Posts
'The Bottom Is In': Tom Lee Gives Bold New Prediction For US Stocks
Source: [https://beincrypto.com/tom-lee-stock-market-bottom-2026/](https://beincrypto.com/tom-lee-stock-market-bottom-2026/) Tom Lee recently declared that the stock market has officially bottomed, forecasting a massive rally for the S&P 500 back to all time highs with a year end target of 7,300. His primary thesis rests on recent structural resilience; equities held completely steady last week even as geopolitical …
The ceasefire has been live for 36 hours and both sides are already arguing about what they agreed to
Been trying to figure out why the market is still partially pricing in a resolution when almost nothing about this ceasefire is actually resolved. The Strait of Hormuz is not open. Over 400 tankers are still sitting anchored in the Persian Gulf waiting for clearance that hasn't come. Trump announced …
I legitimately think Anthropic is worth at least $100B more than it was a week ago
A week ago I put out a first-day IPO market cap forecast for Anthropic with a reference point of $19B ARR. Then Anthropic announced their revenue run rate had grown from $19B to $30B in less than two months. I redid the forecast to see how much this would boost …
What stock research tools are you actually using in 2026? Looking beyond Yahoo Finance
I've been using Yahoo Finance for a long time, and while it's great for basic info, I feel like I've kind of outgrown it.Lately I've been wanting something that goes a bit deeper not necessarily super complex, but something that helps with filtering ideas, understanding fundamentals faster, and maybe even …
Why Most Deals That “Make Sense” Never Get Funded
I’ve been noticing something working around financing and deal structuring. A lot of deals that “make sense” on paper never actually get funded. Not because there’s no money out there. But because the deal isn’t structured in a way lenders can actually underwrite. Things I see all the time: The …
DVLT $750M headline with $77M in fees -> worth a closer look
DVLT just dropped a $750M headline for Q1 2026, but the number that actually matters is $77M. That $77M is the estimated fees tied to those contracts. The $750M is the total value of underlying assets being tokenized Quick context. The company recently did about $2.9M in quarterly revenue and …
Brief experience with Iquecap – early thoughts, skepticism welcome
Funny how things pop up more once you notice them - gave Iquecap a go lately, just a little to start. Still early days, mind you, nothing set in stone yet. Figured I’d note what’s happened so far, that is all. Still on the fence here. Not many outside sources …
Trying to value uranium stocks and their potential
Hey, I’ve been digging into uranium lately with a 5+ year perspective. My rough thinking is that after years of underinvestment, supply might struggle to keep up if nuclear demand actually follows through (reactor extensions, some new builds, etc.). That said, I’m aware this kind of thesis gets thrown around …
You are not RICH until you have 5 Million LIQUID. Do you agree?
Kevin O Leary recently said that you are not rich until you have 5 Million liquid. That's the magic number because, in this market, that makes you $250,000 a year pre-tax. So if anything happens, you can still run your family. Video: [https://www.linkedin.com/posts/kevinolearytv\_youd-be-amazed-how-many-wealthy-people-that-ugcPost-7447743815055994881-iRth](https://www.linkedin.com/posts/kevinolearytv_youd-be-amazed-how-many-wealthy-people-that-ugcPost-7447743815055994881-iRth) \- What do you think?
AI fear is hitting SaaS broadly. DDOG may be one of the names the market is getting wrong.
Market's been punishing SaaS on fears that AI rewrites the whole software business model. But not all SaaS is equal. Datadog isn't some feature AI can replace overnight, it's an observability platform deeply embedded in production infrastructure. **And more AI running in production just means more things that need monitoring. …