Posts
Will space-related stocks launch before Space-x does?
Before Space-X IPOs, I was thinking all space stocks like ASTS, PL (My favorite by far), RKLB, etc will go up bc: 1) Hype. People will want to buy anything related to the biggest IPOs launch in history. 2) Space as a business industry will be more developed transitioning from …
Covered Calls seem terrible for the average retail investor. Let me know if I'm thinking about this wrong.
1. You are severely capping your upside gain and potentially risking a large tax hit if you get liquidated. If you're up enough on your stock the question is less do I want 1k for my 1k in stock and more do I want 800 for my 1k in stock …
A fun post. on what date, did your account hit All time high? within last 6 months. what stocks dragged you down?
When did your stock account hit new all time high most recently, if you exclude new dca money? let me throw mine out there to spur a discussion. My account hit ATH around Oct 29 2025 and dragged all along till last Friday. It alwaus preruns the index like a …
Are investors right to ignore flashy AI demos now and demand revenue proof first?
In 2026, many investors seem to care less about hype and more about traction: real users, retention, and paying customers. For founders and investors here: has the AI funding market finally matured, or are early-stage startups being judged too harshly before innovation has time to grow?
JPM beat, Citi beat, and the reactions were different. Is earnings season mostly about expectations now?
One of the more useful lessons from today was how different the market’s reactions were inside financials even when the headlines all sounded pretty solid. From today’s tape: • JPM closed at 311.12, down 0.82% • Citi closed at 129.58, up 2.61% • Goldman Sachs closed at 909.63, up 2.11% …
Started buying SOXQ for SOXX, sell out?
I’ve been invested in SOXX since 2020, but haven’t bought more since April 2025. I learned about SOXQ during then and decided to move my occurring to buy to that instead due to a lower ER although not as balanced. I currently hold both in my individual account, so I …
Softer dollar helps, but oil near 94 is why I’m not treating this as a clean all-clear yet
From an investing angle, I don’t think today’s board says “problem solved.” What it says is that the dollar has softened enough to give some relief, and that is helping gold and risk assets breathe a bit. But Brent still around 94 means the energy side of the story hasn’t …
$CEPT / Securitize: Why is the market sleeping on the plumbing of the "Finternet"? (DD)
Hi everyone, I’ve spent my career looking at the "plumbing" of digital infrastructures particularly in cyerbersec. I’ve been tracking the Cantor Equity Partners II ($CEPT) merger with Securitize (future ticker $SECZ) and I’m genuinely surprised by the lack of buzz given the institutional milestones we've seen recently. We are now …
Question about Roth IRA contribution limit timing
Question about Roth IRA contribution limit timing I understand it needs to be done by April 15 2026 for the 2025 tax year, but what if one contributes on April 15 2026 past 4pm? Vanguard gave the option to contribute for the 2025 tax year but just want to make …
A structured framework for distinguishing between "good stock at a fair price" and genuine Alpha
I've been actively investing for going on 20 years. Over that time I've developed an analytical process that has significantly outperformed double the S&P 500. The core insight isn't complicated - most of the value in a portfolio comes from a small number of positions where you understand something structural …