Posts
Does any investment exist that is more or less insulated from AI, but still broadly set to grow to at the very least - keep up with inflation (especially since it seems like we are heading into an era of stagflation)?
JUST A GENERAL DISCUSSION - NOT LOOKING FOR PERSONAL/ACTIONABLE FINANCIAL ADVICE I recently cashed out on my NBIS shares, which grew to gobble up almost 90% of my portfolio. I sold to secure profits (obviously) but also because I truly believe AI, while inherently useful and promising - is definitely …
Opinions on Vistra? The energy company
This is what they are: Largest independent power producer in the US. 44 GW fleet across gas (61%), coal being retired (20% → 0% by 2027), nuclear (15%), solar/battery (4%). Also runs TXU Energy retail brand serving 4.3M customers across 20 states. 100% US, no international operations. My first concern …
I’m 18 and have about $1,000 right now and am looking to invest.
I currently have about 1,000 dollars right now and was wondering what I should invest in. I don’t want to invest all 1,000 because that’s all I have right now. I’m asking for advice on what should I invest in, how much should I invest in, and if I should …
Match Group [MTCH] – A turn around case
Match Group is a *house of brands* – with the biggest brands being Tinder and Hinge. Other brands include Sniffies and Salam – niche dating apps. By having several brands, the risk of the Match Group is theoretically lower, though any continuous market share loss at Tinder without equivalent growth …
Questioning if the extra etf in my portoflio actually improves expected returns or just adds volatility
I’m 36, based in Europe, with \~13 years of investing and about $1.9M in a brokerage account (tax free as I live in Switzerland where there's no capital gain taxes). Current allocation: 70% VT 15% QQQM 15% Bitcoin Over time I’ve already reduced both QQQM and BTC significantly, and VT …
iShares Automation & Robotics
Hello to everyone, My current portfolio is mostly about MAG-7 stocks, VOO and Emerging Markets Funds. I believe in the future of physical systems in order to integrate AI to industries. There are many Japanese companies but unfortunately the broker I use isn't allowing me to buy individual Japanese stocks. …
If "Past performance is no guarantee of future results", then why do people keep comparing the current market to the dot com bubble?
Simple question really because it's been bugging me more and more the past few months. You can't turn around without seeing a post, news article or Michael Burry's 20 year old head shot talking about all of the parallels. You see this kind of logic in sports betting all the …
Looking at young stocks before the industry becomes mature
So i've been thinking whether the best return comes from buying young stocks. Most of us usually wait until a sector feels safe. But sometimes a lot of explosive upside is already gone. For example like Amazon before e-commerce became mainstream or NVIDIA before the AI bloom hit. For me, …
$HMR up 30% since my post Tuesday. NASDAQ compliance FUD is dead. Earnings next. The thesis is playing out.
The company had roughly $19 million in cash on its books. Nearly the majority of the entire market cap was cash. Think about what that means in practice: * The CEO has been buying shares above market price for three consecutive months with 45% personal ownership already * Insiders own …
USD 1trn Hyperscaler CAPEX sanity check
**The assumptions:** * For simplicity i assume no existing AI infrastructure pre 2025 * Consensus CAPEX estimates for Hyperscalers for 26,27 and 28 are USDbn 637, 804 and 850 (just MSFT, Amazon, Meta and Alphabet) Assuming roughly 100 of these are non-AI related.I am assuming the remainder is around USD …