Posts
Target Date Funds - outside of 401k
My 401k is locked up mostly in target date funds and has been performing very well over the last 15 years. I have some money outside of my 401k invested in VOO, Google, and SMH. However, as I add, are there any good target date funds you can buy outside …
Potential Very Good Opportunity In Allstate
The stock is Allstate the insurance company (ALL). It’s tried to breakout of the 210-220 range 8 times in the past year and a bit. It’s consolidating so much that once this breaks out it’s going to shoot up like crazy. It trades at a P/E ratio of 5!!! When …
Let’s talk about Abbot Labs (ABT)
So abbot has taken quite a fall lately. However, it just guided to making at least $5.35 (at the low end) so this would put them at under a 16x PE for this years earnings. Dividend is approaching 3% and it is a solid healthcare company. What are the downsides …
WHY BillionToOne will moonshot
**$BLLN BillionToOne is the most interesting stock I've looked at in a while and I think most people are sleeping on it. Here's everything I found after going super deep.** I spent a lot of time researching this one so buckle up. This is a long one but I genuinely …
SpaceXAI has signed a compute agreement with Anthropic to provide access to Colossus 1 and expressed interest in orbital AI compute
“SpaceXAI has signed an agreement with Anthropic to provide access to Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers. Built from the ground up in record time, Colossus delivers unprecedented scale for AI training, fine-tuning, inference, and high-performance computing workloads. Colossus 1 features over 220,000 NVIDIA GPUs, …
The secret OS numbers of DRTS in Pancreatic Cancer
One of the most important numbers when talking about a cancer treatment, maybe even the most important to many, is the OS (Overall Survival). How much did the treatment prolong life for the patient? DRTS is a revolutionary cancer treatment, without getting too deep into it, what’s important to know …
Workiva ($WK) - Seriously oversold?
Q1 earnings released yesterday, great quarter, beat expectations. Hitting GAAP profitability with accelerating revenue growth. Sticky ecosystem and regulatory moat differentiates from the rest of SAAS. Analyst consensus puts it at moderate to strong buy with a price target at $95. Down 10% today at one point. What's the deal? …
Is Intel's rally actually sustainable or is this a geopolitical spike?
$INTC more than doubled in April, best month in their history on the Nasdaq. Apple chip deal news just dropped this week pushing it to 110. The deal makes more sense now than it ever has. Apple's entire chip supply runs through TSMC in Taiwan, one company on one geopolitically …
$LFVN DD before earnings
I’ve been digging into LifeVantage and the setup here is actually interesting heading into upcoming earnings, especially from a positioning standpoint rather than just fundamentals. Right now, short interest is sitting around 3.7 million shares. The float is roughly 10 to 13 million shares, which puts short interest at about …
$LFVN DD it is set up to have huge potential if the price gets driven up after earnings
I’ve been digging into LifeVantage and the setup here is actually interesting heading into upcoming earnings, especially from a positioning standpoint rather than just fundamentals. Right now, short interest is sitting around 3.7 million shares. The float is roughly 10 to 13 million shares, which puts short interest at about …