Posts
25M cash heavy vs into stocks?
hi all currently i have around 125k in a HYSA paying 4.00% APY and have around 107k in the stock market, most including my ROTH IRA and 401k. Already maxed out last year and this years ROTH IRA, and currently investing 300$ a week into a 60/40 split of VOO …
Cycles Feel Permanent Until They Aren’t
By early 2024, the same stocks that people had written off were back at fresh all time highs. Meta Platforms had recovered sharply after being down roughly 75% from about $380 to $88. Nvidia was in the middle of a historic rally. Microsoft was trading at record levels. The Nasdaq …
What's your probability on the 2030 S&P reaching 10k and Nasdaq 35k?
I saw an Ed Yardeni video where he was adamant the S&P will hit 10k in 2030 and it got me thinking. That's about 42% over the next 4 years which is about 9% (not out of this world). He also said Nvidea would be worth 10trn too which actually …
How much longer do website builders as a service companies like SquareSpace, Shopify, and Wix have?
AI coding tools hit the mainstream and now it’s easier than ever to build a fairly complex and decent-looking website without any coding skills. At what point do the legacy website-builder companies become obsolete? My guess is Shopify will hold out the longest, because of useful payment integrations and plugins. …
Considering going ex-pat and need recommendations on brokerage companies
I’m 55, thinking about leaving the US and going ex-pat, but I need to have full access to all of my brokerage and bank accounts, looking for recommendations on providers who can take care of all of that for me. Not sure if I’m gonna go to Europe or Australia …
If software falls too far, is the market betting against software company logos while forgetting the people inside?
Feel free to correct me, but for established software companies to be left behind, I was thinking to myself along these lines: - AI stories of disruption need to work out, and not be exaggerated in the near-term. - These companies with proven histories and large customer relationships need to …
What do you think about silver?
Hi as a question states, I wanna know what is your opinion. If you follow markets, if you know a little or lot about investing, with rising global problems, silver shortage, silver usage in AI industry, solar industry etc etc.... What would you say about buying physical silver as a …
Are Indian startup IPOs actually progress… or just risk being dumped on retail investors?
I keep seeing headlines that Indian startups raised ₹44,000 crore from public markets in FY25, more than private capital. The narrative is: “We’ve matured. IPOs are the new exit. We’re not dependent on VCs anymore.” But I can’t help wondering… have we matured, or just shifted the risk? When companies …
Using AI for stock research - game changer?
Just tried using AI for stock research instead of spending hours manually. Typed in a ticker and got catalysts, risks, and confidence level in 30 seconds. Game changer for anyone doing DD. Has anyone else switched to AI-assisted research? Curious about what tools people are using.
SAAS companies as viable options?
Wondering what do you guys think about SAAS, despite the SAASPOCALYPSE, like I understand the sentiment, but are companies like salesforce (literally the operating system of many companies) or intuit (heart of operations for many small businesses and a strong financial compaby for many services) really garbage for the short …