Posts
Pelosi's Favorite AI Stock Taking Off
The company presented 37 accepted abstracts at ASCO 2026, focused on using AI, genomic data, clinical records, imaging, pathology, and real-world outcomes to improve cancer treatment decisions. That matters because oncology is still full of messy decision points: which therapy to use, which patients are most likely to respond, who …
Government is buying tech stocks directly now. What is going on?
We are seeing a wild shift in the market. The government isn't just giving out research grants anymore. Instead, they are taking direct equity stakes in tech companies. A new investor report shows that the federal government recently bought shares in several firms under the CHIPS Act. They put a …
Is anyone actually selling VOO or QQQ over Space X concerns?
Forgive me for yet another post on the topic, but I am wondering if anyone is actually reallocating based on Space X being part of the index? My holdings in VOO and QQQ make up just a shade over 45% of all of my holdings and I truly want nothing …
quantum stocks suddenly feel a lot more important after the new $2B government move
i’ve been watching the quantum computing space for a while, but the latest federal announcement feels different from the usual tech headlines. The Trump administration reportedly approved around $2 billion in funding tied to quantum and advanced semiconductor programs, with actual equity stakes being taken in several companies instead of …
C$10M financing for a BC copper junior
i’m putting together a small copper watchlist and trying to keep it pretty simple. one thing i noticed is that Kodiak Copper raised C$10M for its 2026 work at the MPD copper-gold project in BC. The financing was led by Paradigm Capital and is expected to support Gate Zone expansion …
Helping my mom with portfolio
I'm very aggressive with my portfolio. Honestly, it's worked out very well for me and I'm not looking for any incentive to change. My mom asked me for help setting up her portfolio. Her situation is as follows: > She has a total of 4 million dollars + the value …
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
Quantum computing just got a serious policy tailwind. The U.S. government is putting around **$2B** behind quantum and semiconductor companies through Commerce Department letters of intent, and the government is expected to take minority equity stakes in some supported companies. That list includes names like IBM, GlobalFoundries, Rigetti, D-Wave, PsiQuantum, …
Consumer Disgust and Modelez International
In cyberspace the brands of Modelez, such as Cadbury, in particular are taking a right hammering. TDLR: Consumers from UK to Australia now seem to viscerally despise the Cadbury brand (since Modelez takeover) with some commentators now saying that their some of their products taste of "vomit". Could this be …
How fast does compounding gains work when investing?
I know the more money you have the compounding builds up faster, even heard 100k is the sweet spot for very noticeable changes in performance. But is there a general percentage or rule? Is it a certain % per 10k? Over 100k it increases X amount + X amount due …
Perpetual Futures causing a market revolution
CNBC has an article on perpetual futures here: The CFTC has sparked a potential revolution on Wall Street. Exchange stocks are dropping https://www.cnbc.com/2026/06/02/the-cftc-has-sparked-a-potential-revolution-on-wall-street-exchange-stocks-are-dropping.html?\_\_source=androidappshare What are everyone's thoughts on this? I just read it and haven't really had a chance to mull it over. It seems exchange stocks are tumbling as …