Posts
Give me your high conviction stock and I will analyse it.
I am a value investor looking for investing ideas in the US stock market. If you have a high conviction idea, let me know the ticker and I will do a detailed analysis on the company. I will also share my personal analysis so that everyone can make an opinion …
The NASDAQ seasoning changes will dismantle passive investing
Jack Bogle created the index fund on a foundational premise hat passive diversifcation across proven and stable businesses removes stock-picking risks and delivers market returns at a neglible cost. The index fund has become the de facto means of investment for almost every retirement fund and retail investor today. Further, …
Space X and the “Enshittification” of Passive Investing
In my opinion, SpaceX is the death knell passive investing. Not because it is a bad business, but because it could be an extraordinary business taken public at an absurd price (billions in losses, 100x sales!). Space will IPO at a potential $1.75 trillion to $2 trillion valuation, but with …
RDDT: A perfect example of a dual AI play
Just wanted to briefly share my thoughts on the Reddit stock. I don't really need to go into the usual metrics long story short, the fundamentals are solid, and the chart setup is playing out, targeting ATH in my personal opinion. What I really want to focus on is a …
I am a 17yr old trying to invest
Ok, so basically I have around 2k to invest into stocks and I want to invest for the long time; something around 5-10 years maybe even more and of course I’m trying to make the most amount of money that I can. I wanted to know what yall think that …
Which one is the better Physical A (picks and shovels) play, Ouster or Lumibird?
I am eyeing entering the physical AI (sensor) space as I believe Ai holds great potential to actually help people in care/maintenance/logistics sectors. I was eyeing Ouster but it’s a bit too expensive for my taste so I am thinking about pivoting to Lumibird (LBIRD). Does anyone like their approach? …
SOFI: the bull case, the bear case, and which one I actually believe
I've spent the last couple of days digging through $SOFI's Q1 2026 filings and what is so surprising is the stock's movement in relation to where the company is headed. The company just posted it's 10th straight profitable quarter which showed that revenue grew 43% YoY and crossed the 40 …
SPCE!=SPCX I am confuse
Why are people buying Virgin Galactic (SPCE) before SpaceX (SPCX) IPO on June 12? It’s actually pretty hilarious and a bit sad at the same time. SpaceX is about to go public under ticker **SPCX** on June 12 in what could be the biggest IPO in history. Meanwhile, Virgin Galactic …
US Grounding Flights: Demand Destruction?
Recently there have been discussions in the US regarding the shuttering of major airports with all flights in and out completely cancelled. The explanation given defies logic. However, with the Strait of Hormuz shut and jet fuel under pressure it appears that oil would eventually rise. Theory: By shuttering the …
HPE’s $5B AI backlog is prolly gonna pump these 3 tickers on monday
i am literally losing my mind over this HPE earnings report on monday. that massive 5B ai backlog is insane because that money flows straight through other tickers before HPE ever prints it as hardware revenue. if you want to make money on this you have to front run the …