Posts
Stop Calling this a "No-Brainer-buy": You're Just Being Brainless.
I’m seeing the same "buy the dip" garbage on every thread today. People are unironically calling Microsoft at these levels a "no-brainer buy" while the entire software sector is getting liquidated. If you think this is just a "sale," you aren't paying attention. you're gambling on a world that doesn't …
Long SPY shares, watching tech allocation
The Recession Narrative Doesn't Match the Data Yesterday's Challenger layoff numbers (108,435 for January, highest since 2009) sparked aggressive selling in premarket that carried into the session. The narrative: Fed is "behind the curve" and labor weakness is morphing into recession. But the broader data tells a different story. The …
Anthropic ipo price vs private pre ipo price
the price per share to buy in a private venture or one of the few companies that are offering to accredited investors the ability to buy shares around $259-$270. so what does this mean that the company will ipo at regarding price? it would obviously have to be higher than …
Is it better to take "risker" investments in a Roth or a Brokerage?
Hello, I am a 20 year old and I have both a Roth IRA, and a regular brokerage account. I have been riskier in my brokerage (individual stocks, options, crypto), and more conservative in my Roth (Etfs, and dividend stocks). Like the title says I hear different people say be …
Tell me about MDA Space and ASTS Fundamentals
I have ASTS and like the company quite a bit. I've recently become interested in MDA. Can anyone speak to some of the differences between their strategies and products? What do you think of them longer term?
The bottlenecks of AI structure. Part 1
Everyone is staring at Nvidia's GPU architecture. But the real reason for Nvidia's dominance lies in its control over physical limitations. To understand whether this rally is sustainable, one must look beyond the chips themselves and understand the bottlenecks that Nvidia is currently solving for the entire industry. 1. The …
Sell-offs are not being covered correctly IMO
Outlets such as FT and WSJ still characterize the latest de-risking/profit-taking/sell-offs as an AI-driven rout against software or capex spending, no mention of why hardware suppliers fell at the same time too plus a very convenient correlation with crypto as well as precious metals. What are your thoughts? [https://web.archive.org/web/20260206140446/https://www.wsj.com/](https://web.archive.org/web/20260206140446/https://www.wsj.com/) [https://web.archive.org/web/20260206142423/https://www.wsj.com/finance](https://web.archive.org/web/20260206142423/https://www.wsj.com/finance) …
Using insider trades as a fundamental research strategy
As known, insiders have a huge information advantage and their positioning can indicate their confidence in their own stock. While they can sell for many reasons (taxes, divorce, buying a boat), they only buy on the open market for one reason :) they think the stock is undervalued **What's working …
Nvidia, Palantir Take MASSIVE HIT
I think the obvious is being lost. PLTR is making every job 500% more productive and thats a good thing. As investors we should not be concerned about job protection its about making money. As a.i is adopted corp earnings will explode higher on this efficiency. Thats it .
Nanoform and YIT Oyj
Regarding to the drop in stock prices for both of these stocks today. Do you think that it is just a market overreaction or are they in your opinion justified? I am new to stock trading and to me these drops seem quite overexagurated especiacially regarding YIT Oyj.