Posts
Bought 284 shares of NVDA at 224, what to do now? Opportunity cost?
I bought 284 shares of Nvidia, sitting at \~80% of my portfolio in anticipation for their earnings on Wednesday, and am currently down \~2500. I've been doing lots of research and it seems Nvidia pretty much always dips after earnings and then recuperates tenfold, but from what I'm seeing, stocks …
5 Nasdaq stocks I think the market is sleeping on. What am I missing?
Been doing some digging lately, looking for names that aren’t riding the AI hype wave but still have solid fundamentals. NOT: NFA Here’s what caught my eye: **1. Micron (MU)** Right in the middle of the HBM memory demand story powering AI servers. Yet it’s trading at a forward P/E …
73% returns on capital. Record buybacks. BKNG looks undervalued at $160.
TL;DR: Booking Holdings ($BKNG) owns the digital highway connecting travelers to hotels, flights, and rentals. 97% gross margins, 73% ROIC, $7.8B owner earnings. The stock trades at 16x earnings because Wall Street is pricing in AI disruption and Middle East travel headwinds. I think the market is overreacting to temporary …
The Capex Unwind Thesis 2027 - 2028
Hello folks. What do railroads in the 1880s, telecom fiber in 2000, and AI infrastructure in 2026 have in common? Each was a capex cycle where the shovel-makers got rich first and lost the most once the cycle finished. I believe this may happen in 2027-2028 and will be doing …
4 month update on r/Stocks favourite stock picks - up 43.62%!
See my [last update from February here](https://www.reddit.com/r/stocks/comments/1r46r7c/a_1_month_update_on_rstocks_favourite_stocks/) And [OP in January here](https://www.reddit.com/r/stocks/comments/1qbw2zr/putting_rstocks_to_the_test_by_buying_all_this/) Again, anyone wanting to follow the [Trading 212 Pie](https://www.trading212.com/pies/l7rMzBS5lmGR0u48kZjwpqARSr2J) (that's the trading app we use in the UK/Europe - it's basically our Robinhood) is welcome to do so I got some shit on r/Investing for shitty formatting, so …
The bull market is raging: what to buy?
Looking for the diamonds in the rough can be tough: I like reddit for this, because people present their findings and the pro's and con's are usually present in the comment section. Though, currently the most popular stocks that are presented, all have had insane runs already. Examples: ASTS/RKLB: kinda …
The U.S. Lost the War on Iran
After months of escalation, billions spent and nonstop threats, the situation is drifting back to where it was before the war. Iran still has leverage over Hormuz, the nuclear issue remains unresolved, and Tehran may now negotiate from a stronger position while oil markets remain exposed to the same geopolitical …
Here’s what you get for $2T for SpaceX IPO
At $2T, you’re no longer valuing launch economics, Starlink cash flow, or defense contracts. You’re pricing: Mars colonization Geopolitical dominance AGI infrastructure (space-based data centers) Global telecom replacement National security dependence Elon himself as a civilizational operating system Of course if you want a non-functional self driving or unfinished robotics, …
Fun fact: Most people who doubt AI on Reddit have not even used AI in a business sense
Just remember, those who **keep** thinking AI is a fad and **that** the bubble will burst here might not even have **a** technical **or** business background. They might have **used** a chatbot for a few hours total in their **lifetime**, **weren't satisfied**, and **now** think that it is useless. who …
Iran deal 2nd worst outcome
Trump takes a huge L, and only gets 30 day not 60. That means tankers continue to be scared to cross the Iran controlled strait, and probably higher inflation all year due to this. Very huge L for Trump, headlines will be spinning hard. Bearish overall, rate hike may yet …