Posts
Trying to figure out what I should do
I'm guessing everybody has seen the American President's post, so wtf do we do? A part of me is saying this is just another one of his "I will end the war in 24 hours" posts, and I think shorting might be a good move. Do you guys think this …
Something happened since the Houthis fired their missiles
Over the past month or so, every time negative news came out such as the Houthis firing missiles toward Israel, markets fell, while they rose on positive news. However, right after that since the beginning of April, they bounced initially on "old news" about diplomacy and negotiations. If that is …
Trump’s “Bridge Day” is a PsyOp. The real target is Kharg Island (The ONLY bridge that matters).
Everyone is panicking about Trump’s Truth Social posts threatening to blow up "every bridge and power plant" in Iran by 8:00 PM tonight. You think he’s going to carpet-bomb Tehran? Wrong. That’s a distraction to keep the Iranian air defense spread thin. The Theory: "Bridges and Power Plants" is a …
Medium-Term Thesis at Play
So here’s my dumb play. In October of 2025, I felt I had enough data to definitively conclude the following: 1) Current US Administration is populated by a combination of fascist-adjacent malignant narcissists and purposefully Peter Principled lickspittles with neither the ability nor the temperament to conduct rational policy on …
Panic is expensive, adding shares is boring (and that’s the point)
In any case, owning great companies typically will turn out well long-term. A long-term holding period will differ from people to people but for me it's holding a security for at least +5 years. Any shorter than that is not worth the time nor the energy. Bill Ackman added the …
ELI5: How does stocks actually move in money terms?
Expansion on title: how do stocks move up in terms of how much money flowing in? If a 10Billion market cap company moves 10% today, does it actually mean 1 billion dollars of money bought up the stock? If yes and it means the same for a smaller market company, …
DVLT and Data Sovereignty – A Political Angle in 2025–2026
Datavault AI (DVLT) is positioned in a way that aligns closely with the Trump administration’s focus on data sovereignty, domestic infrastructure, and onshoring technology and critical minerals. The company operates edge computing nodes across over 100 U.S. cities, tokenizes domestic mineral assets, and emphasizes cyber-secure, privacy-protected solutions. CEO Nathaniel T. …
Has something that is not obvious to the public changed?
Over the past month or so, every time a negative news came out such as Houthis firing missiles, the markets fell, while it rose on positive news. However, at the start of April, it bounced on "old news" of diplomacy and negotiations. If that is not strange enough for you, …
Intel has teamed up with SpaceX, XAI, and Tesla to join the TeraFAB project
Intel recently announced that it will join the TeraFAB project alongside SpaceX, XAI, and Tesla, aiming to drive innovation in semiconductor manufacturing technology. The project focuses on expanding chip production capacity, reducing manufacturing costs, and improving chip performance. The participants of TeraFAB come from different fields: Intel brings its expertise …
NY Fed March survey finds jump in near-term inflation expectations
Americans, rattled by surging energy prices tied to war in the Middle East, are expecting higher near-term inflation and fresh challenges to their personal financial situations, the Federal Reserve Bank of New York reported on Tuesday. The bank said as part of the March findings of its latest Survey of …