Posts
Physical AI is the new sector that will explode in the next years
[https://media.stocktwits-cdn.com/api/3/media/12412125/default.webp](https://media.stocktwits-cdn.com/api/3/media/12412125/default.webp) \- Intel CEO says the next step is Physical AI [https://www.investing.com/news/transcripts/earnings-call-transcript-nvidia-q1-2027-beats-expectations-stock-rises-93CH-4702696](https://www.investing.com/news/transcripts/earnings-call-transcript-nvidia-q1-2027-beats-expectations-stock-rises-93CH-4702696) \- Jensen hyping up Physical AI [https://finance.yahoo.com/sectors/technology/articles/nvidia-huang-ignites-asia-tech-075037762.html](https://finance.yahoo.com/sectors/technology/articles/nvidia-huang-ignites-asia-tech-075037762.html) \- Asia went up after nvidia earnings [https://kraneshares.com/a-complete-guide-to-unitree-robotics-2026-ipo-why-it-matters-for-star-market-etf-kstr-humanoid-robotics-etf-koid/](https://kraneshares.com/a-complete-guide-to-unitree-robotics-2026-ipo-why-it-matters-for-star-market-etf-kstr-humanoid-robotics-etf-koid/) \- China biggest sellers atm for robots that increased last years by a lot But, the BIGGEST tell for me that this could …
PeerStreet - Any Updates since December?
There has not been a PeerStreet update on the bankruptcy progress since 12/17/2025. This seems ridiculous. The longer this draws out, likely less recovery for investors and more for the lawyers. Anybody know anything? I just want this to be over with. Is there any possibility that civil action might …
Framing the Cerebras Hype Cycle a Little More Responsibly
One distinction I think is getting lost in the [Cerebras hype cycle](https://finance.yahoo.com/sectors/technology/articles/cerebras-challenges-nvidia-chip-dominance-040100169.html?guccounter=1) is that Cerebras is primarily an LLM / generative AI infrastructure story, not a universal “all AI” chip story. That is not necessarily a criticism of Cerebras. Their wafer-scale approach is genuinely interesting, and for large model training …
Weath Management Clients: Do You Care if a Wealth Management Firms Founder is on Bloomberg, Fox Business or Contributes to Forbes or the WSJ?
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Future Tech Still Needs Old-School Metals. How Are People Thinking About Copper Exposure?
The more I look at AI infrastructure, grid upgrades, defense spending and electrification, the harder it is to ignore the metals side of the trade. Data centers need power cables, transformers, switchgear, busbars, substations, cooling systems and grid connections. Defense systems, robotics, EVs and renewables add more demand on top. …
Unwinding from a FA disaster
Had a few accounts with a ML advisor that he put into a sector rotation plan. 1/3 of it is in an inherited ira that needs to be zero in the next 6 years. The account did decent but we didn’t feel like the advisor wanted a smaller account. We …
The worlds largest Antimony Producer and Europe´s biggest Lead producer
I’ve been looking into Campine NV and wanted to sanity-check the thesis here. The company had a monster 2025, mostly because antimony prices went crazy. So I’m not assuming the recent EBITDA is a normal run-rate. That’s probably the biggest risk in the whole story. The obvious bear case is …
Stop Worshipping “Hold” Start Building, Trading, and Moving
I’m still wondering why people are still blind in 2026 buying and holding crypto instead of buying and trading it to actually make good money and build real businesses. Opportunities come from strategy, movement, and discipline not just sitting on coins hoping for the next pump.
Data provider with fast looking on each stock chart?
Hi ! Is there any financial data provider, which allows me the scroll through, look through all stock charts fast? Like I press left arrow on keyboard, and the chart of the next company will be shown, then I press left arrow again and the stock chart of next company …
How soon could SpaceX become a part of the baskets for ETFs?
New NYSE rules should allow SpaceX to be considered a top 100 stock after 15 sessions, but would these be included in ETFs immediately, or after their next rebalancing (in December I think?) Would there be a convoluted way for a certain billionaire to engage in a very early buyback …