Posts
GE Vernova - sell/hold?
To be clear, I'm a stocks basic \*\*\*\*\* ... a "mutual funds that track the market/whatever my financial planner does" kind of investor. I bought some GE shares way back with money we didn't spend on our wedding, as it was a steady dividend stock at the time. They bottomed …
Fidelity came up with this plan for me and I am not sure what to make of it.
They are proposing the following to me: 45 y/o male currently mostly in cash. Based on our discussions and my risk factor, they are saying 70/30 stocks and bonds. THey are saying it would be a blend of fidelity and non fidelity funds/etfs. I would start with about 50k to …
NOW - ServiceNow a bargain or avoid?
"Software is dead. SaaSpocalypse is happening because AI is taking over!" That's the sensational headlines often thrown against companies like Service NOW. I agree AI **commoditization** is causing a lot of companies to no longer need SaaS shops like Service NOW. Yes also Service NOW's per seat/user **licensing model** goes …
Is waiting for low PE a mistake?
Recently, when I’ve been looking into growth stocks, I keep coming across this idea: valuations are already very high, and the market has priced in several years of perfect performance. So if results even slightly miss expectations, the stock could get re rated and see a sharp pullback. I understand …
Meta, Amazon, Microsoft, Google and Apple - which one you think will win?
Tomorrow 4 big earnings and Apple on Thuesday. What is your favorite stock and what stock will probably beat earnings and rise and which one falls? For me Meta already confirmed beat and has lowest PE. Plus already earnings more money than Google with ads. Google had 18% growth but …
Uber is Desperate
Uber is desperate, they are handing out deals like they were Oprah handing out gifts. They’re throwing darts all over to find the one that will keep them from going bankrupt. Good luck to all the $UBER holders. I was previously one, I sold once my investment doubled quickly. That …
I feel like I should start looking at AMD and MU for the second half of AI
Right now everyone is still focused on NVDA when talking about AI, but I feel like if Agentic AI really takes off, the bottleneck might slowly shift from GPUs to CPUs and storage chips. This kind of AI isn’t just about chatting, it’s about planning, doing work, and calling tools, …
I stopped tracking 20+ stocks and my trading got better… curious how others approach this
I used to keep a pretty big watchlist thinking more coverage = more opportunities NVDA, TSLA, AMD, META, QQQ… basically jumping between charts all day at the time it felt productive, but looking back I was mostly reacting to noise and forcing trades lately I’ve been doing the opposite been …
How many times has your SNDK multiplied?
Watching SNDK’s stock chart soar relentlessly, investors who bought in at the lows are likely gazing in sheer amazement at the balances in their accounts right now. Faced with such a one-sided, short-squeeze-driven rally, if you can hold firm and maintain your spot positions, you can often reap truly substantial …
ORCL needs cloud partners and GPU alternatives
Do you think ORCL needs to partner with more neocloud partners like coreweave and crusoe so they don’t bear the CAPEX alone? Doing so helps but would lower their margins and delay profitability. Another change would be to diversify GPU manufacturers other than all-in with NVDA (eg. AMD instinct chips) …