Posts
Nintendo stock got crushed today while Sony is up. Tale of 2 different gaming AI stories.
Both Nintendo and Sony released earnings today. Nintendo got crushed, stock down 10% today, while Sony is up slightly. Both gaming companies got hit by AI memory shortage (temporary supply shock), and both had to raise console prices. But interesting thing is that both gaming companies approached AI differently. Nintendo …
I may have accidentally created a taxable sale this morning
So back in 2020 I bought a few shares of AMD and its generated a very healthy profit for me over that time. Here’s the problem though: yesterday I bought a few more shares of the stock (less than the amount of profit I’ve generated); however, I changed my mind …
A review of the SaaSpocalypse and most of the stocks that dumped because of AI.
Here's a short review of SaaS and AI dumpsters, if you're a masochist "value investor" like me or brave enough: choose your poison if you want to fight AI. Easy of coding and making software reduces the cost to make software. Incumbents now have to compete by investing in more …
The case for purchasing any SaaSpocalyse stocks
I've been wondering about stocks like Service Now (NOW), Salesforce (CRM), and others since they got hammered due to fears of AI replacing them. Are they in fact oversold? Perhaps like video game stocks got hammered when Google came out with a product that easily created virtual worlds? Wondering why …
Last year, a friend recommended buying MU, and now it’s the star of my portfolio with a target of $1,000
Honestly, when my friend first suggested MU, I wasn’t really convinced. At the time, I thought the memory chip cycle was unclear, and MU’s an old semiconductor company what kind of big move could it have? But for the sake of face, I bought a little. Later, when it dropped, …
Why Isn’t the Market Worried About a Cooling Labor Market?
Even with the stronger March revision, the bigger picture still looks less certain. Job growth may not be collapsing, but the trend suggests the labor market is losing momentum. That matters because weaker hiring can eventually lead to softer consumer spending, slower growth, and more pressure on corporate earnings. What’s …
Why is everyone so down?
Is it because most of you guys went to cash during tariff's 13 months ago? You are waiting for that crash? We are about to hit 7400 on the freaking SP500. That's insane. Google and NVDA are mooning. Amazon finally took off. Fannie Mae is making big time progress. Job …
Income threshold to stay within 15% capital gains
Google says: "In 2026, you can stay within the 15% long-term capital gains tax rate if your total taxable income (including the gain) is up to **$545,500 for single filers** or **$613,700 for married filing jointly**." Our joint income last year was $200k. Does the $613,700 threshold INCLUDE the $200k? …
Apple and Intel $INTC reach agreement for Intel to make chips in Apple devices, WSJ reports.
Apple & Intel have reached a preliminary agreement for Intel to manufacture some of the chips that power the iPhone maker's devices, the Wall Street Journal reported on Friday, citing people familiar with the matter. Intensive talks between the two companies have been underway for more than a year, and …
Hantavirus portfolio
Do you like these stocks in case of an epidemic? **EBS - Emergent BioSolutions** is a manufacturer of vaccines working with the US government. From Wikipedia- "During the COVID-19 pandemic, Emergent BioSolutions also produced Johnson & Johnson/Janssen and Oxford–AstraZeneca vaccines at one of its plants." It also provides medical devices …