Posts
CRWD beats and raises. Also announces 4 for 1 split.
https://www.businesswire.com/news/home/20260603234051/en/CrowdStrike-Reports-First-Quarter-Fiscal-Year-2027-Financial-Results Yet the stock is down over 10% in the after-hours. Why is that? Are you guys long this? I have a small position as part of my “AI stack” (along with GOOG, AMZN, HPE, ANET, GLW, and VST). I know it’s a volatile market and today was down across …
70 year old co worker investments
My 70 year old coworker said his investments dipped from about $250k to $190k when COVID hit. He said it hasn’t recovered yet and he can’t retire yet now. What do you think he’s invested in? He’s bringing me his info and going to try to go over it with …
Bubble within a bubble within a bubble - Time to think about regenerative investment
There are endless posts about the AI bubble, so I don't have to explain that one. Here's one particularly [insightful article](https://pluralistic.net/2025/09/27/econopocalypse/#subprime-intelligence) on it. A less talked about one is the "bubble" being created by oil pricing soaring as a result of the Iran war. A boom like that is very …
Options trading using margin as collateral on Vanguard vs Fidelity vs Schwab
On Vanguard, when you get approved for margin, you can use the margin cash you receive as collateral for shorting puts. You can do this on trading level 2, which means vanguard does not consider shorting options using margin cash as a 'naked' or 'unsecured' position, since to be able …
How do I protect myself from SpaceX and other mega-IPOs coming?
I have a significant portion of my net worth in a S&P500 fund. The changing of the rules such as seasoning, float requirements and specifically profitability have me somewhat concerned. Part of the reason for investing a good chunk of my net worth in these funds was because of some …
Thoughts on CQQQ (China Technology ETF)?
I was thinking about doing some geographical diversification by moving some of my US Tech holdings to other countries. Was looking at CQQQ, but the returns look really lackluster this year (down a bit YTD). Is this primarily due to the Iran war? I think there's a lot of upside …
Medtronic’s turnaround is getting harder to ignore.
$MDT Q4 FY2026: Revenue: $9.81B vs. $9.66B expected Non-GAAP EPS: $1.55 vs. $1.54 expected Revenue growth: +9.9% Organic growth: +6.6% Free cash flow: $5.4B Cash + investments: $9.2B The standout number: Cardiac Ablation Solutions revenue jumped 78% globally, including 124% growth in the U.S. That helped drive 10.1% organic growth …
The market has discovered electricity and now everything is bullish
I love how the market spent two years pretending AI was just chips and then suddenly remembered that chips need electricity to do chip things. Now every company connected to power, cooling, copper, data centers, generators, transformers, batteries, cables, concrete, HVAC, and maybe even office chairs is getting rebranded as …
Robinhood - Preventing access to my funds
I don't know what's going on but Robinhood has frozen access to my funds and preventing withdrawal. They triggered an ID request from me when I tried to request the withdrawal which failed multiple times because of their shitty softaware. They then sent me an email requesting ID verification a …
Developed an investment thesis when ran on a simulation for the past 20 years did 1600% returns compared to the s&p's 600% returns who should I talk to?
I've developed a stock screening methodology that has historically returned over 1,500% in the last 20 years compared to the S&P 500's 600%. I've back tested it thoroughly and the data is compelling. I'm not a licensed advisor and don't manage large sums myself, but I genuinely believe this should …