Posts
Where are the real opportunities in the stock market this year?
A lot of people around me have been asking the same question. Honestly, the answer is pretty simple. There are definitely opportunities, but they’re concentrated in a few key areas. Right now, the market is pretty clear: 1. AI, the core thesis is still intact 2. Semiconductors and memory, driven …
REVERSE CRAMER ALERT: OKLO EDITION
Cramer hit Oklo twice this year already: * “Oklo is not a commercial enterprise.” (Jan 2026) * “Very little prospects for making any money any time in the future.” (Apr 2026) So I went back and looked at what Oklo actually did in Q1, and honestly the contrast is kind …
Everyone saying the market doesn’t make sense
Almost daily I see posts about how the market isn’t making sense. How is it up how is it down. I don’t see people talking about: This isn’t our parents market. People aren’t buying paper shares at a brick and mortar establishment. In the last ten years online brokering with …
Now I know why everyone is furious that markets are going up.
Fear among retail investors is rising: The ROBO Put/Call Ratio is up to 1.0, the highest in at least 20 years. This ratio tracks retail opening buy orders in options, with the current reading showing retail traders buying nearly equal amounts of puts and calls. The ratio has DOUBLED since …
What % of your portfolio is individual stock vs ETF?
I aim for 75-100% broad market index funds (VTI/VXUS), and a maximum of 25% individual stock picks, with no more than 5 individual stocks at any point in time. Individual stocks generally going inside Roth, to capture maximum upside with zero taxes, but I also prefer to keep at least …
Can SNDK hit $1,000 before earnings?
There’s a real bull vs bear setup going into the 4/30 report. Short interest has spiked, which is triggering talk about a potential squeeze, while Bernstein is throwing out a $1,000 target. From a few angles: On the demand side, AI inference is running into a memory bottleneck, which is …
Why JPMorgan is warning Tesla stock may crash 60%
[https://finance.yahoo.com/news/why-jpmorgan-is-warning-tesla-stock-may-crash-60-113447869.html](https://finance.yahoo.com/news/why-jpmorgan-is-warning-tesla-stock-may-crash-60-113447869.html) JPMorgan ([JPM](https://finance.yahoo.com/quote/JPM)) is looking for Tesla's ([TSLA](https://finance.yahoo.com/quote/TSLA)) stock to lose a good amount of its charge. "With expectations for Tesla performance having collapsed for all financial and performance metrics across all time periods through the end of the decade, the +50% rise in Tesla shares and +32% increase in …
Time to get back in
Sold $1.7M early Feb and avoided the recent downtrend. Don't ask me why, the market just felt ready to drop after months of going sideways and it did. Trump had a mental breakdown yesterday on TS and revealed we have no idea how to get out of this thing. The …
Why people are against leverage in the stock market?
I would like to know what the incentives are from people in everyday life that are against taking a personal loan to fund your stock portfolio with additional investments? I understand most people are not sensible or do not know how to handle large sums of money and then do …
Why US Manipulating Oil Prices Is Bad! Economics 101 Explained
I would like to explain in simple words why the US manipulating oil prices down is very bad for the markets. That's why you keep reading lies and fakes news from Trump, just to manipulate oil prices. Source: [https://www.reuters.com/business/energy/exchanges-oppose-potential-us-treasury-intervention-oil-futures-market-2026-03-12/](https://www.reuters.com/business/energy/exchanges-oppose-potential-us-treasury-intervention-oil-futures-market-2026-03-12/) In basic economics, the price of a commodity is dictated by …