Posts
On Buying shovels during a gold rush
Before I tell you what I'm advocating for, I want to prove two things to you. One is that we're fucking stupid. Two is that we're increasingly normal. Exhibit one is the stock-which-shall-not-be-named saga. DFV correctly identified a trend that some random people bought in on and mildly fucked some …
Everyone says AI is deflationary. Not for the next 10 years.
The capacity constraint is definitely getting worse as we saw after Intel’s reports and owing GPUs, CPUs and data centres is becoming increasingly valuable. The capex-heavy and resource-intensive nature of this build up is pushing inflation higher and we are already seeing this in electricity, energy and materials. For the …
CATL's Q1 print came in about 28 points above consensus and the H share is sitting at a 38% premium to the A
CATL dropped Q1 last week and the gap between the numbers and what the sell side was modeling is genuinely weird. Net profit up 48.5%, revenue up 52.5%, against a Reuters poll looking for around 20.9% on profit. Hello China Tech pointed out that roughly a dozen brokerages missed the …
If the cat is out of the bag about the small-cap value premium...
for everyday retail investors who peruse websites like Investopedia & Seeking Alpha, YouTube influencers with over-the-top blaring thumbnail pictures ("SCV to the Moon!"), Motley Fool articles (i.e, stealth advertisements) everywhere you look, wouldn't that mean the small cap premium is already priced in? If the novices are catching on, is …
r/Stocks Daily Discussion & Fundamentals Friday Apr 24, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * …
23k Loss in Shares
I've bought 76 RPSG Ventures shares at Rs.1152 two weeks ago hoping the price would rise since the price kept increasing rapidly over the past few days... but suddenly the market price started going down...I waited and thought it was temporary but boom the price keeps going down! Now it's …
AMD has gained 60% in a month why is no one talking about it?
Quietly every night AMD is my solid performer. Last night (I’m in Australia) in a sea of red AMD was once again the standout performer gaining 8% after hours. Now looking back for a month it seems we are now up 63% in the last month!! $201 to $328. This …
Do you guys think Oil will hit 5 dollars in the east coast ?
I am majorly invested in the global market and politics and my dad works in finance and is also invested although in more niche fields then me. I have been following the hormuz conflict and believe that the media has been downplaying the effects and that a mix of strategic …
How do you continue holding a stock that's gone up a lot?
I find it easier to hold a losing stock than a winning one. Like if one of my positions drops 50% I have no problems holding it for years waiting, hoping for it to recover. It's like I refuse to sell it out of stubbornness, but when it comes to …
How do we feel on the stock NOW? I know people are heavily concerned with it
NOW dropped like 18% today and in total about 50% last year. is this something to put a position in? seems like two biggest threats are 1. war and 2. ai replace SaaS. a lot of people (like NVIDIA CEO) says the concern for these fields are overblown. is this …