Posts
How do you see the current stock market tumble playing out?
Trump throws yet another tantrum and threatens tariffs that his genius supporters believe would be paid by the countries subjected to the tariffs. Stocks free fall again like they did in April 2025, but back then the Trump admin did try damage control and paused or rolled back measures and …
Are there scenarios where semiconductors, microchips and AI won't thrive in the long run?
Hi everyone, I don't own any individual stocks, and most of my investments are in growth mutual funds. I have some bond exposure in my 401k, but everything in my personal accounts is a mix between S&P500 (FXAIX), large cap growth (FSPGX) and semiconductor (FSELX.) I do realize there's quite …
Needing Financing Ideas for investment opportunity
Hey everyone, I've got the opportunity to invest in a project that needs 400k and will begin to turn a profit in \~2 years. I can't afford the monthly payment if I did a HELOC or SBL. Is there a loan/financing option that has a lower/longer or deferred repayment structure? …
Momentum vs voo. Which would you recommend or both for the next year in Roth IRA?
Same as title. Right now I have a mix of s&p500, nvda, mstr, and btc with the majority being s&p500. Tempted to mix it up with spmo but I don’t want to buy based on recent past performance. What is everyone’s opinions on this? Any advice is greatly appreciated!
ELI 5: Why have residential REITs performed poorly the past 10 years?
According to the FRED's housing index, housing prices have almost doubled in the past 10 years. The performance of most residential REIT share prices have been breakeven at best (e.g. UDR +5% total since 2016, ESS +15%, EQR -20%, AVB +5% etc...) even though these REITs have assets in areas …
OSPN - Cybersecurity at 8 P/E
OSPN as two revenue steams - a hardware side that is dying (-16% revenue yoy) and a cybersecurity software side (+11% ARR). The hardware side currently accounts for \~16% of revenue and is expected to continue to deteriorate. The software side services 60/100 of the world’s largest banks and is …
High growth uranium stock (20-200x in 2 years)
The mother of all metal supercycles has just begun. Energy is the new currency, uranium the new gold. Meanwhile the USA produces less than 3% of uranium consumption, setting Myriad Uranium Corp in a class all by itself inside the barren US with its Copper Mountain project in Wyoming. 2026 …
So... Small caps just had their best run vs S&P 500 since 2008
Russell 2000 hit an all-time high Friday and has now outperformed the S&P 500 for 11 straight days - longest streak since June 2008. **Whats driving this?** The thesis is straightforward.. stock prices track earnings growth over time. Since ChatGPT launched in late 2022, S&P 500 earnings have grown around …
My 2026 Picks: Stocks I feel are Undervalued
I've been posting my thesis for some of the stocks below on why I think they are undervalued, feel free to roast me or not, although I feel pretty secure about them. **1. Amaroq Minerals ($AMRQ)** * **Thesis:** Amaroq has successfully transitioned from "explorer" to "producer," recently beating FY25 gold …
Gold & Silver: still safe havens, or already overbought?
I’m not usually a metals investor. I mostly stick to equities, ETFs, and some crypto. But given the current political and macro backdrop, I’m starting to question whether ignoring gold and silver right now is actually the bigger risk. Gold and silver have been in a very strong uptrend over …