patterns. This one is different …
Not going to make this too long. All of their ceo are from malaysia. All three leaders sit at the center of infrastructure demands for Artificial Intelligence. Broadcom builds the custom AI networking chips, Intel manufactures advanced node processors, and …
Can somebody explain it like I'm 5?
Is Netflix a good buy at the current price now? It was down around 7% today. Do you see it bouncing back up to the 100s in the near future. Reading multiple articles about ad revenue growth but negatives state …