Posts
Inogen (INGN) starting to grow again?
Be aware Inogen (INGN) are hiring a lot of people as we speak. Especially sales people (80%). Currently around 50 people out of total 745. During the last week alone + 20 new hirings. I have heard that their new stationary oxygen concentrator, Voxi 5 is a huge success. Launced …
DXYZ = easy way to invest in Anthropic
With the SaaS selloff and immense Anthropic hype, why aren't people more excited about DXYZ? Their last reported NAV was $434M which is well below their current market cap: \~$650M, but their reported NAV is misleadingly based on old info from end of 2025! They invested $100M out of their …
HIMS - Brace yourself for the next earning call
The recent rally from $19 to $30 has been fueled by a string of high-profile headlines, including the Novo Nordisk settlement, Eli Lilly product additions, and speculative excitement over peptide reclassification. However, this "growth story" carries a hidden cost: a structural compression in gross margins as HIMS pivots from high-margin …
Google is so afraid of falling behind that they’re dropping $40 billion on Anthropic
To be honest, Anthropic has been really impressive lately, with Claude Code getting super popular. But Google also has Gemini. They’re facing off with a competitor while throwing money at them what does that show? It shows that Google is really worried, afraid of being left behind by OpenAI and …
I'm looking for a set of red flags save me from myself!
Random wise people, I'm looking to avoid investments in stocks that are too likely to lose money. I use a variety of filters, and quantitative stuff, but I'm looking to systematize and upgrade my "bad stuff" filtering, to remove cr@p I shouldn't touch with a 10 foot pole. So the …
FOMO is strong !
I got this list of stock im looking at and this week has been green indeed ! But i dident buy anything. due to the oil war So can i have a second opinion in here ? They are basicly ATH now. Google Strong buy Mu Strong buy Seagate Buy …
Logic → Memory → Power
Are power semiconductors the next AI play? Compute chips are driving greatest wealth generation in human history, recently dragging memory stocks along for the ride. Based on recent surge of power semi stocks, investors may be realizing their importance to AI growth. Most of these stocks have been in a …
The Warsh Playbook
Warsh now greenlit to be nominated and in my opinion will want rates to be dropped massively because Trump wants it done. Trump wants to lower the debt and without lowering spending the best way to do that is to lower the amount of interest paid on the debt by …
Who does insider trading actually harm?
I started thinking, let's say I'm a politician and I get news of some event that's going to happen, and I buy a stock. The stock performs incredibly and I make $100 million. As far as I know, there are people who own the stock, people who have options either …
Institutional Selling?
Has anyone noticed large percentages of institutional investors selling out of positions and why it’s happening? It seems like every company I look at there has been large swings of 50%-90% of institutions selling out of positions. Is this signaling a bearish turn in the market? Is it strictly sector …