Posts
What's your favorite non-AI, non-rocketship based growth stock / story?
I think the AI trade is nearing a peak and want to diversify. There's this crazy narrative in the market that AI is the only source of growth but I don't think that's true. A few I like: \- Internet Advertising: APP and RDDT price you don't have to be …
What stocks would benefit the most from real UAP disclosure?
With all the recent UAP/UFO news, congressional hearings, whistleblower claims, Pentagon investigations, and documentaries like The Phenomenon and The Age of Disclosure, I’ve been thinking about this from an investing perspective. If governments eventually confirmed that UAPs are real or that there’s technology beyond what’s publicly known, what publicly traded …
Am I the only one who noticed the Carvana founder just sold $1.58B with options wrapped around it?
So I was poking around Carvana's filings this weekend and stumbled onto something I haven't really seen discussed. On April 30, Ernie Garcia II (founder, 10% holder) sold 4 million shares for $1.58B. Stock didn't really react. But the way he did it is what got my attention. A few …
What would you do in this situation
28yo here. Been investing for 5 years, but over the last year I’ve taken it much more seriously, mainly swing trading alongside some longer-term holds. What’s frustrating is that around 70% of the stocks I’ve added to my watchlist have gone on to do 100%+ moves. I haven’t been in …
The best strategy for big winners
I feel like the best strategy for big winners like AMD is to generally ask yourself first a few questions. A. Has the investment thesis changed? B. Is the investment in a tax advantaged account? C. Do you know where you will invest the profits? (Cash is generally not a …
I'm starting to believe we may have actually already secretly unlocked AGI. Tech is basically in a short squeeze now.
Yes, tech/AI has been a bubble. That's old news. But this past month has seen a squeeze that I can't explain. Yes we're making advancements but I have yet to see anything that validates this movement. This is beyond anything I've seen outside a short squeeze. We're literally in a …
The party is over for GOOG :(
down $7.60 today. absolute bloodbath. this is exactly how every collapse starts and nobody ever listens at this pace Google will be under $200 in 25 trading days and honestly I wouldn’t be shocked if they’re trading OTC by Labor Day serious red flags everywhere: * search revenue only went …
I bought MPWR at $1,560, but I’m not sure if my timing was good. Any thoughts or advice?
I recently purchased shares of Monolithic Power Systems, Inc. (MPWR) at an entry price of $1,560 per share. While I remain optimistic about the company and the prospects for its products, I am currently feeling a bit hesitant and unsure whether this was an opportune time to enter the market. …
Michael Burry is not a believer: ‘For any stocks going parabolic reduce positions almost entirely’. Shorting is not the answer.
https://www.cnbc.com/2026/05/11/michael-burry-is-not-a-believer-for-any-stocks-going-parabolic-reduce-positions-almost-entirely.html > Michael Burry urged investors to scale back exposure to surging technology stocks, saying the current market environment has reached historically dangerous extremes reminiscent of prior speculative bubbles. The famed investor, best known for predicting the 2008 housing collapse, said investors should “reject greed” as enthusiasm around artificial intelligence …
SONY undervalued?
Sony still gets priced like it’s mostly PlayStation and TVs, but that’s not really the business anymore. Gaming is moving from hardware to software and subscriptions, so margins are better and the cycle matters less than people think. On top of that, they own a massive amount of IP that …