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On Portfolio Construction and its Capital Allocation Conundrum
NVTS hold or sell?
I'm down 50% and getting a little nervous as the stock has been down for a month...what are your thoughts?
MU Structural change
SemiAnalysis projects that cumulative AI IT and datacenter capital expenditure from 2024 to 2029 will reach approximately $11.1 trillion (Save this). Annual capex is expected to exceed $2 trillion by 2028, growing almost every single year in the forecast window with no sign of deceleration.. SemiAnalysis projects outstanding AI-related debt …
Strategy Check
Hey guys, I'm relatively new to trading, and I'm trying to develop my strategy. I'm mostly sticking with paper trading in ThinkorSwim for at least the next 6 months, but I wanted to share my strategy. What improvements or modifications would you make? **Scanners I use:** All of the following: …
Does SSB have an official Discord?
Just wondering if this sub has an official Discord server or a community-run one like WSB? I'd love to find a spot with active voice channels where small groups can bounce ideas off each other during the trading day.
JOBY, ACHR, HOVR, EVTL Bull Case
Plain and simple eVTOLS are better than helicopters and propellor planes in almost every way. \- Cost per mile is significantly reduced \- Safety is drastically increased due to redundancy \- Much quieter than helicopters and prop planes \- No runway required, the speed of a propellor plane with the …
copper juniors with data are a different watchlist
Copper juniors are easier to compare when there are actual numbers on the board. MARI is already in the drill-result bucket. At Pampa Medina, the company reported 20m at 2.65% Cu and 13.9 g/t Ag, including 6m at 6.11% Cu. It also reported a wider 660m interval at 0.41% Cu, …
Near options calls more expensive than longer dated ones for the same strike price?
I'm a heavy bag holder of telus options stock. I was wondering why my call options for this upcoming july are worth more than the one set in august for the same 12$ strike price? Is it only because they are illiquid and the bid-asking price higher? Or do they …
Half a year in, scrounging for tax info
I have been seriously trading options since the beginning of the year but I am having a hard time understanding my tax responsibilities. Initially i figured the same as all other years, get my paperwork from etrade and everywhere else to my tax person (family member). Now i am hearing …
Is Glanbia PLC the Sandisk of GLP-1/Wegovy?
The protein powder that I used to buy went from $60 to $80, then yesterday, it's at $101. So I did a quick research and found that the demand for whey protein has gotten extremely high because of glp-1. Food companies are jumping in the fad by buying protein to …