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Should I keep Bitcoin in my Roth IRA
I wanted to get the opinion from this sub whether people believe it to be worth it to invest in a BTC ETF For reference I already keep my BTC in cold storage and do believe in self custody. And Overall I have about 10% of my portfolio in BTC. …
BIDU: Cash-Rich, Full-Stack AI, 50% Cloud Growth — Yet AI Cloud Is Why I Wouldn’t Buy It
* Baidu looks cheap: about $41B in cash and investments, a full-stack AI business, and AI cloud revenue growing 50%. But what holds the stock back is AI cloud, not search. * AI cloud revenue is about $4.3B a year. I estimate it earns between –$30 and +$10 of free …
Mean reversion traders - why are you so certain on bonds?
Mean reversion traders, I want to understand the conviction on bonds. Your thesis treats yields as “stretched”. But the mean assumes the regime/underlyjgn trend hasn't changed, and a lot has, right? persistent deficits, heavy treasury issuance, a higher term premium, and foreign buyers who are no longer the price-insensitive bid …
Anyone else going to be keeping a serious eye on AT&T, Verizon, and T-Mobile Monday morning?
By all accounts, that Friday drop was a huge overreaction. We'll see if the market agrees. Citi is already saying "buy the dip!" I'd be quite happy with getting a dollar or two bounce.
Why I went 100% in MU: The Memory Wager
**Quick explanation of Pascal’s Wager (for the smoothbrains)** 400 years ago a dude named Blaise Pascal said: >“Should I believe in God?” If God is real -> infinite upside (heaven, eternal profit). If God is fake -> you lose basically nothing (you just lived a boring life). So the rational …
$CTNT - The Liu-to-Liu Capital Loop (Cheetah Net ➔ Sanyou Petroleum)
I did a bit of digging into $CTNT and Im amazed at the fact that he isn't sitting in jail yet. \[DEC 3, 2025\] - Liu Luping Appointed Director by Yang Kun---------->\[MAR 17, 2026\] - First Major 2026 Sanyou Loan Executed --------> \[MAY–JUN 2026\]- Capital Surge Total Hits \~$9.01M ------> …
70/20/10 Portfolio
Hey everyone, I am building a monthly dollar cost averaging methodology for myself. I am new to investing and wants to keep the investing as simple as possible and have a long term strategy. The simplest would be of course MSCI world ETF but I am worried about high concentration …
Crypto has a problem we keep calling “user error” instead of actually fixing.
Imagine explaining crypto to someone who’s never used it. “Okay, first make sure you’re using the right network. Double-check the wallet address. Don’t lose your recovery phrase. Be careful what you sign. And if you mess up, your money might be gone forever.” Then we wonder why the average person …
Why do people constantly argue overvaluation when the earnings tell a different story?
I’ve noticed this a lot, especially over the past couple of years. People constantly argue that the market is in a bubble, yet corporate earnings have continued to grow alongside major indexes. What I don’t understand is why people are so quick to call everything a bubble without even considering …