Posts
Berkshire, Cash Piles, and Market Valuation
I've read a lot about e.g. Berkshire sitting on a huge cash pile because the market is overvalued. I tend to agree that the market \*is\* overvalued, but I'm wondering about the distorting effects of these huge cash piles. Berkshire obviously stands out (they're sitting on $400bn), but overall I …
Semiconductor Bubble or True Long-Term Investment?
I’m sure this has been discussed previously, but I’m new to Reddit. How much longer do we expect semiconductor stocks to keep skyrocketing like they have been? I know it’s a fairly booming market, but is the sudden surge more related to everything going on in Iran and the helium …
Uni friends good at investing. Can i start learning now ?
So basically, I (17M) have a few americans friends in my program, I've realized that most of them are a bit familiar with the stock market cause they would sometimes have discussions stocks or their investment apps. Recently, two of them (roomates) told me they made a good amount of …
What today’s headlines may actually mean for investors: freight resilience, tariff refunds, and the return of an energy risk premium
Today’s headlines look disconnected, but I think they point to the same investment question: what parts of the global economy are still functioning well, and what parts are quietly becoming more expensive to trust? China’s Q1 freight data matters because transport activity often reflects real economic throughput earlier than sentiment …
Robinhood is super shady. Account under review for no reason
I have a Robinhood account and I tried moving some BTC to cold storage. Robinhood flagged my account for no reason and I get a notification that my account is under review for suspicious activity and that they'll let me know after a couple of days. I waited and they …
Have offer to buy 250k in stock options in private company that’s selling.
I can’t come up with the money to execute this. Feel terrible. Current bids from buyers for the company between 8x and 16x. Watching 2M in potential gains disappear tmrw morning at 10am when the window closes. When it sells June 20th and don’t know if I’ll feel worse than …
Is it normal that our retirement accounts are printing money everyday?
Every day all I see is bright green and free money. How sustainable is this? It seems to be zero risk in the market....wondering if this will be like this eveey day now. Meaning nobody is calling for any kind kf pullback. Everyone has predictions for s&p 7700 to as …
Are SaaS companies about to tax AI agents?
The Information reported that ServiceNow plans to charge customers when outside AI agents use its new Action Fabric to take actions inside ServiceNow apps. Datadog already has MCP fair-use limits, and SAP is tightening rules around how third-party AI agents access SAP data. That creates a new SaaS debate: if …
Apollo, blackstone BDCs yes or no?
I’m thinking of investing into them. Retail (which is where bdcs invest into) make up a small proportion of the funds managed compared to insti capital. So I think despite the bad news of redemptions it’s ok. Anyone have thoughts on t whether it’s a good long term investment? I …
21M, $-22 in the bank but i will reach my goal by 30!
So i have nothing saved at all at the moment, im negative in my checking because i had to get gas for my car, i been doing a lot of questioning & looking for - what accounts should i have open - what should i invest in - best hysa …