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$175k in RKLB calls 🚀
Nvidia-backed SiFive hits $3.65B valuation for open AI chips
Could Masayoshi Son slowly destroy Arm by taking it public? Even if that's the case, it would take years and years. Arm has a solid moat, and even the RISC-V architecture will find it very hard to disrupt.
To tha moooooon!
Lime IPO was just released today. Doesn’t seem like a bad investment if you can get in early. Backed by Uber. In 50 shares currently, throwing in more next week!
Does anyone else feel like discussions in the investing subreddits has mostly moved away from intelligent conversation to emotional chatter that is predominantly wrong in terms of outcomes in the market?
I mostly now look at the posts and comments in all investing subreddits as entertainment. In fact, I think it's even more entertaining when reddit is absolutely sure about a stock and it proceeds to do the exact opposite. In fact, it seems to me like reddit is very angry …
Bullish BLSH: CTB Suddenly Up, 24.75% SI, short shares available declining
Saw this one pop up on my screener, looks like some momentum today because of some Cathie Wood news yesterday. That said, short shares available appear to be on a slow decline and Fintel just showed a sudden jump from about 1% to almost 100% CTB. As always this isn't …
FactSet Q3 FY2026: Thesis Holds Up & What I'm Watching
I posted a FactSet (FDS) thesis [here](https://www.reddit.com/r/ValueInvesting/comments/1r12asf/factset_a_steady_compounder_trading_at_a_deep/) a few months back. It’s a steady compounder, beaten down by AI fears, with \~95% client retention. I argued the market was overreacting. They reported Q3 this morning, so here’s how my thesis is holding up. **The Good** **Growth re-accelerated:** GAAP revenue +6.4% …
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Critical minerals in Canada are moving from exploration stories to capital pipelines
Drilling still finds the copper - but these days, the drill bit follows the capital map. And Canada just drew a bigger one. Canadian juniors are still driven by drilling. That part of the business has not changed. What has changed is the environment around them. Natural Resources Canada recently …
Copper in the right jurisdiction is becoming more valuable than generic copper exposure
Copper location matters more now. The White House copper import action made that pretty clear. Copper is no longer being treated as just another industrial metal. It is being framed as a national-security input tied to infrastructure, manufacturing, defense readiness, grid buildout and supply-chain resilience. The policy details matter. The …