Posts
What would happen if AI would suddenly become useless?
This is something I've been brainstorming about for a while now. I read somewhere that AI is a mayor part of the SP500 and that the mag7 capex for 2026 is higher than the GDP of some countries. What would happen to the world and world economy if AI would …
Over the last 4 years, why haven't Apple, Microsoft, Visa and Verizon performed well?
4 years ago I finally got into buying stocks and all of the articles I've read stated that these four stocks I mentioned are ones to buy and everyone needs them in their portfolio. Well, My total value in apple is $1, 816 and my profit is only $ 777. …
Y'all Seeing this? Major financial institutions anticipate a "dismal" or lower-return decade
So was banking on the 7-10% assumed return standard we've been lucky enough to of had but when doing some research today it looks like projections are not quite that for the next decade. Have any of y'all seen this? What are your thoughts? Next 10 year projections suggest a …
Competition advice
I’m currently in an 8-week investment competition and I’m sitting on around **13k CHF** portfolio value. There’s about **one week left**, and I’d need roughly another **20% gain** to have a serious shot at the top. I already made a strong move earlier with a leveraged oil position, but now …
$724M in net cash. 89.75% gross margins. 23.59% ROIC. Trades at $4.3B.
**TL;DR:** Doximity (DOCS) is a digital platform used by 80% of U.S. physicians for collaboration, telehealth, and medical news. They make money by charging pharma companies for targeted marketing access. The stock sold off because pharma clients delayed ad budgets due to regulatory uncertainty around drug pricing (MFN deals). Wall …
Why are markets reacting so positively to BOJ Yen intervention?
BOJ decided to buy up the Yen today, reducing USDJPY from 160 to 156 almost instantly. How is this a good thing though? Strengthening the yen further pushes up Japan's own treasury yields which are already at historically high levels. And this theoretically should weigh on both their markets and …
Is it too late???
hello everyone, ive recently started investing so im pretty new to this. Im currently use fidelity to buy stocks (idk if thats a good choice or not pls let me know and if not tell me what to use pls lol) I've recently seen a lot of people talk about …
I was bearish on Google 6 months ago. Q1 2026 changed my mind.
Honestly I owe the GOOGL bulls an apology. Back in late 2025 I was convinced the AI disruption thesis was real - that ChatGPT and Perplexity were slowly bleeding Google Search dry. I even trimmed my position. Turns out I was wrong, and the Q1 numbers make that pretty clear. …
Keeping with current trends, the bank of Japan intervenes in the Yen market even with stocks at all time highs. Good for more market pump
Bank of Japan decided to prop up the Yen today. With the Nikkei and the US markets at all time highs. The move pushed the USD down, which also pushed crude oil down. USD and crude were high as a natural result of current events. It's natural price discovery at …
Campine nv - another acquisition in 2026 or 2027?
so there is an Interview online with sub 100 views (I attached it to this post) - in which the CEO of Campine nv says that there are some interessting acquisition targets for 2026 or 2027 - but that it would be to early to go deeper into it. I …