Posts
NVDA has hyperscaler risk. The energy infrastructure powering AI data centers doesn't. $LNG up 6.58% on earnings today
Cheniere reported record LNG exports in 2025, 670 cargoes totaling over 46 million tons, beating on both EBITDA and DCF. Full year EBITDA came in at $6.94 billion at the high end of guidance. The 2026 guide looks flat but the comparison is misleading. 2025 had a one-time tax benefit …
CYCU Cycurion Finally ready to run
CYCU Finally ready to run CYCURION has had a tough go so far. A legit cutting edge company that was maliciously shorted and falsely defamed during the act. They've had to do stock splits to survive, and have been bleeding money. But while they were bleeding money, they were using …
Investing with OpenClaw - Data Quality
How are folks keeping data quality/quantity high when using Claude Code / OpenClaw to trade? I've been trying to manually build data pipelines to places like Twitter / Kalshi but curious how other folks are giving these AI agents relevant context to help make investment decisions.
what other substacks (or independent platforms) are actually moving markets?
after the citrini research note this week and the way the market reacted, i’ve been thinking more about which independent writers/platforms can actually move stocks, not just good analysis, but stuff that institutions are clearly watching. are there other substacks you’d put in that bucket? also curious if people are …
Response to Citrini Research
The Continued Consequences of Abundant Intelligence u/ThornyPineapple420 ~~February 22nd, 2026 June 30th, 2028~~ October 31st, 2030 No one pays attention to unemployment anymore. Most of Washington DC and Wall Street are empty. After the Mayday Wars (in which the Techfederate Party led by Nvidia defeated the Teslatir Voltron Bot at …
Jensen Huang Says Markets Miscalculated AI Threat to Software Firms After Nvidia Posts Q4 Beat
[https://www.ibtimes.co.uk/nvidia-q4-success-ai-demand-market-misconceptions-1781720](https://www.ibtimes.co.uk/nvidia-q4-success-ai-demand-market-misconceptions-1781720) Nvidia reported a fiscal Q4 beat and better-than-expected Q1 revenue guidance amid robust demand for AI. Quarterly revenue soared 73% year-over-year to $68.13 billion, calming fears that higher spending on AI hardware might not be sustainable. Despite the better-than-expected financial results, global memory shortage remains a concern for investors, …
Wall Street Traders Are Pouncing on the Tariff Refund Chaos
https://www.wsj.com/finance/wall-street-traders-are-pouncing-on-the-tariff-refund-chaos-d0144703?mod=hp_lead_pos1 Who knows where this thing will land, but I get a whole lot of Fannie/Freddie trade energy from this one. I'm not very confident the government is going to end up paying out here...
What’s a good way to spread out my money without taking too much risk
Im 22 and currently have about $5k invested in the S&P 500. I’ve been getting promotion after promotion at work, so I’m making pretty solid money for my age and I want to start growing it more aggressively. I’m totally fine playing the long game. I’ve had people tell me …
Looking to move 95% of savings out of HYSA to market fund for long term hold. Which one do you suggest?
I’m planning to move approximately 95% of my savings out of my current Wealthfront account, which is currently yielding around 3.3%, and into a money market fund where I can park it for the long term. I want to ensure that my funds remain liquid while earning a higher yield …
Have an Advised account at Vanguard, thinking of changing it up
Long story short I have a traditional IRA that I'm not contributing to, just letting it ride. Plan on retiring in 17-20 years. It's an Advised account, currently has 175k in it. The advisor has it pretty diversified. I'm just about ready to cancel the advisor service and go back …