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What are we thinking about FVRR?
Yes it's a declining business, 13 percent decrease in users year over year, about the same in revenue guidance. Not great. ​ But I mean 373m MC against 411m in cash and cash equivalents net of debt, 57m in buybacks authorized. I just love negative valued business (like being paid …
DRAM/MU (49.5k -> 84k)
I got these DRAM calls for so damn cheap in May when DRAM was in the high 40s knowing full well they would print, I'm kicking myself for not going into debt to full port these calls (half joking). I'm wet thinking of how much higher these could go, which …
What is your strategy around these developing sectors?
I've been spending some time thinking around what I want my current non ETF/etc. investments to focus on and I was hoping to hear peoples thoughts and suggestions. I'm still in a learning stage and so won't be taking any aggressive risky positions, more giving it a lot of thinking …
Stocks rally in Asia as Iran cites progress in talks
Asian share markets swung higher on Monday as Iranian negotiators said progress had been made in peace talks with the United States, helping calm fears the process was breaking down. Officials from Qatar and Pakistan also released a statement saying the first session of talks had concluded and progress was …
The Lounge
Talk about your daily plays, ideas and strategies that do not warrant an actual post. This is the place to request buy/sell advice from the community. Remember to keep it civil. Trade responsibly.
HSA Investing Limits Clarification
Hello all, If someone starts single with a HDHP, gets married Q2 and keeps their HDHP, and then gets off the HDHP Q3 due to a qualifying life event, how do their contribution limits look? Are the 2028 contribution limits prorated by the 3 stages of their life or is …
Question about $SSPC: how does it work?
As many of you know, it's something like a "2x Short SPCX Daily ETF" . I was looking at it, and noticed that if $SPCX was down x%, $SSPC was up 2\*x%, almost exactly. How are they able to achieve this? I'm just wondering what the mechanics of this fund …
$VIVO - 160% SI. Catalyst June 30th. Update to my tenant thesis
If you’ve been following any of my posts/DD on $VIVO, you know I’ve been saying the most likely tenant is Crusoe. After digging more into it, I think it’s more likely to be Core42. **Who Core42 is, and why it fits** Core42 is the AI infrastructure arm of G42 (Abu …
The margins in semiconductors don’t seem sustainable
Micron operating profit margins have expanded to about 50%, and they are forecast to go to something like 70%. The average over recent history has been in the 20-30% range. SK Hynix is already at a 60% operating margin and is also forecast to go towards 70%. Nvidia, which used …
35M with 100k NW - Feeling a Little Behind
I am an immigrant in the US and I just turned 35. Today, I have approximately: * $60,000 in cash * $40,000 in my 401(k) Over the past year, my compensation has increased significantly, and I expect to earn roughly $210,000 in pre-tax income this year. My plan is to …