Posts
Would you hold CSCO?
Hi! I'm getting Cisco stock as my RSU package and as a passive investor, upon each vesting event I immediately sell half of it to buy the MSCI All-World ETF. The last few years have been really good for these stocks but in your opinion, is the other half worth …
Has the P/E ratio actually outlived its usefulness for growth stocks? (Example: Shopify)
Hey everyone, I've been racking my brain lately about the good old P/E ratio and whether it's even relevant anymore. Honestly, the metric feels completely useless for a lot of modern business models. The problem is: P/E only looks in the rearview mirror and tells you zero about future potential. …
Is this Ai market bull run sustainable?
Is the market sustainable? It seems like everything in tech is running up so much... I am wondering if this is actually going to continue? Clearly some of it is justified.. due to extreme capex on Ai... But what about long term revenue from Ai? Is it enough to justify …
Foolish idea: Using TTWO stock to buy PS5 and GTA:VI?
In many of the GTA subreddits I'm a part of I keep seeing thing come up and the posts keep getting taken down. It's all generally along the same line of "I'm going to buy $XXXX of TTWO stock and sell it after it jumps once GTA:VI comes out. While …
What’s one stock you think Reddit is massively underestimating right now?
Feels like the same few tickers dominate every discussion lately, especially around AI, energy and small caps. Curious what everyone here thinks is a genuinely overlooked stock that still hasn’t fully caught Reddit attention yet? Could be any sector: AI energy biotech mining infrastructure small caps Interested to see what …
The FOMO got to me and I bought more stocks
Everyday there's news of AI stocks bought by Redditors and hedge funds and I missed out on NVDA and MU. I kind of missed out on , SpaceMobile, NBIS and NOW but better late than never I guess so finally bought them today. I run far OTM CC/CSP to earn …
Rotation into the 2nd wave of AI plays? (RDDT, SNOW, etc.)
NVDA and all the AI infrastructure names obviously had their massive run. I'm starting to wonder if the money is finally rotating into the companies that are actually using AI to boost their own margins. Mainly keeping an eye on RDDT, SNOW, NOW, and SHOP right now. RDDT is obviously …
AVAV: maker of the switchblade and military drones
Finally the US military is starting to take small fpv drones and modern drone warfare seriously. better late than never. AVAV just broke out today due to trumps announcement of drone funding increase. $1.1B in backlogs and low debt. timing looks good for entry considering the price breakout today. up …
Autodesk (ADSK) - It Looks Expensive. It Isn't.
At first glance, Autodesk's 45x trailing P/E looks expensive -- but that's an accounting illusion from years of converting customers off one-time licenses onto subscriptions, which deferred revenue and suppressed reported earnings. The real number is forward EPS of $14.11, putting the stock at just 17x next year's earnings. For …
FOMO: Need advice
After reading countless comments in this thread, I took the advice of lump-sum investing and invested close to 175k at once (vti 55%, qqq 15%, vxus 10%, ita10%, ibit5%, iau5%). In a couple months my I saved another 30k that I can invest. This time, since my portfolio was down …