Posts
Let's talk about SAFX
In June production doubles to 38 million. The big dogs jump in when the money goes up. In two years another plant will open. This is a rare confluence of a small company on the verge of 1: A big, integrating merger. 2: Geopolitics destroying supply. 3: Countries mandating near …
ORCL’s move here is pretty interesting. How are you guys playing it?
Honestly, I couldn’t help but say something about this. The U.S. market can be really emotional sometimes. One day nothing’s happening, next thing you know it just rips out of nowhere. But moments like this are actually the biggest test of your mindset. Chase it, and you’re worried about getting …
China hikes rare earth prices by 45% = more drilling = MDI.TO
I keep it simple: If REE prices jump +45% in one quarter, Western governments and miners will invest even more aggressively in exploration = someone has to drill those holes = That’s Major Drilling. MDI is the world’s largest specialized drilling contractor. They don’t own the mines, they drill the …
One stock 20 grand
So I have some extra cash that I just threw into my brokerage account. I do not need this money for anything in the foreseeable future. I already hold sizable positions in Amazon, EchoStar (SATS), Alibaba, Microsoft, Blacksky, ASTS, intel, and rocket labs. I’m pretty sure most of those are …
palantir: 80usd
pltr hitting $80 basically stock being way ahead of the actual business. Right now, the stock is trading at a p/e ratio of over 200. That’s wild even for a tech company. For it to stay at its current price of around $130, it has to basically never miss on …
The physical oil market is screaming there is a supply shock yet equities still seem calm?
People keep pointing to the front month of Brent being around 102 dollars and acting like the market has already priced this in and has it under control. I do not believe it does. To be precise, I do not believe in the screen price we are seeing. I am …
Hold (longterm) or Sell if 100% the profit ?
I am currently up around 100% on a few semiconductor/AI-related stocks (NVDA, MU, TSM, and a couple others). I never wanted to sell for short term, I am looking for long term and not into active tradings. Just buy and forget... But I did the same with ORACLE and had …
J.P.Morgan, Morgan Stanley urge buying the dip as US earnings stay resilient
Wall Street brokerages JPMorgan and Morgan Stanley said recent market weakness has created opportunities for long-term investors, arguing that resilient corporate earnings growth could cushion the fallout from the Middle East conflict. Morgan Stanley strategists led by Michael Wilson said the recent selloff in the U.S. S&P 500 looked more …
Should I sell my SOUN for an A.I. etf?
I bought SOUN a couple of weeks ago for just under $8 a share and I put $9k into it. I think it's a good investment but it's a single stock, and not an index fund, so it carries a lot of risk. I watched this financial program last night …
Feels like the market is rewarding narratives again, not just numbers
Lately it feels like we’re shifting back into a phase where *story* is starting to matter as much as fundamentals again. AI, automation, tokenization, anything tied to “future infrastructure” is getting attention even before the revenue fully catches up. Not saying fundamentals don’t matter they always do eventually but the …