Posts
Disconnect between Big Tech and Wall St on AI CapEx
Hello guys, do you have explanations as to why the largest tech firms (GOOGL META MSFT AMZN) and Wall St are so split on the hundreds of billions in CapEx spending? The tech companies believe that the rewards will be worth the investment, but Wall St seems to disagree. I …
Take-two stock is a no brainer
I wish i had more money to buy in this dip. I was able to scoop up some cheap shares after that 10% dip from project Genie's overreaction. I don't get that. Clair Obscur used a bit AI and it was already scrutinized. No one's gonna play games generated by …
Energy Sector Podcasts / Shows?
Looking for recommendations on any shows or podcasts that cover the energy sector with regularity. Also open to any shows that cover other sectors such as transportation, retail, etc. I'm a long time CNBC listener, but I just can't fucking take the 24/7 tech / AI talk. It never ends, …
SNOWFLAKE buy or not?
anyone looked at these as a possible investment atm ? the product is used globally by all big corporations and it really can't be replaced by AI, but does work well with LLMs. down 50% is from ATH. but EBITDA is negative thoughts ??
War with Iran and the effects on the market
It gets mentioned as one of many factors but it just seems to me this is the one highly probable event that could be a black swan and there has been very little discussion of that. The two sides are so far apart - we want total capitulation and they …
Cashing out a Employee Stock Incentive Plan after acquisition
A while ago now, I joined a startup company that had an employee stock incentive plan. I ended up with 30k stock prior to leaving. I exercised all the stock (bought it). This was all managed through Carta. A year or so after I left, I the company was acquired …
Stop Calling this a "No-Brainer-buy": You're Just Being Brainless.
I’m seeing the same "buy the dip" garbage on every thread today. People are unironically calling Microsoft at these levels a "no-brainer buy" while the entire software sector is getting liquidated. If you think this is just a "sale," you aren't paying attention. you're gambling on a world that doesn't …
Long SPY shares, watching tech allocation
The Recession Narrative Doesn't Match the Data Yesterday's Challenger layoff numbers (108,435 for January, highest since 2009) sparked aggressive selling in premarket that carried into the session. The narrative: Fed is "behind the curve" and labor weakness is morphing into recession. But the broader data tells a different story. The …
Anthropic ipo price vs private pre ipo price
the price per share to buy in a private venture or one of the few companies that are offering to accredited investors the ability to buy shares around $259-$270. so what does this mean that the company will ipo at regarding price? it would obviously have to be higher than …
Is it better to take "risker" investments in a Roth or a Brokerage?
Hello, I am a 20 year old and I have both a Roth IRA, and a regular brokerage account. I have been riskier in my brokerage (individual stocks, options, crypto), and more conservative in my Roth (Etfs, and dividend stocks). Like the title says I hear different people say be …