Posts
Ishares S&P 500 Info Technology: Should I sell and buy a more diversified ETF?
Hi Everyone, I have been accumulating stocks monthly in the * iShares S&P 500 Info Technology Sector UCITS ETF * Ticker: QDVE for the exchange i use. I only started investing about 2 years ago, so its not a lot, but currently I sit at 11,1k USD. Where 40,5% is …
Gold long-term forecast - realistic targets for 2026, 2030 and beyond
Most gold price articles give you a number without explaining the framework behind it. Here's how I actually think about the 3-5 year trajectory - three structural forces that I don't think the market has fully priced. **1. Central bank de-dollarization** EM central banks have been systematically reducing USD-denominated reserve …
r/Stocks Daily Discussion & Fundamentals Friday May 29, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * …
Anyone looked at KXIAY?
With the rise of Micron, Sandisk and all the other memory stocks driven by AI demand, i was looking for other companies that might blow up. Memory, energy etc have missed the chance to invest early but thought about long term storage. Seagate and western digital have gone up a …
Am I losing my mind or did Snowflake just telegraph the next massive DDOG and NOW pump?
snowflake just absolutely lost its mind this quarter. like product rev is up 34% to like 1.33B which is insane, and everyone on here is freaking out over the stock popping but they are completely missing the actual point, the real juice is one layer deeper. they just locked in …
Alphabet is simultaneously an investor, a supplier, an infrastructure owner, a distributor, and a competitor of Anthropic.
Alphabet funds Anthropic, Anthropic buys Google compute, Google books cloud/backlog, Alphabet leads funding on new, absurd valuations on Anthropic fundraising rounds, Anthropic’s valuation increases, Alphabet’s stake increases which contributes to their earnings growth and fuels the “best and raise” machine, then AI/cloud hype continues to build…. This is just one …
ARM - Going up quietly
I just wanted to share that I've been a holder of ARM for the past 2 years. All along it's been hovering around 100 - 160. Recently, within the past few months it has gone up by around 150% which I reckon could be due to their announcement of going …
Should I Avoid S&P Funds After the SpaceX IPO?
From what I understand, Musk is rigging our retirement accounts to buy the SpaceX IPO at a stupidly high price by fast-tracking its inclusion into the S&P 500. If that’s the case, would stopping contributions or diverting all contributions to international stocks in our 401(k) for a few months or …
Up 300% on my AMD investment. Should I sell, hold or keep buying?
I started investing in AMD around 5 years ago. Since then, I've steadily been DCAing and buying more on a consistent basis, regardless of the stock price. I'm now up by over 300%. I'm considering selling and locking in my profits, but I'm relatively young (30), unmarried with no kids, …
Not too late for Dell. Youre early right now
The awared are currently digesting the scope of the pentagon deal and analysing the company as a whole. But i know dell. I work closely with them. This is a company thats been dispatching uniformed engineers to homes and corperate addresses to fix and implement systems. They are unmatched in …