Posts
Keeping with current trends, the bank of Japan intervenes in the Yen market even with stocks at all time highs. Good for more market pump
Bank of Japan decided to prop up the Yen today. With the Nikkei and the US markets at all time highs. The move pushed the USD down, which also pushed crude oil down. USD and crude were high as a natural result of current events. It's natural price discovery at …
Campine nv - another acquisition in 2026 or 2027?
so there is an Interview online with sub 100 views (I attached it to this post) - in which the CEO of Campine nv says that there are some interessting acquisition targets for 2026 or 2027 - but that it would be to early to go deeper into it. I …
Alphabet Q1 Earnings Thesis
Good morning everyone. I wanted to share my post-earnings thesis and execution plan for Alphabet following what might be the best quarter in the company's history. The Position: • 30x GOOGL $300 Calls (Expiring Sept 2026) • Purchased on July 24, 2025. With the stock blowing past $375 in the …
AAPL has beaten earnings expectations for several quarters in a row, today’s report is definitely going to be impressive
Everyone knows that Tim Cook will step down on September 1, 2026, with John Ternus taking over. There’s no denying Tim Cook’s contributions to AAPL. Lately, some people have been throwing out strange signals, claiming he’s made Apple a joke, but they forget he’s taken AAPL to become one of …
DRTS: Alpha Tau is gonna save lives long term
I wanted to post my research here to see if there are other bio-med investors who can point out any errors or miscalculations and in general pick apart my thesis to see if it stands up or if I'm lying to myself as this feels a little too good to …
Challenge: retire after completing 100 successful trades. Day 20
About 20 days ago I shared my crazy plan and it didn’t get much support I still clearly remember when I announced buying GOOGL and today’s earnings and after-hours rally proved I was right To update the friends who have been supporting me I’ve stopped out of IPGP bought MU …
WFH Stocks is in trend again - Zoom Communications(ZM)
The momentum has shifted to WFH themed stocks and we could be in the beginning of the capital rotation cycle from AI and semiconductor stocks. It’s only matter of time that WFH becomes mainstream again in light of rising gasoline and petroleum prices. Yesterday, when the SP500 is down, WFH …
U.S. economy rebounded in first quarter, driven by sizzling-hot business investment
**Consumer spending cooled slightly in the first three months of the year.** The U.S. economy rebounded to a solid 2% annual growth rate in the first quarter after a tepid 0.5% growth rate in the prior quarter, as the artificial-intelligence spending boom appears to be gathering steam. Gross domestic product, …
Investing in #1 stock long term?
Hello, I recently saw a video about a person who compared investing every month into the #1 stock vs investing into the S&P500. The #1 stock method outperformed the S&P500 by a large margin and I’m wondering if it is actually a viable option. Of course you are putting all …
Bullish $ADBE? Claude will directly control professional creative software through mcp.
Anthropic released 9 connectors that let claude directly control professional creative software through mcp which means actually execute actions inside them. The full list contains adobe creative cloud (50+ apps including photoshop, premiere, illustrator), blender (full python api access for 3d modeling), autodesk fusion , ableton, splice , affinity by …