Posts
How do you feel about BIG BEAR AI?
They had a huge pack of info last yr. They are being used. But, haven't seen any meaningful growth for over 2 years. If anything it keeps going down. I hate everyone saying it's the next PLTR, when this has never acted like a PLTR. Would you sell or you …
Macro Fireside Chat: USD YEN, NFP NEC economic director Hassett commentary
I hope everyone is having as much fun as I am, as we navigate this tumultuous Feb-Mar period. This really should be part 2, as a sequel to my prior post but I haven't maintained full chronological coherence without lapses, so unfortunately consider it a random addition. *Unrelated:* *Sealed my …
When OpenAI goes public later this year, do you think it will affect the whole AI side of market?
I feel for most people, when they think of AI, chatgpt is still the number 1 main stream of choice so it has huge influence, however, do you think once they go public and we start to truly see their numbers and cash they are burning and more it will …
Streamex Corp --- $STEX
Hi folks. Wanted to share my thoughts on a stock I have high expectations too! 🤓 Streamex Corp (Ticker: $STEX) is an early-stage company focused on bringing tokenized RWA (Real World Assets) into regulated investment products. Its first product, GLDY, a yield-bearing tokenized gold asset, is expected to launch soon, …
Spotify Adds Record Monthly Users and Hits 290 Million Paid Subscribers in Q4, New Co-CEO Says 2026 Will Be ‘Year of Raising Ambition’
Some key metrics * **Premium Subscribers** grew 10% Y/Y to **290 million** * **Monthly Active Users (MAUs)** climbed 11% Y/Y to **751 million** * **Total Revenue** increased 13% Y/Y constant currency to **€4.5 billion** * **Gross Margin** improved by 83 bps Y/Y to **33.1%** * **Operating Income** reached **€701 million** …
Gold at $6000/oz predicted for end of 2026
The current price is $5000 i.e there will be a 20% gain this year, according to banks that already called the increase at the start of this year. [https://discoveryalert.com.au/central-bank-gold-accumulation-structural-economics-2026/](https://discoveryalert.com.au/central-bank-gold-accumulation-structural-economics-2026/) [https://www.morningstar.com/news/marketwatch/2026020264/buy-into-golds-weakness-say-jpmorgan-and-deutsche-bank](https://www.morningstar.com/news/marketwatch/2026020264/buy-into-golds-weakness-say-jpmorgan-and-deutsche-bank) Major investment banks have published gold price targets that cluster around elevated levels, with JP Morgan's gold price target $6300 …
r/Stocks Daily Discussion & Technicals Tuesday - Feb 10, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on …
Is DUOL a buy or are these shortsellers right?
I am thinking a lot about DUOL and cannot see the AI dilemma right now nor in the near future. DUOL has a strong customer base and they are expanding in new educational segments and I just see so much potential. Have you tried learning a language with AI. Right …
China urges banks to curb US Treasuries exposure, Bloomberg News reports
Feb 9 (Reuters) - Chinese regulators have advised financial institutions to curb holdings of U.S. Treasuries due to concern over concentration risk and market volatility, Bloomberg News reported on Monday, citing people familiar with the matter. The advisory was framed as an effort to diversify market risk rather than a …
Why I think ARM is going to dominate in the AI inference future
ARM doesn't make chips. They license the blueprints and collect 1-2% royalties on every chip shipped. 55% of revenue comes from royalties, with nearly 100% margins. A perfect tollbooth business, and the take rate is growing with newer architecture. **The Moat** * 99% of smartphones run ARM architecture * Lock-in …