Posts
How do people pick stocks?
Genuinely asking. I've watched videos, read articles, and I still can't figure out how anyone has conviction on a specific stock. Like when someone says "I'm buying NVDA," are they just pattern-matching off vibes? Are they reading 10-Ks? Running DCF models? It seems impossible to know more than what's already …
The "Trillion Dollar" SpaceX Fantasy Ignores a Multi-Front Siege
**\*\*The Core Flaw: TAM Denial\*\*** The fundamental assumption that SpaceX will hit \*\*$1 trillion in revenue\*\* relies on Starlink becoming a global monopoly. That thesis is already dead. There are only \~500 million households globally with the disposable income for $100+/month broadband, and the vast majority already have fiber or …
Google Gemini co-lead Noam Shazeer to join IPO-bound OpenAI
(Reuters) - Noam Shazeer, a vice president of engineering at Google and co-lead of its Gemini artificial intelligence models, said on Wednesday that he will leave the company to join IPO-bound ChatGPT maker OpenAI. Shazeer's move comes as leading AI firms compete for talent while racing to develop advanced models. …
Market manipulation going on against Adobe, Intuit, Salesforce, and other software stocks
The IGV ETF sector is down at levels not seen before. Adobe beat expectations and is still getting punished. Salesforce stock has fallen consistently every single day for the past couple of weeks. A Goldman Sachs analyst downgraded Intuit. I would love to know how much the investment side of …
Is FLNC majorly slept on in this AI power boom?
Hear me out. Everyone is chasing the obvious AI plays like chips, cooling, and the hyperscalers themselves, but the biggest bottleneck right now is not compute. It is actual electricity. Data center power demand is going parabolic, the grid literally cannot keep up, and interconnection delays are costing these 500 …
Another ADBE post so prove me wrong
I was heavily invested at Intel at $20/$30 when everyone said it was a dying company, and make a very good profit. Now I believe Intel is highly risky at these prices, so looking at my next investment. I have so far about 500k in Adobe at $220 price. There …
How long do you expect the AI gold rush to last?
I just read an article from the WSJ that in Asia from cab drivers to everyday investors people are pouring a lot into AI-related stocks these days. The most notable ones are companies like TSMC, SK Hynix, and Samsung. The AI-related industry is currently in a growth stage, since insatiable …
Intuit - Is the TurboTax panic justified?
Goldman Sachs downgraded Intuit stock to a "sell" (as usual, after it became clear that the stock was at a multi-year low and heading lower) due to the perceived AI impact on TurboTax. I wanted to understand if this was justified. I tested Perplexity Computer for Taxes - which Perplexity …
Charter communications buyback play
In the past year Charter stock (spectrum internet) has been seriously hammered going from $400 to a current $126. It was even $800 2 years ago. The sell-off was mostly due to fears of increased fiber competition and fixed wireless internet. The business itself has not really done poorly - …
Qualcomm is Ascendant
I’m long on QCOM for 8 years now. Watching what Cristiano Amon has done with Qualcomm has been great. So many shrewd moves and partnerships. In the Internet forum tech world, they have this evil legacy rent seeking patent troll reputation that is confusing when looking at the direction they …