Posts
20yo, $1000 to invest in a single stock, looking for input on my shortlist
I'm 20 and have js started investing, and already invest long term through ETFs, but I want to put $1000 AUD into one individual stock to start learning how to actually evaluate companies rather than just buying the index. I'm looking at a few options and trying to narrow it …
How are you tracking AI adoption and/or model capability?
A lot of us are invested in semis and hyperscalers so the multi trillion dollar question is if the infrastructure buildout will lead to AI adoption and ROI. I've been looking at things like the Stanford 2026 report, METR data, other benchmarks, solving Erdos problems and the associated commentary from …
What Analysts Have Said About Micron (MU) Going Into Earnings
# Analyst Commentary Supporting a Prolonged Micron Upcycle * **TD Cowen (Krish Sankar):**“The role of memory in AI is structural, not cyclical.” * **RBC Capital Markets (Srini Pajjuri):**“Five to six more quarters” of DRAM upcycle remain. * **Deutsche Bank (Melissa Weathers):**Supply tightness “could persist well into 2028 and potentially beyond.” …
rdw asts and rklb are crushing my gains
Idk what to do anymore, everyday my MU gains are cancelled out by how poorly rdw, rklb, and asts are doing. I’m considering selling and putting the money into a mu dip? it just sucks making all this money on one stock and having it equate to nothing because of …
Is it smart to sell my profit and buy back later to increase my share count?
I have a Trading 212 pie with multiple stocks and it’s currently doing well (+11.32% overall). I’m up about €423 in profit right now. I was thinking about selling just the profit part (so not my original investment) and then buying back later during a dip, since the market has …
EVgo (EVGO): A Clear Lynch / Weschler (Berkshire) / Munger / Einhorn / Miller Value Play
TL/DR: EVgo represents a leveraged play in the EV / autonomous driving markets. The insanely high switching costs gives this company a moat that rivals that of enterprise SaaS in the 2000s and 2010s. In my opinion, their partnership and buildout strategy is the best in the business. With the …
K shaped stock market?
ACN stock down almost 20% premarket today after earnings report. I am not an investor in this company but been eyeing it as it has been dropping past year and valuation looked tempting. I am glad I didn't pull the trigger. ​ This stock, a large cap tech stock, is …
Dot-Com bubble burst occurring again with AI... issue or non-issue?
The dot-com bubble did burst. And everything in it (large companies like Microsoft at least) grew exponentially afterwards (and a lot of smaller companies couldn't compete and died off). I believe that unless you are nearing retirement, the AI bubble bursting should not be a concern for you. Even if …
BWX Agrees to License Nuclear Reactor Design After Activist Push
**Takeaways by Bloomberg AI** * BWX Technologies Inc. has struck a deal to license its design for a small modular reactor after activist investor Ananym Capital Management pushed the company to consider commercializing it. * Applied Atomics has entered a licensing agreement for BWX's mPower design, gaining exclusive rights to …
Do traders need a better way to catch their own bad decision patterns?
I have been thinking about something that probably happens to a lot of people who trade. You look at the chart, the indicators, the volume, the news, the setup, everything. The data says one thing, your gut says something else, and suddenly the hardest part is not analysis, it is …