Posts
60 VTI/ 30 VXUS/10 VMFXX. Should I (33) rebalance to include bonds?
M33, incredibly unfulfilling but more incredibly stable job that pays enough to live frugally yet comfortably in a HCOL area. Largest expenses outside rent are in order student loan payments (always more than the minimum), healthy food, the joy of American public transportation, and contributions to building my HYSA 3 …
The AI capex numbers are getting hard to ignore, but I can’t tell what the market is missing
Been trying to wrap my head around the scale of AI spending right now and I honestly don’t know if I’m overthinking it or if the market is just fine with it The hyperscalers MSFT META AMZN GOOGL are talking about capex numbers that feel almost disconnected from how these …
Anthropic’s first NVIDIA deployment launched at Microsoft Azure
https://www.investing.com/news/stock-market-news/anthropic-launches-claude-models-on-microsoft-azure-powered-by-nvidia-gb300-gpus-4765979 Anthropic said on Monday its Claude family of artificial intelligence models is now available in Microsoft Foundry on Azure, running on NVIDIA’s GB300 Blackwell Ultra GPU systems, marking the AI startup’s first deployment on NVIDIA hardware. The availability gives Azure customers access to Claude models for building autonomous and …
Looking for the next bottleneck stock
I've seen that companies that are producing chips surged in stock price because AI and everything else requires the use of large memory storage as well as fast data processing. I thought to myself, so what's next after producing so many chips? Informations are processed at ultra high speed, and …
Has anyone else looked into INFQ (Infleqtion)
INFQ (Infleqtion) is the rare quantum name with real defense contracts behind it. Why is it on my watchlist.? It’s a neutral atom quantum computing and sensing company, and the draw is that the deals are tangible. They’ve partnered with Safran to integrate their Tiqker quantum optical clock into Safran’s …
Buy at high prices strategy ?
Fidelity’s dca timing is just weird. every dca it does is somewhat the highest pricing of the day. when i manually set the order, sometimes it won’t clear until 2 hours later. What’s your best tools to execute trades besides the broker’s auto invest engine? Which broker allows you to …
Amprius Technologies could be a real way to get exposure to the drone/aviation battery sector.
I have been following AMPX for some time now and it feels like one of those stocks where the actual company progress has been pretty damn good, but the chart still manages to make you feel like you’re missing something. They’ve got genuinely differentiated battery tech. The energy density numbers …
Doesn't the five dollar discovery deal make holding onto WBD stock worth it?
I've seen people on the sub say if you're currently holding WBD stock valued at $27, it's not worth it to hold onto it for another year, because the upside is a potential 10% or so return and the downside is the stock plumbing to pre-merger announcement value. However, this …
Don't fight the $ASTS rocket. Double digits are back
It dropped all the way from $133 down to around $65, and just as the bears were celebrating, ASTS today suddenly reversed with a nearly 20% massive green candle. The catalyst behind this aggressive rebound is very solid Satellite rollout officially confirmed The company announced that next generation BlueBird 8, …
What is the next sector to boom due to AI?
I'm sure many can relate to missing out on memory/NAND sector. The surge in NAND in late 2025/2026 came as a surprise, at least to me. Recall from 2023-2024 NVDA was "the hottest AI play," and the assumption was it would continue. It was constantly in the news and in …