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$XOM at all-time highs while the Strait of Hormuz is basically closed. Are we too late? Or this is just getting started?
Oil just hit $100/barrel for the first time since the Russia-Ukraine war. $XOM is up nearly 30% this year alone, hitting record highs. Meanwhile the S&P is down, airlines are bleeding, and 20% of global oil supply is stuck in the Strait of Hormuz. *The bull case*: Exxon’s Permian breakeven …
Micron plans second chip facility at newly acquired Taiwan site
TAIPEI, March 16 (Reuters) - U.S. memory chipmaker Micron Technology said on Monday it plans to build a second manufacturing facility in Taiwan at the Tongluo site it recently acquired from Powerchip Semiconductor Manufacturing Corp. The new facility will help it expand supply of leading-edge DRAM products including high-bandwidth memory …
Stock market gains!
Can't anyone explain why the Nasdaq market is up 25% over the last year? I've invested , in mostly non tax advantage accounts for 20 years because of larger amounts. Let it ride and look once a quarter or so... .. what drives this?...inflation, printer, consumer, institutional retirement funds. Stupidity?.
Nobody cares about helium supply? It can be a real AI issue.
As the Iran conflict drags on, helium supply might actually become an issue. And that’s something people aren’t really talking about. Helium is critical for chip manufacturing, and a big chunk of global supply comes from that region. If that gets disrupted, chip production could be affected pretty quickly. While …
GTC, Fed, and Micron earnings this week, what's on your watchlist
doing my weekly planning and honestly this week is gonna be wild. GTC starts monday, jensen huang keynote 2pm ET. been waiting for vera rubin details for a while now. if the GPU specs are as good as the leaks suggest this could send the whole sector. wednesday is fed …
Are markets being too complacent about the Iran war?
*In fact, this is the case across several big strains in financial markets today. “In geopolitics, this is not the 1970s,” said Anton Eser, chief investment officer at Dutch asset manager Robeco. “In AI, this is not the dotcom boom. In private credit, this is not 2008.” He’s right. But …
$650 billion a year is being poured into AI infrastructure while 90% of companies report zero measurable impact
Combined hyperscaler AI capex is projected at $650-700B for 2026. SoftBank put $64.6B into OpenAI alone. Big tech collectively issued $100B in bonds in early 2026 specifically to fund AI infrastructure. Sovereign wealth funds from Saudi Arabia and UAE are writing $10-40B checks. Meanwhile: * Fortune/CEO survey (Feb 2026): 90% …
Funds like VFTAX and ESGV aren't inherently "good" because they are dominated by US Tech and Big Pharma Holdings? Do "good" ESG Funds exist?
I'm exploring vanguards offerings to re-balance to reduce risk, while also investing in things that are objectively good for the world for the first time. I'm still learning and not someone who picks individual stocks. I like index funds/ETFs for the ease of management. I have literally 100% of my …
Is the oil spike actually sustainable or just another geopolitical premium?
Lately oil prices have been moving up again, mostly driven by geopolitical tensions and the risks around the Strait of Hormuz. Around 20 percent of global oil flows through that route, so even the possibility of disruption can push prices higher quickly. But looking at previous spikes, it often feels …
My buys for Monday 3/16/26
https://imgur.com/a/IQpGpFh Here are my buys for the morning. Most people should just invest in the S&P500 and chill, but I choose individual stocks because I'm delusional enough to think I can beat the market. These stocks are what my formulas came up with as the "best" buys for this week. …