Posts
Reverse Cramer Alert: Oklo Edition
Cramer hit Oklo twice this year already: * “Oklo is not a commercial enterprise.” (Jan 2026) * “Very little prospects for making any money any time in the future.” (Apr 2026) So I went back and looked at what Oklo actually did in Q1, and honestly the contrast is kind …
Beginner to investing. Using trading 212
Complete beginner to investing I’m unemployed. I should be able to deposit £500 today and deposit £50 a month 19 years old, in it for the long game. What do I invest in? Low risk, steady growth over time. I start university this year. I just want to grow my …
Beginner to investing. Using trading 212
Complete beginner to investing I’m unemployed. I should be able to deposit £500 today and deposit £50 a month 19 years old, in it for the long game. What do I invest in? Low risk, steady growth over time. I start university this year. I just want to grow my …
Let's create an AI agent together.
Hi 👋. Before you skip this post: I am a Senior Software Engineer with more than 10y of experience at one of the biggest US tech companies and i am serious about this project. I am not a vibe coder! Not sure, if you are aware of what AI agents …
Retiring in within 2 years. Short-term bucket strategies?
57M in US. Planning to retire overseas and live off cash inheritance for 5-8 years while doing Roth conversions. I know the safe move would be to keep cash in HYSA or TIPS, but would it make sense to invest a portion of that cash in something with a slightly …
Gold is up +152.9% over the trailing year. The value chain split inside the theme is where the real story is.
Following up on my theme tracker post from last week. A few people asked me to go deeper on specific themes rather than just the leaderboard view, so here's the one I think is most worth unpacking. Gold & Precious Metals has the best trailing 12-month return of all 15 …
Nvidia is repeating the exact mistake that wiped 80% off Cisco's value (and how AI might be different than Dot Com)
The Cisco parallel raises a real question for anyone holding Nvidia - if the circular cash flow breaks the same way it did in 2000, how much of the current valuation survives? The article (https://veridion.com/blog-posts/why-ai-boom-isnt-next-dotcom-bubble/) breaks down where the mechanic is identical and where it diverges under the AI vs …
Europe’s first pure play drones ETF unveiled by HANetf
https://www.etfstream.com/articles/europe-s-first-pure-play-drones-etf-unveiled-by-hanetf HANetf has extended its thematic ETF line-up with the launch of a strategy capturing drones and unmanned aerial vehicle (UAV) technology. The Drone UCITS ETF (DRON) is listed on Borsa Italiana and Deutsche Borse, with a listing on the London Stock Exchange to follow. It has a a total …
Saudi invests $10B in Paramount
https://archive.is/KVEXT So it looks like Skydance is willing to fund the Time Warner acquisition through equity sales. The stock is up over 2% on the news, according to the article. Seems like dilution due to selling this equity would decrease the value of existing shares. It depends on where this …
$DVLT DD: CEO European Keynotes Signal Major RWA Expansion
DD & Stock Analysis on $DVLT After Today's Big PR Drop! Alright team, time for some serious due diligence on Datavault AI following this exciting announcement. CEO Nathaniel T. Bradley is set to deliver flagship keynotes at CONV3RGENCE London on April 22 at the Mansion House, and at AssetRush x …