Posts
Has anyone else thought about the implications of the CoreWeave/Leidos CRWV/LDOS partnership?
The recent CoreWeave/Leidos announcement got me thinking about something beyond the immediate contract. Everyone talks about AI as: * NVIDIA → chips * Hyperscalers → cloud * OpenAI/Anthropic → models But what if the next competitive layer is **enterprise AI deployment**? Leidos already knows how to navigate the customer, the …
How an 8-person fund called "Situational Awareness" blew up $24B, sold its whole portfolio, and triggered a market drop
Killed from both sides: long the AI buildout (SK Hynix, Nebius, SanDisk, Micron, CoreWeave - all down 35%+), short software names like Adobe that ripped higher. The part that should scare you: forced sellers don’t care about your cost basis. They were forced to sell off their entire public portfolio …
When is it actually a good time to exercise?
Is it usually better to wait until close to expiration, exercise early, or does it depend on taxes, volatility, and whether they're ISOs or NSOs? Or should I never exercise at all as what some people say? I'm trying to understand the general strategy.
Best Way to Diversify Brokerage vs Roth IRA?
(22 y/o) I started investing in January because I finally wanted to get my foot in the door. Was unemployed when I started, contributions are currently 50% VOO, 30% VGT, 15% VXUS, 5% NASA (I'm fine with keeping NASA as a longterm investment.) Also wondering when I should get out …
Selling $DRAM (up 13% today), evaluating alternatives.
Selling DRAM on today's strength. Not because the memory thesis broke, but because I bought a cycle and cycles get sold. Launched April 2 at $28, ran to $81, sitting around $50 last I looked, still way up from launch and where I bought. I missed the opportunity to sell …
VT Vs HEMC and WRDA advice please
Hi everyone. UK. I've been in both HEMC and WRDA for a few years now. DCA'ing nicely. I've been reading about how VT is more diversified globally than a combination of HEMC and WRDA. Performance-wise it is impressive. Although I have achieved significant growth, the HEMC has been taking a …
Tried P2P lending as alternative to Bonds and Mutual Funds
Hi guys, M32, living in Mumbai. Have been investing in mostly stock, mutual fund, some parked in Gold. Wanted to explore some alternative investment options. Tried bond, invoice discounting, and they have been doing well. For about more than 12 months, have been investing in p2p lending. Have invested in …
Yahoo Finance Feature Request: Add a "Portfolio Weight (%)" column to Custom Portfolios
I've been using Yahoo Finance to track my investment portfolio and one feature I really miss is a **Portfolio Weight (%)** column. I'd love to be able to see, at a glance, what percentage of my total portfolio each holding represents, similar to many brokerage platforms and portfolio trackers.
Daily General Discussion and Advice Thread - July 30, 2026
Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! Please consider consulting our FAQ first - [https://www.reddit.com/r/investing/wiki/faq](https://www.reddit.com/r/investing/wiki/faq) And our [side bar](https://www.reddit.com/r/investing/about/sidebar) also has useful resources. If …
Does the Fed decision even matter if the 30-year stays above 5%?
The Fed held rates yesterday, but the 30-year Treasury still moved to around 5.23%, the highest level since 2007. Most of the discussion I’m seeing is still about whether the Fed hikes another 25bp in September. I’m starting to wonder how much that actually matters if long-term borrowing costs are …