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KOSPI traders figured out the way around the -8% circuit breaker
If you dump in the middle of the day they circuit breaker you. If dump right up to close who cares if you get circuit broken if you’re already on your way to the company drinking place.
Small caps on the AI power bottleneck (CGEH, FCEL, others?)
Quick note after reading up on the AI data-center power bottleneck (HV transformers 3–5 year lead times, BYOP trend, etc.). Main names I’m tracking: \- \*\*Bloom Energy (BE)\*\* – big Oracle deal, fuel cells avoid HV/MV transformers, cleaner/quieter, faster to deploy than turbines. \- \*\*Capstone Green Energy (CGEH)\*\* – microturbines …
Why you should buy Autodesk ADSK
The bull case for **Autodesk (ADSK)** rests on its massive economic moat, highly recurring subscription revenue, and transition into an "AI-native" platform. Trading at a discount to historical multiples despite strong cash generation, ADSK presents a compelling opportunity for investors seeking quality and value. # The Core Bull Narrative: Why …
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 …
Been watchin AVAT
Since I bought in before the rug sweep at 1.24. Holdin the bag. But the 25% bump seems nice here. Any thoughts on a company with 2 employees 😂. Felt like I invested in Aerotine
UAA Turnaround
A couple of weeks ago I posted a turnaround thesis on Under Armour. It got a lot more attention than I expected, and while plenty of people disagreed with me, I appreciated the pushback because it made me think harder about the risks. My original point wasn’t that Under Armour …
Asking for help. X suspended our account. What can small Web3 builders do?
Hi everyone, I’m writing this partly to ask for advice, and partly because this has been a pretty painful experience as a small web3 founder. I recently launched a project called Earnboard. It’s a campaign and task-reward platform where crypto projects can create campaigns for their communities, review user submissions, …
Tether customer support
Are there people here former or current customer support of Tether? How much did they pay you annually? Can you give me a range? I'm curious because I cannot find any info about it
WSB ladies and gentlemen!
I've made a post on WSB about mods removing literally everything I comment no matter what - even single word answers like Yes or No gets removed. It was instantly removed.
I think biotech stocks (like MRNA for example) are having a savage comeback similar to the post dotcom-boom in the early 2000s
Back in 2000-2005 when biotech stocks ruled for a cycle and every single one you bought was basically a winner, I think the same thing has been forming for the past few months in a world post-AI bump. Biotech seems to becoming a major rhetoric again now with AI advancements …