Posts
Vanguard, Fidelity or Schwab for investing in Index funds?
Hey, ya'll! I've been wanting to invest for years, but wasn't able to financially do so until recently - I've got a very modest amount of money in my savings account ($3,000) and would like to just do small, low-risk long-term investing. With all of this into consideration, are any …
Dell reports tomorrow with a $18.4B backlog and the enterprise mix shift is what I'm actually watching
Dell's AI server backlog hit $18.4B heading into tomorrow with $30B in year-to-date orders. Demand isn't the question. What's worth watching is who's actually buying. The early AI server wave was dominated by hyperscalers. Dell's last earnings call flagged a broadening mix toward enterprise, neocloud, and sovereign government customers. That …
General Market Questions:
First off I want to preface that I know no one can see into the future but I have a few questions I want to ask to hear people’s opinions: 1. Will GEV keep ripping this year? 2. Are the consumer staple gains done for a while? 3. Is market …
My analysis of Ionq and its recent earnings
I want to start off by saying this isn’t financial advice and just my opinion. Let us dissect this recent earnings and look more critically, I don’t want retail left holding the bag. Ionq is trading at a price to sales ratio (P/S) of 83.5 given its 2026 sales. Let’s …
Nvidia's China revenue is still zero despite Trump's export approval. What that means for the $78B guidance
Most of the post-earnings coverage is focused on the revenue beat and $78B Q1 guidance. What's getting missed: that $78B assumes zero China Data Center revenue. CFO Colette Kress said explicitly on the call tonight that while H200 chips were approved for sale to China by the US government, Nvidia …
How many of you use a financial advisor, and do they have you in mutual funds, etfs, or individual stocks?
I just spent 2 hours with my parents financial advisor and he mentioned something that's stuck with me. My parents are both in their mid 80's. My mom wants very low risk investments, since they have enough money to cover their expenses for 20 years. But, when I asked what …
Growth ETF/MF that are actually growing?
I noticed that the last 6 months or so the "growth-style" funds were lagging behind the market – SPYG, SCHG and the like. I have 10% of my assets in SMH, and it has been performing pretty nicely, and I believe it will continue to, because there's enough demand for …
You’re given a hot stock and want to grow it. What do you do?
Scenario that was discussed at work today: you’re given $20k worth of a stock. Something like Apple, NVIDIA, Amazon, etc. The goal is to maximize its growth over 10 years: what would you do? Diversify? Move it to one big stock? Sell it now and hold the cash until the …
Prata: investimento de longo prazo e/ou especulação?
Vocês estão acompanhando a situação da prata? No curto prazo, temos a possibilidade de um crash na Comex agora em Março, devido aos baixos estoques e a possibilidade de muito saque em metal físico. No longo prazo, tem a tese de uso industrial, que está drenando os estoques, para usos …
O que está acontecendo com a Prata? Entenda por que Março pode ser um mês explosivo.
Muita gente olha para a prata apenas como o "irmão mais barato do ouro", mas quem está acompanhando os bastidores do mercado físico sabe que tem algo grande vindo aí. A tese é simples e se divide em duas partes: um problema de estoque agora em março e uma demanda …