Posts
Floating datacentres on refit cargo vessels
Just in case the AI bubble won’t burst I thought what could be an interesting so far under appreciated angle in the AI infrastructure industry. I came across this post from last month from one of the largest container ships manufactures from Japan. https://www.mol.co.jp/en/pr/2026/26021.html They propose to build Floating Data …
Can anyone advise me on a way to minimise my losses?
I currently own stocks in Sofi, including Hong Kong and US holdings. I am considering transferring these assets to Interactive Brokers (IBKR), but the transfer fees are HKD720 for the Hong Kong stocks and USD2100 for the US stocks. Sofi has recommended selling my stocks before transferring. Should I follow …
CRSP is heading to $25 before it goes up to $97 (in 4 years)
Net loss 2025 was $581.6M. Operating loss $665M, up 42% from 2024. Collaboration expenses rose 77% to $213.5M after the Vertex cost-deferral agreement expired. This cost is now permanent. CRSP reported $3.51M in revenue for full year 2025. CASGEVY generated $116M in total sales but flows through Vertex's books. CRSP …
netflix drop
Here’s my analysis of Netflix (NFLX). The stock closed at approximately 97.31 USD on April 17 after a 9.7% drop following Q1 earnings. I expect further downside pressure that could bring the share price toward the 55.55 usd or like 67 usd level over the next several quarters. **Macroeconomic Context** …
"Here’s what the stock market might have gotten wrong about the Iran war"
I know people are frustrated with the disconnect between what is happening in the world and how the markets are behaving. [I thought this was one of the better articles lately discussing all of that](https://finance.yahoo.com/sectors/energy/articles/stock-market-might-gotten-wrong-114318922.html). The disconnect is real. Some selected quotes from the article: *Even investors rushing to tap …
Hims and Hers is compounding Ozempic and selling it cheaper than NVO. That's either a brilliant play or a regulatory time bomb. Or both.
$HIMS provides a telehealth platform that allows them to prescribe and deliver medications to their clients, including weight loss, hair loss treatments, ED medications, skincare, and mental health. They do not use the traditional method of prescription through pharmacies since the platform skips all the steps, making the process convenient …
No matter what happens, US stocks just keep going up.
No matter what happens, the US market just keeps pushing higher.The S&P 500 is printing new all time highs even with war in the Middle East and signs that the US economy is slowing down.Since the start of the 2020s, the S&P has already hit fresh record highs 204 times. …
How do you deploy your cash reserves?
On top of your DCA, how do you deploy your reserves? I see a lot of people in here say they have dry powder or will buy certain stocks at dips. While I know most people say just dca and forget it. For those who don't, what is your method? …
Photonics and Optics Related Stocks
I have stocks in NBIS and Iren and there are a lot of mentions about "photonics" since copper interconnect is the bottleneck for AI hyperscaler. Started doing some digging and Cisco, Marvell, Credo, Astera labs, Coherent, Lumentum, Nokia, Macom, and Intel are some of the major companies that have hand …
Taking over late fathers portfolio
I've taken over my late fathers Morgan Stanley account recently. I've only ever really had an elementary level understanding of investing, but have picked up quite a bit in this past year, especially around tax season. We got \~10k of capitol gains distributions, and although I have enough to cash …