Posts
How do fractional shares work
Sorry if this is a stupid question but i have been curious for a while and ai didn’t give explanation that make sense to me . How do brokers and exchanges provide the service of buying and selling fractional shares? There are several models in my mind, when an investor …
What Is the price of global leadership?
The most common framework used to interpret the current development of artificial intelligence is the comparison with the dot-com bubble: a cycle of speculative enthusiasm in which a real and transformative technology is anticipated by financial markets to such an extent that excessive valuations emerge, followed by a sharp correction. …
The top has yet to come for MU and DRAM
TL;DR: The market is mispricing Micron and the memory sector because people still think this is a standard cycle. With HBM sold out through the year and margins hitting software levels, the AI bottleneck has permanently re-rated this industry. Wednesday after market close will force the sidelined money to capitulate. …
I've found an interesting company.(DTST)
Hello, I have been interacting with the stock market for four years and I have decided to write my first due diligence about a very interesting, but weird stock which is known as Data Storage Corporation (DTST) I have the TL;DR here, and the long version. **TL;DR** \- Lots of …
KVYO: High growth, profitable, trading at under 3x sales while slower peers trade higher
In my opinion, Klaviyo has been unfairly bucketed with the rest of SaaS which has created a massive and generational buying opportunity. For Klaviyo, the AI disruption is not only wrong, but it actually is the opposite. This company will and already does benefit massively from AI adoption and advancement. …
Memory stocks - next play?
How are you approaching MU earnings on Wednesday and the following momentum on all the remaining memory stocks, assuming all the stocks move higher? I was holding some OTM LEAPS on MU and DRAM starting from April, but I realized I’d be better off if I simply bought shares back …
Do Institutional traders have an edge over retail traders ?
According to Drew Day(I just watched a vid interview if him), institutions / funds have an edge over retail traders. They have better tools / software, faster connections, better strategy , better data etc. Is this true . I thought everybody was essentially on the same level. I can see …
Google loses two top AI researchers to OpenAI and Anthropic
**Warning: This will be an unpopular post because this sub loves Google.** Gemini co-lead, Noam Shazeer, is leaving Google to join OpenAI as announced last Wednesday. Shazeer was one of the lead authors of "Attention is all you need" paper that jump started LLMs. Two days later, Deep Mind President …
Question from a young investor
Hey everyone! I am currently trying to get more seriously into investing, but I am constantly second guessing myself due to all the doomer posts on Reddit. “\~35% from S&P 500 is AI. The bubble will burst”, “ new investors are gonna learn a very harsh lesson that old investors …