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Market's obsessed with Nvidia while gold is up 70% and silver nearly doubled this year.
I m going to sound like a boomer saying this but while i have been watching nvidia earnings and arguing about whether AMD is a buy, gold hit $4,500 an ounce this year which is up roughly 70% in 12 months. Silver is also up somewhere around 96% year to …
Meta entering the cloud space is NOT a bear case for semiconductors. In fact, it's the exact opposite. Change my mind.
So the entire semiconductor sector took a massive dump today (Micron -10%, AMD -7%, NVDA -2%). Why? Because Bloomberg reported that Zuck is planning to rent out Meta's "excess" compute capacity and AI models to third parties. Wall Street read the word "excess," completely shit the bed, and started screaming …
Wendy’s makes earnings projections regularly, has a new CEO, pays a 6% dividend. What’s the rub?
On a lark I bought 200 shares of Wendy’s. B/C of Reddit I looked it up and the price trading range is not alarming, it pays a great dividend, and if a bunch of folks buy and run up the price just “because” fine. It’s already popped a dollar! I’ve …
Google loses fight over record $4.7 billion EU antitrust fine
The Tragedy of Wasted Innovation: When Speculation Replaces Utility
Makes a fortune in cash. Costs almost nothing to run. Protected by patents until 2037. COLL at $35 looks too cheap.
TL;DR: Collegium ($COLL) sells patent-protected extended-release drugs for pain and ADHD. Asset-light, 61% gross margins, ~$290M owner earnings, revenue compounding ~20% for five years. Including ~$488M of net debt, the whole enterprise trades around 5.6x owner earnings. I think the market is pricing a cash-gushing business as if it's dying …
France Reports 77 Crypto Kidnappings in 2026 as Minister Unveils New Security Plan
Where do you keep your emergency fund?
I've been trying to get better at managing my money, and one thing I'm still unsure about is where to keep my emergency fund. Some people recommend a high-yield savings account, while others suggest money market funds or short-term Treasury bills. For those of you who have been doing this …
Metaplanet Acquires 2,823 BTC, Total Holdings Reach 43,000 BTC
Daily General Discussion and Advice Thread - July 02, 2026
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