Posts
New Congressional Trade Disclosed: 20% median return, 95% win rate
House Rep. Cleo Fields disclosed 1k-15k of AAPL buys today. Fields is member of Congress, sits on the House Committee on Financial Services and is a prolific stock trader, with 218 trades in his career. Performance when you copy Fields' AAPL buys on the day they become public and hold …
Rotation into consumer staples/defensives - best plays?
Hi all, I think these IPOs are going to create some wide macro issues along with the rest of the broader climate. Inflation, jobs, social sentiment to AI, etc. I was looking into HRL and EL. They are both potentially poised for a rebound if there is significant rotation out …
Time to invest in anti drone stocks?
Drones are now the number one cause of casualties in Ukraine. They are also the cheapest way to kill someone, at about $800/casualty. Pretty clear that this is the way war will be conducted in the coming era and that our existing legacy defense hardware is nearly useless in defending …
VusionGroup DD: Digital shelf infrastructure, SaaS upside, and the “retail operating system” question
**Ticker:** VusionGroup **Listing:** Euronext Paris / EPA: VU / VU.PA **Business:** Electronic shelf labels, retail IoT, cloud software, AI shelf monitoring, retail media infrastructure **Market:** Digitalization of physical retail **Position disclosure:** I am long VusionGroup with 600 shares. This is a meaningful position for me, so I am obviously biased. …
100% voo (401k) and 100% qqq (brokerage) - worth the risk?
34. estimated retirement 55. so i'd be drawing from brokerage at 55, and ideally not touching the 401k until 65. 401k is currently at $424k. opening brokerage this month with $400k, lump sum. with the 401k being a longer period, going with voo seems safe. without further contributions, assuming a …
Will Nvidia actually be able to capture significant market share with the RTX Spark?
[Nvidia enters AI PC Market](https://www.youtube.com/shorts/LHPsMvfcYP4) Nvidia launching their CPU has been all over the news, and I have seen some posts on reddit too. Almost all of them are optimistic about it. And I am too. But being an investor, I also need to be level-headed while analysing, and not …
Recommendation on playing Space X
How should I play this. Current thoughts are wait around 5 days after IPO, because FTSE has to buy it, buy before or a few hours before. Afterwards hold for around 10 days till NASDAQ and index funds have to buy, and sell on the day, locking in profit. Unsure …
The Most Profitable Company on Earth (GOOGL) Just Said It Doesn’t Have Enough Money. That Is the Bullish Part.
# An $80 billion equity raise from a business that earns ~$130B a year and ~$174B in operating cash flow. The internet called it the top. We think it is one of the most strategic moves this company has ever made. Here is why. Start with the contradiction, because it …
Ciena just showed why AI infrastructure is bigger than Nvidia
[$CIEN](https://x.com/search?q=%24CIEN&src=cashtag_click) reported a strong fiscal Q1 as customers scaled high-speed networking infrastructure for AI demand. Key numbers: Revenue came in at $1.43B, up 33.1% year-over-year. Adjusted EPS was $1.64 vs. $1.47 expected, an 11.6% beat. The bigger story was operating leverage: Adjusted EPS in the company release rose to $1.35 …
what do you think matters more for long-term investing: producers or early-stage explorers?
i’ve been thinking about the difference lately between investing in established companies versus early-stage resource explorers. producers seem more straightforward: revenue, cash flow, existing operations, exposure to commodity prices. explorers are a completely different category. a lot of them have no production and sometimes not even a defined resource yet. …