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$NOW is cheap now?
Trump: Bought $1-5m of NOW on 10 Feb 2026 CEO McDermott: Bought 28682 shares, $3m worth of NOW on 27 Feb 2026 Performance of the stock is bad right now but the company is generating yoy revenue growth. 85% of fortune 500 are using their products. 98% retention rate meaning …
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.
DOLA on BNB?
When and how to determine when to take gains?
Honest question. ​ Usually you buy a stock because you find it valuable, and you set an exit price for when you believe its stock price is now too high, and you take gains and get out. ​ However, with the current AI growth/bubble, how are you determining this? ​ …
The Reserves Were Real. The Dollar Broke Anyway
Lululemon is better than Nike.
I want to do some comparative analysis across three tickers in comparing multiples, gross earnings and cash flows along with margins across time. I felt that Nike was undeservedly given a premium despite having worse operational margins than other smaller companies. This article posits that I’m in favor for a …
Non-custodial swaps as a privacy tool — what I've learned comparing protocols
Been researching privacy-preserving ways to move between cryptocurrencies (specifically XMR to other assets) without going through KYC exchanges, and wanted to share findings since this comes up a lot here. **Why this matters for privacy:** Centralized exchanges link your identity to every transaction through KYC. Once you've verified your identity …
Doing research
Building a cross-chain risk detection tool (MetaChain, via Michigan Tech's MTEC SmartZone incubator) and doing customer discovery. Not selling anything here. If you've ever been caught in a rug pull/exploit, or actively work to avoid them: what signals do you actually rely on before entering a position? And was there …
CME/CBOE Here might be worth a pickup.
CME * Mcap $90B * P/E at current price ~20x CBOE * Mcap ~$26B * P/E at current price ~19.0x I'm just gonna skip the financial details because they really don't matter here. Both are highly successful companies that grow year over year with juicy margins. Here is the reality: …
The AI bubble burst will be BLOODY (a reply to an AI post)
That AI isn’t AI at all. I hate when people call it AI - it’s like the whole redundant ‘what is God’ argument. This shit isn’t intelligent. You don’t ask someone how many “r’s” are in the word “strawberry” and it take 3 hallucinations before it finally “get it.” Nor …