Posts
Rotation into the 2nd wave of AI plays? (RDDT, SNOW, etc.)
NVDA and all the AI infrastructure names obviously had their massive run. I'm starting to wonder if the money is finally rotating into the companies that are actually using AI to boost their own margins. Mainly keeping an eye on RDDT, SNOW, NOW, and SHOP right now. RDDT is obviously …
FUNC DD – Undervalued Regional Bank Trading Near 1x Tangible Book While Returning Capital
# Ticker: FUNC Market Cap: \~$250M Sector: Regional Banking I’ve been researching smaller regional banks and came across First United Corporation (FUNC). This is a small Maryland/WV regional bank that appears materially undervalued relative to profitability, capital quality, and shareholder returns. This is not a hypergrowth story. The thesis is …
Where is all this money coming from pumping the stock market?
Ok, might sound like a bit of a silly question. Although I’m genuinely curious as from where all this money is flowing into the stock market? Is there some tracker or overview that traces the flow of cash from bonds, crypto, creation of debt, savings accounts, etc into the stock …
Has any non-Africans here invested in African stocks? What's your experience?
I'm looking to invest in African stocks, but I'm not sure how to get started with it. I've been investing for a few years now, but this would be my first venture into less connected markets. Looking for any tips on how to get started, such as which apps to …
NovaRed Quietly Put Together One Of The More Interesting Small-Cap Copper Narratives I Have Seen Recently
At first I thought NovaRed was just another tiny BC copper explorer. Then I kept digging. The company now has multiple angles stacking together at the same time: • copper exposure • AI-assisted exploration • critical-minerals positioning • infrastructure-focused advisors • geopolitics around supply chains Wilmac itself is already fairly …
There's lots of stories about "I had $1k in bitcoin/Nvidia and it'd be worth millions if I had held." What longshot investments do you have right now and why did you pick them?
Stuff that may not necessarily blow up this year or the next but you threw some money at just in case it becomes something someday. Why did you pick it? Obligatory disclaimer - All my serious money is in diversified indexes and my strategy will stay that way.
IBD Subscription so not worth it
Figured I'd finally give IBD a try, so I did the 2 month trial, and it's pretty disappointing. Their stock scanner, which was the main reason I subscribed, is "down indefinitely" with no timetable for its return. Awesome! Website in general looks like it was made before the Dot Com …
Is adult content an investable sector, or is there no clean public-market exposure?
I was thinking about the idea of investing within your circle of competence, and it led me to a strange but serious question. Adult content is clearly a large online market. Subscription platforms, creator monetization, payment processing, AI-generated media, personalization, and direct-to-consumer content all seem like areas that could keep …
Anthropic’s rumored $900B IPO: Is the AI hype justifiable?
With rumors swirling about Anthropic eyeing a $900B IPO, it’s worth asking whether the AI sector’s growth justifies such a lofty valuation. The article breaks down potential risks like regulatory scrutiny, competition from incumbents like Google and Microsoft, and whether the market can sustain another mega-IPO after recent volatility. For …
Daily General Discussion and Advice Thread - May 28, 2026
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