Posts
Stocks are acting like everything is fine, bonds clearly disagree.
Equities are pushing to new highs on ceasefire optimism, but if you look at the bond market, it’s telling a completely different story. Yields are still elevated, oil is still up big from recent lows, and rate cuts are getting priced out. That usually doesn’t happen in a “risk is …
Quantinuum's IPO initial price range estimation ?
Qunantinuum is owned by HON (52%) and it plans to make a confidential submission of a draft registration statement on Form S-1 to the U.S. Securities and Exchange Commission (the "SEC") relating to the proposed initial public offering of Quantinuum's common stock. They built Helios which is a trapped ion …
New investor here - is this a smart ETF allocation?
I’m thinking of going with a super diversified portfolio: 25% VOO 25% VOO 25% VOO 25% VOO That feels perfectly balanced, right? Also planning to rebalance every month by buying high and selling low while I dollar-cost average, so my portfolio never goes above 0% exposure. That way I avoid …
Alibaba vs Meituan takeout wars might look like irrational competition at first glance but actually make business sense
Like it says in the title. The mechanics of the takeout wars From what I can see, Baba is giving massive price subsidies to consumers to grab market share. It is literally much cheaper now to order any food to be delivered to your doorstep than dining in. Another thing …
Is this AI News App trustworthy?
I recently saw a TikTok of this app called PortfolioPal that analyzes new articles gives potential stock trends based off of the information in the article. I want to get into investing and trading so I signed up for a free trial and it seems to have been working well …
Building a full portfolio of ETFs
I am kinda new to direct investing( started last november) been doing mutual funds for years with financial planners with the bank but my awareness with MERs and the 2% average the bank charges, I can not stomach anymore. I have been researching different etfs for high growth and a …
Hims and Hers is compounding Ozempic and selling it cheaper than NVO. That's either a brilliant play or a regulatory time bomb. Or both.
$HIMS provides a telehealth platform that allows them to prescribe and deliver medications to their clients, including weight loss, hair loss treatments, ED medications, skincare, and mental health. They do not use the traditional method of prescription through pharmacies since the platform skips all the steps, making the process convenient …
Taking profits in long term investing
What is ur opinion or experience? Is it ever ok to skim a small % (<5%) from long term ETF holdings when the market is this volatile? In my residence - I will not trigger taxes if I sell. I'd like to lock in some profit, rebalance & keeps some …
Cerebras Systems Files for IPO, targeting mid-May, $23 Billion Valuation, $510 Million in Projected Revenue for 2025 CEO: "We took [the fast inference business] away from [Nvidia]."
The SEC registration filing was submitted today. Key details: Funding: $1.1 billion in Series G (2025) + $1 billion in Series H (February 2026). Valuation: $23 billion in Series H (according to the WSJ). 2025 Revenue: $510 million. 2025 Non-GAAP Net Loss: $75.7 million. Key Agreements: AWS: Cerebras chips in …
How will rising food prices affect food stocks?
Hi, everyone. I have a thesis with no evidence and I’m curious what people think. I’ve watched General Mills (GIS) and Kraft (KHC) plummet for awhile now and they’re both very beaten down from some poor fundamentals but I’m curious if the oil shock and subsequent inflation is going to …