Posts
The Missing Link in the Semiconductor Supply Chain: Canatu
I’ve been researching a small Finnish company called **Canatu**, and it’s one of the most interesting investments I’ve come across in a while. It’s not a semiconductor company, not an AI company, and not a software business. It sits much deeper in the stack, at a physical bottleneck the entire …
Generation Mining Ltd (GENM)
Marathon Project is shovel-ready sparkling. Largest polymetallic palladium-copper-platinum-gold-silver deposit in North America. C$700M ebitda at current metal prices. Palladium: 40% of revenue. Copper: 40%. Platinum, Gold, Silver: 20%. Complete financing 2026 Q2, with canada govt funding likely for this top strategic shovel-ready project in April. Construction 2026 Q3. Production 2028. …
Staying Aggressive but Diversifying from Tech
*Preface:* I am not looking for financial advice, I will continue to do my own research, I am mainly looking for new funds to explore and expand my perspectives on my strategy. I am relatively new to actively managing my own investments, even though I was able to build a …
Where to see ETF Weighted Movers?
I’m newish to investing. I’m looking for something that I feel should exist but I can’t find it. I want to see what ETF component stocks affected today’s pricing change the most. Something like the top 10 positive contributors and the top 10 negative contributors by weight to that ETF. …
Worried about AI/Tech concentration. How are you hedging against a potential drawdown without exiting the market?
I’ve been building my portfolio for a few years now, but with the current sentiment around an AI bubble, I’m starting to feel over-leveraged in tech. Currently sitting on about $70k total and looking for a sanity check on my risk management strategy. Portfolio Breakdown: • VOO: $30k (Taxable) • …
Engaging roles after CFA certification. Seeking advise.
The CFA program provides broad exposure to the buy side, including portfolio management, equity investments, fixed income, and alternative investments. Among these areas, which domain offers the most rewarding work while also demanding intensive financial modeling, detailed analysis, and strong technical skills that keep the role challenging and engaging? I'm …
Realistically how high will gold go?
Speaking in USD terms, how high could gold go in the next few years? Metals look like a blow-off top right now... and Gold's Marketcap is 40 trillion compared to the 130 trilion in global stocks. I can't really wrap my head around the idea of gold doubling from here, …
Outperforming the Indexes/Beating the Street
With regard to equity investing, I believe if you can't beat the indexes, then it's best to simply buy them. Over the past 14 years, a few methods I've discovered to outperform, and work more often than not, are: 1) Use an investment strategy other than indexing, e.g. sector, growth, …
Everyone talks about AI models, but the real gains may be elsewhere
I came across a post on Blossom social about a talk from Jensen Huang where he described AI as a “five-layer cake.” Kew takeaway: AI isn’t just about models and chips ($NVDA, $GOOGL, $MSFT, $AMZN). To train and run large-scale AI, you also need: \- Infrastructure (data centers, networking, cooling) …
Snowstorm gas stations going dark? Fuel delivery is the underrated lifeline
When a severe snowstorm hits, fuel stops being "errand stuff" and turns into survival logistics. The ugly part is how fast the normal system breaks. Gas stations do not just close because people are lazy. They close because pumps need electricity, payment systems go down, staff cannot get in, and …