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Investment thesis Braze (BRZE)
The future of marketing is --> co-created, omni channel & personalized. And we are in the midst of this changing industry. When you interact across platforms, you leave traces of data!. Braze can leverage these cross channel interactions; create a profile on you and address you through these channels. Imagine …
A new target can change the way an exploration project comes together
Hey guys, NovaRed quietly added a promising new Plume target blending copper, gold, and platinum at Wilmac. NovaRed's latest announcement wasn't built around a flashy drill intercept. Instead, the company added another exploration target that could shape where work happens next. The new area is called Plume, and NovaRed has …
The People Who Have Influenced Me in Investing
I have been investing for 11 years now. But I owe a lot of the progress I've made to these people: **Charles Ellis** (Winning the Loser's Game) The comparison of tennis to the game of investing really stuck with me. In professional tennis, the winner is the one with the …
Trump made 3,642 stock trades in Q1 2026
[https://www.cbsnews.com/projects/2026/trump-stock-trades/](https://www.cbsnews.com/projects/2026/trump-stock-trades/) Also, the day before he announced a 90-day rollback of most tariffs, his accounts reportedly bought 327 stocks. [https://readsludge.com/2026/07/01/trump-bought-hundreds-of-stocks-the-day-before-he-paused-tariffs-and-sparked-a-historic-rally/](https://readsludge.com/2026/07/01/trump-bought-hundreds-of-stocks-the-day-before-he-paused-tariffs-and-sparked-a-historic-rally/) The next day, he paused the tariffs and markets ripped higher. [https://www.pbs.org/newshour/politics/trump-told-investors-to-buy-on-social-media-hours-before-his-tariff-pause-rose-stocks-raising-questions-about-manipulation](https://www.pbs.org/newshour/politics/trump-told-investors-to-buy-on-social-media-hours-before-his-tariff-pause-rose-stocks-raising-questions-about-manipulation) He makes policy decisions. His accounts buy/sell before the policy decisions become public. Call it whatever you want, …
TSLA puts right before delivery numbers…how cooked am I chat?
had conviction yesterday cuz nobody buys teslas but now premarket my balls are shrinking and I’m scared someone meet me behind Wendy’s in case this doesn’t work out
Are Guys also tired of generic AI giving you absolute diabolical wrong answers about your 10K??
So as you can read from the Header that AI is now everybody's go to tool to get through 10-K and so every time I do this I always reverify the data and questions I asked because let's be honest AI is good but not perfect and it does hallucinates …
SpcX coming to Nasdaq on the 7th
Thinking of some cheap, short term calls for the 10th with SpcX coming to NSDQ 100 on the 7th. Is this idiot logic and already priced in or good idea to see if it gives it a nice little jolt?
How much does it cost to run a full node for a worldwide monetary network? Answer inside.
Most BTCers claim to be concerned if they will be able to run full nodes if we let Bitcoin scale. I'll show how one can easily calculate these costs so get better information to make better decisions. First lets make some educated guesses: - We want to look at node …
SaaS sector fell below market valuation for the first time on record. Breaking down which names are actually cheap vs. just lower priced.
Hi r/investing, I'm the GM of the stock research side at Obermatt, a Swiss investment research firm that ranks stocks across 60+ markets on four factors (Value, Growth, Safety, Sentiment) relative to industry peers. Standard disclosure: this is our own research, sharing it here because I think the framework is …