Posts
Will AI doom Saas? Small thesis why they're wrong (for now)
Have you seen how often Claude goes down? Look at how many issues they consistently have.... Why? Because it was vibe coded. I mean they've literally said this themselves and which is why there are consistent and persistent issues happening and Wall Street is saying these Saas Stocks are doomed? …
Is the big beautiful obituary bullish or bearish?
This question has to be asked. I feel this is an inevitability within the next year, and it seems like it’ll be impossible for an impeachment before it happens. Maybe a better question would be is this already priced in? Is less pressure to cut rates a big factor?
Best 3 ETFs from my list? Looking for strong potential and relatively lower risk
Hey everyone, I’m currently looking at a few ETFs and would love to hear your opinion on which ones you think have the most potential - in terms of high return potential, strong long-term prospects, and which ones are comparatively safer. In the end, I’m looking for 2 to 3 …
SNDK: Something Big Is Happening Before the Nasdaq-100 Add
What showed up on SanDisk today is hard to ignore. Three separate institutional data sources lit up on the same ticker at the same time. Dark pool block prints totaling over $33 million across two scanners. Options flow at $95 million in total premium with 71 sweep orders. And a …
This Is Fine: Paper Markets vs. Physical Reality
I’ve been working (and preparing my portfolio) based on this thesis since the war began. I’m a mental health professional, and two terms began ringing in my head within a few days of the war’s beginning: ‘[Normalcy Bias](https://en.wikipedia.org/wiki/Normalcy_bias)’ and ‘[habituation](https://en.wikipedia.org/wiki/Habituation).’ The meme of the dog in the burning building saying, …
Amazon aquires Globalstar for $90 per stock
Amazon is going to acquire Globalstar and it is said they will pay or offer $90 for each stock. Right now the stock price is $80. Why does it not go to $90 directly and then kinda caps there? I would expect that the price goes up to 90. I …
Buying a different stock within 30 days
Apologies if this violates the rules. I'll be reposting this under tax questions. Here's the background. I had money invested in VCLT which is an ETF for corporate bonds. Sold that last month (less than 30 days ago) at a loss (long term) and bought a bunch of VOO. Just …
With positioning dynamics improving and geopolitical risk still in the background, how are you thinking about risk exposure into the back half of April?
Stocks opened slightly higher this morning as optimism about a ceasefire and stable Treasury yields helped extend Monday’s tone. Markets also got a fresh read on wholesale inflation: March PPI ticked higher but came in below expectations, while core matched February’s revised figure despite ongoing geopolitical disruptions. On the earnings …
NXXT: here is the setup I am watching after the flush to $0.32
If NXXT starts holding back above the $0.40 area, I think the conversation changes from "dead bounce" to "maybe the market is starting to price the microgrid side again." The chart is still damaged. NXXT was around $0.52 on Mar. 13, fell into the low $0.30s, tagged $0.32 on Apr. …
BTC trading all hours, almost always an indicator which way the market goes when it's opens
I've only looked it since YTD so 3.5 months or so but the implied moves is almost 100% accurate if it's moving a decent amount before the market opens the market just moves whichever way btc is going? I honestly don't remember too many days when btc premarket doesn't move …