Posts
If a part of your portfolio isn't invested in space technology, you are a silly little retail investor.
Space is going to be the next big thing. Everyone is rushing to the moon. SpaceX, Blue Origin, Rocket Lab. Leaving Earth and going to the stars is uncharted territory. You are literally witnessing a Christopher Columbus moment. The smart people are aware of this moment. They are adding space …
Comcast - NBCUniversal Auction, Not Spinoff, a la WBD
Big new by Comcast today, but I think something will happen sooner. Look at WBD. * June 2025: WBD announces its split into Streaming & Studios and Global Networks. The company was trading around $9.50-10/share. * December 2025: Netflix offers $28/share for the Studios & Streaming assets. * February 27, …
Why are coal equities dipping while the AI data centre crunch and Iran crisis squeeze LNG supply?
**Japan, South Korea, and China** are the primary nations that have aggressively turned to Australia for emergency energy supplies following the closure of the Strait of Hormuz. With up to 20% of the world's LNG supply stranded in Qatar due to the Iran crisis, Asian nations are desperate to secure …
Exactly how much volume does it take to move a stock
So we can buy and sell. All good. Market makers apparently ensure we can buy and sell, but how much does it take to move a stock with real examples. Is that info even available. What about options, etfs and dark pools. How much can the MM move a stock …
60 VTI/ 30 VXUS/10 VMFXX. Should I (33) rebalance to include bonds?
M33, incredibly unfulfilling but more incredibly stable job that pays enough to live frugally yet comfortably in a HCOL area. Largest expenses outside rent are in order student loan payments (always more than the minimum), healthy food, the joy of American public transportation, and contributions to building my HYSA 3 …
The AI capex numbers are getting hard to ignore, but I can’t tell what the market is missing
Been trying to wrap my head around the scale of AI spending right now and I honestly don’t know if I’m overthinking it or if the market is just fine with it The hyperscalers MSFT META AMZN GOOGL are talking about capex numbers that feel almost disconnected from how these …
Anthropic’s first NVIDIA deployment launched at Microsoft Azure
https://www.investing.com/news/stock-market-news/anthropic-launches-claude-models-on-microsoft-azure-powered-by-nvidia-gb300-gpus-4765979 Anthropic said on Monday its Claude family of artificial intelligence models is now available in Microsoft Foundry on Azure, running on NVIDIA’s GB300 Blackwell Ultra GPU systems, marking the AI startup’s first deployment on NVIDIA hardware. The availability gives Azure customers access to Claude models for building autonomous and …
Looking for the next bottleneck stock
I've seen that companies that are producing chips surged in stock price because AI and everything else requires the use of large memory storage as well as fast data processing. I thought to myself, so what's next after producing so many chips? Informations are processed at ultra high speed, and …
Has anyone else looked into INFQ (Infleqtion)
INFQ (Infleqtion) is the rare quantum name with real defense contracts behind it. Why is it on my watchlist.? It’s a neutral atom quantum computing and sensing company, and the draw is that the deals are tangible. They’ve partnered with Safran to integrate their Tiqker quantum optical clock into Safran’s …
Buy at high prices strategy ?
Fidelity’s dca timing is just weird. every dca it does is somewhat the highest pricing of the day. when i manually set the order, sometimes it won’t clear until 2 hours later. What’s your best tools to execute trades besides the broker’s auto invest engine? Which broker allows you to …