Posts
Is it over for $MSFT. Microsoft Office is going the way of Adobe.
People think $MSFT is cheap. **They don't realize the market is rerating it to a low PE like Adobe because 60% of its revenue is coming from SaaS that is getting disrupted by AI.** MSFT is just coasting on Microsoft Office for the past 50 years. After all this time, …
After a good gain should I cash out and buy dips? Or hold and compound gains?
Didn't know what I was doing but started investing much heavier in Jan 2025. Among other things, I am up 153% and 177% on Soxx and smh in that time.. Amazing returns Everything is due for a pullback and I'm fine with cashing out within 10% of all time highs, …
A company that did $682K in revenue last year just paid $73 million in cash for a real chip factory.
Quantum Computing Inc, ticker QUBT, makes almost no money. Total revenue for all of fiscal 2025: about $682,000. Not million. Thousand. A single decent dental practice books more than that. Today they closed a deal to buy NHanced Semiconductors, a real US chip-packaging company with actual customers, for $73.1 million. …
Cerebras falls 10% after chipmaker forecasts shrinking margin in first earnings report since IPO
Cerebras said revenue almost doubled in the AI chipmaker’s first earnings report since its initial public offering last month. The stock fell 10% in extended trading as the company forecast a drop in its gross margin. The company’s revenue increased 92% in the first quarter from $99.5 million a year …
is a stop limit order of 850 decent for koru 3x etf?
Tomorrow, I will be busy from 8:30-2:30pm so in case I miss the etf reaching this level, is it alright that I set up a stop limit to \~850? or do you see the stock reaching levels higher as seen before the sell-off so I should just set a higher …
I'm kinda sweating
/i know this is a repost from wsb, sorry if you're seeing it twice... just trying to get as many opinions as possible/ So... i was fortunate enough to catch mainly the RKLB, ASTS run. I also made some profit (way less) on other stocks like ONDS, RCAT, PL, SLS, …
Would you rather buy NBIS, RKLB, SIMO, or KEEL?
Which stock would you rather invest in: NBIS, RKLB, SIMO, or KEEL? Why would you make that decision? Do you believe one stock has more short term or long term upside? Do you believe one thesis is stronger than the others, especially as 3 of these stocks are very AI-focused? …
Alphabet added to Dow Jones Industrial Average, replacing Verizon
Key Points * Alphabet will replace Verizon in the Dow Jones Industrial Average on June 29. * Alphabet, the parent of Google, has one of the largest market capitalizations in the world. * Honeywell Aerospace will join the S&P 500, replacing Conagra Brands. * Honeywell would remain in the Dow …
Is Rigetti's Chiplet Strategy a Real Competitive Advantage?
I've been researching Rigetti (RGTI) and one thing that stands out is their chiplet approach to quantum computing. Most discussions around quantum stocks focus on timelines, government contracts, or stock price movements, but the underlying technology is what ultimately determines whether these companies have a chance of creating long-term value. …
What am I doing wrong/right?
I am a college student and I have $500/month to spare. The thing is, I want to focus on my studies and not waste time checking stock prices daily and have my mood be dictated by it. I decided I will just do a monthly SIP and hold for 2 …