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Analyzing the physical vs. digital value in resource exploration
The market for resource exploration seems heavily focused on physical metrics like grade quality, proximity to producing assets, and drill targets. It is worth monitoring, however, how capital deployment is quietly rotating into the digital layer of the industry. Data suggests that the broader digital mining and resource evaluation sector …
Deep Dive: The Math Behind Berkshire’s new $31B Alphabet (GOOGL) position and what Buffett’s CNBC interview actually means for Tech Moats
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word to buy TQQQ rn
UNH raised guidance, but the value thesis still depends on earnings quality
UnitedHealth reported Q2 revenue of $112.0 billion, operating earnings of $8.0 billion and adjusted EPS of $6.38. Management also raised full-year adjusted EPS guidance to $19.50-$20.00. The headline is clearly better. I am less convinced that one strong quarter is enough to declare the value thesis fully repaired. Three things …
Day 3 of Shilling $fatcat. From $15K to $100K.
When I made my first two posts, $fatcat was trading between $15K and $30K. Since then we ripped all the way to $100K, and now we're consolidating around $30K, getting ready for the next run. Even better, the community has gone absolutely nuts. Nonstop memes. Nonstop raids. Nonstop activity. The …
Why I’m watching CleanTech Vanadium $CTV.V / $CTVFF
I’ve been digging into critical minerals recently, and one company that caught my attention is CleanTech Vanadium. Most people focus on lithium or rare earths, but fluorspar is a mineral that doesn’t get much attention despite being essential for industries like semiconductors, nuclear fuel production, batteries and a wide range …
Possible explanations for collapse in chip stocks?
The semi trade has gotten dumped very hard over the past 2 months even though there hasn’t been any material sector related bad news - nothing that would indicate a slowdown in chip demand anyway. I understand the semi trade was overcrowded and needed some relief, but major chip names …
MRVL down about $9K - average price $288. What would you do with a one-year holding period?
I invested heavily in Marvell Technology (MRVL), and my current average price is around **$288 per share**. At the moment, my position is down approximately **$9,000**. I am not in immediate need of the money and can hold the position for at least another year. I also do not want …
new to this, how do i genuinely get into this?
i don’t have much experience with investing apart from an etf (which isn’t going well at all😭) and i wanna know what app/website to use, what’s safe but rewarding to invest in, etc. can someone help?