Posts
Given the state of Reddit itself, what chance does the company even have of surviving the next 5 years?
It’s a terribly mismanaged platform and a lot of its user base is fleeing to X and other social media platforms. The big brains at Reddit HQ apparently have no interest in competing with any of its competitors in the ever-changing social media ecosystem, nor any interest in managing its …
People need to get off the happy path stuff and understand what is going on
As we all know, the market euphoria and BS positioning of statements, which are often inaccurate, drive the market sentiment - nothing new here, but no Middle East deal done yet and even thought statements made about Strait being open, and oil prices dropping 10% on Friday, they are Still …
BF wants to invest $50k into BPTRX
Please point me into the right direction if I’m in the wrong place. My bf owns a manufacturing company that does really well and he’s planning on selling the business in the next 5 years. He’s been upset the last couple years because he wishes he would’ve invested more outside …
Is AI’s real impact on stocks about margin expansion, not revenue growth? Looking for flaws in this thesis.
I’ve been thinking through what’s actually holding the market back right now, and I want to pressure test this with people who think critically about macro, earnings, and second-order effects. My current view is that a big piece of market hesitation has been geopolitical risk plus uncertainty around how AI …
What’s an investment opportunity you spotted, didn’t pull the trigger on, and now regret.
Mine is missing out on Reddit’s IPO. I got an email leading up to it saying that accounts with a certain amount of karma could buy in at the underpriced level usually reserved for institutional investors. I think it was in $30s. Reddit opened at $46 and has exploded since. …
BROADCOM: I know you see it moving up and I have posted quite a bit about it
There is one main reason why AVGO is going to be the star of AI for years. META and google worked with Broadcom for 3 years on custom chips so with that said, it would be EXTREMELY difficult to switch vendors in a situation as locked in like this. Institutional …
ELI5: What exactly do people do with long term holds? When are you "supposed" to sell?
Hi, I know this post is going to sound like I'm patronizing investors but this isn't the case. I'm 30. Most of my savings are in funds, and more recently in individual stock, and now I'm wondering how long I'm "supposed" to hold (assuming I don't need that money). I …
$MSTR rips higher as Strategy posts a $1.3 billion Bitcoin gain and BTC smashes through $77k.
This is a reminder to those who think the crypto proxy trade is dead and MSTR looks like an overleveraged gamble. This move proves 2 things: * When Bitcoin moves, the leveraged plays with the biggest treasuries move even harder. Strategy just reported 17,585 BTC of net Bitcoin gain in …
MSTR up 30%+ this week as Bitcoin breaks $78K. Holdings back in profit.
Strategy (MSTR) is having a strong week. Bitcoin pushing through $77K-$78K puts their 780,897 BTC treasury back in the green, with an average cost basis around $75,580 per coin. Every $1,000 BTC move shifts their balance sheet by roughly $780 million. A few notable data points: * Saylor's team reported …
Where do you put your stock picks? Taxable or Tax Advantaged?
For that slice of your portfolio that you enjoy stock picking with, which account do you prefer to use? Taxable or Tax Advantaged? There are two main schools of thought: 1. Always put your stock picks in Tax Advantaged. The reasoning is because if you are bullish on a stock, …