Posts
What is the bull case for Micron and Sandisk beyond rising AI demand?
I understand the broad argument that AI data centers need more memory and storage. For Micron, is the main opportunity high bandwidth memory for AI accelerators, or will demand also lift pricing and margins across its broader DRAM and NAND businesses? How much depends on supply staying tight? For Sandisk, …
Suggestions on GE Family of Stocks
With the ongoing conflict, do you guys think ge aerospace and ge venorva will drop a little more ? Those two companies are amazing in terms of fundamentals. Since I have invested too much in AI stocks. I want to diversify my portfolio. People will argue about VOO and VTI …
Why AI is going up
AI is being saved because of how ugly the rest of the market looks. Dario came out, he said we need to slow this down. AI stocks started to sell off even infrastructure tied to AI stock started to sell off. This was really ugly. And then this week everything …
Physical Stock Certificates
I found a number of stock certificates at a family members home. I am his POA and this was a surprise to say the least. I located 5 different certs and each had a different amount of shares. The most recent cert was issued 3 weeks before a company 3-1 …
Check my post history - 3rd high-conviction pick. McDonalds (MCD)
McDonald's (MCD) is about to do what it's done for 15 years. I have a much smaller position than I would like. (Not a lot. I would have more if I didn't have other high conviction plays to fund) **Not a financial advisor,** but my money is where my mouth …
What Would OpenAI and Anthropic Be Worth If They Actually Traded Every Day?
If OpenAI and Anthropic were publicly traded, their stocks might have just gotten crushed. That's the risk with investing in highly valued private AI companies. OpenAI and Anthropic have reached enormous valuations, but because their shares don't trade every day, investors don't see how dramatically those valuations might move when …
Advice on consolidating small positions from 4 stocks
I have 25 shares each of: Nividia NBIS QQQM TSM Looking for advice or if it’s worth it at all to sell off 3 of these and invest in just one. For context I’m 55, invested fully in Roth and SEP so these were my “just investing small amounts and …
BABA (Jack Ma) - holdings in offshore trust?
[https://www.reuters.com/legal/transactional/chinas-offshore-trust-tax-crackdown-could-impact-single-stocks-bofa-says-2026-09-22/](https://www.reuters.com/legal/transactional/chinas-offshore-trust-tax-crackdown-could-impact-single-stocks-bofa-says-2026-09-22/) The popular trades in asia has been hedge fund targeting companies where the chinese owners has/had used offshore (outside of mainland) investment trust to retain ownership of the companies. Essentially, hedge fund identifies companies of those profile and start shorting it ahead of block trades arranged by the investment …
What is your take on ENR-DE (Siemens Energy AG)?
In 5 years it is up by **+523%**, Q3 FY2026 results: revenue up 18.5%, backlog at €162bn, and profit tripling and so I was curious. Current share price is around **145 €**. I hold around 1900 € ($2170) worth of it and honestly I just followed my gut and invested …
Knowing when you've had enough
Hi all. Been a lurker for years. First time posting. Likely my last depending on the reception. Invested in 4 tech stocks I had a lot of interest in as a nerd I guess. NVIDIA, AMD, Intel and Microsoft. I also had a short-lived investment in Tesla which I sold …