Posts
Smothering Heights - JPM Asset Management
[https://am.jpmorgan.com/us/en/asset-management/institutional/insights/market-insights/eye-on-the-market/outlook-2026/](https://am.jpmorgan.com/us/en/asset-management/institutional/insights/market-insights/eye-on-the-market/outlook-2026/) Of the four risks to the moat, this is the most immediate. Since Q4 2022, the four hyperscalers have spent $1.3 trillion on capital spending and R&D, much of it related to generative AI. Will all this investment eventually result in commensurate profits? If not, moat companies could face …
How can ordinary investors make successful investments?
I am a dance teacher and also a novice investor.Due to my work schedule,I haven’t been able to keep up with the market,so I bought some short-term stocks based on recommendations from friends,which resulted in a significant decrease in my investment portfolio.After careful consideration, I’ve decided to sell the underperforming …
3 ETF suggestion for long term.
I'd like to invest in 3 ETFs long term. 1. iShares Core S&P 500 UCITS ETF - USD ACC 2. Amundi Core Stoxx Europe 600 - UCITS ETF 3. Xtrackers MSCI Emerging Markets UCITS ETF Please let me know if this is a good idea or is there any other …
The year is 1987. What stocks are you buying? (Thought experiment)
I was born April 14, 1987, and I'd like to know what my newborn self should have been buying back then. :) Value stocks? Growth stocks? Index funds? If you could go back to that year, what kind of stocks would you buy? Just a fun little thought experiment.
SanDisk Stock: Price target raised to $390 by BofA Securities on January 7, 2026
# BofA Securities has raised the target for the SanDisk stock (SNDK) as of January 7, 2026 from $300 to $390. **Sources:** [https://www.streetinsider.com/Analyst+Comments/SanDisk+%28SNDK%29+PT+Raised+to+%24390+at+BofA+Securities/25816043.html](https://www.streetinsider.com/Analyst+Comments/SanDisk+%28SNDK%29+PT+Raised+to+%24390+at+BofA+Securities/25816043.html) [https://www.investing.com/news/analyst-ratings/sandisk-stock-price-target-raised-to-390-from-300-at-bofa-on-ai-potential-93CH-4434478](https://www.investing.com/news/analyst-ratings/sandisk-stock-price-target-raised-to-390-from-300-at-bofa-on-ai-potential-93CH-4434478) Also IBKR shows the increased target as well. Yesterday, on January 6, 2026 SanDisk **surged nearly 30% from \~$288 to \~$350** due to Fox Advisors increasing …
Portfolio rebalancing advice
Hey gang. In light of certain world events, I’m getting anxious about when/if a ‘bubble’ will pop. I know we can’t predict the market, so I think I want to adjust my investing strategy. To start, I max out my Roth every year and am 80% invested in QQQ/SPY. I …
Liquidity funds and the outbreak of war
Hi, I’m a confident investor, and for a while with the way things are going I’ve opted to stay liquid. I have a very high allocation to cash and near cash, both in bank deposits and liquidity funds, with a moderate allocation to infrastructure, equities and associated hedges. I can’t …
SCWO exploding right now get in before its too late…
TL;DR: 374Water (SCWO) is a small cleantech company (~$100M market cap) developing AirSCWO units that use supercritical water oxidation to destroy PFAS, sewage sludge and industrial waste, producing clean water and inert minerals. This solves a pressing environmental problem as PFAS “forever chemicals” are extremely hard to eliminate. Traditional methods …
Can someone explain why this sale-leaseback structure WOULDN'T work for most SMB deals? Seems too easy
Ok so I've been looking at SMB acquisitions for a while and stumbled into something that feels almost too good to be true, but the math actually works. Basically, you find a business with real estate included (or owned separately by the seller). Pretty common in manufacturing, auto repair, flex …
What Actually Drives Long-Term Investment Returns? Process vs Stock Picking
A lot of investing discussions focus on finding the “right stock,” but over time I’ve found that long-term results depend more on process than picks. Here are a few principles that seem to matter most: 1) Asset allocation > stock selection How you divide money between equities, bonds, and regions …