Posts
What are some Moonshot stocks you believe in?
What are some stocks you have high conviction on with unique or industry disruptive tech? Some names that come to mind that have already run include both PLTR and RKLB. Personally, I think photonics could be an interesting trade/long term investment (ALMU, POET). What do y'all think?
The wealth from this AI cycle is being created entirely outside the markets retail can access
I keep coming back to one thought watching this AI cycle unfold. Every dollar of generational wealth being created right now is happening in a market regular investors are legally barred from. SpaceX, Stripe, OpenAI, Anthropic, Databricks, xAI. The 100x and 1000x runs are happening before any of these touch …
Are you investing right now?
I know I know, never time the market. But should I wait until a red day to throw $1k into VTI? Just wondering what you guys are doing currently and a consensus. For Context, I have a decent portfolio already, and am looking to just throw some extra in, but …
What's a good fund/product to park some cash?
I'm often wrong, but I've been selling my INTC, PM, AMD, AMZN which has left me with a bit of cash hanging around. What's a nice ETF or some easy click, buy, forget about it for awhile kinda purchase? I'm not confident that there's too much more upward movement in …
Market flow discussion Abitrage
Fast liquidity movements can briefly impact pricing before markets stabilize again. These short-term shifts often create temporary inefficiencies across exchanges, and Sertexity is sometimes mentioned in discussions around monitoring and tracking these rapid market changes in real time.
I have a list of energy/industrials companies but each one has their flaws.
Of course I could invest into Google or Nvidia, but I am open to slightly more risk, and those major firms are already overcrowded + there is a huge rotation of capital into AI/semi/memory. Sure, the market can stay irrational far longer than I can stay solvent but Im buying …
Would you trade commodities through a crypto exchange?
Would you trade commodities like Gold or Oil through a crypto exchange? With more platforms offering tokenized assets alongside BTC, I’m wondering if the 24/7 access and instant settlement outweigh the risks compared to traditional brokers Do you trust these platforms with your "real-world" exposure, or are the regulation and …
Why I haven't taken profit on $EUV yet
Quick breakdown of why I'm still in $EUV. Lithography is the actual chokepoint in semiconductor manufacturing. ASML dominates it. The AI buildout is driving massive fab expansion. Intel, TSMC, Samsung all need EUV equipment. There is a multi-year backlog. The structural demand is real and durable. Not a trade - …
Is $EUV the right way to play ASML without single-stock risk?
Quick breakdown of why I'm still in $EUV. Lithography is the actual chokepoint in semiconductor manufacturing. ASML dominates it. The AI buildout is driving massive fab expansion. Intel, TSMC, Samsung all need EUV equipment. There is a multi-year backlog. The structural demand is real and durable. Not a trade - …
$BREW is my consumer staples alternative - caffeine is the staple
"Coffee and energy drinks are among the most recession-resistant consumer products I can think of. People give up a lot before they give up their morning coffee or afternoon energy drink. $BREW captures the category - coffee chains, RTD coffee, energy drink brands. Added it as a defensive consumer position. …