Posts
4 month update on r/Stocks favourite stock picks - up 43.62%!
See my [last update from February here](https://www.reddit.com/r/stocks/comments/1r46r7c/a_1_month_update_on_rstocks_favourite_stocks/) And [OP in January here](https://www.reddit.com/r/stocks/comments/1qbw2zr/putting_rstocks_to_the_test_by_buying_all_this/) Again, anyone wanting to follow the [Trading 212 Pie](https://www.trading212.com/pies/l7rMzBS5lmGR0u48kZjwpqARSr2J) (that's the trading app we use in the UK/Europe - it's basically our Robinhood) is welcome to do so I got some shit on r/Investing for shitty formatting, so …
The bull market is raging: what to buy?
Looking for the diamonds in the rough can be tough: I like reddit for this, because people present their findings and the pro's and con's are usually present in the comment section. Though, currently the most popular stocks that are presented, all have had insane runs already. Examples: ASTS/RKLB: kinda …
The U.S. Lost the War on Iran
After months of escalation, billions spent and nonstop threats, the situation is drifting back to where it was before the war. Iran still has leverage over Hormuz, the nuclear issue remains unresolved, and Tehran may now negotiate from a stronger position while oil markets remain exposed to the same geopolitical …
Here’s what you get for $2T for SpaceX IPO
At $2T, you’re no longer valuing launch economics, Starlink cash flow, or defense contracts. You’re pricing: Mars colonization Geopolitical dominance AGI infrastructure (space-based data centers) Global telecom replacement National security dependence Elon himself as a civilizational operating system Of course if you want a non-functional self driving or unfinished robotics, …
Fun fact: Most people who doubt AI on Reddit have not even used AI in a business sense
Just remember, those who **keep** thinking AI is a fad and **that** the bubble will burst here might not even have **a** technical **or** business background. They might have **used** a chatbot for a few hours total in their **lifetime**, **weren't satisfied**, and **now** think that it is useless. who …
Iran deal 2nd worst outcome
Trump takes a huge L, and only gets 30 day not 60. That means tankers continue to be scared to cross the Iran controlled strait, and probably higher inflation all year due to this. Very huge L for Trump, headlines will be spinning hard. Bearish overall, rate hike may yet …
What if the future of AI isn't anything you can imagine or firmly invest in yet?
Right now we are being told (and telling) a story about a revolution of our way of life, transformed by an exponential capex that is driving the stock market to heights we have never seen before. The next space-race. A Renaissance. We see a today a natural, exuberant investment in …
Is the entire Ai Boom built on fake revenue?
Latest corporate filings show that OpenAI and Anthropic alone make up over half of the entire $2 trillion future cloud backlog held by Microsoft, Oracle, Google, and Amazon. This massive pipeline is actually being created through a circular accounting trick called a round trip revenue loop. But how it works? …
Impact of SpaceX IPO on other stocks
Assuming a 20x oversubscription and assuming flat to be 75 Billion, we are looking at 1.5T liquidity that the market would need. Investors might already be selling some assets (megatech? Bitcoin?) Or might sell in the next few weeks. Which stock would you trim in anticipation of a lower price …
What stocks are you buying or dumping when China makes a move on Taiwan?
Feels like the whole AI/semi trade has a hidden geopolitical time bomb attached to it. TSMC basically powers the modern tech world, so an invasion/blockade would hit way beyond just Taiwan. + 1/5 of all global maritime trade passes through the Taiwan Strait. The dip from the Iran war would …