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BlackRock's Bitcoin ETF sees $209M inflow after weeks of weaker activity
BlackRock's Bitcoin ETF (IBIT) recorded a $209M inflow after several weeks of relatively weaker activity. While one day of inflows doesn't establish a trend, ETF data remains an important indicator of institutional participation in the crypto market. Combined with on-chain metrics, liquidity, and macro conditions, it can provide useful context …
Focus on blockchain tech
Why we need to focus on tech again: Cause in tech there is no dilution. There are only a handful of altcoins, whos blockchain can pull off serious tech. E.g. SUI, ICP, TAO, etc. I would even say, all the goat blockchains are alright and there is enough liquidity for …
What’s the best broker for daytrading?
im trying to figure out what works best for me, tried a few but none were really comfortable and didnt stick with me. looking forward to hearing your experiences and your suggestions thank you guys<3 (No financial advice needed, just curious about your platform software, UI and execution speed).
Internacional Golden Butterfly core portfolio
I’ve been pretty much all-in on tech and growth since 2020, and honestly it’s worked out way better than I expected. Lately though, I’ve been thinking about building an actual core portfolio and just keeping growth as a satellite position. Maybe even going 50/50. The idea I keep coming back …
Getting rid of NVDA or AVGO (Broadcom)?
Hi everyone, I'm holding both NVDA and AVGO stock and am looking to derisk given the uncertainty/possibility of an AI bubble bursting and the fact that I'm holding multiple AI-focused stocks at once. If you had to get rid of one stock to derisk and reinvest elsewhere (most likely a …
DRAM update – yesterday's rip is getting sold hard pre-market
what's good everyone, hope the week's been decent so far. DRAM had a strong session yesterday. Closed at $64.76, up 6.81%. Hit $65.94 at the high after opening around $65.32. Volume was 43.8M – active but not crazy. Pre-market is showing around $61.17, down about 5.5% from yesterday's close. That's …
Selling NVDA or AVGO (Broadcom)?
Hi everyone, I'm holding both NVDA and AVGO stock and am looking to derisk given the uncertainty/possibility of an AI bubble bursting and the fact that I'm holding multiple AI-focused stocks at once. If you had to get rid of one stock to derisk and reinvest elsewhere (most likely a …
Fuxk it - Shorting SPCX
Aug 6 = first earnings + first lockup expiry (insiders can sell up to 20%). Float is only 3-5%, stock already fell from $225 to \~$158, still burning \~$5B/year, Morningstar FV \~50% lower. PLTR and MSTR both dumped after their Nasdaq-100 inclusions. Plan: short a bounce toward $180-190 mid-July, stop …
Google looks cheap at 27x earnings, but a DCF analysis suggests it is overvalued
Last year I posted a breakdown in this sub arguing Microsoft was overvalued at $490 because of its [capex spend](https://www.reddit.com/r/ValueInvesting/comments/1p9ks0t/understanding_michael_burrys_nvidia_short_the/). But that thesis was never really about Microsoft - it applies to every hyperscaler pouring money into AI. Last week I updated my [MSFT valuation ](https://www.reddit.com/r/ValueInvesting/comments/1uio0by/six_months_ago_we_called_microsoft_overvalued_at/)and applied the same model …
LFVN Is Back — All We Need Is Volume 🚀
**LFVN is back.** Fintel shows about 32% **of the float sold short**, roughly **2.82 million shares short**, with a **borrow fee around 127%**. That’s a costly position for shorts to hold. The setup is there. **All we need is volume.** If buyers keep showing up, the pressure on shorts can …