Posts
Fintech sector still unfairly punished despite broader market back to near all time highs
All of fintech have been unfairly punished since September despite the markets recovering to near all time highs. In particular, Upstart ($UPST) and Pagaya ($PGY) are fundamentally undervalued and are prime short squeeze candidates. Fundamentals: - Both businesses are stronger than they were last year, when the stock prices were …
Regretting not having cash during the dip, but hate selling my winners
I’ve been investing in tech company for a long time and luckily, I’ve seen some pretty solid gains. Right now, I keep a few months' worth of salary in my savings account as an emergency fund, but everything else is fully invested in the market. The problem is, whenever we …
I’m stuck out of the market
Sold a few weeks ago at the bottom as I wanted to prevent a bigger loss of my portfolio. My home (in the Middle East) is also being affected by the Iran US war so I was worried about both tanking and me needing cash to rent elsewhere. Now of …
Why the lack of interest in TSM and SK on this sub? Why essentially 0 interest in small to midcaps?
I've been a big believer in TSM for a while and I'm surprised more people here don't have it as the foundation of their portfolio, or at least the non-index fund portion of their portfolio. Even if you assume multiple compression down to their historical average, they don't need explosive …
Quantum Computing theme up 8.48% today,here's what's actually driving it
today is world quantum day (april 14, tied to planck's constant 4.14×10⁻¹⁵ eV·s, yes really) and the market is treating it like a genuine catalyst. the quantum computing theme is the top gainer on bullsmeet's trending themes today at +8.48%. what's moving: QBTS is up close to 11%, pushing above …
Market is repricing $CRDO
So CRDO hit 52 weeks high back in december after another monster quarter. company has been putting up 200 percent revenue growth consistently quarter over quarter, and its profitable. But since then its been selling off due to copper being dead narrative which is true to certain extent as optics …
Why I stopped mindlessly buying every dip in 2026
After going through a few market cycles, I’ve stopped automatically buying every **8-12%** dip like I used to. Too many times I averaged down into companies with weakening fundamentals, rising competition, or slowing growth; all because **it’s on sale**. The result was mediocre returns and a lot of dead capital …
Stop following news cycles and literally just inverse this sub to make money
It's literally that simple. I'm up 1400% since about 4 weeks ago buying calls that were expiring a couple months out just because this entire sub was 100,000% certain we were going down. "But oil is going up guys! It has to go down!" "Guys the president is bad! The …
What the heck is going on ?
So my last DCA into all word ETF was mid march as I usually get my paycheck mid-month. The market went to shit from there on. Unlucky me couldn't take advantage of the mini crash. Fast forward to Friday. Talks failed. Naval blockade started yesterday by the US means an …
The market keeps trying to trade copper like oil. That’s the mistake
Every time copper moves, people rush to frame it the same way: breakout, supercycle, “next oil.” That framing sounds good, but it misses the point completely. Oil is a consumption story. You burn it and it’s gone. Copper is a build story. Once it goes into a grid, a building, …