Posts
Is tokenizing real-world assets the next big step for finance, or just another crypto hype cycle?
I’ve been trying to understand where tokenized real-world assets (RWA) actually fit. On paper, it sounds useful. You can take things like gold, real estate, or commodities and put them on blockchain. That should make them easier to trade, more accessible, and available 24/7. No banks, fewer middlemen. But I …
$Anna low float gas supplier stock with no shares left to borrow, crushed last earnings, way ahead of schedule on expansion/ramp, war going on in Europe, gas supply low and prices rising, next earnings a week away
So I don’t see a lot of people talking about this stock even after the massive jump the other day Friday. I believe the company is very intriguing and could move more especially if it gets attention. Small float of shares outstanding approx. 66.6 million compared to 9.4 million available …
Which industries tend to be war-resilient? What are you looking at?
Not interested in the fear mongering, but with everything going on it's worth thinking about strategically. There have always been winners and losers through every cycle - dot com, 2008, covid, and now this. Some companies push through regardless and come out stronger on the other side. The obvious ones …
Looking to invest in Solar and renewable technology. Recommendations?
Looking into ETFs and individual stocks. I would to allocate some of my "long shot" money towards solar specifically, and allied/associated fields. I have no good knowledge of the field though so would appreciate anyone with experience or knowledge to point me in the right direction as a starting point. …
time to buy the dip in copper?
Copper stocks have fallen again due to high inventory levels, likely driven by fears of tariffs. In the long term, there is a significant supply shortage, which will cause prices to rise accordingly. What’s your current take on copper? Is it too early, or is this the perfect opportunity to …
$Anna low float gas supplier stock with no shares left to borrow, crushed last earnings, way ahead of schedule on expansion/ramp, war going on in Europe, gas supply low and prices rising, next earnings a week away
So I don’t see a lot of people talking about this stock even after the massive jump the other day Friday. I believe the company is very intriguing and could move more especially if it gets attention. Small float of shares outstanding approx. 66.6 million compared to 9.4 million available …
HBM is driven by AI CapEx but will HBM survive if AI falters?
Companies are spending Hundreds of Billions of dollars on AI and this is driving unprecedented demand for HBM (high density, high bandwidth DRAM) which is already sold out for 2026. Semiconductor companies (The Big Three) are investing in additional capacity just to meet the perceived demand of 2028/2029. AI 'glitches' …
We're not paying enough attention to Anthropic adding $6 billion ARR In February
This fact flew under the radar because all the attention is on war and oil. No one made a post about it. People are still not seeing AI stock growth potentials. AI stocks are still hugely under appreciated in terms of growth. Anthropic added $6 billion ARR in February alone. …
LIONSGATE - Poison Pill Expiration - 6 Weeks
Once the poison pill at Lionsgate Studios expires (May 7, 2026), the dynamics around control of the company change pretty materially. By June 2026, An activist or buyer can build a position quickly in the open market, No automatic dilution penalty kicks, and board can no longer stop the takeover …
What risks does an invasion of Cuba pose to the stock market?
Trump just told reporters he believed he would soon have "the honour of taking Cuba", adding: "I can do anything I want." He's clearly feeling confident right now, despite Iran presumably not really going the way he planned. What exactly is the risk with this? Can Cuba fling missiles into …