Posts
AVGO double in the next 5 years?
I’m considering investing in AVGO, but I’m a bit cautious about its current valuation. The company holds a strong position in semiconductors and 5G, with growth driven by increasing demand. However, for the stock to double in 5 years, Broadcom needs to keep innovating and expanding its market share. While …
are we all copy trading Polymarket wrong?? i analyzed 1.3M wallets last week
after replaying data from \~**1.3M Polymarket wallets** last week, something clicked. copying one “smart” trader is fragile. even the best ones drift. so i stopped following individuals and started building **wallet baskets by topic**. example: a geopolitics basket → only wallets older than 6 months → no bots (filtered out …
It's November 2007 and analysts have their forecasts for 2008
https://www.reuters.com/article/us-bearstearns-sp500/sp-500-seen-to-hit-1700-by-end-of-2008-idUSN1135584720071011/ *S&P 500 seen to hit 1,700 by end of 2008. The new target implies total upside of 11 percent, based on an 8.7 percent annualized return and a 1.7 percent dividend yield for stocks that make up the S&P 500, Bear Stearns said.* *The U.S. economy is entering a …
Disney job postings down 55% in 2 months. Stock flat. Earnings beat expectations. What gives?
Check the chart - Disney went from \~1,800 job openings to \~800 while their stock barely moved and they just posted solid earnings ($1.11 EPS, beat estimates). chart on [jobstocks.ai](http://jobstocks.ai) Dug into their financials and recent news. Here's what's actually going on: The good: Domestic parks up 13%, streaming finally …
Bitcoin Was Born Dead: Why Nothing Can Make It Alive
Bitcoin is often described using metaphors like "digital gold," classified as an asset, and considered alternative money. It is traded on markets, people agree on a price, and some say they believe in it. All of this makes Bitcoin appear alive. But from the moment it was created, Bitcoin was …
Tech Stocks Face Pressure Amid AI Declines: Is the Bubble About to Burst?
The Dow Jones fell 74.34 points (0.15%) to 48,636.63, the Nasdaq dropped 178.82 points (0.76%) to 23,414.28, and the S&P 500 decreased 26.34 points (0.38%) to 6,903.60.Despite solid weekly gains, AI-related stocks faced pressure on Monday, with tech stocks broadly declining. Last week, Nvidia rose over 5%, while Micron and …
Better value in large cap stocks?
Using Zacks, I looked at financial information on public companies, segmented by market cap: [Market Cap Segments](https://docs.google.com/spreadsheets/d/1DktQrXXw3efrFWHa5gsDG3DoLcmImBEdhg2zAzv8XEA/edit?usp=sharing) The large market cap segment (>$100 billion) had both higher median projected revenue growth and operating margin than both the mid cap ($10-$100 billion) and small cap ($1-$10 billion) segments. While the median …
Invest in a growing craft distillery! Making bourbon with purple corn!
Hello all, I got an exciting opportunity for you all. Fire & Flask Distillery is a new and growing distillery. They make the only production purple corn bourbon on the market. They need working capital to scale and expand. That's where you come in! They are currently running a Wefunder …
ESPP keep or sell to increase diversification
I work for a Fortune 500 company, I contribute 20k a year to ESPP, get about 100k in RSU a year. I feel disproportionately overweight on my company stock. I am thinking of selling ESPP when I buy them and get 15% off minimum, and reinvest the money in more …
Domestic Battery Manufacturing Is Becoming A Requirement, Not A Preference
The market keeps treating "made in the USA" like marketing. In energy infrastructure, it is increasingly a constraint. NextNRG (NXXT) announced an MOU with A123 Systems, a US-based battery manufacturer, to source containerized storage for microgrids and resilient power projects. The bullish part is not nationalism. It is risk control. …