Posts
New $150k account.
I have a new $150k account in all cash. My previous trading underperformed the market. At the same time, I had a $6k account with 80% tqqq on buy and hold that just hit $24k. Thinking about 40% qqq, 40% voo, 20% individual stock shares and maybe a couple 6 …
Is HubSpot (HUBS) the next money machine? +10% on Friday but still down 60% last 12 months !
It popped almost 11% on Friday to close at $220.63, yet it’s still down over 50% from its 52-week high of $611.00 The underlying business momentum is actually very strong: • Strong Growth: Q1 2026 revenue was up 23% YoY to $881 million. • Strong Forecast: Full-year 2026 revenue guidance …
$NOW is up 10% overnight. Is SaaS the next boom that won't ever stop?
I've mostly been focused on AI names and semis, but seeing $NOW jump 10% after earnings/news has me wondering if the market is starting to reward software again. For the last few years it felt like SaaS was dead money compared to chips and infrastructure plays. Now companies like ServiceNow …
Why is nobody talking about Nike (NKE)? This looks insanely cheap.
Am I the only one looking at Nike right now and wondering why nobody is talking about it? Nike stock is down roughly 65-75% from its all-time highs depending on the timeframe you’re looking at, and it’s trading around levels not seen in over a decade. Yes, I understand the …
Give me your high conviction stock and I will analyse it.
I am a value investor looking for investing ideas in the US stock market. If you have a high conviction idea, let me know the ticker and I will do a detailed analysis on the company. I will also share my personal analysis so that everyone can make an opinion …
The NASDAQ seasoning changes will dismantle passive investing
Jack Bogle created the index fund on a foundational premise hat passive diversifcation across proven and stable businesses removes stock-picking risks and delivers market returns at a neglible cost. The index fund has become the de facto means of investment for almost every retirement fund and retail investor today. Further, …
Space X and the “Enshittification” of Passive Investing
In my opinion, SpaceX is the death knell passive investing. Not because it is a bad business, but because it could be an extraordinary business taken public at an absurd price (billions in losses, 100x sales!). Space will IPO at a potential $1.75 trillion to $2 trillion valuation, but with …
RDDT: A perfect example of a dual AI play
Just wanted to briefly share my thoughts on the Reddit stock. I don't really need to go into the usual metrics long story short, the fundamentals are solid, and the chart setup is playing out, targeting ATH in my personal opinion. What I really want to focus on is a …
I am a 17yr old trying to invest
Ok, so basically I have around 2k to invest into stocks and I want to invest for the long time; something around 5-10 years maybe even more and of course I’m trying to make the most amount of money that I can. I wanted to know what yall think that …
Which one is the better Physical A (picks and shovels) play, Ouster or Lumibird?
I am eyeing entering the physical AI (sensor) space as I believe Ai holds great potential to actually help people in care/maintenance/logistics sectors. I was eyeing Ouster but it’s a bit too expensive for my taste so I am thinking about pivoting to Lumibird (LBIRD). Does anyone like their approach? …