Posts
With the Iran & Middle east situation escalating here is a deep dive into the Middle east supply chain for multiple stocks
**TL;DR: 500 US-listed companies of the 2600 odd I track have direct Middle East exposure through subsidiaries, facilities, or supply chains. Zero have subsidiaries in Iran. Israel has 224 companies with 396 subsidiaries mostly tech. Saudi Arabia and UAE are packed with everyone from defense contractors to Krispy Kreme.** --- …
Top Reasons For U.S. Large Cap Doing So Poorly in 2026?
Some of the most common reasons pundits believe that U.S large-cap stocks are doing so poorly in 2026 are: a. Fear of an overvaluation in AI-related stocks. b. Overvaluation of U.S. large-cap in general from 2025. c. Fear of an economic slowdown. d. U.S tariffs 7 trade policies. e. Geopolitical …
Help with investment locating.
In either late 2022 or early 2023 I invested about $500 in a shot in the dark thing that I can't remember the details for. I saw it on either YouTube or tiktok or something about "investing time" or something where I donated $500 to pull out in 2026. I …
Question about State and Federal income tax limits
I 15m make right under the state income tax limit. For my state, it is 8000 dollars, but this year I may have the opportunity to make more. I was planning not to work more but instead volunteer, so I don't hit that limit, but I was curious if I …
Safer x Binge Labs - Open to suggestions for a seed round for a Women Safety Platform.
**We are trying to raise a seed of 4cr to help us setup the physical infrastructure and close the b2b deals worth $1.6Mn we have in pipeline with a dating app, adventure zone and a few corporate companies that have agreed to purchase safer for their female workforce. The minimum …
We Are In Black Swan Territory
Apparently, figures associated with the administration are insisting the Nvidia, Google, and Amazon cannot sell chips/provide cloud services to Anthropic. https://x.com/deanwball/status/2027515599358730315?s=20 That’s a black swan event. Nobody, up until now, has thought the US government would try to shut down a major tech company by limiting its access to advanced …
Investing for Child’s future in Australia
Bit of background: I am 35M and wife is 33F. We are pretty late to the investment party, after clearing all our debts and some responsibilities. I moved from India a decade ago and wife has been here since 2021. We only started working in professional environment 3-4 years ago. …
Looking to invest 10k, should I invest all at once or over time?
As the title says, I have 10k which I am happy to invest. However, with this ai bubble and the potential crash coming, is it better to invest the money all at once now, or over time so if a crash does happen say when I’ve only invest 5k, I’m …
$GASS should really be talked about more. 52w highs daily and still undervalued by most metrics
I discovered $GASS a few days ago and it hits a new 52w high everyday Impressive for this market I opened a position Despite its rally the financials, growth, debt, and P/E all signal it could be cheap still Nearly no watchers on Stocktwits (under 1000) I went looking for …
CoreWeave reported today. Beat on revenue. Stock tanked 11%. Why?
5B revenue. 894% debt-to-equity. Negative 30B. This is a GPU rental company. They buy Nvidia chips and rent them out. That's the whole business. And the rental math is broken. H100 rates went from 2.50. Utilization runs 60-70% when the loans assume 80%+. The GPUs die in 1-3 years but …