Posts
Dividend Stocks in Your 20s Worth It or Just Stick With Growth?
I’m 21 and have my Roth IRA maxed out, all in VOO. My regular brokerage account has been almost entirely Apple for about the last 3 years and it’s done pretty well. Lately I’ve been reading more about SCHD and other dividend focused stocks and ETFs, and I’m curious what …
Increased AI bear sentiment and rotation into defensives is a contrarian bull signal, not confirmation of a top
The last two weeks I've seen more "AI bubble" posts, YouTube videos, and finance threads than the past six months combined. Traders in my circle are rotating back into dividend stocks and industrials. Defensive portfolios are suddenly cool again. And I think this is the signal most people are misreading. …
SpaceX said it's worth $1.75 trillion. Morningstar just said the real number is less than half of that.
SpaceX filed its IPO targeting $1.75 trillion valuation. Morningstar just published their independent analysis. Their number: under $800 billion. That's a $950 billion gap between what Elon is asking for and what analysts think it's actually worth. Nearly a trillion dollars of "trust me bro" valuation. Wall Street is about …
AI Bubble: How anticipation of a burst turns a rug pull into a tablecloth pull trick.
Long story short: We have seen many bursts/corrections in recent history. Buy the dip is the mantra. The dips will be bought so any market collapse will be extremely short-lived. Instead of experiencing a rug pull - the knee-jerk behavior is to DCA/buy the dip - we shall experience only …
29F SAHM excessive money in Money Market
Hi, I have around 190k sitting in money market account and I maxed out my roth ira every year. I am deciding to move at least 130k into a stock market account. Leaving the rest for emergency fund. The thing is i'm not a active investor or stock savvy. I …
How do you think the SpaceX IPO will affect other space stocks (RKLB, ASTS, LUNR, etc.)?
Do you see these other stocks benefiting from the space-based bonanza? Or do they take a hit, as space-focused investors withdraw to reallocate their funds into SpaceX? Or is all already priced in, and the other space stocks will see neither a benefit nor a hindrance due to SpaceX's emergence? …
SpaceX IPO will pop the AI bubble
OBS: im making this post mostly because I genuinely want to hear other opinions, especially from people who understand markets, tech, or macroeconomics better than I do. Just to give some context I’m an aerospace engineer and I work with satellites, so I’m definitely not an Elon Musk or SpaceX …
Nokia’s quantum-safe integration with QuStream that hasn’t been widely disclosed yet
Been digging into some quantum security stuff and came across what looks like a quiet collaboration between Nokia and a smaller player called QuStream. At Nokia’s Swiss Innovation Day this year, QuStream’s CEO Adrian Neal (who also leads post-quantum at Capgemini) presented their joint work. They’re running QuStream’s Quantum Safe …
The True Bitcoin Story as it has turned out
Bitcoin could have been a currency, a store of value, a counter-cyclical hedge, a growth story, an investment, a great trade, etc. As it has turned out it did grow and early holders made a lot. Now it's just an OK trade if done right and that will decline over …
is India actually worth the hype right now?
Been looking at India more lately and I genuinely can't tell if people are underestimating it or getting carried away. On one hand, you've got the obvious stuff: economy growing faster than most places, huge young population, manufacturing push, supply chains moving around, more global money paying attention. Easy to …