Posts
Reason why Tesla stock is overvalued
This is my hypothesis only. Would like if somebody confirms this. So Tesla regardless of being valued at 50-60 billion dollars back until 2018 wasn't part of SP500 since it hadn't posted 4 quarters of profits. Ocassional quarter profits, but no consequetive profits. That changed in 2019, when the company …
The $60 Trillion Receipt: If the U.S. taxed like Germany, would it be debt-free with a massive surplus?
If the United States had taxed at German levels, it would have collected approximately **$80 trillion** in additional revenue. Combined with the **$21.5 trillion already paid in debt service**, much of it to the banking sector, the country would not merely be debt-free today. After accounting for the current public …
Why do experts say silver miners are leveraged silver plays when they historically under perform the underlying metal?
See chart of silver miners vs silver here: https://imgur.com/uSyxH3l It shows SIL (silver miners) under performing silver. Before you say anything, yes I know junior miners tend to over perform the price of silver but I'm talking about miners in general. Help me understand this
Copper ETF vs physical copper?
I am seeing a lot of people are buying copper over ETFs (CPER, ICOP, COPX). What’s the catch? Isn’t it simpler to buy an ETF over physical metal? Like in terms of storage and handling. Also, among the 3 tickers I mentioned above, investing in which one would be the …
If you could remove one feature from most stock apps, what would it be
Most stock apps are packed with features. Some are useful. Many feel unnecessary. Price alerts. Endless indicators. Social feeds. News that updates every minute. At some point, it stops helping and starts distracting. I sometimes think removing features would improve decision making more than adding new ones. If you could …
Looking for feedback on overall investment strategy + Solo 401(k) allocation (high 1099 income, early retirement goal)
I’m looking for feedback on my overall financial and investment strategy, particularly around asset allocation and how I’m using my Solo 401(k). I’m 35, married, and expect to earn approximately **$492,000 pre-tax this year as a 1099 physician**. My long-term goal is early retirement around age 55, so I’m trying …
OpenAI $14B Loss Projection Analysis
OpenAI projects a $14 billion loss in 2026. Revenue targets hit $20 billion in 2025 and $100 billion by 2029. Profitability only arrives by 2030. This is pure power law logic. Most bets are tuition. One returns the fund. Narrative control belongs to those who fund the compute.
What are some things my fellow friends and I can invest in to ideally create a second flow of cash aside from our main jobs?
Most of us are recent graduates (22-24yrs old) and making over 100k. We invest separately a bit in some index funds. But is there anything else that we should allocate some of our money to that could potentially bring about a lot of wealth long term? I’m aware this question …
Question about Portfolio gains/taxes after death?
Hi all, I have a decent sized portfolio where if I sold everything the capital gains tax would be six figures. If I were to die, is there anyway to sell everything and transfer the account/cash to my parents in a way that would avoid paying taxes and they can …
Why it’s not too late to get in: The Asymmetric Case for Nebius ($NBIS)
*Current Price: \~$95* *Market Capitalization: \~$24B* *Recommendation: Long* While the broader market remains cautious, a quantitative dissection of the forward-looking order book suggests Nebius Group ($NBIS) is currently trading at a dislocation from its fundamental value. Below is the thesis for why Nebius represents a highly asymmetric infrastructure trade for …