Posts
My dad has been buying the same stock for 22 years.
My dad is 61. He worked at the same manufacturing company for his whole career and through their employee stock purchase plan, he quietly bought shares every month. Never looked at it and barely talked about it. Last month he was filling out paperwork for early retirement and asked me …
Ford owns the new Michigan battery plant outright, but CATL runs it and takes zero equity. The licensing structure is the real story here.
I have been trying to get real exposure to the China battery supply chain for about two years now, and I keep hitting the same wall. You can buy the A share names, but the ADRs are thin, the Hong Kong listings gap on policy news, and the ETFs feel …
What AI-related stocks are you buying that aren't already obvious?
Hi, I'm looking to add more AI exposure to my portfolio. I'm interested in companies that could benefit directly or indirectly from AI over the next 5–10 years; whether that's semiconductors, memory, networking, power infrastructure, cooling, data centers, robotics, software, or "picks and shovels" businesses that most people aren't talking …
Bought SanDisk (SNDK) at $2,330. Did I mess up buying the top or is this just a healthy pullback?
Hey everyone, basically the title. I put $2,330 into SanDisk right at the peak earlier this week, and then the entire chip/memory sector took a massive dive today and yesterday. I know the long-term outlook for AI data center storage and NAND has been super bullish (I saw Bernstein even …
Top Tech Executive Quotes On Memory (MU)
* **Jensen Huang, CEO, NVIDIA** * *"The only thing limiting AI right now is infrastructure."* * **Lisa Su, CEO, AMD** * *"AI accelerator performance depends on high-bandwidth memory capacity and bandwidth as much as compute."* * **Andy Jassy, CEO, Amazon** * *"The primary constraint is infrastructure availability, not customer demand."* …
Jeremy Grantham warning against US stocks - what do people think?
I’ve seen Jeremy Grantham saying the US stock market looks extremely overvalued, especially with all the AI/mega cap tech and that investors should look more outside the US. Is this a genuine warning worth adjusting for, or is it another case of smart investors being too early/bearish for years? I’m …
Voyager is becoming an interesting space and defense company
I've been spending more time researching Voyager Technologies recently, due to my gravitation towards the upcoming space race and the current meaningful companies in that industry. The more I dug into the business of Voyager, the more it felt like I was looking at a defense technology company that also …
What daily habits should I build to learn the stock market properly?
Hi everyone, I’m trying to become more consistent with learning about the stock market and investing. I don’t want to just randomly watch videos or follow hype. I want to build a daily loop of habits that helps me actually understand markets, companies, investing, and portfolio building over time. For …
WEN gamblers
Please listen, this stock has rallied 45%, even 60% if you got in at the right time, it is a meme stock, and every single meme stock in history does the same thing after a rally, i profited and took out at 9 last week, yes i will admit im …
We need to take a moment for MU investors, this is genuinely sad.
I tried to warn a lot of people here weeks ago that all it takes it one algorithmic breakthrough for MU to come crashing down.. Everyone here just laughed at me, downvoted me, told me I'm jealous, etc etc. I remember distinctly in the comments of a separate thread 2 …