Posts
How do you (Personally) cut through the noise?
Moderately successful daytrader here, all based on technicals. I want to start putting some of my money into longer-term investments but I've never paid much attention to fundamentals All I see online and on tv is stock tips and opinions and who knows whats quality and whats not. I want …
Thinking about mid-caps (DON) in particular, and what they might offer me
SCHD holds a significant percentage of my portfolio. I’m a retiree and I like the fact that SCHD is steady and boring. I like steady and boring a lot. I’ve been thinking about opening a position of DON, also nicely steady and boring, to add some diversification through mid-caps, but …
Ouster ($OUST) - Poised to capture the "physical AI" layer
Ouster (OUST), a US company I've been heavily invested in and following for the last year. I believe they have the ability to capture the "physical AI" layer. The thesis is that AI will diversify from screens and into the real world (robots, drones, warehouses, factories, vehicles, infrastructure, security systems, …
Important Notice About Trade Execution
I only give guarantees when I’m personally handling the trade myself. I can’t guarantee trades when you’re doing them on your own and only asking me what to do, because mistakes can happen during execution. That’s the reason I don’t offer guarantees if you’re the one taking the trade.
Micron MU stock - continue hold or selling
Hello everyone. Micron (MU) stock is doing well the last few weeks. I’m sure this won’t continue forever. I’m wondering what factors you all look for before selling the stock. Are most of yall holding it for a few more months at least, do you think it will keep going …
Michael Burry Vouches for Beaten-Down Adobe in Latest SaaS Analysis: 'The Stock Offers an Aggressive Moat'
[https://www.ibtimes.co.uk/michael-burry-bets-adobe-amid-ai-bubble-concerns-1799600](https://www.ibtimes.co.uk/michael-burry-bets-adobe-amid-ai-bubble-concerns-1799600) In the second installment of a six-part series on Substack dissecting US software stocks released on Thursday, Burry focused on productivity tools and the cybersecurity space, including stocks like Adobe, Intuit, Autodesk, Scaler, Palo Alto Networks, and CrowdStrike. Among these stocks, Burry believes that Adobe looks the most promising …
Everyone's positioned for more war. What rips if it's peace instead?
Most of the positioning I see right now assumes Middle East tension stays elevated indefinitely. Defense names ripping, oil with a permanent geopolitical premium baked in, shipping rerouted around Hormuz. Fine as a base case, but it's a crowded trade and one serious diplomatic breakthrough resets a lot of risk …
Simple and smart way to track portfolio ?
I was chatting with a friend and found out be has multiple investments in US and another country. Brokerage, 401k, CDs, HSA, some gold etc.. problem is, the amounts are not very significant, say <$10k per “account” He looked like he gave up on tracking and probably loosing potential gains, …
Would it be wise to use HELOC to add 1000sqft onto my home?
The carport is open on both side with smooth finish cement. I would only have to frame and finish the walls, the plumbing and electrical would be very minimal as most of it is already there and would just require tying into. I’m sorry if this is the wrong sub …
Finally bought into $SPCE (Space X)
I have been waiting for this moment my whole life. Since I was a kid I was obsessed with space. Rockets, missions, the whole thing. When I discovered Elon, this guy who got laughed out of Russia for trying to buy a missile and went home to build his own, …