Posts
Micron will peak and leave all you retail with heavy bags
Micron has been the single greatest beneficiary of the memory shortage, and the numbers are genuinely difficult to argue with. The May quarter produced $41.5 billion of revenue at an 84.9% gross margin, with the current quarter guided to $50 billion and roughly 86%, which is a level of profitability …
Unrealized gains evaporated
My stocks went up so much but I didn’t sell because I convinced myself they were “just getting started.” Then the market turned around and gave me a masterclass in unrealized gains. Now every time I open my portfolio, it’s just a museum of money I used to have.
Data Centers Officially Overbuilt: Meta Offloads $10 billion of Data Center Space to Anthropic
[https://www.reuters.com/technology/meta-talks-10-billion-anthropic-compute-deal-nyt-reports-2026-07-17/](https://www.reuters.com/technology/meta-talks-10-billion-anthropic-compute-deal-nyt-reports-2026-07-17/) Ed Zitron was called it. Hyperscalers are spending billions building out data center space, but once it comes online, they 1. Can't use it internally for their own compute 2. Can't resell it to any other party. Meta already is a shell reseller for other data center users and …
Cons of having multiple brokerage accounts under one broker?
I use fidelity and am planning on separating brokerage accounts into three different accounts: (1) Long Term ETFS; (2) Individual Stocks; (3) High Risk Plays. Are there any cons from this setup I'm not seeing or considering? My primary intent is mental organizing and tracking the different strategies over years …
Which one requires more skill: beating the market by 15 percent total after three years or beating the market by single digits after 5 years?
Pretty much what this question is asking. I’m just curious to know what this subs opinions are on which one is considered more impressive. I obviously know index funds are the way to go for building long term wealth but for curiosity’s sake I was wondering about which type of …
Anyone holding stocks that haven’t recovered in many years?
Has anyone here held a stock that crashed for many many years and still doesn’t seem like it will recover anytime soon? What are your plans? Keep DCA’ing? Keep holding blindly and hoping it goes back up? Or sell at a loss? How do you stay convinced when it has …
What industries do you see booming in the next 10 years?
I started my investing journey back in 2017 by grabbing a few hundred share of AMD after coming across an article that sold me on the idea that it was a steal at that price. I felt like I was late to the game but did it anyway. From there, …