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What are the secrets to beating the hedge funds for a regular guy? This is a very difficult thing to do for an average person who doesn't have expensive algorithms and insider knowledge to use when that's what he has to go against. Follow the money and you can be …
SpaceX joining the Nasdaq 100 next week. Is this already priced in?
SpaceX is officially being added to the Nasdaq 100 next week. The usual logic is that index inclusion triggers forced buying from passive funds, which should push the price up around the effective date. But these things tend to get front run the moment the announcement drops, so by the …
Which sectors have actually dropped to attractive valuation levels right now?
The market has been drifting lower for several consecutive days recently, and it’s really shaking a lot of people’s mentality. But objectively speaking, during a broad sell off like this, it’s actually a time when bubbles get flushed out and major companies are effectively on sale.If you have cash on …
Has Axon Enterprise grown into its valuation or is it still growing into it or is it overvalued.
I recently came across an article about Axon's CEO saying AI is the future of policing. I expected another AI buzzword story. Instead, I ended up spending the next few weeks reading about the company, and the more I researched it, the less I thought I was looking at a …
My dad has been buying the same stock for 22 years.
My dad is 61. He worked at the same manufacturing company for his whole career and through their employee stock purchase plan, he quietly bought shares every month. Never looked at it and barely talked about it. Last month he was filling out paperwork for early retirement and asked me …
Ford owns the new Michigan battery plant outright, but CATL runs it and takes zero equity. The licensing structure is the real story here.
I have been trying to get real exposure to the China battery supply chain for about two years now, and I keep hitting the same wall. You can buy the A share names, but the ADRs are thin, the Hong Kong listings gap on policy news, and the ETFs feel …
What AI-related stocks are you buying that aren't already obvious?
Hi, I'm looking to add more AI exposure to my portfolio. I'm interested in companies that could benefit directly or indirectly from AI over the next 5–10 years; whether that's semiconductors, memory, networking, power infrastructure, cooling, data centers, robotics, software, or "picks and shovels" businesses that most people aren't talking …
Bought SanDisk (SNDK) at $2,330. Did I mess up buying the top or is this just a healthy pullback?
Hey everyone, basically the title. I put $2,330 into SanDisk right at the peak earlier this week, and then the entire chip/memory sector took a massive dive today and yesterday. I know the long-term outlook for AI data center storage and NAND has been super bullish (I saw Bernstein even …
Top Tech Executive Quotes On Memory (MU)
* **Jensen Huang, CEO, NVIDIA** * *"The only thing limiting AI right now is infrastructure."* * **Lisa Su, CEO, AMD** * *"AI accelerator performance depends on high-bandwidth memory capacity and bandwidth as much as compute."* * **Andy Jassy, CEO, Amazon** * *"The primary constraint is infrastructure availability, not customer demand."* …
Jeremy Grantham warning against US stocks - what do people think?
I’ve seen Jeremy Grantham saying the US stock market looks extremely overvalued, especially with all the AI/mega cap tech and that investors should look more outside the US. Is this a genuine warning worth adjusting for, or is it another case of smart investors being too early/bearish for years? I’m …