Posts
Why are software and cyber CEOs not defending their industries
The rate at which these industries are coming under attack by the AI narrative is pretty insane. Literally every single day there’s a new viral article on how and why these companies aren’t needed anymore. The more it gets pushed it creates a perception of a new reality. I hear …
r/Stocks Daily Discussion & Technicals Tuesday - Feb 24, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on …
LTSE Long term stock exchange, founded in 2012 with financial backing from Peter Thiel
LTSE is a national securities exchange, founded in 2012. received funding of $19million from around 70 investors, including Peter Thiel and founders fund. The exchange aims gives shareholders more voting power the longer they own the stock.
Schizo market
Don’t buy NVIDIA because AI is a bubble and the labs, hyper-scalers will stop buying GPUs. Don’t buy the hyper-scalers because they need to spend loads of money on GPUs, data centers, and to meet demand by Software companies.. Don’t buy Software companies because companies will develop CRM, other tools …
With a $37T debt would the gov. still be able to use fiscal policy to rescue the economy in an AI driven or COVID like crash?
Let’s say AI is so disruptive that millions of people lose their jobs like during COVID. Would the government be able to bridge the gap or are we so in debt that we wouldn’t be able to put together a sufficient rescue package to keep the economy afloat until we …
Stock Market is too expensive
I have changed my 401k account to all money market fund yielding only 3% annually since September 2025. I have now allocated all my IRA accounts to short term T Bill XHLF since last Friday. I have zero stocks. If I am wrong, I get only 3% per year. However, …
Can someone explain the thesis to me of how AI will replace cybersecurity, SaaS stocks, etc.? How realistic is this?
Most stocks in these sectors have been hammered lately with the idea that Anthropic will just be able to replace these. I’m struggling to understand what this really looks like and how many companies would want to rebuild this functionality in house through AI tools, which seems to be the …
What is going on
Is the bubble finally popping now that I'm fully invested? WTF is that. This time last year I was only 25% invested because I was (wrongfully) still doubtful of AI and was a hater. I probably watched the Big Short a few too many times and was wishing I was …
PayPal CEO is up to something - New CEO pay package
If stock price goes 60% over the baseline = $25M If stock price becomes $100 per share = $43.75M If stock price becomes $125 per share = $62.5M [https://www.sec.gov/Archives/edgar/data/1633917/000119312526035860/d68718dex101.htm](https://www.sec.gov/Archives/edgar/data/1633917/000119312526035860/d68718dex101.htm) Conveniently PayPal is having a "buyout offer". Keep in mind Enrique Lores has been on the board for the last few …
If Elon Musk buys PayPal - analysis
So Bloomberg reported PayPal is getting unsolicited offers. They met with the companies to hear out the offers, some included offers for a full takeover, and some included offers for a partial takeover. Now Elon Musk paid a 38% premium to acquire X. If he wanted to buy PayPal - …