Posts
How to tell if I’m making good decisions or if this market is just unreal
This might be a dumb question, but I only started trading 2 weeks ago. I’ve been swing trading mostly tech stocks, usually holding 1-3 days per trade. I figured I’d be able to learn the most by simply doing a lot of trades vs buying and holding long term (even …
My biggest mistake with investing…
Is being born too damn late to start investing…like damn I should have started investing out of womb with my chore money or something. Jokes aside, this bull market is making me feel MASSIVE FOMO because I just got out of college and I can only invest so much with …
Cerebras (CBRS) surged 65% on its IPO day !
Cerebras (CBRS) surged 65% on its IPO day. Cerebras Systems is an American company that competes with Nvidia, creating chips 100 times faster than GPUs, enabling AI to run at 2000 tokens per second. They have partnerships with OpenAI and AWS for AI. Nvidia invested in the company a few …
Will you buy the dip if we crash like Dot Com Bubble or the Great Financial crisis?
So much FUD about the end is near for the stocks market. It seems more like those who missed out want to see a crash. Even if this mother of all crashes happen will these people buy the dip or keep complaining it wasn't enough and missed out? I say …
Where is all the money in the US stock market coming from?
Newbie here - I don't really do complex analysis of stock trends/full blown out supply chains with all the players. I've mostly just focused on tech stocks I believed in/ETFs. But, my stock portfolio has grown insanely the past year (80% ish) and I'm trying to understand the stock market …
MS and Citi Play around the CBRS IPO
CBRS IPO was today, shares were allocated at 185 and it opened for trading at 350 before hitting 386 and retreating. While people were focused on the IPO, here was an interesting nugget from the prospectus. [https://www.sec.gov/Archives/edgar/data/2021728/000162828026029503/cerebras-sx1amay2026.htm](https://www.sec.gov/Archives/edgar/data/2021728/000162828026029503/cerebras-sx1amay2026.htm) *"We will grant the underwriters the right to purchase up to an additional …
$ORCL Oracle Corporation - Bullish
Most recent news from Oracle showed that the price target was raised to a whopping $275!!! (it used to be $225) Other notes: Oracle's capex-to-RPO ratio is \~9% versus peers' 33.6% They're is cutting staff in India amid broader hiring slowdown tied to AI shifts; traders may note potential cost …
Automation and the K-Shaped Economy
I'm no seasoned economic analyst or economic thinker, but a lot of posts in this and related subreddits got me thinking. I see people musing over the beaten down prices of SAAS and consumer cyclicals and an implicit assumption that the divergence of these sectors and AI-related sectors will eventually …
WeRide Announces Strong Q1 2026 Financial Results: Total Revenue Hit US$16.5 Million, Driven by Robotaxi and ADAS Commercialization
Some of the numbers stood out: \- Revenue up 57.6% YoY \- Product revenue up 115.8% YoY \- Gross profit up 55.9% YoY \- Cash position around $896M \- Robotaxi fleet expanded to 1300 vehicles The other interesting part was their discussion about GENESIS. It dramatically accelerates autonomous driving training …
How do you value company like $GOOGL?
Is it an ETF, a hedge fund, a hyperscaler, an AI and robotics company, a consumer device company, or a space and quantum company? I see people throwing around random numbers like $7T, $10T, and $13T by 2030, but no one seems to have any idea. I am heavily invested …