Posts
UHAL looks ugly because the market is staring at the fleet wound
UHAL is not a clean chart setup. Thats the point. Q3 fiscal 2026 showed a $37M net loss, weak EPS, fleet depreciation, poor resale values, higher liability costs, higher maintenance costs & underused capacity. The market saw the wound. The question now is whether that wound is permanent business damage …
People who were investing in individual stocks in the 90s 2000s, did you beat the market ?
So since Covid this community and all over social media people have done incredibly well investing in individual stocks ( me included) and I’m not even talking about your Palantir or Micron, I’m talking your relatively safer bets like Google, Apple and Meta. I hold both ETFs and stocks but …
We're nearing the last time to buy TTWO at a discount before GTA
10 days ago I wrote this and was lambasted in the comments, since then the stock is up 6% and today is their earnings https://www.reddit.com/r/stocks/comments/1tathkv/why_is_take_two_not_being_bought_ahead_of_gta/ People think this will not become the best selling video game in history? Wrong. That is not priced in. People think this will not become …
big tech's $350B AI capex is returning about 18 cents on the dollar
I pulled Q1 2026 10Qs for $MSFT, $GOOGL, $META, $AMZN, and $AAPL. Combined capex guidance is roughly $353B. Identifiable AI revenue across all five? About $61.5B trailing. That's $0.18 per capex dollar. Honestly Meta was the worst to isolate because their AI value is buried in ad optimization. I ran …
The Upcoming Macro Triggers updates in June might start the great AI Hype fall
# Upcoming Macro Triggers (The "News" Dates) If you are watching for a catalyst that could spark a market-wide correction, June is the absolute danger zone. Mark these two dates on your calendar: * **June 10, 2026 (8:30 a.m. ET):** The Bureau of Labor Statistics will release the Consumer Price …
Spacex IPO Overpriced?
Could Spacex be the most overhyped company of all time? Even more overhyped than Tesla? Could it be possible one of the worst IPO’s of all time in terms of what the financials actually are and what its valuation is going public at? They lost over $1 Billion last quarter… …
Samsung chip workers will get an average $340,000 bonus as AI profits soar
Samsung Electronics will distribute about 40 trillion won ($26.6 billion) in bonuses to chip division employees this year after striking a tentative agreement with its labor union, according to Bloomberg. Using the proposed terms and analyst projections for 2026 operating profit, Bloomberg calculated the average payout at 513 million won, …
What do we think SpaceX will actually IPO at?
The predicted listing price right now would be around $1.7T, but if we go by the Cerebras IPO (which almost doubled by the time of listing) then I wouldn’t be surprised if this opens much much higher than $1.7T. If this somehow doubles in market cap before the listing then …
Two macro scenarios, which do you think will happen?
I like to view asset allocation through forecasting macro themes. Right now I see two future scenarios and wanted to know your thoughts. **Scenario 1: Fiscal Trap** Inflation stays sticky at 5-8%. The Fed wants to hike but can't because debt/GDP just hit 100% and interest payments are already $1T/yr …
Saving Millions and Making Millions, now more than ever
TL;DR DRTS is a company with true (proven!) life saving potential, and as can be seen by the recent increase in volume and SP, the results are starting to get recognition, and this week they are expected to announce the most exciting data yet. DRTS has discovered how to deliver …