Posts
Microsoft/OpenAI feels less like a breakup and more like AI entering its “multi-cloud” phase.
OpenAI gets more distribution. Microsoft keeps deep access to the tech. Azure still matters, but exclusivity matters less. The bigger question: what does this do to Google, AWS, Oracle, Databricks, Snowflake, and every company trying to own the enterprise AI workflow? If models become more cloud-neutral, the real moat may …
30,000$ USD Portfolio Deployment Advice
Hey all, I'm 24 and have spent the last few months researching long-term investing. I'm a Canadian investor with a USD non-registered account and a 25-year set and it forget plan. I'm obviously comfortable with short term swings for maximum long term growth. My research led me to this portfolio …
PSA: Do not use Questrade for registered accounts
This is absolutely insane. I've been trying to transfer out my kid's RESP from Questrade to Wealthsimple for 3 months now. THREE MONTHS. I'm having to talk to both companies on a WEEKLY BASIS. That's THREE MONTHS, WEEKLY, some times multiple times a day! The problem is Questrade's representative training …
A friend wants to pay me for stock advice… what do I do?
Hey everyone, I need some advice on a kinda awkward situation. So last year I met this girl at a party. She wasn’t an investor or anything, just happened to be around while my friends and I were talking about investing. We chatted a little, exchanged contacts, and that was …
Why are certain sectors so volatile?
Can someone explain why sectors that society and thus our economy is dependent on, are volatile and subjected to ups and downs so frequently? For example, tech is very integral to our society. We are closer to an AI singularity and colonizing the moon than going back to analog clocks …
$500M into neurotechnology in two weeks. Here's what it actually means.
Neurotech just had a hell of a fortnight. Here's where the money went: * Sergey Brin's Nexus NeuroTech Ventures folded into family office Bayshore Global Management, 15-company portfolio intact * Ground Effect Ventures launched immediately as its replacement in the BrainTech Alliance * Newfund closes €60M dedicated brain tech fund …
investing options similar to hysa or fidelity cash but delayed income.
Hi, i have money saved in hysa and get interest income each month that is taxable. i am looking for investment options that are similarly liquid, make around the same yield/interest rate and are just as safe, but the profit is delayed until i redeem. spaxx seems like it pays …
TRUL analysis and position
LONG Trulieve (TRUL) thesis: * DOJ just rescheduled medical marijuana from Schedule I to Schedule III yesterday * This removes the 280E provision that prohibits businesses from deducting business expenses, making the effective tax rate 25% (down from 60%+ for Schedule I companies) * FCF should go up 2-3x * …
Shorting American Airlines - Oil Shocks Ahead
I wrote [this ](https://www.reddit.com/r/investing/comments/1slcqyj/this_is_fine_paper_markets_vs_physical_reality/)back on April 14th. Got some (well-deserved) grief for its wordiness, so I’ll try to keep this a bit more succinct. Scroll to the end for positions. I’m continuing my efforts to understand this mess of an Iran situation and its impact - or inexplicable lack thereof, …
Financial Apps with the best UI/UX
Hey everyone. I was wondering what are all the financial related apps out there with the best UI / UX that makes it fun to use. For trading and investing, I find that Robinhood is the best one I’ve tried so far. I was wondering if there are any other …