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Salesforce is down a third this year on AI disruption fears. They just spent $3.6B buying the company that proves the fear is real.
I've been tracking the enterprise AI governance race since the ServiceNow debt raise back in May. The thesis has been that ServiceNow, Salesforce and Microsoft are all racing to claim the control layer for enterprise AI. Partly it's a defensive move against becoming commoditized pipelines for the hyperscalers. This week …
Excited about WIX, as the stock has recently been hammered, yet continues to grow revenues 10%+, has 300M+ subs, retention is >100%, and actively investing in AI.
The market punished Wix for cutting its 2026 revenue guidance by $25 million (now expecting low-to-mid teens growth). What the headline algorithms missed, however, is that **Wix actually raised its full-year Free Cash Flow (FCF) target by $20 million to approximately $420 million.** * **The Margin Catalyst:** The 20% workforce …
The FED held rates the same unanimously
[https://finance.yahoo.com/economy/live/fed-meeting-live-fed-holds-rates-at-35-to-375-in-unanimous-vote-141312780.html](https://finance.yahoo.com/economy/live/fed-meeting-live-fed-holds-rates-at-35-to-375-in-unanimous-vote-141312780.html) Rates remain unchanged
How many people max a 457?
How many people can actually afford maxing a 457? That's $24,500 a year. How many people here actually max it out and what is your salary? ​ My salary is shy of $100k. 7% comes out for a pension. After all other paycheck deductions, I'm at around $64,000. I max …
CRSR Guy Back for Part 2. Bottom is in and AI Pivot is Real. $25k YOLO
CRSR has given up its recent gains and I’m coming back in for more. The AI story is real and this stock has proven it can run. IV low again so view this as solid risk reward at these levels.
I think I might have done something regarded 🧠💀
At this point, I can’t even tell if I’m actually investing or just emotionally attached to a specific chart pattern, hoping for some loving reciprocation in return. In short, I simply can't decide whether to close my position or keep hedging. Or should I just face reality and admit I’ve …
IVDA- Newest 10Q Summary.
Iveda Solutions (NASDAQ: IVDA) – Q1 2026 Business Update Summary ​ Iveda Solutions reported a productive first quarter of 2026, highlighted by improved operating performance, stronger gross margins, enhanced liquidity, and continued momentum in its smart-city and AI-driven technology initiatives. ​ Financial Highlights ​ Revenue totaled $1.49 million for the …
How much of my savings should I invest?
So I have a little more than $50k in a HYSA. Just wondering if that's too much and how much of it I should invest vs keeping in the savings account. I have an IRA that I contribute to. I also do have a Schwab investing account, currently there is …
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Taking profit on Semi Stocks?
I’m heavily invested in Semi stocks and torn on what to do. I generally plan to hold long term (3-5+ years) but it’s hard not to sell at these inflated prices. For instance, I’m holding MRVL, ALAB, ASML and have unrealized gains between 200-500%. I’m a believer in the future …