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Market is about to learn what Duolingo is actually about.
About 2 weeks ago, I invested 2m into SaaS stocks, after rebalancing, $800k of that is now in Duolingo stock following the reaction to its earnings report. The so-called ‘SaaSpocalypse’ implies most software stocks will get disrupted by AI or get cheaper as software gets commoditised. In this bear case, …
The VC behind this has 10-50x exits. They just made quantum their flagship bet.
Quick DD: Two underresearched quantum/AI names that keep coming up in my research Dynex (DNX) • Neuromorphic quantum computing cloud - room temperature, no liquid helium • Apollo chip: fingernail-sized, mimics quantum processes via classical/semiclassical means • Already live: drug discovery, weather prediction, logistics, financial optimisation • Runs on \~20W …
We backtested 12 investing strategies on 32 years of S&P 500 data. CAPE-based timing came dead last
With CAPE sitting at \~37 right now, the "wait for cheap valuations" argument is everywhere. So we actually tested it. setup: $500/month, Jan 1994 to Dec 2025, $192,000 total contributed. All strategies competed on the same budget. Cash waiting periods earned the Fed Funds rate. **Full rankings by final portfolio …
The Nasdaq's top winners are now running hotter than in 2000
> The top 10 performers in the Nasdaq 100 (NDX) over the past year are up an average of 784%, according to BTIG’s Jonathan Krinsky, topping the 622% average gain for the index’s biggest winners in the year leading into its March 2000 peak. Full article: https://finance.yahoo.com/markets/article/the-nasdaqs-top-winners-are-now-running-hotter-than-in-2000-chart-of-the-day-122715863.html
I fele like im playing it too safe
Hi all, i feel like I'm playing it to safe with my investments. Since i was young I was always prone to some degree of risk and due to a high salary and high savings rate I managed to get to 1.9m usd invested at 36 yo (I'm from europe …
Is Celestica ($CLS) still a value/growth opportunity after strong earnings but recent price weakness?
Hi everyone, I’m trying to get a more grounded view on Celestica (CLS) and would appreciate perspectives from people who follow AI infrastructure or semiconductor-related names. CLS recently reported strong earnings and continues to benefit from AI infrastructure demand (servers, networking, hyperscaler supply chain exposure). It’s positioned in the broader …
Investing strat for AI/semi cond
So given the run up of many stocks such as Micron and Nvda along with the view that on one hand they have more to go but on the other the fear of losing in case of correction, is it a solid strategy to buy anyway to not miss out …
Do people use taxable brokerage to fund 401(k), HSA and IRA? Like tax arbitrage?
Hypothetically let's say you had a brokerage account with $100k that probably has some substantial gains. You earn $100k per year but your expenses are also $100k, meaning you're not contributing to 401(k), HSA, or IRA. Would it be wise to max all 3 and sell from the brokerage account …
Help me UNWIND this direct index nightmare. Fidelity SMA Total Market Index
Help me UNWIND this direct index nightmare. Fidelity SMA Total Market Index I am paying 0.40 bps 350 positions (Total Index) Option 1: Get much lower fee 0.12bps but hold 2500 positions in a similar product. (Total Index) Option 2: Get a fee of 0.22 bps but hold 1000 positions. …
5 dollars for singing up with my code once you link a bank via plaid it will give you instant cash back from all previous purchases that qualify
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