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Why I'm watching NEL ASA before hydrogen wakes up again
Everyone lately is hunting random penny-stock garbage lately, but NEL ASA actually looks like one of the more interesting beaten-down clean-energy plays to me. ​ ​ This is not some sub-cent shell company with no business. Nel is a real hydrogen company with actual industrial operations, electrolyser tech, manufacturing capacity, …
What does crypto solve?
Fairly long term holder - 6 years or so so it’s been a good journey for me. Not life changing but reasonably good. But, the hard reality is what problem solution does any crypto really solve? I recently watched an hour long documentary on Python. Interviews with Guido van Rossum …
Is anyone else watching $INLF?
INLF has recently seen a massive drop, falling from around $4 down to roughly $0.16 in a very short period. That kind of move obviously raises a lot of questions about what’s going on behind the scenes. After a selloff this steep, it’s natural to think about a potential rebound. …
Qualcomm is Ascendant
I’m long on QCOM for 8 years now. Watching what Cristiano Amon has done with Qualcomm has been great. So many shrewd moves and partnerships. In the Internet forum tech world, they have this evil legacy rent seeking patent troll reputation that is confusing when looking at the direction they …
Custodians Are Crypto's Boring Backbone. Now They're Taking Over
US - Iran talks postponed as Vance cancels trip and Israel intensifies strikes in southern Lebanon
Why HOME Below $0.03 Is a Steal
​ ​ Before I get into HOME, I want to point something out. ​ My last two Reddit calls have turned into winners in short time after me posting, despite Bitcoin and the rest of the crypto market getting absolutely wrecked. ​ You don't have to believe me. ​ Go …
How much is too much MSFT?
I have been buying MSFT every single dip below $400, but as everyone knows, there have been too many dips. I have ended up with MSFT being almost 50% of my portfolio. (The rest is mostly Google, AMZN, and META) How many percent of your portfolio do you have in …
My DCF valuation for Alphabet.
Here is my DCF valuation for Alphabet: [https://docs.google.com/spreadsheets/d/1z\_ZsFT5\_m7KVIllkJLMNr3YDa9DrNbRDIG0b7BXaDEM/edit?usp=sharing](https://docs.google.com/spreadsheets/d/1z_ZsFT5_m7KVIllkJLMNr3YDa9DrNbRDIG0b7BXaDEM/edit?usp=sharing) I assume around 20% CAGR for the next 10 years and they keep their margins up at around 35% as well. To get around AI capex, I also assume some reasonable sales/capital ratio here. I'd love you guys to have a look …
NBIS and RKLB getting listed on June 22
NBIS and RKLB getting listed on June 22 I'm wondering what's the general pattern when stocks are getting listed, if we hold NBIS and RKLB, will it tend to go up when getting listed? or is it a bit random? Thinking about adding a bit to my positions.