Posts
XEQT or Google? (15 years horizon)
I have a YT channel that is earning between $250 to $350 a month. I want to DCA that monthly into either Google or XEQT. I’m retiring between 5 to 9 years depending on the markets. But I’m willing to hold this new bucket in tax free savings account (TFSA) …
Review of last week: AI remains the main theme, but the market has become selective
I reviewed last week's market action over the weekend, and my overall impression is that while the trend isn't over, the market has started to get picky. AI remains the strongest sector, with semiconductors, memory, and data centers continuing their momentum. Micron's (MU) earnings report was indeed impressive; demand for …
I’ve been keeping an eye on TEM lately. Could this be a growth stock in the AI healthcare sector?
First and foremost, the company is still operating at a loss, but its revenue growth momentum is very strong (according to the latest filings, the most recent year over year growth rate is approximately 70%–80%). The business operates at the intersection of artificial intelligence and healthcare data, focusing primarily on …
Switching GOOGL, META, MSFT, and AMZN, For NBIS?
Hi, I am considering selling the above, which is around one-third of my portfolio, and putting it all into NBIS. The hyperscalers have had poor growth this year, and NBIS seems set to grow rapidly. The rest of my portfolio is in semis, networking/photonics, and cooling. Basically, it's heavily linked …
I am a 42-year-old woman who has recently encountered some issues regarding risk and stability. I’m asking for help!
I’m a licensed dentist practicing in the U.S., a 42-year-old female, and my investment portfolio is currently around 2.8 million dollars. Over the years, I built it gradually through my clinical income and started with long-term index investing. Overall, it’s been fairly steady and conservative. About two years ago, something …
Magnolia Oil & Gas might be one of the quieter success stories in U.S. shale.
The Bloomberg report about Magnolia emerging as the front-runner to acquire WildFire Energy for more than $4B caught my attention. If it happens, it would easily be the biggest deal in the company's history and a pretty significant step up in scale. What I've found interesting about Magnolia is that …
Constellation Energy ($CEG) and Walmart ($WMT) sign a 15-year nuclear PPA. Is the clean power premium spreading beyond Big Tech?
Hi everyone, I wanted to start a discussion around the recent 15-year power purchase agreement (PPA) signed between Constellation Energy ($CEG) and Walmart ($WMT). Up until now, the prevailing market thesis was that only Big Tech hyperscalers (Microsoft, Meta, Google) had the massive capital and the urgent AI data center …
Thoughts on SYCO (SYY)
So I’ve been looking at Sysco as a potential buy here soon, just curious on some of your guys thoughts . They are the largest food distributor in NA, and controls about 15-20 percent of the whole US food distribution market. They also acquired Restaurant depot in a recent 29 …
Microsoft trading at historically low PEs is not a free money signal. There is some important context bulls seem to be overlooking.
Management's main thesis (that bulls are heavily buying into) is that the shift to agentic computing is inevitable, and Microsoft is perhaps the best positioned to capture value at every layer amid this transition. The argument runs like this. 1. Agents are becoming the dominant enterprise workload 2. Every company …
(UIPATH) $PATH DD - Lumpy Revenue To Secular Growth
Long term seeker, first time writer, I need to challenge my own thesis to reduce or add more capital. I'm not going write everything but just a current overview. This is a boring company with possible huge tailwinds. Bears used to say "*AI is eating their lunch*" to now "*they …