Posts
Investing in Dubai Real Estate
Hi all, I have come across this group and I was interested to know the thoughts of people about investing in the UAE/Dubai Property Market. Being based and living in Dubai, I see the market being on the ground but people not in Dubai have many different takes due to …
Building an AI that does institutional-grade equity research for retail investors would you actually use it?
I'm building a tool that tries to close the gap between how institutions analyze stocks and what's available to regular investors. The idea: you give it a company (or it surfaces one from a screen), and it does the full research cycle, reads the 10-K including the footnotes, reviews earnings …
USDC economics are locked in a battle over the Clarity Act. Circle might not be the obvious winner.
Circle is in an existential battle with the Clarity Act and CRCL might not be the best way to get in on its outcome. Everyone on this sub will know Circle is the issuer of USDC, the second largest stablecoin with a market cap of $75 billion. However maybe some …
OpenAI missed rev/user targets. $ORCL risk?
WSJ says OpenAI missed internal rev and user targets, partly from Gemini/Anthropic competition. Reuters previously reported OpenAI’s $ORCL compute deal at $300B over \~5 years, or roughly $60B/year, starting in 2027. If OpenAI monetization is lagging while compute commitments ramp, does $ORCL’s AI backlog look riskier, or is the demand …
Investment options for period of low/negative growth and high inflation
It seems at some point soon reality has to hit with the oil crisis. If someone wanted to protect themselves from a significant market downturn while also in a period of high inflation -- what are good medium-term investment options? Are there really any good options in a scenario like …
My portfolio hits ATH today. But I feel uneasy
I've been in the market for quite some time so I know when everyone is euphoric and bullish like this, the chance for the markets sell off is pretty high. Today thanks to NVDA, my portfolio hits ATH. My portfolio is very AI concentrated. I plan to trim my portfolio …
One macro question worth sitting with before tomorrow's Fed press conference
The IEA described the current energy situation as the largest energy supply shock on record. The Fed meets today and tomorrow. The question I've been sitting with is a straightforward one: what does "appropriate" monetary policy look like when the inflation problem is primarily a supply problem rather than a …
The market is still choosing AI certainty over geopolitical uncertainty
What stands out to me right now is that markets are still clearly prioritizing AI over geopolitics. On one side, global investors are still rewarding AI-linked equities, semiconductors, and capex-sensitive tech names. Reuters described the current setup pretty well: despite ongoing Middle East tensions, equity markets are still being pushed …
Systematic profit-taking - worth doing? Or not recommended?
In early January 2025 my IRA was 80/20 equities/fixed income; with the equities being 100% S&P 500 index fund (VOO). At that time I took $20,000 in my IRA (3.5% of my portfolio) and bought a stock. For the next 15 months, every time the stock gained \~$1,000, I would …
What are everyone’s thoughts on this plan?
30yrs old seeing what everyone has done to be successful. I currently have low monthly expenses and more disposable income to build wealth. I started buying gold the past couple of months. I started buying index and etf stocks (VOO,VGT,SLYV, QQQ, VUG & SCHD) that I contribute 300/ each per …