Posts
AI is just getting started, and so is Nebius
**Disclosure:** *I am not a professional. I am a random internet stranger piecing together data. Do your own research; this is not financial advice.* **Bubble talk is increasingly silenced** The revenue era has arrived. Nebius has continuously raised projections, and AI adoption is taking off faster than anyone thought. Just …
Kioxia Holdings (285A) beat earnings -- and by a wide margin.
Big rebound of MU and SNDK already as of now Link: [https://ssl4.eir-parts.net/doc/285A/tdnet/2815628/00.pdf](https://ssl4.eir-parts.net/doc/285A/tdnet/2815628/00.pdf) AI Summary Kioxia Holdings (285A) beat earnings -- and by a wide margin. Here's the breakdown: Full Year (FY ended March 31, 2026) vs. Company's Own Guidance Range Revenue Guidance (low-high): JPY 2,179.8B - 2,269.8B Actual: JPY 2,337.6B …
10yr, Iran, and oil suddenly matter to global markets tonight? Markets haven’t cared for a month, why do they suddenly care?
Treasury yields, oil, and inflation have been climbing for 3-4 weeks. And we’ve all known the US and Iran have been no where near signing a peace treaty and opening Hormuz since mid-late April. Yet none of this mattered to global markets for an entire month. The rising 10yr crushed …
What to think of the Donald Trump list?
Not American here. I don't like DJT, but i like money. The way he **pumps** Dell after **increasing his holdings,** it is **bananas** that a president can do that, but he did it without Do you think everything **on** the list **is** gold and **that** we should move money **into** …
What are some companies that may nobody in their right mind would think become AI plays, that end up becoming AI plays?
I think Monster Energy could become one. Hear me out. There is a shortage of trades people. Trades people have to fill up their vehicles frequently, work long hours (sometimes on call). Anecdotally, I almost always see at least one trades person grabbing a couple monsters whenever I’m at the …
Diversification to Other Sectors (Long Term)
Hi I’m a younger investor and have grown my portfolio very well over the past 3 years, getting into AMD/NVDA super low with returns around 400% for both. However, NVDA/AMD now make up nearly 65-70% of my portfolio and I’m really big on this sector. I understand that this poses …
How to tell if I’m making good decisions or if this market is just unreal
This might be a dumb question, but I only started trading 2 weeks ago. I’ve been swing trading mostly tech stocks, usually holding 1-3 days per trade. I figured I’d be able to learn the most by simply doing a lot of trades vs buying and holding long term (even …
My biggest mistake with investing…
Is being born too damn late to start investing…like damn I should have started investing out of womb with my chore money or something. Jokes aside, this bull market is making me feel MASSIVE FOMO because I just got out of college and I can only invest so much with …
Cerebras (CBRS) surged 65% on its IPO day !
Cerebras (CBRS) surged 65% on its IPO day. Cerebras Systems is an American company that competes with Nvidia, creating chips 100 times faster than GPUs, enabling AI to run at 2000 tokens per second. They have partnerships with OpenAI and AWS for AI. Nvidia invested in the company a few …
Will you buy the dip if we crash like Dot Com Bubble or the Great Financial crisis?
So much FUD about the end is near for the stocks market. It seems more like those who missed out want to see a crash. Even if this mother of all crashes happen will these people buy the dip or keep complaining it wasn't enough and missed out? I say …