Posts
Applied digital - APLD (AI Data Center) DD
So their business model is basically to sign tenants. Think of them as a landlord for AI infrastructure, they build the building, the hyperscaler moves in and pays rent. They signed a new lease yesterday, so I did run the numbers again: Based on signed lease agreements alone, APLD is …
Daily General Discussion and Advice Thread - June 09, 2026
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What do you guys expect gold prices will be by the end of 2026?
Hey everyone I'm 24 and I bought a small 15g gold bar (24k) which is common to buy where I live with minimal fees on sale and buy so its a good investment I paid 2000 USD for it and a few weeks later it was worth 2,400 USD, now …
Impact of U.S. not doing quarterly reporting anymore
I keep seeing ads regarding the U.S.' decision to start reporting twice a year instead of quarterly starting in July. I've only been investing for a couple of years. How big of a negative is this really going to be as far as the rest of us staying informed? Would …
RACK Vaneck New ETF Is the new future Growth like DRAM or was it just another overhype?
I’ve been thinking a lot about the future of technology and AI, and I’m trying to figure out where the biggest long-term investment opportunities might be. As AI, cloud computing, data centers, and advanced technologies continue to grow, I’m wondering whether the real winners will be the companies that own …
Covered Call LEAPS Strategy on Bloom Energy (BE) – Am I Crazy or Is This Solid?
I’ve been thinking through a longer-term income + upside strategy and wanted to get this sub’s take before I put real money behind it. **The trade I’m considering:** * Buy **1,000 shares of Bloom Energy (BE)** at \~$**250/share** * Total cost: **\~$250,000** * Sell **10 covered call contracts (fully covered)** …
With $1 trillion+ AI IPOs sucking up all the capital this year, are the crowded out stocks the real opportunity?
There are some huge IPOs being talked about right now. OpenAI, Anthropic, SpaceX/xAI, plus all the AI infrastructure names around chips, data centres and compute. The obvious move is to chase the shiny new thing. But if these IPOs pull in a massive amount of capital, doesn’t that money have …
What do you think of the growth section of my portfolio?
Currently I have 60% of my portfolio in VOO. The rest (growth section) I have allocated to QQQM, SPMO and VGT. Currently thinking about reducing or removing QQQM and adding AVUV, VXUS and possibly XMMO. (This is all contained in the 40% growth section outside of VOO. Do these changes …
Easy gains with investing on 1st days of SpaceX?
I just asked AI how the lock-up periods work: • After Q2 earnings (late June): up to 20% of insider shares unlock • 70–135 days post-IPO: 7% unlocks 5 times (35% total) • After Q3 earnings (Oct–Dec): another 28% unlocks • 180 days post-IPO (mid-Dec 2026): all remaining shares fully …