Posts
Bogle vs. Buffet vs. Dalio - Long-Term Investment Strategies Backtested over the last 20 Years
Hello Stock-pickers :) I finally had the time to do something I wanted to do for a while: backtest and compare the most common long-term investment strategies with real market data. The title is a bit of a joke, a bit true :) In fact I tested: * 100% stock …
Herbal Dispatch Completes 452kg Multi Client Medical Cannabis Export Shipment To Europe
Herbal Dispatch with another export win, So far Q2 is looking to be an absolute unit of a Quarter! Herbal Dispatch just announced the successful completion of a 452kg multi-client medical cannabis export shipment to Germany, a shipment that stands out not just for its size, but for its smart …
OpenAI filed for IPO but is the entire AI hardware backlog a massive trap??
Bro im lowkey shaking thinking about this because if you look at the actual math, that $805B hyperscaler capex Morgan Stanley is forecasting for 2026 doesnt just turn into magic software revenue overnight, it has to physically land in concrete and copper first. Like OpenAI just dropping that confidential S-1 …
JBL - one of the more interesting picks and shovels plays on the AI infrastructure buildout
JBL has been in my portfolio for about a month and wanted to share it is one of the more interesting picks and shovels plays on the AI infrastructure buildout. TLDR - AI data centers are no longer just about GPUs as the demand is shifting toward power, liquid cooling, …
Volex PLC (VLX) as a cable supplier to Amazon and Nvidia data centers, Foxconn and Tesla
I have not seen this posted on finX or Reddit, but I like Volex PLC and would love a second opinion (preferably critical). A \~1.15b GBP company that supplies cable to top hyperscaler data centres, among other things (also consumer electricals, EVs, off-highway, and medical). The financial metrics are clean: …
r/Stocks Daily Discussion & Technicals Tuesday - Jun 09, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not 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 …
SPGI: Carves out the mobility division (MBGL) in June. What's your verdict?
SPGI is considered to have a wide moat and it currently trades at a low valuation w.r.t. forward P/E (low 20s). I just happened to know that it'll carve out it's Mobility division and that existing SPGI shareholders will automatically get assigned a 1:1 share of the carved out division. …
APLD (AI Data Center) DD
So their business model is basically to sign tenants. Think of them as a landlord for AI infrastructure, they build the building, the hyperscaler moves in and pays rent. They signed a new lease yesterday, so I did run the numbers again: Based on signed lease agreements alone, APLD is …
SMCI will be the next big thing
Anyone else think SMCI is flying under the radar? Everyone’s obsessed with NVDA, but all those GPUs still need to go somewhere. SMCI is one of the biggest partners turning them into actual AI servers and racks. Then you look at companies like NBIS throwing billions into AI infrastructure and …
Why has GE Vernova $GEV dropped 12% since May?
GE Vernova, $GEV, has been on the rise. This is due to an increase in demand of gas turbines for AI data centers resulting in a great April Q1 2026 earnings report. The demand for gas turbines is so high that there is a production backlog of gas turbines. In …