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People trading with Margin. Do you regret opening your account or was it beneficial?
I have never traded using margin and I am debating if it’s worth it. I would have way more capital but scared if I lose money and have to owe more than I had or get margin called. How has your experience been and any regrets?
Apple sues OpenAI, two former employees for trade secrets theft
  CBG.V spiked 20% two days in a row on zero news. We dug into why, and the drill results everyone is front-running are optioned to a different company (LOT.V)
Our EOD volume scanner flagged **Chibougamau Independent Mines (CBG.V) two days running:** 57x its median volume today, +20% to $0.30, roughly $19M market cap, 61.8M shares out. No news release either day. That pattern usually means one of two things: a paid promo, or somebody positioning ahead of a known …
the AI capex cycle economically unsustainable? GPUs fail every 2-3 years, new chips cost 40% more each cycle, but rental prices crashed 70%?
**Unpopular opinion: The AI infrastructure bubble will pop when people realize hyperscalers are trapped in an unsustainable capex cycle. GPUs fail every 2-3 years, new generations obsolete every 18 months at rising costs, but revenue per chip is collapsing. How long before Meta/Microsoft/Google admit they’ve been over-investing?**
Apple sues OpenAI alleging trade secret theft, says scheme was 'at every level'
OpenAI could reportedly run out of cash by mid-2027 — analyst paints grim picture after examining the company's finances
Full Port MSFT Bull Call Spread
Sold my META calls (early) yesterday. Decided to go all-in with $43k into MSFT LEAPs. Breakeven of MSFT is at $443 in June 2028. I make over $100k if it’s at $550 (previous ATH) in two years…
Just finished “Where are the customer’s yachts?”
I regularly listen to Berkshire Hathaway meetings from years gone by, on YouTube and Apple Podcasts. It soothes me and I find it very interesting. Whilst listening to an “episode” I heard Warren recommend the book “Where are the customer’s yachts?” by Fred Schwed. What a great book - highly …
What’s your take on DECK? I don’t see many posts on it lately.
I think Deckers is one of the few genuinely great businesses trading near a fair price right now. If I'm missing a red flag, please let me know. Mostly I want you to invert it. Quick recent history... Two years ago DECK was going strong on the price. HOKA on …