Posts
MU - Outlook still seems good? Or is the run coming to an end?
I'm fairly well versed at investing but wanted to hear others opinions on this particular stock . It's had a magnificent run over the past year and a half. My holding period just switched to long-term capital gains. The P/E is 25 and forward P/E is 7.5. They are fully …
Claude Mythos is basically the equivalent of giving every country Nuclear Bomb Capabilities
I've worked in cybersecurity all my career, I don't think people really understand how big of a deal Claude Mythos is.... to me this is the equivalent of arming every person on earth with the ability to launch a nuclear missile. What this means for stocks...well unfortunately in the next …
Are we letting AI do our thinking for us when it comes to investing?
Tools and quick insights seem to be taking the place of a lot of the thought that goes into investing. It's easy to just accept what we're told instead of forming our own opinions. Do you think this change is making it easier for people to make decisions, or is …
How much of MSFT, AMZN, GOOGL revenue is from the EU?
I own these 3 and trying to see if it’s significant or not and I don’t think they provide any granular specific info about this. There’s a movement where a bunch of companies in the EU and UK are slowly moving off of US infra. In the past there were …
The mental drag of holding 30% cash right now is getting brutal
it's so easy to read graham and buffett and just nod along about needing a strict margin of safety. makes total sense in a book. but actually sitting here holding a 30% cash position while the broader market just ignores gravity is genuinely starting to mess with my head intellectually …
Rotated 25% out of UTES.TO into RS.TO, income play or mistake?
Macro still isn’t great for REITs. Rates are high, inflation is sticky and geopolitics (Iran, oil) keep pressure on. So this is not a macro bet, it’s a tactical play on sentiment turning. Among REIT income funds paying 1.5%+ monthly, RS.TO (Real Estate Split Corp.) stands out to me on …
I want to start investing but is it a bad time now to put most of my savings into the stock market?
So I was planning to invest in index fund ( i think it’s called? It has a different name in my country, known as NISA) for awhile but I keep putting it off because making the account etc is a bit of a pain in the ass. But these days …
What are investors thoughts when companies don’t apply for Tariffs refunds?
Following the Supreme Court's February 2026 ruling that struck down certain tariffs as illegal, Apple is estimated to be in line for a potential refund of approximately $2.5 billion to $3.3 billion for tariffs paid over the past year. While a new CBP tariff refund portal (CAPE) is now open, …
What companies (or ETFs) are set to benefit the most from future space missions?
After the recent Artemis 2 mission success, space stocks appear to have better momentum. What companies are set to benefit the most from future Artemis missions and space sector expansion in general? I’m looking at long term investing and companies with strong fundamentals. Thank you!
When you wish you actually invested in your real stock account instead of the game.
I wish I actually invested in my real account like I did when I invested in the stock game I’ve been playing. In my real account I hold mostly index ETFs and a couple individual stocks. In my stock game account I actually buy stocks and ETFs that I feel …