Posts
How rampant is fraud in sp500 expenses?
I overheard someone involved in this in a public place. Deals are in the range of 1-30 million USD. There were at least 2 listed companies involved. they funnel money from profits to insiders through external expenses from semi legit companies, which pay out to insiders part of the fake …
Bad deal and de-escalation for a short time... Then dump.
There will be a long back and forth where both sides claim things for another week or 2, then there will be a "30 day peace period" which will actually be nothing. During this time, Iran and the USA will both backtrack on their words and re-escalate. The net result …
CODX a good option for high-risk/reward stock?
Very much a casual investor here. I mostly play it safe with a few different accounts I've built over the years while working with different employers but I have one small account that I thought I might have fun with and look to invest into a smaller company with a …
Consumer sentiment hits fresh record low for third straight month as Iran war fuels inflation worries
https://www.cnbc.com/2026/05/22/consumer-sentiment-hits-fresh-record-low-in-may-as-iran-war-fuels-inflation-worries.html Consumer sentiment has tumbled to a fresh record low in May as fears of higher prices grow due to the U.S.-Iran war and elevated oil prices, the University of Michigan’s Surveys of Consumers said Friday. **The index of consumer sentiment fell to 44.8 from a preliminary reading of 48.2. …
Meta releases a new Reddit-like app called Forum
> Meta has launched a new app called Forum without fanfare or even an official announcement. > It is described as "a dedicated space for the conversations that matter most to you," created specifically for Facebook Groups. > Users will need to have a Facebook account to be able to …
Quantum ETFs
I’m looking to get some quantum exposure, there’s the classic wqtm but the quantum exposure is actually quite dilute (mainly because not many pure quantum companies at the moment granted). I came across a new etf called corgi quantum cqtm which has quite good pure exposure but it’s not very …
It's not AI that is the bubble...
A lot of speculation has been going around in the recent years as to weather an AI bubble could crash the stock market. From my observation, both AI optimists and sceptics are represented in fairly equally. Some believe its a bubble, some don't, who knows. Looking at history, in 2008 …
HOVR, JOBY, ACHR, EVTL Bear Case
I have been very interested in the eVTOL space recently. The technology is very promising and I can see why the whole sector is getting a lot of attention recently. But, I have some concerns. Based on current estimates there are 40,000 to 70,000 helicopters in the world and roughly …
Asymmetric bet on power generation
The case for HYLN (Hyliion) They just got UL certified, made deals with the army and navy and NASA is interested. Also just met with Jensen from NVDA who then said we need 1000x more power. If this gets BE valuation, it would be a 450$ stock, currently trading at …
NVDA's networking line is the read-through nobody is pricing
i've been watching the nvda chatter all day. most of the sub's threads went straight to the EPS beat and the guide, which is fair, but the part i keep coming back to is their Data Center networking number: $14.8B, roughly +199% y/y (NVDA release recap). that felt like a …