Posts
SEC Proposes Ending Quarterly Reporting
It sounds like this will just benefit executives and insiders, who will have more time to buy/sell their own positions before having to report actual numbers to the general public. Even ETF investors just dollar cost averaging would be buying at inflated prices while connected hedge funds and their buddies …
Copper Is Becoming The Metal Of The AI Era
People keep talking about AI stocks. Almost nobody talks about the metal required to power the entire AI buildout: copper. Every hyperscale AI data center needs: * Massive power infrastructure * Transformers * Grid expansion * Cooling systems * High-capacity cabling Copper is critical to all of it. And demand …
Direct indexing after large capital gain of near 600K
My situation is that I have large cap gains from selling AMD (cap gains alone of 570K+ in 2026) with a good amount of short term sales. I have sold so much, because 1) I am moving to a higher tax state with much higher W2 income in the latter …
Silver and Copper Mining Stocks - the Commodity Supercycle Asymmetric Bet
That's right - mining stocks. I posted on here about these a couple months ago, and I'm here to pound the drum once again. Due to rapidly rising industrial demand and investor interest, supply-demand deficits continue to grow for both these respective metals. China is buying up silver by the …
Anyone else think the AI Industry will tank the market?
I've been following AI as an industry closely. There are a lot of...let's call them "warning sign." My first eyebrow raise was when they'd only talk about "revenue" and never "profits." That was basically a giant neon sign saying "we aren't making money." Then, the circular deals came to light. …
DRAM Hype appear to be the Next Bubble, Even Though the Bull Case Is Real. The trade is becoming crowded. Growth and Margins Unsustainable.
Not financial advice. The bullish case for DRAM/memory stocks is strong: AI demand is huge, HBM is supply-constrained, and companies like Micron, SK hynix, and Samsung are performing well. The market seems to be treating today’s shortage as if it will become a permanent new normal. Maybe it will. But …
General Roth and incoming inheritance advice.
Hey Everyone, Like title stated looking to get some advice on my Roth account and where is a good start to putting roughly 120k into. For my Roth, I have about 7k in a Fidfolio that I started late last year targeting International stocks. I have the 7500 from this …
AI health apps are everywhere. the ones with actual revenue infrastructure underneath them are not.
every week there's a new AI health or wellness app. most of them are pure software plays with no revenue, no moat, and a pitch deck where the TAM slide does a lot of heavy lifting. been looking at a few of the AIM-listed health tech names that have tried …
Considering selling all of my stock to repay margin lending investments. What are the things I should consider?
I have \~$168,000 invested with only $56,000 of it as my cash. \~$78,000 is margin lending invested. I know that’s high. my return is about $33,000 (59%) right now. Total equity about $86,000. Most of the gains are in the last 3 weeks, 20% to 59%. it’s a heavily diversified …
$CEG - Constellation energy reported today Q1 EPS of $2.74, after analyst estimates of $2.59.
How do we feel about Constellation right now. With 21 reactors across 12 sites, Constellation leads the U.S. in nuclear generation, with majority stake in the market. 24/7 always on clean nuclear energy. I expect they will only grow as AI infistructure demands more constant power.