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Nanya Technology: Q2 revenue and profit soared on higher ASPs and AI demand, with strong margins and cash growth
Stay away from Kraken
I just wanted to share and inform about the mischievous activity of Kraken towards their users. If you check r/KrakenSupport , you will find dozens and dozens of posts regarding unanswered tickets, frozen deposits or withdrawals etc. All of them remaining unanswered. If you try to go spread the news, …
A short story into how I developed a "quality at good value" score to stocks
About a year ago I came across a content creator I came to really appreciate. It was just about the time that I was starting to become slightly suspicious of investing purely in passive index funds, (see my [thoughts](https://www.reddit.com/r/ETFs/comments/1utksxh/thoughts_on_the_grossmanstiglitz_paradox/)) and wanted to test some more strategies. He introduced a methodology …
Rocket Lab is buying Iridium Communications for $8 billion. This might turn a rocket company into an owner of a global satellite network.
Rocket Lab announced a definitive agreement to acquire Iridium Communications for approximately $8 billion in enterprise value, structured as $27 in cash plus Rocket Lab stock per Iridium share, working out to about $54 per share total. The announcement happened on Jun 29th. The boards of both companies unanimously approved …
started investing on the crypto for the first time and now idk what to do.
so about 3 weeks ago i put money on solana. felt like a decent pick, did some reading and yeah was feeling good. then like a week in, everything just dropped. solana got dragged down hard with it, proper red days back to back, ngl i loose hope and stop …
Every few weeks another open model claims frontier level results on a fraction of the compute. At what point is that a real dent in the Nvidia capex thesis, and not just single benchmark cope? Change my mind.
I keep trying to stress test my own long thesis on the AI capex names and I cannot decide if I am watching a moat crack or just reading marketing. The pattern is hard to ignore now. In January 2025 DeepSeek reported training a frontier model for a fraction of …
Why don't the stock prices of good companies always go up?
I am from the Philippines. 1 yr since I started investing. Mostly invested in the S&P 500 because of THIS exact question. Been studying about basic fundamental analysis. and so far what I get is that, you should choose good companies, those whose products are needed, earnings are growing, have …
People aren’t paying enough attention to SoftBank
SoftBank has been one of the biggest backers of openAI and some of the moves they are making are….. not very comforting. Here’s some background: SoftBank has so far invested almost $65 billion in openAI. They own 13% of openAI, which according to openAI’s last funding round should be worth …
Heidmar Maritime $HMR
HMR is currently trading down from $1.71 to $1.05. It is a small and lightweight shipping company that specializes mostly in crude and other energy shipping routes but is not asset heavy. They recently acquired a small shipping company giving them access to Turkish and Dutch hubs and seem rather …