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Storage stocks went nuts on the Iran peace news, am I late?
apparently the US-Iran interim peace deal hit over the weekend, formal docs supposedly coming later this week. oil dumped, yields softened, and money rotated straight into growth + tech. what I cant figure out is why STORAGE specifically led. like I get the AI semi bid, ARM/AMD makes sense. but …
Built a cannibal screen using 16 years of SEC XBRL data: true FCF yield above 8% plus net buyback yield above 5%. Here's what came out and why I think Adobe's freemium data moat is being completely misread.
I run a screener built on raw SEC XBRL filings with 1,600 tickers, 16 years of data, true FCF defined as operating cash flow minus CapEx minus stock-based compensation. I recently added a cannibal screen: net buyback yield above 5% (previous diluted shares minus current diluted shares, divided by previous) …
Hot stock picks with high moat
I m not sure if this sub is the right place for a topic like this, but I d like to share with you my high risk but high potential stock picks. I did a lot of research on them before and realized that they got a rly good tech …
Factor ETFs vs Lowcost Index ETFs
Mainstream index funds have a flaw. The bigger a company gets, the more of your money goes into it. The top ten S&P names are around 40% of the index right now. You are not buying 500 companies. You are buying ten, with 490 along for the ride. ​ Factor …
Critical minerals are becoming a government capital story
The critical minerals trade is starting to look less like a normal commodity cycle and more like a government strategy cycle. Canada is offering Italy priority access to critical minerals. The EU is shortlisting projects in Brazil. Germany is expanding its raw materials investment fund. Singapore is launching a green …
$MP -> G7 aims to see China supply no more than 60% of rare earths
Do you max your 401k/457b early in the year or spread contributions out?
So as of now, i contribute 13% to each. I have about 10.5 more pay periods to go before both are maxed out for the year (November time frame). ​ For those of you with higher than normal salaries, do you go high in the first few months or just …
$VIVO - 154% SI. Why I think the tenant is Crusoe (OpenAi’s flagship builder)
VivoPower’s 41.5MW Norway datacenter is targeting a signed AI tenant by June 30. Everyone’s guessing the name. But two independent threads - the seller’s network and the Gulf capital behind the company - converge on the same company: Crusoe. **The seller** VIVO bought its Mo i Rana datacenter from Fiorenzo …
⚙️ $LBRG continues to showcase why JingDiao is becoming a critical player in advanced manufacturing. ◉ 18-meter industrial laser cutting capabilities ◉ Precision machining with advanced 5-axis CNC systems ◉ Supports complex EV production lines and giga-casting infrastructure
⚙️ $LBRG continues to showcase why JingDiao is becoming a critical player in advanced manufacturing. ​ ◉ 18-meter industrial laser cutting capabilities ◉ Precision machining with advanced 5-axis CNC systems ◉ Supports complex EV production lines and giga-casting infrastructure ◉ Serves demanding Tier-1 manufacturing requirements ​ The combination of industrial …
ZIGChain Partners with Fasset: Bringing Onchain Finance to 1M+ Users Across 125 Countries || Dont Miss the Opportunity
Today we are announcing a strategic partnership with Fasset. Fasset has built a global stablecoin powered bank for interest free saving, investing and spending, serving over 1M users across 125+ countries. For years, financial products were gated by geography, banking relationships, minimum investment sizes, and sometimes even whether products aligned …