Posts
Late starter..has that tech ship already sailed? Amd, MSFT, VOO?
Been watching but wasn't ready to commit a month back when these are WAY less. It seems tech stocks are overvalued so not sure if it's a right time to buy. Have about $10k peasant funds and thinking to stay with the safest bets ....AMD, MSFT, VOO and JPMorgan (probably …
What kind of due diligence would have led me to buy SNDK before it ran?
Id hate to make a " how to find stocks" thread because it's probably inquired here frequently. But I'm seriously tired of living aloof or ignorant to potential to serious gains. Like how the fuck did I miss sandisk until last week?? Where do I tap in? Which platforms are …
NASDAQ is already back up 1% from the session lows. After a 26%+ run, this market still can’t even manage a proper 2% red day.
Market still feels weird to me right now. You’ve got inflation staying hotter than the Fed wants, traders talking about inflation maybe ending the year around 4.5%, rate cuts getting pushed back again, yields staying high, and geopolitical stuff still unresolved. Normally you’d expect at least a decent pullback with …
Uber finally fixed the business. Why hasn't the stock noticed?
**Spotify is up 430% since 2023. Uber's business went through the same transformation. Uber is up 31%.** For years the criticism was fair. Uber burned cash at a scale that was genuinely hard to justify. Driver subsidies, market expansion, regulatory battles, the whole thing looked like a company that could …
Energy stocks dilemma.
I have Vistra and CEG on my radar. Both have contracts with hyper scalers. Both have good rev, margins and rather high upside. CEG - ran a lot already plus worse performance in bull markets, politically sensitive and a lot of good news is already priced in, beat Q1 massively …
Can DRTS submit for FDA approval of their GBM treatment as early as this coming year?
Alpha Tau (NASDAQ: DRTS) has announced groundbreaking news. They have achieved complete response in recurring GBM, the most common and aggressive brain cancer. If you listen closely to the conference call, you’ll notice the company is already looking forward, and the FDA is on board. Usually the approval process for …
Galaxy Digital $GLXY Helios AI Infrastructure DD
Galaxy Digital (GLXY) is still primarily valued by the market as a crypto financial services company, with earnings tied to trading activity, Bitcoin cycles, and broader digital asset volatility. That framework is increasingly outdated because it does not reflect the scale or structure of the AI infrastructure business being built …
I went through Airbnb's last two 10-Ks. A third of their profit isn't from hosting. It's from the Fed, and that's unwinding
Okay this might be obvious to people who pay closer attention to filings than I do but I just spent a weekend going through Airbnb's last two 10-Ks and there's something on there that I can't stop thinking about. The Airbnb pitch since the IPO has been pretty simple. Marketplace …
How can I possibly know when to exit a venture capital etf?
I sold off my Palantir ( not at the ath dang it) and bought into VCX at $86 and it's done very well. Mostly bought because my work was now moving to Claude from Palantir and Anthropic was getting hyped as being a better product. SpaceX is in it, IPO …
Why i (Still) think $ALVO is undervalued at these levels.
Alvotech developes and manufactures biosimilars, cheaper copies of expensive drugs. They handle everything in house from cell line development through to final manufacturing, which gives them a cost advantage. Five biosimilars already approved and selling across 90 countries: copies of Humira, Stelara, Simponi, Eylea and Prolia/Xgeva. Teva handles US distribution, …