Posts
UpStart Holding iopening another lending agreement with Castlelake LP
Let me get this straight. UpStart, an AI lending platform, has opened another agreement with CastleLake LP, an "alternative investment firm" in a Forward-Flow agreement (whatever that is). What am I missing here? Upstart has no real revenues to speak of apart from this and CastleLake is essentially a private …
stocktwits discussions are terrible, any alternative platforms?
Been investing in VTI and chill basically, recently got interested in adding some individual stock positions for maybe 10-20% of my portfolio, figured I'd check out where people discuss specific companies so I tried stocktwits since it kept coming up in searches. The good parts: tons of activity on every …
Should I (would you) sell VGT/SMH/FTEC/XLK and maybe MGK and just buy something else?
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How do you know if a stock is worth a long-term investment?
I am looking for a framework to use to showcase bear/base/bull fan charts, show "sources of return", ROIC vs WACC with reinvestment rate, and pre-share FCF to account for dilution. What metrics are a must-have, or is there something else that I should look into? I really appreciate the help.
Sandisk joins S&P 500 following Western Digital spinoff, replacing Interpublic
https://www.cnbc.com/2025/11/24/sandisk-will-replace-interpublic-in-sp-500-after-western-digital-spin.html KEY POINTS Sandisk will replace Interpublic Group in the S&P 500 index before the start of trading on Nov. 28. Western Digital bought Sandisk in 2016 and spun it out in February. Omnicom received European antitrust clearance in its attempt to acquire Interpublic. Shares of flash storage vendor Sandisk …
Trying to combine crypto + equities sentiment into one trading model
I keep thinking there’s insight in comparing multiple markets at once. For example when equity sentiment shifts and crypto reacts a few hours later. Has anyone modeled cross-market lag correlations with ML? Curious if this becomes useful or just noise.
Should I (would you) sell VGT/SMH/FTEC/XLK and maybe MGK and just buy SPYM or something else?
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Does Robinhood automatically deposit money from your bank account to your Robinhood account to pay for Gold?
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