Posts
I'm thinking of adding to my TSLA position.
TSLA has risen above its 50 and 200 day moving averages. I am positive in the position I have. There is a lot baked into the TSLA cake, but there is still upside. If Elon is going to reach his personal goal of being worth $10 TRILLION, TSLA is going …
Is there any value left in the AI supply chain?
Spent the last month going through every layer of the AI infrastructure stack. Power, cooling, networking, optical, memory, foundry, packaging, equipment. Roughly 30 companies. I wanted to find value somewhere in the chain… I mostly failed. Power and cooling names like Vertiv are trading at 70x trailing earnings. Optical networking …
How can someone find the next sndk?
This isn’t about nvidia who is the father of ai chip money printer. I’m talking about the side stories like lite and sndk Without being a troll can someone come up with a way to find other such side stories ? Literally writing this thinking of using chatgpt in research …
Scary for chip bulls. They are playing around on a skyscraper with no parachute. Iran might have puts.
Chips are the biggest bubble I have ever seen and longs know this, but they're gambling the party won't end soon. South Korea has 50 years of market gains in 1 year. Tsk tsk tsk. Iran knows they can wipe out huge money right now. They know Trump is politically …
Made this for myself, all my friends wanted it. Thoughts?
I always wanted a simple to use stock trading program where I could set real indicator thresholds and walk away. Not simple trailing stops and price targets, legitimate indicators. I couldnt find anything that fit so I built it myself. After I started showing my friends they all wanted it …
MARKET CALL: Raising Our 2026 S&P 500 Target Range Due To Earnings-Led Meltup
We are all n the midst of a bull market. Expect pull backs due to the recent melt up, but the trend is long. According to Yardeni Research: We are raising our year-end S&P 500 target from 7700 to 8250. We've been bullish on earnings but not as bullish as …
Trading without Capital Gains Tax on Each Sale
I have about 100k in a taxable E-trade account. I'd like to trade stocks often (even daily) without triggering a taxable event on each sale that I profit on. Is there any way to do this other than slowly establishing an IRA by transferring the yearly allowed limit (I think …
research post - what kind of investor are you & what's your process
I’m researching a product idea for self-directed investors and trying to understand how people actually make decisions once they move beyond beginner investing. less about stock picks. More curious about process. * What’s the hardest part of investing once you already understand the basics? * Do you feel overwhelmed by …
My prediction for the GameStop eBay deal
I have a good feeling that a deal has been made behind closed doors. Here’s what I think will happen. eBay stock will continue to pump for the next couple months. Maybe the next 60 to 90 days. Then a suppressed GameStop stock will go through the moon. There’s so …
£33k, 5 weeks, software/AI rotation play strategy feedback
UK retail trader on T212 ISA. £33k of play money that i am looking to profit from in the next 5 - 6 weeks. Looking for honest critique before Monday open. Thesis: Datadog's +28% earnings reaction last Thursday signaled a software re rating after months of AI kills SaaS fears. …