Posts
What is everyone buying or watching today?
Curious what people are actually doing today. Are you buying anything, trimming winners, adding to long-term positions, or just sitting in cash and waiting for a better setup? Feels like every sector is moving in a different direction lately. Some people are still chasing AI, some are rotating into small …
Tech Rotation into Software and Finance
I’m wondering if anyone else has seen this over the last couple of weeks. It looks like money is flowing out of hardware and into software like SNOW NOW MSFT PLTR ZETA PATH all rising, SOFI HOOD rising, photonics and AI hardware starting to stall. Do yall think this is …
Sell all index funds to pay off car loan?
I’ve been slowly paying off my car loan for several years now (it’s a Subaru Outback, really happy with it), but I still have $10k to pay off. With costs going up so much, I haven’t been able to save a penny for many months now, other than my Roth …
IREN: My Bull Case for 2026
AI is not my field, so take this as an investor trying to learn rather than an expert opinion. I recently started building a position in IREN and wanted to share why it has become one of my highest-conviction AI infrastructure plays. I'm also posting this to get feedback from …
Persuade or dissuade me from some potential picks
Looking to potentially buy and hold these stocks. The amount I'm investing would be less than 5% of my portfolio, and the goal/hope would be this 5% outperforming the rest. I'm an absolute beginner here, but my choices aren't based off nothing. Not married to any of these stocks, just …
Costco doesn't deserve this punishment
It dropped over 4% after the open today! Why? Because they have the cheapest gas? Is that the thanks they get?! Record sales, record profits, beat expectations. What is the problem? Oh I see, Elon wants his SpaceScam to get investors and needs something sold...got it! Meanwhile Daddy Trump has …
Everyone's positioned for more war. What rips if it's peace instead?
Most of the positioning I see right now assumes Middle East tension stays elevated indefinitely. Defense names ripping, oil with a permanent geopolitical premium baked in, shipping rerouted around Hormuz. Fine as a base case, but it's a crowded trade and one serious diplomatic breakthrough resets a lot of risk …
U.S. equity funds draw weekly inflows as tech rally lifts sentiment
U.S. equity funds drew inflows in the week to May 27 as a rally in AI-linked technology stocks lifted sentiment, though concerns surrounding the U.S.-Iran peace negotiations kept purchases in check. According to LSEG Lipper data, investors bought a net $1.97 billion of U.S. equity funds, compared with a net …
Dell’s $24B AI monster quarter means the hardware supply chain is about to go crazyy
bro dell just absolutely blew the doors off with $24.4B in AI orders and $16.1B of AI server revenue in just ONE quarter (Dell press release, May 28, 2026), and everyone on here is completely losing their minds over GPUs like usual but you guys are missing the actual story …
Help me understand the long term case for Ouster
So I bought a small position in Ouster a while ago because I thought there would be a physical AI boom and Ouster had a reasonable chance to capture some of that value. My issue is, I'm concerned about their long term prospects due to the threat of vision only …