Posts
Hi I’m 19 years old and just opened my Roth IRA and HYSA I would like some advice
So I use fidelity and I have FXAIX, FTIHX and FXNAX for my Roth IRA could anyone help me or recommend some I could add or remove also should I put money into my individual account or just keep buying/adding money into what i already have invested/going to invest in. …
Why are agency MBS Spreads Tightening for Fannie, Freddie and Ginnie?
I noticed that the spread on Fannie Mae, Freddie Mac and Ginnie Mae issue pools are tightening to almost the lowest level for about 10 years. I know you can't plot a spread like you would on a normal yield curve because you have to allow for the prepayments, and …
Bloomberg: Oklo Selected for $200M AI Nuclear Initiative
Bloomberg reports that Oklo and X-Energy are joining a Trump administration initiative aimed at accelerating advanced nuclear reactor deployment to support the rapidly growing electricity demands of AI data centers. The $200 million initiative also includes Microsoft and Nvidia, and is designed to speed the development of new power generation …
Has anyone mapped out the scale and extent of circular investement in AI tech?
There are several high-profile examples where large tech companies invest in AI startups, and those startups then spend a significant portion of that capital back with the same investors (or related companies) through cloud infrastructure, GPUs, or long-term compute contracts (e.g., Microsoft/OpenAI, Amazon/Anthropic, Google/Anthropic, Nvidia and various AI labs).
AI infrastructure depreciates way faster than people realise, and enterprise adoption is softening
There are two things I've been looking into that don't get enough attention in the AI bull case, and I think they matter a lot for anyone holding NVIDIA, Microsoft, or anything riding on AI CapEx continuing forever. People compare AI buildout to railroads or the 90s telecom boom. I …
Do you know what you are getting into? Really?
The Economist's July 11 issue has an absolutely side-splitting article .... because it is just soooo true. Not only does it skewer passive indexing, it absolutely NAILS the reality of the leviathans overwhelming the American indexes. I never stopped laughing from start to finish. Both passive indexers and stock pickers …
Has anyone else been paying attention to the rise of 24/7 equity trading?
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