Posts
Shiller P/E Ratio and Buffett Indicator
Anybody else follow the Shiller P/E ratio (CAPE ratio) and/or the Buffett Indicator, and give either metric much credence? Shiller P/E ratio is currently around 42. Do y'all expect it to get over 45, maybe even over 50, before the next big bear market (whenever it may come)? Buffett Indicator …
Rivian offers to sell 75 million shares
-Rivian Automotive, Inc. (Nasdaq: RIVN) (“Rivian”) today announced that it has commenced an underwritten public offering of 75,000,000 shares of its common stock. In connection with the offering, Rivian expects to grant the underwriters a 30-day option to purchase up to an additional 11,250,000 shares of its common stock, at …
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
Last week Nvidia gave two companies access to over 200,000 GPUs without asking for full payment upfront. That's a pretty big shift for a company that's been selling chips about as fast as it can make them. The new model lets AI cloud providers access GPUs through revenue sharing and …
Advice on AI/Semiconductor Investment
I’m looking to add some long-term exposure to AI, semiconductors, and microchips in my investment portfolio and wanted to get some opinions from people who have already done the research. I’m mainly interested in ETFs or index funds rather than picking individual stocks. My goal is long-term growth (10+ years), …
Should I move funds from brokerage to Roth? (first year of investing)
Hey guys wanted to get your insight on what I should do as a 27M. I started investing this year (I have been in my 401k for a few years now). I opened a fidelity brokerage account and started investing. Dumb of me come to find out you can open …
Can someone explain the purpose of 'price targets' by experts?
Can someone explain the purpose of price targets by the experts in publications and news? For example, expert XYZ of some highly-regarded publication sets a PT of $500 for a stock that is currently $300. By that logic, shouldn't that publication and everyone and their mother go all-in on that …
Seeking advice on rebalancing my individual stocks
I have a significant % of my net worth in 4 individual stocks. 2000 shares of RDDT at $172 cost 3000 shares of AFRM at $40 cost 600 shares of RKLB at $90 cost 100 shares of GOOG at $375 cost I am aware the risk of holding so much …
Short Term Investing
As per the title, I want to learn to invest properly and specifically target he more volatile stocks. As contrary as that sounds, I already do have working knowledge on how to read candle stick charts and how to identify certain patterns but I would like to know where I …
Well... the memory stocks are making last week's debate a little more interesting
Last week I posted that I was more confused by the sell-off than the earnings. Then I spent the whole weekend reading everyone's explanations. Profit taking. Rotation. Too expensive. AI bubble. Fair enough. Now the market finally opens again and the whole memory group comes out strong. WDC and STX …
Liquidated all positions: Sitting on $1.2M cash for a 2026 macro restart. How would you deploy this for the next decade?
Hey everyone, long-time lurker here. I recently cashed out my entire portfolio. After taxes, I have exactly $1.2M sitting in a high-yield account earning boring interest. I’m ready to built a brand new, resilient portfolio from scratch for the long term (5-10 years). Given the current valuation of tech giants …