Posts
Following the launch of the NBIS Blackwell Ultra, sentiment may undergo reassessment.
NBIS has just launched its AI Cloud 3.1 powered by NVIDIA Blackwell Ultra, which at least demonstrates the company's genuine intent to break into the next-generation AI infrastructure race. However, the muted stock reaction suggests that much of the anticipation had already been priced in. The long-term logic may not …
Anyone else got cold feet about the American tech market?
Feeling a sense of impending doom due to these facts about AI: \- AI is driving a significant portion of growth in the S&P500 and NASDAQ valuations, but not necessarily earnings: [https://www.derekthompson.org/p/how-ai-conquered-the-us-economy-a](https://www.derekthompson.org/p/how-ai-conquered-the-us-economy-a) \- AI earnings are quite poor. OpenAI is not profitable and companies that are branching into AI development …
Looking for Undervalued Stocks in Today’s Market: What Fundamentals Are Investors Overlooking?
With the current market conditions in mind, I’ve been doing some digging and am curious to hear your thoughts on companies that may be undervalued right now. I’m particularly interested in businesses with solid fundamentals that might not be getting the attention they deserve at the moment. What are some …
The App Economy Is Eating Everything: EzFill And EZWash Turn Gas And Car Care Into Tap-To-Order
Convenience is one of the few business models that stays powerful in any market. If you remove friction from a routine chore, usage tends to follow. That is the simplest way to understand the EzFill angle under NXXT. Per the EzFill website, the service brings fuel to your vehicle and …
November inflation cooled more than expected. What does this mean for investors?
I came across a news article that said CPI unexpectedly cooled in November. Is a weakening labor market the main culprit? The Consumer Price Index(CPI)rose2.7%annually in November,below estimates at 3.1%. Investors cheered the news as it could encourage the Fed to lower rates. Retailers are seeing consumers trade down to …
I started my investing journey in taxable brokerage in 2016.
Started my investing journey in taxable brokerage in 2016. Now later 30’s and have an annualized return of 29.5% compared to an annualized return of 15.1% with the S&P500. I have a portfolio of about 10 stocks, mostly tech except 1 banking stock. I bought $10K or NVIDIA in 2018, …
Am I too cash-heavy? It seems like it 27M
I’m 27 and trying to sanity-check my cash vs investments balance. Right now I’m holding more money in cash (checking + HYSA) than I have invested in the market, and it’s starting to feel inefficient. I’ve been slowly deploying cash into investments, but I still feel very cash-heavy. Some context: …
alert system for stock list
hi does anyone have any suggestions on a tool to monitor a portfolio of stocks and send alerts I want it to send email alerts if price moves in a big way or if there is unusual volume obviously there is bloomberg but it's expensive so are there any alternatives?
18, UK-Based - Potentially leaving £50k wealth management for S&P 500?
I’m 18, UK based. Just took control of a £50k+ portfolio I built from savings and side hustles (flipping golf clubs, designer stuff, bit of luck). It’s been with the same firm my parents use. They’re about wealth preservation, not growth. Best year I got \~16% while the S&P 500 …
MU Blowout up over 15% Premarket Is This a Bullish Signal for Tech?
Micron just posted a blowout Q1 FY2026 with results across the board beating expectations. Revenue came in at 13.64 billion dollars up 57 percent year over year and 21 percent quarter over quarter well above the 12.92 billion consensus. Profitability improved sharply with GAAP gross margin rising to 56 percent …