Posts
OpenAI IPO could shake the market more than people think
There is a lot of hype about a possible IPO from OpenAI with a valuation between 750 billion and 1 trillion dollars. But if you look deeper, there are some serious risks that people are not talking about enough. First, AI is not like normal software. Every time you use …
Portfolio feedback request.
Hi, started investing very recently and I wanted to check what you thought about my allocation. MSCI World €11,500 37% NVDA €5,100 16.5% AVGO €2,770 9% YPF €2,660 8.6% Bitcoin €3,000 9.7% Google €2,300 7.4% NGNE €680 2.2% SERV €224 0.7% Plan is to just let everything compound and keep …
A Critical Look at the AI Memory Supercycle: Why DeepSeek-V4's Architecture Challenges the Linear Hardware Scaling Thesis
Hello everyone. If you follow semiconductor and memory stocks, you are likely familiar with the prevailing market thesis: Large Language Models (LLMs) require massive context windows, which in turn require exponentially more Key-Value (KV) cache, resulting in a persistent, limitless demand for High Bandwidth Memory (HBM) and DRAM. However, this …
Edward Jones advisor wants me to invest with him instead of on my own.
When I was 20 I opened and a Roth IRA with Edward Jones and maxed it out. 12 years later, I just maxed it out one more time. I've just started making good money and said he can invest in stocks and other stuff for me in an individual account. …
Jet Fuel Shortages Incoming - "A slow motion car crash we're all sleepwalking through."
An interview with Kpler's director of commodities research. I don't have much to add. I just think folks should watch this video start to finish and please note the discomfort this guy appears to feel delivering news to the oblivious news anchors that yes, he is saying their summer European …
$lth running on earnings beat… no retail (yet)
Total revenue of $788.7 million increased 11.7% over the prior year quarter Net income of $88.1 million increased 15.8% over the prior year quarter Diluted EPS of $0.39 increased 14.7% over the prior year quarter Adjusted net income of $96.2 million increased 27.4% over the prior year quarter Adjusted EBITDA …
Any alternative to stockanalysis? Screeners, multiple exchanges and customizable table views. Any with API support (not required) and free / low pricing for personal / self education?
I like StockAnalysis, but sometimes (5% of the time?) there are gaps of info or something that I think might be wrong when compared to other sites. I do like its non nonsense format without all the visual fluff so I can look at the metrics and numbers that I …
is now a good time to finally start investing with everything going on in the world
There might have been a lot of posts about this, but I'm quite young and really don't know a lot about investing - I have been considering dumping a big portion of my savings in an etf for the past few years, but have always shyed away from it and …
For the people that have been investing for a bit now, do you feel more secure financially?
Not sure if it’s the proper place. But i started saving recently and i am looking for some insight. I cannot see into my future but i am wondering if you guys feel like it paid off so far considering the stuff happening everywhere in the world right now.
Energy Recovery (ERII): a “hidden” small cap on the world’s new gold WATER
Strong cash position, basically no debt. Core business: they recover energy in high-pressure processes (mainly desalination), so less energy used = lower costs = higher efficiency. They don’t produce drinking water. They do something even more important: THEY MAKE IT ECONOMICALLY AND ENVIRONMENTALLY SUSTAINABLE TO PRODUCE IT (companies are increasingly …