reddit.com
Subsites
Posts
Love you to the muun and back <3
sharing My approach to buy saas stocks
On April 10th, i called every one to buy saas, especially ciber security stocks, and I said it was probably near the bottom if not the absolute bottom. I bought panw crwd rubrik and msft. I also added many others. My take at that time was ciber security is a …
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.
Algorand Plans to Be Ready for Quantum Computing Threat by End of 2027
Scan for expected value on credit spreads
anyone offer or sell such a scanner with EV? tried ORATS and the brokers. not what I’m looking for really.
Satya and Zuckerberg are incinerating capital
No one wants to say it proudly but $MSFT and $META are throwing billions of dollars at AI CAPEX with little to show for it. They turned what was originally a CAPEX light business with high software margins and lit it on fire. Copilot and even Meta AI are absolutely …
A simple method of valuing Reddit ($RDDT)
(***Note:*** *I previously did a valuation of RDDT a year ago, and based on my required rate of return of 15%, put a buy price of RDDT at $150 and below. This post is an attempt to do the valuation based on the latest information available)* **Methodology:** I will not …
Duolingo up
Anyone knows what the heck happened with DUOL? It kinda kept rising recently while the other SaaS is seriously screwed up? Maybe their 400 million share buybacks bumped the price up? I’m long DUOL with 3% of my portfolio so I’m happy but wondering should I unload with this 20% …
The Next Race After AI - Quantum - Biggest IPOs: Dynex Apollo chip - room temp, beats D-Wave, already commercial. Pre-IPO event dropping in a few days.
NFA. DYOR. Been following this one quietly for a while. Everyone’s chasing Quantinuum post-IPO. Meanwhile Dynex has been quietly commercial for months and hasn’t been priced in anywhere. What Dynex actually is: • Apollo chip - fingernail-sized neuromorphic processor, room temperature, \\\~20W • 10,000 p-qubits, 256 connections per node (10× …
Why the Sudden Pivot to Freemium with Adobe?
I was just wondering what everyone’s thoughts were on the sudden pivot to Adobe pushing a freemium model? Annual Recurring Revenue Growth is arguably the single most important metric for the stock from the perspective of Wallstreet and the stock price. You would think that the fact they have 10 …