Posts
Drone companies made their forecasts before US revealed ALMOST 300% FY26 spending for FY27 and why it matters.
FY2027 defense budget request: $74 billion for drone and counter-drone technologies, triple the FY2026 amount. The specific unit running point on this, the Defense Autonomous Warfare Group, went from $225.9 million in FY26 to $54.6 billion requested for FY27, over 24,000% in one cycle. **This has rare bipartisan support in …
Goldman Sachs values DK with a "BUY" rating and pushed Target Price up to $73. Here is why I disagree.
This is almost certainly a coordinated trap set up by institutions to trap retail. Its EPS was beaten, but revenue was missed, indicating cost-cutting masked up as "demand". Insiders (i.e., director; not that important, but still a transaction) recently sold off a transaction 17 days ago. The stock is also …
MEMORY & SEMICONDUCTOR PROTOTYPE STOCK THESIS
*Hello everyone, this is my first stock thesis I’ve been working on to provide myself a clear overview of where the current industry for memory and semiconductors is heading. Feel free to provide critical feedback on the draft! (THIS WAS WRITTEN WITHOUT THE USAGE OF AI!)* **STOCK MARKET RESEARCH & …
"It's over the bubble popped, prepare for an ultimate correction of a century"
"This time is different" Ye ye, seriously. Each time we are seeing the slightest correction of 2-5%, y'all freak out about bear market and correction of a century. And look at that, another friday, another pump. It will indeed be over if some of you go out and touch grass. …
Japanese Firms Show Signs of Moving Away from Nvidia GPUs; South Korean NPUs Emerge as Alternative
The high price burden of Nvidia, which dominates the graphics processing unit (GPU) market, is pushing Japan's artificial intelligence (AI) industry to actively seek alternatives, opening new opportunities for South Korean AI semiconductor companies. In particular, neural processing units (NPUs) specialized for inference rather than training are gaining attention as …
Why MU is a huge buy
MU was down over 30 percent since its peak this morning and people are freaking out and wondering if it’s over here’s my analysis on why it is still a buy •CAPEX is not going anywhere In a massive tech revolution there are TWO distinct phases the infrastructure and the …
Could AI companies just survive perpetually forever using investors' money?
It just seems unreal right now at how the supposed AI bubble has never come until now. Just 2 years ago, people would've thought it was improbably for Nvidia to hit past $200 yet here we are today. No matter what market downturn and even in Trump era 2.0, the …
Are there stocks with 6%+ dividends that still keep pace on IRR overall with equity ETFs (12%+)?
Getting more into stocks this year even though I've been heavy on res rental real estate for 10 years. So what I mean is, VOO for example, I expect 10-12% (edited to keep comments on topic) per year for the next 10 years. But I'd like to buy stocks that …
CAPR - Capricor Therapeutics - 100%+ Short Float of Retail Shares - Long Setup
$CAPR is shaping up for a potential repeat of what we saw in November. Short interest has climbed back above 30% of the float, sentiment around FDA approval has pushed the stock down to levels that seem to reflect a meaningful chance of rejection, and despite the positive data already …
Is my portfolio good?
\*UPDATE\* I posted on here about a month ago asking for help and here is what I have decided after everyone's recommendations. I opened with the app fidelity and here is what I have broken down into my account: Brokerage Account VTI - 50% VXUS - 30% BND - 20% …