Posts
NY and tax gain harvesting to reset cost basis
I'm thinking about how to be strategic with long term capital gains. Because of the zero threshold and my income will have some wiggle room I want to realize the gain, then buy back the stock to reset the basis. This keeps the IRS out of my pocket, but not …
RBC Capital reiterates Meta stock Outperform rating on AI opportunity
> RBC Capital reiterated an Outperform rating and $810.00 price target on Meta Platforms Inc. (NASDAQ:META), suggesting significant upside from the current price of $632.51. The stock appears undervalued according to InvestingPro analysis, placing it among promising opportunities on the platform’s Most Undervalued list. > The firm believes Meta sits …
CRWD earnings might be a real test for the cybersecurity trade
CrowdStrike reports earnings after the close on June 3, and I think this one is worth watching beyond just CRWD itself. Cybersecurity has been a weird trade lately. On one side, AI should make security more important because attacks are getting faster, more automated, and harder to detect. That should …
Everyone Is Talking About Quantum Computers, But Post-Quantum Cybersecurity May Be the Real Investment Opportunity
Most discussions about quantum computing focus on futuristic machines capable of solving impossible problems. Meanwhile, a much larger and more immediate market may already be forming around something far less exciting: cybersecurity. Governments and regulators are increasingly preparing for a future in which powerful quantum systems can break parts of …
SpaceX prospectus: "Many of the innovative products and services described elsewhere in this prospectus may ultimately be unsuccessful and may require great expense."
That's a heck of a disclaimer to have on your filing. This whole thing reeks of a pump and dump scheme. Full article here: [https://pivot-to-ai.com/2026/05/28/the-spacex-ipo-works-like-a-crypto-fraud-but-with-ai](https://pivot-to-ai.com/2026/05/28/the-spacex-ipo-works-like-a-crypto-fraud-but-with-ai) But I don't think because OpenAI and Anthropic "only" have 1 trillion dollar valuations they are much better. It's like they are using SpaceX as …
What If Quantum Computing Ends Up Being Bigger Than Most Investors Expect?
One thing I've learned over the years is that breakthrough technologies rarely stay confined to their original purpose. The internet wasn't just about websites. Smartphones weren't just about making calls. Artificial intelligence isn't just about chatbots. That's why I've become increasingly interested in quantum computing. The more research I read, …
Is employee stock and personal stock of the same company both subject to the wash sale rule?
I bought normal shares of my company’s stock some time ago. I am also part of its ESPP, receiving discounted shares every 2 weeks. The shares are held in separate accounts. Does this mean I’m essentially locked out of ever using the wash rule if I choose to sell my …
Citron’s Andrew Left Just Got Convicted for Securities Fraud
Mr. “Short of the Year” himself was convicted yesterday for securities fraud. The guy spent years dropping dramatic tweets scaring everyone into shorting stocks… while secretly buying the same names behind the scenes and allegedly pocketing $21M. source: [https://www.disruptionbanking.com/2026/06/03/is-andrew-lefts-21m-securities-fraud-conviction-the-end-of-activist-short-selling/](https://www.disruptionbanking.com/2026/06/03/is-andrew-lefts-21m-securities-fraud-conviction-the-end-of-activist-short-selling/)
Bitcoin Dips Below $66,000 Amid AI Rally: Why Some Analysts Eye $50,000 Next
[https://www.ibtimes.co.uk/bitcoin-market-pressure-global-shifts-ipo-excitement-1800514](https://www.ibtimes.co.uk/bitcoin-market-pressure-global-shifts-ipo-excitement-1800514) Bitcoin prices fell nearly 4.2% over the past day, going as low as $65,603 per token before slightly recovering to hover around $67,000. This price action was observed as the MSCI All Country World Index reached a new record high, driven by the AI rally. The broad crypto market …
Sanity check my AI infrastructure pie
Basically I'm trying to cover the components that are necessary for AI growth, ie. Semiconductors, coolant, lithography. This way I'm just betting that AI "wins" as a concept rather than backing a specific pony? That said, I am a die-hard Rolls and Kraken fan so I guess I'm backing those …