Posts
Copper Doesn’t Just Have A Supply Problem - Sulfur Could Become The Next Bottleneck
Most investors looking at copper are focused on rising demand. But the bigger issue may actually be the supply chain behind processing the metal itself. Copper production doesn’t just require new discoveries - it also depends heavily on sulfuric acid, which is critical for leaching and processing lower-grade copper ore. …
$HQ: Mapping the Institutional Network and "Walking Cat" Architecture for this Pre-Revenue Quantum Software Play
**Ticker:** $HQ (Horizon Quantum Holdings Ltd) **Exchange:** NASDAQ **Price:** \~$9.78 **Position:** 4,495 shares @ $10.25 avg. **Disclosure:** Long. Not a financial advisor. # Executive Summary Horizon Quantum ($HQ) is a Singapore-based quantum software firm that went public via SPAC in March 2026. While the "no revenue" headline might scare off …
21 Y/O Portfolio Breakdown (Advice Welcomed)
**Portfolio Makeup:** **Individual Stocks-** |[Symbol]() / [Name]()|[Quantity]()|| |:-|:-|:-| |[]()[META](https://client.schwab.com/SymbolRouting.aspx?symbol=META) META PLATFORMS INC CLASS CLASS A|Quantity1.9804|| |[]()[MSFT](https://client.schwab.com/SymbolRouting.aspx?symbol=MSFT) MICROSOFT CORP|Quantity13.0674|| |[]()[NVDA](https://client.schwab.com/SymbolRouting.aspx?symbol=NVDA) NVIDIA CORP|Quantity31.6198|| |[]()[AMZN](https://client.schwab.com/SymbolRouting.aspx?symbol=AMZN) [AMAZON.COM](http://AMAZON.COM) INC|Quantity11.5811|| |[]()[SMR](https://client.schwab.com/SymbolRouting.aspx?symbol=SMR) NUSCALE PWR CORP CLASS A|Quantity24|| |[]()[SOFI](https://client.schwab.com/SymbolRouting.aspx?symbol=SOFI) SOFI TECHNOLOGIES INC|Quantity107|| |[]()[MSTR](https://client.schwab.com/SymbolRouting.aspx?symbol=MSTR) STRATEGY INC CLASS A|Quantity1| |[Symbol]() / [Name]()|[Quantity]()|| |:-|:-|:-| |[]()[SCHD](https://client.schwab.com/SymbolRouting.aspx?symbol=SCHD) SCHWAB U.S. DIVIDEND EQUITY ETF|Quantity174.1875|| |[]()[SCHG](https://client.schwab.com/SymbolRouting.aspx?symbol=SCHG) …
The most overlooked signal in small mining companies is usually who starts shaping the financial thinking early
There is something interesting about early-stage resource companies that rarely gets talked about. Everyone focuses on geology, drilling, and exploration updates. But the real inflection point often comes when financial and strategic thinking starts getting embedded earlier than expected. I came across a recent example where a junior copper-gold explorer …
Bitcoin is Crashing to 48k!
Everything says BITCOIN IS CRASHING! All indicators are showing 48k target price. It closed the gap and is reversing. GET OUT WHILE YOU CAN! Im moving over into oil after its dump over the past two days. Trump is lying, Iranians have every interest in using the biggest weapon they …
Converting 457b to Schwab account?
Current fees for my 457b account are .1% and I learned I can convert it into a brokerage account and invest in etfs and get my fees very low. I plan to work for 30 more years what would you recommend doing? How would you diversify my investments and is …
Wild swings in oil prices are actually more concerning than high oil prices themselves… and a new study explains why.
A study by the independent trade monitoring organization **Global Trade Alert (GTA)** finds that the disruption caused by oil price volatility can be even more damaging than high oil prices themselves. If price swings driven by conflicts involving Iran persist, global goods trade may not only fail to grow but …
Reached $1 Million in taxable brokerage.
https://imgur.com/a/1Tg8UjU Here's my investments since 2018: 2018 - $140,000 2019 - $70,000 2020 - $80,467 2021 - $11,809 2023 - $49,785 2024 - $45,025 2026 - $47,000 It was quite a ride to get here. Gaps in the investment in 2022 was bought a house and 2025 was a job …
Record EPS growth, but not when you exclude 'other income' coming from Anthropic?
There's a lot being said about the record-beating EPS growth of 2026 Q1, 25% year-on year. Then I saw [this graph](https://i.imgur.com/JQNhwIJ.jpeg) that attributes most of this EPS excess to Amazon's and Google's 'other income'. Excluding just these items brings growth down to high but more historically normal levels. Searching for …
A framework I built for thinking about macro risk (and why most days are BENIGN)
I’ve been working on a framework/tool to think about macro risk more systematically instead of reacting to headlines especially in turbulent times like this The core idea is: • Define 6 rules (credit stress, yield curve + labor, petro‑FX, PMI vs earnings, EM contagion, oil shocks). • Convert them into …