Posts
Nvidia Sees $1T in AI Orders by 2027, but Most U.S. Investors Can’t Own the Chinese Suppliers Behind 60% of Its Optical Modules
GTC 2026 wrapped up this week and there's an angle here that I think deserves more attention from an investment perspective than it's getting. Jensen Huang projected $1 trillion in combined Blackwell and Vera Rubin orders through 2027, doubling the $500 billion figure from last year. Goldman reiterated Buy immediately. …
Why do some people still firmly believe the stock market will continue to rise? Some concerns about the current market
The Iran situation is an open secret everyone knows the Strait of Hormuz is the red line, but the other side has made it clear: if you push them, they're taking everyone down with them. That's not a conspiracy. You can scream：bull market forever! But the numbers don't lie: after …
Making sense of what the fed is facing ahead.
To start, this is not a fear spreading post. I and everyone else would love to not be in the situations at hand. It’s a discussion. Let me know where I am wrong, contribute in opposition, shutting it down as nonsense completely derails the point of the discussion. So today …
Powell: It's not stagnation, it's a fine-tuning of the rhythm
All eyes were on Jerome Powell when he hit the tape, and yeah the market didn’t love it. The Dow dumped 768, the S&P and Nasdaq got roughed up, and gold briefly dipped under $4800 But if you actually pull back the curtain on what Powell said, it’s not nearly …
$200 Oil No Longer Crazy Idea as Middle East Supply Collapses
[https://oilprice.com/Energy/Oil-Prices/200-Oil-No-Longer-Crazy-Idea-as-Middle-East-Supply-Collapses.html](https://oilprice.com/Energy/Oil-Prices/200-Oil-No-Longer-Crazy-Idea-as-Middle-East-Supply-Collapses.html) By [Irina Slav](https://oilprice.com/contributors/Irina-Slav/) \- Mar 18, 2026, 7:00 PM CDT * Middle East oil exports and production have collapsed, removing over 7–10 million bpd from global supply and creating a severe physical shortage. * Tight supply and limited storage mean prices could surge to $150–$200+ per barrel, with some …
Middle East conflict triggers "Black Wednesday" for global stock markets?
The Fed hammered it home today, holding rates steady at 3.50%-3.75%. But then Powell dropped the mic with some serious hawkish talk, dashing any hopes for a rate cut: "No cuts until we see more progress on inflation"and get this, the committee's even floating the idea of hiking again.But here's …
SPY is now negative in the 6 month timeline.
[Sort by 6 months here ](https://finance.yahoo.com/quote/SPY/?guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAM-MlY4KpTI36a4zxbLyn5vOJjlECopMWeLF7ipBWpKRoAIwDGNLjK_vO_x4-7AwE2J3lgqy6gIMiHACcfqFod7H11HWpbIvTcC7hicVLveIRC07Qp0_RAa-byWak4qPSQnXXya3jV7BdUZDjw74PBzSBgkGpPYIJj6sGLGEuWpR&guccounter=2) The Iran war seems to be the primary driver, stocking inflation fears, preventing rate cuts, and spiking oil prices.
Barrick Mining Corp, still worth it after the gold boom?
They also seem to be pivoting to copper; which feels like good diversification for EVs as well as wiring for data centers. At one point I decided to get a few shares, just 10 and got in at the $22 mark. I wonder If I should cash out and look …
Abbott vs Lowe Vs Ecolabs, which to dump my 3000 usd on today and hold for decades?
I've been trading in my country's stock exchange for a while. Was afraid of the unpredictability of the US market. Recently I changed my mind a bought a few stocks in each of those. My method and goal is to anchor my monthly savings in safe, low risk low reward …
Streaming platform stocks during oil crisis?
Do you think there could be some streaming platforms that could really rise quite high during this crisis, a lot more families will choose to stay at home during the week and will in turn view more entertainment. Not really a long shot is it?