Posts
How do you actually judge whether another investor is worth following?
I’ve been spending some time looking at other people’s portfolios and public trades recently, partly to learn and partly to get a sense of how others approach things. But the more I look, the harder it feels to judge what actually matters. Some people show strong returns, but it’s not …
As manipulation by the ultra rich becomes more obvious, trust drops.
Doesnt that mean that eventually people will start to seek safe haven in markets not controlled by a few dozens of billionaires? Stock market manipulation was always talked about but now its in your face, completely public and shameless and it makes sense, not only are they controlling the government …
The stock market went up today because Iran hasn't retaliated yet and the market will go down hard if they do
The US and Iran have disagreed on a ceasefire. Initially, we saw all stocks drop. Then Trump announces that he will literally blockade the Strait in order to open it up. This means this is a time bomb now If Iran doesn't retaliate and reportedly continues to seek some kind …
Oracle stock jumps 12% after AI and infrastructure announcements at Customer Edge Summit
[https://www.ebc.com/forex/why-is-oracle-stock-up-today-customer-edge-boost](https://www.ebc.com/forex/why-is-oracle-stock-up-today-customer-edge-boost) Oracle shares rose to around $155, making it one of the top S&P 500 performers of the day. The move followed announcements around AI integration, cloud growth, and energy infrastructure, including plans to procure up to 2.8GW of fuel-cell capacity with Bloom Energy. The company also reported strong cloud-related …
Let's talk about SAFX
In June production doubles to 38 million. The big dogs jump in when the money goes up. In two years another plant will open. This is a rare confluence of a small company on the verge of 1: A big, integrating merger. 2: Geopolitics destroying supply. 3: Countries mandating near …
ORCL’s move here is pretty interesting. How are you guys playing it?
Honestly, I couldn’t help but say something about this. The U.S. market can be really emotional sometimes. One day nothing’s happening, next thing you know it just rips out of nowhere. But moments like this are actually the biggest test of your mindset. Chase it, and you’re worried about getting …
China hikes rare earth prices by 45% = more drilling = MDI.TO
I keep it simple: If REE prices jump +45% in one quarter, Western governments and miners will invest even more aggressively in exploration = someone has to drill those holes = That’s Major Drilling. MDI is the world’s largest specialized drilling contractor. They don’t own the mines, they drill the …
One stock 20 grand
So I have some extra cash that I just threw into my brokerage account. I do not need this money for anything in the foreseeable future. I already hold sizable positions in Amazon, EchoStar (SATS), Alibaba, Microsoft, Blacksky, ASTS, intel, and rocket labs. I’m pretty sure most of those are …
palantir: 80usd
pltr hitting $80 basically stock being way ahead of the actual business. Right now, the stock is trading at a p/e ratio of over 200. That’s wild even for a tech company. For it to stay at its current price of around $130, it has to basically never miss on …
The physical oil market is screaming there is a supply shock yet equities still seem calm?
People keep pointing to the front month of Brent being around 102 dollars and acting like the market has already priced this in and has it under control. I do not believe it does. To be precise, I do not believe in the screen price we are seeing. I am …