Posts
China is mass producing sodium-ion batteries and I think it changes the entire investing thesis on mining stocks
CATL launched sodium-ion batteries at scale and BYD is building massive production facilities for them. Sodium is 500 times more abundant than lithium and can be extracted from seawater. CATL already cut its lithium mining targets. Think about what that means for every lithium miner people have been piling into. …
40K investment in higher-yield ETF nearing retirement?
Would be adding to a larger position in GPIQ (I already own 5k so would be adding **35K)**. I like the fund's dynamic call strategy and (thus-far) stable NAV. I also respect Goldman-Sachs so I don’t think they are a fly by-nighter in terms of their execution. I am about …
The Iran supply shock is temporary and the tech earnings expansion is real
Investors sitting in cash waiting for the sky to fall risk missing the biggest rally of the year. The bearish narrative keeps pointing to the Iran situation and shouting about the dot-com bubble, but a closer look at the actual mechanics of the current market shows that the thesis completely …
Visa Q2 2026 Earnings Preview: 4 Signals That Will Move V Stock
[https://www.ebc.com/forex/visa-q2-2026-earnings-preview-4-signals-that-will-move-v-stock](https://www.ebc.com/forex/visa-q2-2026-earnings-preview-4-signals-that-will-move-v-stock) Just read this article on Visa Q2 Earnings and Visa reports fiscal second-quarter 2026 results after market close on Tuesday, April 28, with management scheduled to host its earnings webcast at 5:00 p.m. ET. Four Numbers to Watch Today Besides EPS 1. Client Incentives 2. Cross-Border Volume 3. Value-Added …
Motorola Solution [MSI] Stock Analysis
\[DCF analysis\] [https://drive.google.com/file/d/19KowH0Q\_kUPVdmOHbkP-k0Gyn4SOKm1o/view?usp=sharing](https://drive.google.com/file/d/19KowH0Q_kUPVdmOHbkP-k0Gyn4SOKm1o/view?usp=sharing) Dividend Analysis [https://drive.google.com/file/d/1k9VwlxnFwt424rZXTesAGOw7yinzOwHX/view?usp=sharing](https://drive.google.com/file/d/1k9VwlxnFwt424rZXTesAGOw7yinzOwHX/view?usp=sharing) Hello, I've recently noticed a lot of hype surrounding Motorola Solutions (MSI), particularly after their strong FY2025 results. I wanted to check whether the stock still looks like a strong buy at its current price. I started with a DCF model using Free Cash …
S&P 500 just closed at another record high
A lot of the move is still coming from a small group of names, with Nvidia doing most of the heavy lifting again. The broader market isn’t moving with the same strength, so it feels more concentrated than a true “everything is going up” rally. What’s interesting is the timing …
Investing in Dubai Real Estate
Hi all, I have come across this group and I was interested to know the thoughts of people about investing in the UAE/Dubai Property Market. Being based and living in Dubai, I see the market being on the ground but people not in Dubai have many different takes due to …
Building an AI that does institutional-grade equity research for retail investors would you actually use it?
I'm building a tool that tries to close the gap between how institutions analyze stocks and what's available to regular investors. The idea: you give it a company (or it surfaces one from a screen), and it does the full research cycle, reads the 10-K including the footnotes, reviews earnings …
USDC economics are locked in a battle over the Clarity Act. Circle might not be the obvious winner.
Circle is in an existential battle with the Clarity Act and CRCL might not be the best way to get in on its outcome. Everyone on this sub will know Circle is the issuer of USDC, the second largest stablecoin with a market cap of $75 billion. However maybe some …
OpenAI missed rev/user targets. $ORCL risk?
WSJ says OpenAI missed internal rev and user targets, partly from Gemini/Anthropic competition. Reuters previously reported OpenAI’s $ORCL compute deal at $300B over \~5 years, or roughly $60B/year, starting in 2027. If OpenAI monetization is lagging while compute commitments ramp, does $ORCL’s AI backlog look riskier, or is the demand …