Posts
Stock sales and ACH speed
I sold some FORD yesterday a few hours before the bell. All went smooth. I got trade confirmation overnight, and funds were available to transfer this morning. That was unprecedented for me, but I gleefully moved it via ACH to my Credit Union this morning expecting to see It available …
Snowflake Expands AWS Collaboration with $6B Commitment to Accelerate Enterprise Agentic AI Adoption
*The collaboration brings generative and agentic AI capabilities directly to enterprise data to help joint customers build and deploy AI-powered applications faster and more securely* *Multi-year strategic agreement expands joint investments in customer success, workload migrations, and go-to-market, as Snowflake surpasses $7 billion in lifetime AWS Marketplace sales* *Snowflake commits …
Broadcom $AVGO will topple $NVDA if it doesn't change it's strategy.
Look, there'll be a consolidation in the top AI models (maybe Anthropic, ChatGPT, Gemini). The LLM manufacturers want to minimize unit economics and don't really care about product releases given that we are plateauing using silicon CMOS based chips. AVGO will likely build all the custom chips for theses hyperscalers …
$MU SK Hynix could easily double from current levels - $DRAM is the play.
1. HBM remains the critical bottleneck for high-speed inferencing. 2. LLM architectures have not changed significantly since the DeepSeek release. 3. Storing user memory and incorporating it using RAG requires a ton of SSD/NAND 4. These points appear to hold for the next year. 5. DRAM is a solid play …
GE Aerospace + GE Vernova: Advice?
I have a brokerage with various stocks gifted to me from a grandparent. One of these was GE, which I guess split into GE Aerospace + GE Vernova (GEV) at some point because I have both. I only have 8 shares of GE Aerospace and 4 shares of GEV. I …
Best time to enter and exist a position during the day.
My perhaps naive thought is to sell during the first 30 minutes because of the euphoria. That said, it can go the other way and could be a good buy opportunity but my experience is that it's too noisy. On entering a new position, I feel the last hour is …
Mortgage refinance demand drops 18% as rates hit highest level since August
https://www.cnbc.com/2026/05/27/mortgage-refinance-demand-drops.html **KEY POINTS** **The average contract interest rate for 30-year fixed-rate mortgages with conforming loan balances, $832,750 or less, increased to 6.65% from 6.56%.** **Applications for a mortgage to purchase a home fell 0.4% for the week and were just 5% higher than the same week one year ago.** **Refinance …
TransUnion (TRU) - data and analytics moat play trading near 30% below targets with financial sector tailwinds
I’ve been screening wide moat data names and TransUnion caught my eye at a discount. Business model is straightforward but the economics are strong. They provide credit reporting, analytics, and decisioning tools to lenders and businesses. Moat is the huge data set and network effects. Tough to replicate. They’re adding …
Broadridge Financial Solutions (BR) - recurring revenue machine with wide moat sitting 40% under analyst targets
Broadridge keeps popping in my screens as a steady compounder that’s still cheap. Did a fresh look at the numbers and figured I’d share for anyone hunting financial services names with staying power. They handle investor communications, securities processing, and data for banks and brokers. Lots of recurring revenue tied …
LPL Financial (LPLA) - wealth management scale play with wide moat trading 40% below targets. Solid FCF and policy tailwinds
Wanted to share thoughts on LPL Financial after digging through their filings. Not the flashiest name but the fundamentals and valuation stand out, especially with the deregulatory mood in DC. LPL is a big independent wealth manager providing broker-dealer services and platforms to advisors. Moat comes from scale, regulatory know-how, …