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When should I sell these and do these companies have a bright future?
Hi, I bought shares in Rocket Lab and Redwire today. I feel pretty confident about Rocket Lab since it is a much more established and well-known company in the space industry, and it seems to have strong long-term potential. However, I do not know nearly as much about Redwire. It …
Everyone forgot about DELL
I havent heard that name in years. Just came across the ticker. Theyve been mooning since march and up 25% in the last 3 days. One of the strongest positions in the next AI capex cycle through end-to-end data center cooling. Recently shifted toward liquid cooling solutions. Huge cash buffer …
A Case For Brazilian Fintech Stocks
I've been looking into Brazilian Fintech stocks quite a bit. I believe they're undervalued. I've started building a position. **Nubank (NU)** I follow the fintech industry closely. My interest in this set of Brazilian companies started with Nubank. Nubank is a dominant Latin American digital banking platform. I think it's …
HPQ Massively Undervalued
HP has been completely left behind in the AI trade-- market cap of $20b is peanuts these days with the amount of cash flowing into anything AI adjacent. On top of that, options are incredibly cheap with most January strikes priced at 55% IV. All it would take is a …
Thoughts on my AMD and DRAM positions
I only have 33 shares of AMD, but I bought at $105 and it’s now $500. Psychologically it’d feel awful if I didn’t realize at least some of the 500% profit, but I don’t even have that many shares so idk if it’s even worth selling - it’s only like …
Palantir $PLTR is a dying horse.
The stock has dipped below it's 200D MA and the continued narrative coming out of the Trump admin is broken. Palantir's epic rise is precisely as a govt surveillance tool - not as some advanced AI operating system that would help the U.S. govt run more efficiently. No one wants …
Best options trading platform for a long-only investor who only writes covered calls
Sympathetic to anyone in this thread because I was here a year ago. Long-only investor, hold most positions multi-year, started writing covered calls to add some income on top. Spent three months figuring out which platform actually fit my use case. Most "best options trading platform" articles assume you're a …
Micron $MU is a trillion-dollar company now.
Who would've thought a small company out of Boise, Idaho would end up being the AI play of the year. I was in last year and made a killing but sold out - completely missed the the massive rally since 4/1. Anyone else in a similar position and looking to …
Can someone explain the investment thesis behind space stocks?
Hey all, First time posting, I have done quite well over the last year jumping on GOOG, AMD, ARM and NVIDIA, and I have pivoted more into MU, DRAM and SNDK. I have seen lots of space stocks blow up which I partly think is due to the upcoming SPACEX …
Micron hits $1 trillion market cap for the first time
https://www.cnbc.com/2026/05/26/micron-stock-trillion-market-cap.html > Micron topped a $1 trillion market value for the first time on Tuesday as shares popped 18%, driven by insatiable artificial intelligence demand for its memory chips. The stock surge came as UBS tripled its price target on the stock from $535 to $1,625 a share, citing long-term …