Posts
The limits of export controls
The debate over restricting advanced AI accelerators such as the Nvidia H200 often frames the issue in binary terms: access versus denial, containment versus capability. Industrial history suggests the reality is more layered. Recent developments in China’s semiconductor sector provide a relevant precedent. Companies such as GigaDevice Semiconductor and Montage …
$150k CAD Inheritance @ 19
Hello, Quick rundown, it was rough but I’d say I’m much better now. My dad passed away last year in January and as part of my inheritance I received 154k in a one-time lump sum payment. Since then the following has happened: I’m still in uni so some of it …
S&P 500 hitting key resistance while AI surges and debt-heavy names plunge. Thoughts on the market split?
The market looks split right now. The S&P 500 is testing strong resistance near 6,900, while money quietly rotates into defensive sectors like Staples and Utilities. At the same time, the AI infrastructure boom remains strong, ASML expects major revenue growth through 2026, and Nvidia just secured a large multiyear …
* UK Inflation Update January*
UK CPI slowed to 3.0% YoY in January (from 3.4%), matching expectations and marking the lowest level since March 2025. On a monthly basis, inflation fell -0.5%, showing broad price easing. Core inflation dipped slightly to 3.1%, while goods inflation cooled sharply to 1.6%. However, services inflation remains sticky at …
inflation is finally at 2.4%... is the higher for longer era over?
just saw the jan cpi report and we’re officially down to 2.4% which is the lowest since may. even core inflation eased to 2.5%. it feels like the fed finally has a reason to chill out but the tech sector is still selling off smh. im trying to find which …
Retirement holdings @ 54 yrs old?
What are your thoughts at this stage in life for retirement investing? I use Vanguard and Charles Schwab for brokerage. Portfolio holdings percentages? Moderate or aggressive? 8-10 yrs out before I call it quits, hopefully. Currently have $950,000 invested among several different mutual funds and individual stocks. Primarily mutual funds …
startengine is an email spam engine and desparate for money?
No matter what you do, unsubscribe, login/unsubscribe, anything - nothing works. They continue to spam email. It's really bad, 2-3x per day now for their startengine "campaign". I highly suspect these people are hemorrhaging money and trying desparately to get an influx of cash from the naive consumer base. Anyone …
the american consumer finally hit a wall... r we moving to 'value' now?
retail sales just came in at a flat 0.0% for december and its giving me 2009 vibes lol. wall street was expecting a 0.4% expansion so this is a pretty huge miss. it feels like the inflation cushion is finally gone and people r just buying the essentials. im noticing …
Retirement Portfolio Review (Long Term)
Hey all, I’m 24, long time horizon (10–15+ years minimum, realistically 30+), high risk tolerance, and planning to set this up in AustralianSuper Member Direct and not touch it. Current balance: \~$60k Ongoing contributions: \~$30k/year I want a very aggressive portfolio with strong growth. Here's what I think the allocation …
Mr Market Round 7, still undervalued but getting harder to explain why
Its been a while since I’ve checked in on our friend Mr. Market and his ongoing relationship with Fulgent Genetics. So let me ask again, Mr. Market, where are you on FLGT? Because from where I’m sitting, you still don’t get it. The Setup FLGT is currently trading around $23. …