Posts
Hold Intel vs buying more SLS . I’m leaning greed, but have I’m not sure about my logic.
Greed, fear. I’m commenting to get advice and opinions. Info: Pertinent info: Both stocks held in Roth and SEP IRA accounts, so no taxable implications on these transactions. I’m 58, don’t “need” the money. While I speculate that a major recession and corresponding market drop is coming, I don’t know …
why ttwo is probably mispriced ahead of gta 6 launch
ok hear me out on ttwo. been digging into this for a few months and i think theres something obvious nobody is actually talking about. gta vi launches nov 19. rumored budget is 2-3.4 billion. konvoy estimates 2B, dan dawkins from gta 6 oclock newsletter argues 3.4B based on payroll …
Anyone looking at Apollo ($APO) down here at 15x earnings? This private credit divergence is wild.
I have been looking into the asset management industry for quite some time now, and the primary focus has been to answer the question: Why is Apollo Global Management ($APO) down 22% year-to-date despite posting record metrics? While doing research, I found an article on a Substack called Waver that …
/r/Stocks Weekend Discussion Saturday - May 16, 2026
This is the weekend edition of our stickied discussion thread. Discuss your trades / moves from last week and what you're planning on doing for the week ahead. Some helpful links: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * [Bloomberg market news](https://www.bloomberg.com/markets) * StreetInsider news: * …
The market will crash immediately.
Positions: 100% SGOV. Popcorn in hand. See you in Valhalla. SpaceX IPO: There literally isn't enough volume/money to get all the float of this company at this ridiculous valuation even if they liquidate and rotate their portfolios (btw which will lead to automated sell offs). OpenAI and Anthropic won't even …
Could data centers help decentralize the US and help grow the economy?
Thinking optimistically, could data centers help decentralize the US and help grow its economy by creating job and housing opportunities in areas where population density and nimby zoning restrictions are not a problem? Data centers are being constructed in remote areas for several reasons; cheap land, ability to cool, and …
Why don’t wealthy people buy etfs?
I see fillings of billionaires portfolios on twitter, it seems like they are creating their own etf. They put a couple billion in the top names along with lots of other stocks. I know they also have family offices to manage there holdings. What I don’t get is why don’t …
Thoughts on crdo (credo technology)?
I’ve looked into credo technology and everything I came across seems promising. I know they’re up quite a lot already but still somewhat lagging compared to others in the space. I’d like to hear some opinions from others who have more knowledge in the sector. What do you think of …
Sivers Photonics ($SIVE) and POET Technologies – thoughts on both in the AI photonics / CPO space?
Hey, Been reading up on silicon photonics and CPO stuff for AI data centers lately. Two names that keep popping up are Sivers Photonics ($SIVE) and POET Technologies. Sivers has good DFB lasers, some real revenue already from photonics + wireless/defense/SATCOM, and it looks like they’re pushing hard to go …
Taiwan/TSMC takeover impact to equities
I keep hearing that the US has lost its deterrence and superiority against China and that Xi is looking to take over Taiwan especially after seeing US-Iran war. How much would this impact stocks and index funds like VT? I have a big (to me) chunk of cash I want …