reddit.com
Subsites
Posts
How do you measure the real strength of a real estate portfolio beyond just “ROI”?
I have been thinking about how investors compare real estate portfolios in a more serious way, similar to how stock investors look beyond simple returns and use metrics like Sharpe ratio, volatility, drawdown, dividend yield, beta, etc. In real estate, most people casually talk about “capital appreciation” or “rental income”, …
Almost 6x in about 2 months. Just have to do it 3 more times to hit a million
All gains are from short term option plays on SPY/SPX. 0dtes to about 1-2 weeks to expiry. Puts, Calls and Debit spreads to cap my losses. Worked out well so far but obviously a lot of luck involved here. Keeping about 50-60% in cash for Uncle Sam and gambling with …
Galaxy Completes Phase I of Its Helios Data Center Campus, Delivering 133 Megawatts of Critical IT Load to CoreWeave
What % do you pre-commit to cash before a panic, and does having that number actually stop you from selling everything?
Moved 15% to cash in early June to lock in gains, planned to DCA it back. Pulled the trigger today and redeployed into a global equities fund. Grantham making people nervous, but he seems very early. I’m curious whether a pre-decided number helps you from selling all during a panic.
Bottleneck bros are moving to Robotics
If you follow fintech accounts on Twitter, big accounts were pushing optical and 800V DC stocks day in and day out the past few months. Everyone knew that the bullish case for the companies they were pushing won't materialize until 2028 but some of those accounts have made a killing …
Anyone has micron options ?
What are your plans? Micron having free falls since the earnings . When are your options expiring ?
Red Tuesday!
Trump ain’t opening the markets tomorrow! Bears win!!!
AI is useful, but who actually captures the profit?
A lot of AI discussions seem to mix two different questions together. One question is whether AI is useful. I think the answer is clearly yes in some areas: coding, document work, customer support, data analysis, medical imaging, internal workflows, etc. But the investment question feels harder: who actually captures …
What’s the next high risk-high reward investment?
A few years back, I remember reading that \~5% of your investment portfolio should be in something that’s high risk-high reward, so that if it doesn’t pay out, no big deal since it’s only 5%, but could be meaningful if it does pay off. It seemed like bitcoin was that …
Walmart
Today Trump told people to "go out and buy a Dell computer" during a White House press conference. Dell stock jumped as a result. 4 hours ago on Truth social he made a post about Walmart. Painting them in a positive light and thanks to his administration... Thinking I may …