Posts
Time to get into intuit? I think so
Intuit might not ring a bell to many, however it’s likely its products like Quickbooks and Mailchimp will. The SaaS giant, whose portfolio also includes Turbotax and CreditKarma generates 20 billion dollars in Annual Recurring Revenue (ARR) with traditional 80% gross and 20% net margins. Even at this scale, Intuit …
Bitcoin miners are quietly becoming AI infrastructure plays
Recent research on listed Bitcoin miners argues they are quietly morphing into AI infrastructure plays, not just leveraged bets on BTC anymore. The analysis highlights roughly 3.7 GW of capacity tied to around 90B USD of announced or potential AI data center deals, with miners emerging as key partners thanks …
Why I think PayPal will 10x (minimum)
PayPal is being priced like a declining fintech, but the business is not actually declining. Revenue is still growing slowly year over year, and the company continues to generate around $6B+ of annual free cash flow, with projections suggesting it could add another $1.5B over the next couple of years. …
CEG might be the cleanest AI nuclear stock. The valuation is the hard part.
I’ve been looking at the nuclear names because the AI trade seems to be spreading from GPUs to memory, optics, and now power. CEG is probably the cleanest single-stock version of that nuclear power thesis. Not the most exciting one. Not the most memeable one. But maybe the cleanest. The …
Preference over Gold ETCs
My port is quite US / Tech heavy at the moment and I want to diversify by holding some Defense / Gold as well. Any particular issues with holding these long term? iShares Physical Gold ETC (PPFB) or iShares Physical Gold EUR Hedged ETC (IGLD). Any preference one over the …
Daily General Discussion and Advice Thread - May 20, 2026
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Feedback and Suggestions Please
Hey all, I know that everyone is sick to the teeth of hearing about AI infrastructure picks etc. As a very small play I have created my own basket (mostly for fun, it's just to scratch the itch). Could you guys have a look over my list and tell me …
Leverage in retirement accounts?
I want to get moderately leveraged exposure to the S&P500 index in my retirement accounts (125%) and hold for 25-35 years. I’ve looked into a few strategies and I’m hoping to get a gut check. **Strategy 1: CME Index Futures** This seemed like the most efficient strategy with low overhead. …
Wanting to start investing, any advice ?
I’m kinda tired of working my body to its limits 6 days a week, and have heard lots of good (and bad) things about the stock market. i definitely want to learn to navigate it and what marks a good investment vs a bad one, is anybody willing to give …
Google I/O was a product flex, but the stock barely moved. What is the market missing?
$GOOGL I/O felt like $GOOGL saying Gemini is moving from chatbot to action layer across Search, YouTube, Workspace, Chrome, Android, shopping, dev tools, and eventually glasses. The important numbers were scale and speed: AI Mode is now over 1B monthly users, queries have more than doubled every quarter, and Google …