Posts
The Absurdity of the Bitcoin Investor: Replacing Future Benefits for Past Phantoms
People who have invested enormous amounts of electricity and capital to obtain records on the Bitcoin blockchain often justify their decision by pointing to fiat money. They argue that fiat currency is also merely a record, one that exists on paper or in a bank’s database, yet people routinely exchange …
UAE ditching OPEC at the beginning of May
https://www.cnbc.com/2026/04/28/uae-opec-oil-iran.html Wild move on relatively short notice; seeing whether the rest of the cartel remains stable is a big thing to watch for, along with where exactly long-term oil prices settle after what will almost assuredly be an extended period of high volatility. We tend to see a range of …
SOXQ vs SMH Trend in 2026
I hold both ETF's in my portfolio (DCA issues over time) and I have noticed that SOXQ has beaten SMH across most metrics so far over the past year. Using Stock Analysis... 1 Year: SOXQ = 138.75%, SMH = 133.06% 6 Months: SOXQ = 40.99%, SMH = 37.25% 3 Months: …
Unpopular opinion: The market is massively overestimating AI's ability to replace human jobs anytime soon
Corporate America seems to be pricing in a massive productivity boom where headcount goes to zero, but the reality on the ground is completely different. The narrative that AI is about to wipe out the white-collar workforce is mostly hype being pushed by the companies selling the chips and the …
China is mass producing sodium-ion batteries and I think it changes the entire investing thesis on mining stocks
CATL launched sodium-ion batteries at scale and BYD is building massive production facilities for them. Sodium is 500 times more abundant than lithium and can be extracted from seawater. CATL already cut its lithium mining targets. Think about what that means for every lithium miner people have been piling into. …
40K investment in higher-yield ETF nearing retirement?
Would be adding to a larger position in GPIQ (I already own 5k so would be adding **35K)**. I like the fund's dynamic call strategy and (thus-far) stable NAV. I also respect Goldman-Sachs so I don’t think they are a fly by-nighter in terms of their execution. I am about …
The Iran supply shock is temporary and the tech earnings expansion is real
Investors sitting in cash waiting for the sky to fall risk missing the biggest rally of the year. The bearish narrative keeps pointing to the Iran situation and shouting about the dot-com bubble, but a closer look at the actual mechanics of the current market shows that the thesis completely …
Visa Q2 2026 Earnings Preview: 4 Signals That Will Move V Stock
[https://www.ebc.com/forex/visa-q2-2026-earnings-preview-4-signals-that-will-move-v-stock](https://www.ebc.com/forex/visa-q2-2026-earnings-preview-4-signals-that-will-move-v-stock) Just read this article on Visa Q2 Earnings and Visa reports fiscal second-quarter 2026 results after market close on Tuesday, April 28, with management scheduled to host its earnings webcast at 5:00 p.m. ET. Four Numbers to Watch Today Besides EPS 1. Client Incentives 2. Cross-Border Volume 3. Value-Added …
Motorola Solution [MSI] Stock Analysis
\[DCF analysis\] [https://drive.google.com/file/d/19KowH0Q\_kUPVdmOHbkP-k0Gyn4SOKm1o/view?usp=sharing](https://drive.google.com/file/d/19KowH0Q_kUPVdmOHbkP-k0Gyn4SOKm1o/view?usp=sharing) Dividend Analysis [https://drive.google.com/file/d/1k9VwlxnFwt424rZXTesAGOw7yinzOwHX/view?usp=sharing](https://drive.google.com/file/d/1k9VwlxnFwt424rZXTesAGOw7yinzOwHX/view?usp=sharing) Hello, I've recently noticed a lot of hype surrounding Motorola Solutions (MSI), particularly after their strong FY2025 results. I wanted to check whether the stock still looks like a strong buy at its current price. I started with a DCF model using Free Cash …
S&P 500 just closed at another record high
A lot of the move is still coming from a small group of names, with Nvidia doing most of the heavy lifting again. The broader market isn’t moving with the same strength, so it feels more concentrated than a true “everything is going up” rally. What’s interesting is the timing …