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Software crash is canceling out AI gains - time to double down on one or the other?
Half my portfolio is AI infrastructure and half is software. For three months, the decline in software has cancelled out my gains in the other half of the portfolio. Should I cut my losers? Peter lynch did say water your winners after all. My software exposure is wirh companies still …
Daily Crypto Discussion - June 18, 2026 (GMT+0)
**Welcome to the Daily Crypto Discussion thread. Please read the disclaimer and rules before participating.** # Disclaimer: Consider all information posted here with several liberal heaps of salt, and always cross check any information you may read on this thread with known sources. Any trade information posted in this open …
70k all in on DRAM. Not selling until $100+
Is this how it's done? Did I do good, my fellow regards? I have another 40k cash waiting for the next big dip.
PUSA - Drones, USA, Trumps, SI 20%+
If you believe in politics influencing business then you need to study up on PUSA. Basically, they make small drones and are in the bidding for a Pentagon contract. Even a modest allocation of the $1B budget could justify a $200-300M market cap, Trumps are involved, Daddy Trump is making …
What's everyone reading?
So in an effort to discuss something different. What's everyone reading, finance wise, right now? Currently I'm working my way through Quantitative Trading by Chan. Also slowing reading Dividends Still Don't Lie. Next in the queue are Investment Valuation (which I scored used for like $7!) and rereading One Up …
SpaceX Nasdaq-100 forced buy thesis may be way smaller than people think because of the float cap
People are saying SpaceX is going to rip because Nasdaq-100 / QQQ index funds will be “forced to buy” after inclusion. I get the mechanical demand argument, but I think the actual required buying may be way smaller than the hype implies. The part I think people are missing is …
SPNA ciphers...
So wanted to check in with you guys to see if anyone can point out any underlying faults in a SPNA cipher strcuture. Base idea is simple. SPN based like AES-256 however algebraic. No lookup tables. No state machines. No branching. No memory. Only AND, NOT and XOR logic and …
35F engineer considering trading full-time eventually. how long should I prove consistency first?
Hi everyone, I’m 35, an engineer making about $121k/year. My husband makes about $161k/year in a stable engineering job. We don’t plan to have kids, have manageable expenses, and don’t own a house yet. I work remotely now, but I’ll likely be hybrid soon, so I won’t be able to …
Are Pokémon cards the NFTs of 2021 all over again?
I was deep into NFTs since the 2021 bull run, be it gaming, utility, PFPs, pretty much everything. at one point, my portfolio went from almost nothing to over **$100k unrealized**, only to end up worth around **$10k** today *(Yea, I know. I hate myself.....should've taken profits)* lately, I've noticed …
Long term Accenture shareholder
I have around 900 shares of Accenture and am currently sitting on a significant unrealized loss. I’m unsure how to proceed from here and would appreciate some perspective. For context, I did not purchase these shares directly as an investment. Instead, I accumulated them gradually through my paycheck and employee …