Posts
If this isn't a dot-com level event, then now is more or less the time to buy software
If you think this is a dot-com level bubble pop, you don't need to keep reading, because my overriding assumption here is that this ain't it. For everyone else: just look at the charts. Any time software is this far off its ATH, it rips back up. I ran the …
Market Volatility
Hey all! I work a ton and I turn off all app notifications and rarely look at my investment account. can anyone fill me in on why this week the market has been hemorrhaging? any news wil be appreciated!
GOOG: I'm spending $180b on Capex. AMZN: "Hold my beer"
Early last year there was a little moment when MSFT signalled it might (might!) pull back from it's AI-related Capex spend. It lasted all of about 6 weeks before they came back to the table with a "I'll see you and raise you" number on how much they were gonna …
Is this the AI bubble bursting or just another small crash then back to all time high again?
What is your opinion on the current market? Do you think this will continue? Seems like stocks are going down regardless of good/bad earnings, even MSFT and Meta reported good earnings and they are now down (Meta stock lost all the post earning gains). Are you trimming down some of …
SAVEQ stock after Spirit Airlines bankruptcy and Chase Bank.
Hi everyone, My knowledge of investing is very limited and I'm humbly asking for some insight or help with a stock I purchased in December of 2023. Also, I know chase is terrible for a self directed account, I plan on moving everything to a different bank soon. In Dec …
Capex and TSM drop
I dont understand what is happening, everyone is so afraid of the massive capex that theyre selling the companies that it goes to? I understand wanting to sell Google or Amazon, but why sell TSM or Broadcom?
Costo Stock Price flat for years
Did a complete model of Costco operations. I gave them a generous growth rate on their revenue drivers and maintained cost controls for their store expansion of 23/yr. my math coves out to $256 Billion, $310 Billion and $278 Billion for their valuations in scenarios where I played around with …
Current narrative is a no win
Cyclicals going up because ai will make everything cheaper to make, software is done because ai will disrupt and everything can be vibe coded even the stuff that can’t and won’t, don’t spend too much on capex to create ai capacity.
Reddit reports 2025 Q4 Earnings
Reddit reports strong Q4 earnings. [https://investor.redditinc.com/financials/quarterly-results/default.aspx](https://investor.redditinc.com/financials/quarterly-results/default.aspx) Revenue was $726 million, an increase of 70% year-over-year Gross margin was 91.9%, as compared to 92.6% in the prior year Net income was $252 million and net margin was 35%, an improvement of $181 million from the prior year Adjusted EBITDA was $327 …
Amazon stock falls 10% on $200 billion spending forecast, earnings miss
Amazon reported fourth-quarter earnings on Thursday after the bell. Here’s how the company did, compared with estimates from analysts polled by LSEG: * **Earnings per share:** $1.95 vs. $1.97 estimated * **Revenue:** $213.39 billion vs. $211.33 billion estimated Wall Street was also looking at other key revenue numbers: * **Amazon …