Posts
S&P, Nasdaq, and Russell futures all down... is this broad de-risking or just another dip?
I was starting to feel a bit more confident about the market last week, but the recent price action has me second guessing things a bit. Looking at futures, it’s not just one area getting hit. S&P, Nasdaq, and Russell are all down, but at the same time gold is …
Analyzing Senator McCormick's Perfect Goldman Sachs Trade
Senator Dave McCormick sits on the Senate Banking Committee. His wife, Dina Powell McCormick, spent 16 years in senior leadership at Goldman. He ran the largest hedge fund in the world, Bridgewater. He sold between $1-5M of Goldman Sachs at $949 on January 22, 2026. Near all-time highs. Goldman fell …
SAAS is not oversold. We're just seeing a revaluation of the per-seat model.
>Go saas. All of them are way oversold. Fundamentals haven't changed. Claude is spooking the market.. it remains to be seen any of the concerns will affect any software. Its just speculation.. both ways This is the top comment from another post titled, "Which of these 10 stocks at a …
Bezoz is still holding $RIVN at 90% of his portfolio, why?
I was just browsing the portfolios on Blossom and noticed Jeff Bezos is still incredibly heavy on Rivian. I know that obviously he has billions in AMZN and Blue Origin, but it's still weird that his public equity portfolio is so skewed towards one speculative EV stock. His reported holdings …
Etsy Demise - Put and Short - Continuing Downfall
After my last post regarding Etsy, and one prior when we were in the $75 range.... ETSY continues its materially weak business model into an era of irrelevance. In order to keep up their post-covid figures, they have allowed thousands of drop-shippers and overseas mass market products to infiltrate the …
Is Vance getting on a plane and Trump blockading the blockade just more “Art of the Deal” 4D chess theatrics?
It’s getting hard for the US to escalate on destroying an entire civilisation but it feels like this is just more tactics and we’ll be looking at a dip and recovery within the week. Trump can’t afford the high gas prices and just desperate for an off ramp, Iran knows …
Anyone else have a Dad that has been out of the market for decades because the "big one is coming"?
I feel like this is such a common theme I hear with people's Dads. My pop got laid off in 2008. He came from a country where the government could just take all your money on a dime's notice. So naturally he has an insane mistrust for the government. But …
What is a reliable and free stock analysis website?
what are your go to free stock analysis websites that are accurate? When I go online to review a lesser known stock, I use whatever Google recommends, Tip ranks, simply wall Street, motley fool. You know all the big names that pay Google millions of $. But each different site …
NVDA fair value is $96.66
lets start with the DCF because thats where this whole thing falls apart immediately. nvidia is currently trading at somewhere around 35-40x forward revenue. not earnings. revenue. to justify that in a discounted cash flow model you need to assume data center revenue grows at 40%+ annually for the next …