Posts
Does the Genesis Plan have the potential to usher in a new era for human civilization?
I’ve been seeing a lot about the Genesis Plan lately. It would bring together 17 national labs to create a closed-loop AI research platform, combining supercomputers with massive datasets and pushing robotics labs and automated research forward. With 24 major tech companies involved, some are calling it a modern-day Manhattan …
Micron's impressive revenue growth, but can the momentum last?
Micron (MU) Reports Record Q1 FY2026 Earnings and Issues Optimistic Guidance Last week, Micron Technology (MU) posted record earnings for Q1 of fiscal year 2026 and issued optimistic guidance for the upcoming quarter, which led to a strong rally in its stock. This has further solidified the company’s impressive performance …
Should we actually care about the TPU vs GPU war? and why Celestica wins either way.
I keep seeing this debate framed like it’s VHS vs Betamax all over again. The TPU vs GPU debate matters if you’re trying to predict which chip company captures the most economics. It matters a lot less if you’re positioned in the infrastructure layer that grows either way. That’s the …
allocate 8% of a portfolio to Google given the current context?
Do you think it’s reckless to allocate 8% of a portfolio to Google given the current context? I’m referring to factors such as: the acceleration of AI and its impact on Google’s core businesses, ongoing antitrust and monopoly-related issues, broader macroeconomic and market uncertainties. Is an 8% position in Google …
If you could guess what sector will trend for 2026?
If you could guess what sector will trend for 2026? Was reviewing the "what is your stock picks for 2026" people are suggesting space / aerospace stocks to trend but there's also talk about energy expansion. Gold could also rally more, semis can continue to pump too. What are your …
Do you guys check your portfolio every day or try to ignore it?
I’ve been trying to build better habits around investing, but I still can’t decide what’s healthier. Some days I check my portfolio multiple times just out of curiosity or stress. Other days I force myself not to open the app at all because it feels like I’m overreacting to every …
Is Revolut earning forecast on ETF accurate?
According to the Revolut app, if you invest 1k euro every month into the VUAA etf (sp500 accumulated) you’ll end up with +2mil in capital. A quick ask to chatGPT brings me back to around 500k capital after 20 years. Is Revolut not accurate at all or am I missing …
KSPI: WeChat / MELI style. Super-app in Kazakhstan, expanding in Turkey
Kaspi (KSPI) is Kazakhstan’s “super app”. It's similar to WeChat or to Amazon, Klarna bundled with other services (like messaging and Uber Eat) combined. The app is made of three components: * **Payments**: payment processing + analytics for consumers/merchants. Ex: 1.1M of transactions for restaurant (73x from 4Q'24 to 3Q'25). …
Insignificance of Beta estimates
For my portfolio I perform beta analysis on my investment stocks versus market indices like the MSCI World etc. Looking at recent years (let's say a 2 year weekly period) my beta regressions have show very insignificant results. I believe main results of this are changing market environments due to: …
If SpaceX goes public in 2026, what happens to Starlink?
I keep seeing YouTube stock analysts say “just spin Starlink and it’ll get a better multiple.” Maybe. I just think the bigger reason is the structure. (Earlier reports: [SpaceX has started bank talks for a potential IPO.](https://www.moneyai-app.com/share/session?shareUuid=f3bb6f0c-707c-491c-959a-f0b98da3a0cb)) Starlink is the part with a solid cash-flow story, whereas the rest of …