Posts
Buy now trust
The price is Def going way up soon, buy now! Mp materials… it’s low now but I have a feeling…i have done research and followed trends and this stock seems like it will def see some good profit if you buy know at this moment.. its the only rare earth …
Samsung Electronics Averts Historic Strike With Last-Minute Wage Deal
Samsung Electronics labor and management reached a tentative wage agreement just 1 hour and 30 minutes before a total strike. If this tentative agreement passes the union’s approval vote, it will avert the largest-scale strike in the company’s history. Samsung Electronics labor and management signed the tentative 2026 wage agreement …
Trying to simplify market sentiment in one simple game
So this year has been crazy with volatility, as you're all painfully experiencing it. For the bulk of my portfolio, I am investing long-term. Setting and forgetting, but always stock picking. Not sure if that's smart or not. But there's a small, poorly-performing portion of my portfolio I'm trading, and …
Private Market Problems
"The crackdown has raised questions about ownership and risk in the private market, with some experts saying it marks the beginning of a reckoning over modern private markets and the use of shadow ownership structures." [Anthropic Stock Crackdown](https://www.bloomberg.com/news/articles/2026-05-18/anthropic-sends-jolt-through-the-market-for-buying-shares-in-the-hottest-pre-ipo-startups?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc3OTI4MjYyOSwiZXhwIjoxNzc5ODg3NDI5LCJhcnRpY2xlSWQiOiJURjhSVFZLSVVQVVowMCIsImJjb25uZWN0SWQiOiJGNjBDOTRGRDg5MTk0RUNDODAwRENCQzA2QkY5RUJCOSJ9.D1GFutTIzxUgOReTtR39vov2CHAxoIbJonxNrv1bIgM)
Why I’m bullish on Sofi
A one-stop financial shop. SoFi has built a full-stack financial platform banking, investing, lending, credit cards, and insurance all in one app. The pitch is simple: once a customer is in the ecosystem, they rarely leave, and each product they add increases lifetime value. A real bank with real advantages. …
Intuit earnings on deck. Results are obvious. When will market catch up to them?
Intuit might not ring a bell to many, however it’s likely its products like Quickbooks and Mailchimp will. The SaaS giant, whose portfolio also includes Turbotax and CreditKarma generates 20 billion dollars in Annual Recurring Revenue (ARR) with traditional 80% gross and 20% net margins. Even at this scale, Intuit …
Feel free to share your thoughts and preferences
Hey all, Mods removed my last post because they claimed I posted saying 'i had XXX amount of money what should I do with it'. Despite not mentioning capital amounts and not saying I am looking to be persuaded otherwise. As per their rules there are no memes. I wrote …
Physical AI is the next cycle that is not yet up by 2000%
We’ve spent the last few years obsessing over software-based AI. While LLMs and agents are impressive, I think we’re nearing the point of diminishing returns for "screen-bound" AI. The real shift is Physical AI. The market is currently pricing AI like a software play, but the true bottleneck is no …
DDD - 3D Systems Stock Split
I'm pretty confused about why DDD has voted to do a stock split when the stock price is already so low. Does anybody understand how this is an attractive idea to the investors who voted for it? It seems like doing this would require very high confidence in the stock …
The AI trade may be fine. The rate setup is what looks uncomfortable.
Everyone is watching Nvidia after the close, which makes sense. It has basically become the market's AI earnings report at this point. But I think the less fun part of the setup is the long end of the Treasury curve. As of May 19, the 10-year Treasury yield was around …