Posts
Tesla Cybercab Flops, Elon Ghosts, NHTSA Knocks: TSLA Dropped 6%
Tesla’s highly anticipated Cybercab update tanked on Friday, falling 5.92% to close at $354.08 after a closed-door Austin event completely alienated both Wall Street and retail investors. In a bizarre move, the event featured absolutely no appearance from Elon Musk, was completely blacked out from a public livestream, and revealed …
I liquidated my entire tech portfolio here's my thinking, curious if others see it differently.
While the market sentiment leans toward a year end "Santa Rally," the macro backdrop is giving me strong dotcom peak vibes. A few concerns driving this decision: Inflation is ticking back up, which puts the Fed in a tough spot. AI capex spending still hasn't shown clear ROI beyond consumer …
Am I doing this whole swing trade thing right? I have had some amazing success so far.
I basically focus on the Magnificent 7 stocks. In my opinion, these are some of the safest large-cap companies to invest in long term and are unlikely to ever completely disappear. I focus heavily on valuation, particularly which of the Mag 7 has the lowest P/E ratio, while also paying …
I Stand Corrected (3x in Row!)
Hello again lads, I am posting here once again as my thesis stands correct again on the share price evaluation of Micron Technology and the general timeline of where the stock is heading, alongside the general infrastructure of AI. (I HAVE HAND WRITTEN ALL OF THIS! NO AI USED )[https://www.reddit.com/r/stocks/s/cKLHMUQNO1](https://www.reddit.com/r/stocks/s/cKLHMUQNO1) …
What is your "day after AI bubble burst" pounce stock?
Buffet keeps money on hand ready to invest in case there is a crash, when everything is cheap. Lately I've been moderating my portfolio to be ready to buy if the AI bubble bursts in a big way. However, we know that after a crash, not everything will recover. So …
US directs Fannie Mae, Freddie Mac to approve VantageScore for all lenders. "FICO has enjoyed a monopoly. No more"
Fhttps://www.reuters.com/business/us-official-directs-fannie-mae-freddie-mac-approve-vantagescore-all-lenders-2026-09-04/ > U.S. Director of Federal Housing Bill Pulte said on Thursday he has directed Fannie Mae and Freddie Mac, created by the United States Congress to support the housing market, to approve all lenders to use credit scoring system VantageScore. "Fannie and Freddie's initial rollout of VantageScore has been …
Trump threatens to stop trading with countries that have a trade deficit unless the Fed cuts rates
Touting Friday's blowout jobs number, President Trump used the opportunity to weigh in on a new spike in the US trade deficit, threatening embargoes on unfavored countries. Trump posted on Truth Social, in what appeared to be a directive to the Federal Reserve, to "LOWER THE RATE OR I'LL STOP …
Your Top 2 Moonshot Stocks for the Next 3–5 Years?
Hi folks, I know this might sound like a bit of a FOMO question but I’m genuinely interested: If you had to choose only two stocks to hold for the next 3–5 years that you think could realistically 5-10x, which ones are you betting on and why? I’m looking for …
Why is SK Hynix losing so much market share and should investors be concerned?
I bought SK Hynix last year because every CEO and tech analyst was screaming from the rooftop that there was going to be a serious memory shortage and to me the price didn't seem to reflect that. I also guessed that the extent of the AI infrastructure cap ex would …
Jobs nearly tripled forecasts, but S&P futures are in the red? It feels like good news is also bad news.
August payrolls came in at 162,000, while forecasts were only around 56,000, and unemployment remained at 4.1%. This sounds like good news, but I don't understand why Treasury yields increased while S&P futures are in the red. I suspect the problem is that a strong labor market gives the Fed …