Posts
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, …
Almost lost 50% of my networth
Last April after liberation day I was so close to selling everything and taking a huge six figure loss Just went on vacation for a month and the market recovered mostly by the time I got back Then after the Iran war I felt the same anxiety and wanted to …
News for KORU investors - Samsung Workers Union strikes.
I am sure it should not be a big problem for EWI long term investors. KORU 3x ETF major holding companies includes Samsung. Here is the brief news. Samsung workers' union is demanding more profit shares while some divisions are struggling. This all started from SK hynix profit share programs …
I tried to time the market with 80k
Bought vti at 335 and then trump went to war. Figured the peace talks weren’t gonna work bc Iran was asking for compensation for all destroyed infrastructure. When it got back to 335 I pulled out without a loss expecting the market was gonna tank again. That was this Monday. …
why during the iran war, USD value moves opposite to stocks indexes?
Noob question and first post here, please bear with me. I could not find an answer elsewhere, and I cannot find an explanation on why, at least during the past couple of months, the USD (vs EUR) moves exactly opposite to, for instance, S&P 500. I get that maybe EU …
Iran said the Strait of Hormuz is "completely open" to ships
Oil prices plunged more than 10% and stocks jumped after Iran said the [Strait of Hormuz is "completely open"](https://www.wsj.com/livecoverage/iran-war-us-talks-2026/card/oil-prices-fall-after-iran-says-strait-of-hormuz-is-open-O3Ajb7IUoo7ByKC7rqw8) to commercial vessels following a cease-fire in Lebanon. President Trump posted on Truth Social shortly afterward that the U.S.’s naval blockade on Iranian ports would “remain in full force.” The comments …