Posts
What happens when the 'bond vigilantes' return?
Government debt and deficits are rising fast worldwide and particularly in the US. US Treasury has been selling short paper instead of bonds in the expectation that Warsh will be a puppet and drop the funds rate. The AI hyperscaler complex is issuing mountains of debt to finance CapEx way, …
Daily General Discussion and Advice Thread - July 21, 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 …
How climate change will impact investment across sectors in markets. Can you give me a perspective how are we modelling for climate change in our financial model and valuation?
I am a finance enthusiast and love investing and taking bets. Lately I have been observing almost every sector is impacted by climate change but they are not factored in our valuation or investment thesis. Correct me if I am wrong. For a thermal power company, there is a mandate …
Is Oracle still worth holding--a bagholder's opinion
I was the bagholder who previously posted about betting heavy on Oracle (ORCL) at $300. At that post, someone asked me how I view Oracle now. At the time, I said they’d likely run into trouble next year, but still had some upside left for this year. My thoughts back …
Korea's Chip Crash - The Warning Shot Before Big Tech Earnings Week
The Kospi's 4.9% plunge - it's the sharpest signal that the AI/chip rally is getting wobbly right before the biggest US tech names report, setting up a high-stakes week. [https://stocktwits.com/news-articles/markets/equity/korea-focused-koru-etf-dips-on-kospi-drag-samsung-sk-hynix-extend-selloff-into-us-big-tech-earnings-week/cZZLrtnR7Mr](https://stocktwits.com/news-articles/markets/equity/korea-focused-koru-etf-dips-on-kospi-drag-samsung-sk-hynix-extend-selloff-into-us-big-tech-earnings-week/cZZLrtnR7Mr)
32 years old, €11k/month net + ~€150k annual bonus. How would you structure long-term investing?
Hi everyone, I’d love to get some opinions from people who have been investing for a long time or who have gone through a similar situation. I’m 32 years old, have a very long investment horizon (20–30+ years), and I’m not planning to touch this money unless something truly unexpected …
Metrics for the top 3 show NVDA is incredible at this price
|Ticker|EPS Growth Est|EPS Est|P/E Est|Current EPS|Current P/E|FCF/Share|P/FCF| |:-|:-|:-|:-|:-|:-|:-|:-| |NVDA|42.93%|12.84|15.87|6.56|31.07|$4.92|41.46| |AAPL|10.76%|9.71|33.53|8.29|39.28|$8.79|37.02| |GOOG|2.78%|14.65|23.95|13.24|26.49|$11.72|29.94| Even Apple silicon [too slow](https://security.apple.com/blog/expanding-pcc/) to run the cloud version of Siri and has to resort to Nvidia chips instead. btw, nice growth rate there alphabet
Tax expert question about options for hedging
If one were to open a new SPY position and buy Sept 2027 puts to cover their new position, and it were to tank (let's say 50%. yes it's unlikely. I'm just trying to make the example simple), is there a way to keep the position at the new lower …