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Semis vs. Software & MSFT's conundrum

If I were at a hedge fund, I would make the following trade: long semis, short semis. The idea is that as AI expands, SaaSpocalypse fears come to roost and software companies will face increasing competition from vibecoded alternatives or more advanced new entrants, weighing on margins and ARR. ​ …

Sharon AI $SHAZ

I know the CEO and he told me it’s going to moonshot end of year. Sharon going to give me da herps

An Under Desired Stock — $SLDE

I'm trying to pour over financial sheets more often, more deeply. I would treasure any feedback here or there that any of you have on this. I know it's not 10 years of data — I really tried to find more out there, but perhaps I'm looking in the wrong …

Need help understanding LEAP exit points

I have this DRAM LEAP for Jun 27. My guess is that it will easily surpass this and reach 100 or 120 plus before expiration date. The question is when do I sell. MU earning is coming and and am concerned that the IV will likely drop, incase their earnings …

AMC having a proper run up as of late

If you were to take out a loan against your bitcoin bought in a four year cycle low bear market during that cycles ATH with a high LTV & then let it be liquidated, wouldn’t that be better than selling that amount because of taxes?

My crypto wallets on AWS got hacked/stolen

I just found two of my MetaMask wallets got hacked and most of cryptos inside were transferred out of those wallets last month. I lost about 6 ETH and some other alter coins. I was running a NFT trading program on AWS so I had to put the private key …

Roth IRA transfer from Ej

I’ve had Edward jones for almost a year now and all I’m seeing is everyone saying they charge way too many fees and it gets worse as your money grows. I’m looking to transfer both to vanguard but have no idea what to put my funds in. I’ve seen on …

Copper is not trading like a normal factory metal anymore

Copper is starting to trade less like a normal factory metal and more like a macro asset. The number that stood out to me was positioning. Money manager net longs in CME copper reportedly rose from 35,802 contracts in March to 77,131 in early June, the highest level since early …

Sleep Number (SNBR) mattress company Chapter 11

Hi Y'all. I bought Sleep Number (SNBR) with a hope for it's recovery after it got a reprieve in the form of a loan a few months back but I am now distraught with it's filing for bankruptcy recently and the loss I have to take believing in the company …