Posts
Time to go digital na ba all in?
Most of us esp those coming from trad families treat gold jewelry as a form of savings, but liquidating it is slow, inconvenient, and worst, often below market value. Imagine, sa dami ng pawnshops sa pinas, ang hirap mag liquidate. Babaratin ka pa all the time. Digital gold, on the …
If I'm long the index and believe they will go up long term, why would it be a bad idea to buy SSO and QLD that are 2x the index?
If I'm long the index and believe they will go up long term, why would it be a bad idea to buy SSO and QLD that are 2x the index? I understand there's volatility decay. The 2x index seems to capture the majority of the upside. For example, the S&P …
The AI boom has a circular capital problem nobody wants to talk about, and a power grid that's 70% end-of-life
Spent the last week going through the financial and operational data behind the AI industry. A few things that don't get enough coverage: **The circular money loop** OpenAI spent $12.43B on Azure inference between CY2024 and Q3 2025. Its total external revenue in all of 2024 was $3.76B. The inference …
Everyone’s debating Reddit’s traffic. No one’s modeling what happens if AI becomes its biggest customer.
Most of the discussion around Reddit right now is focused on traffic. Google AI → fewer clicks → weaker ad growth. That’s the obvious layer. But while going through the numbers, something else started to stand out. Reddit’s “other revenue” mostly data licensing is still small (\~$140M). But the structure …
$GEV quietly raised 2026 revenue guidance to $45B while the whole market was distracted by the Fed and Iran
Came across GEV and honestly surprised it’s not being talked about more. EPS grew over 200% in 2025. Management just guided $44-45B in revenue for 2026. Customers are apparently paying upfront just to reserve production capacity through 2030. Like slot reservations. The demand is so far ahead of supply that …
The AI bubble. And how it’s all going to burst. The plan of the billionaires.
Here’s a tweet that explains what corporations are doing “Let me tell you why this Goldman Sachs headline is the most dangerous one you'll read today... Companies spent $450 billion on Al last year.. fired tens of thousands of people to "restructure around Al'... replaced entire departments with chatbots.. And …
Are any of these AI Investment Apps legit?
Are any of these AI stock market Investing apps legit? Anyone have proof of success with these? Finelo for example or any other? I’ve seen a couple of them pop up but one in particular “Finelo” keeps coming up. I am just wondering if these are legitimate and truly do …
Should I diversify to ASP?
I know little about investing and would be interested to hear thoughts as I try to getmy head round my options and understand which would be considered standard vs unconventional please. With almost all my equity investments currently in tech equity funds, my investments are heavily us-skewed. I feel I …
🚨 U.S National debt hits $39 Trillion!
I’m trying to figure out whether this is one of those “it matters until it suddenly does” situations, or if it’s just something that looks scary but is structurally baked into how things work now. How are you guys thinking about this in your portfolios, if at all? Source : …
I’ve been looking at this for over a year now, and now that I’ve got that year behind me, I can stop guessing and look at what actually happened. This is not financial advice. It started as speculation based on real numbers, and now there are real outcomes.
What I’ve really been focused on is something simple. Capital allocation across different asset classes, and how those choices actually play out over time. So I tracked a $513 million allocation over the past year and compared what happened depending on where that money went. Bitcoin was one path. At …