Posts
Current narrative is a no win
Cyclicals going up because ai will make everything cheaper to make, software is done because ai will disrupt and everything can be vibe coded even the stuff that can’t and won’t, don’t spend too much on capex to create ai capacity.
Reddit reports 2025 Q4 Earnings
Reddit reports strong Q4 earnings. [https://investor.redditinc.com/financials/quarterly-results/default.aspx](https://investor.redditinc.com/financials/quarterly-results/default.aspx) Revenue was $726 million, an increase of 70% year-over-year Gross margin was 91.9%, as compared to 92.6% in the prior year Net income was $252 million and net margin was 35%, an improvement of $181 million from the prior year Adjusted EBITDA was $327 …
Amazon stock falls 10% on $200 billion spending forecast, earnings miss
Amazon reported fourth-quarter earnings on Thursday after the bell. Here’s how the company did, compared with estimates from analysts polled by LSEG: * **Earnings per share:** $1.95 vs. $1.97 estimated * **Revenue:** $213.39 billion vs. $211.33 billion estimated Wall Street was also looking at other key revenue numbers: * **Amazon …
AMZN Quarterly Revenue $213.4 billion (up 13.6% YoY)
**AMZN Q4 2025 (Oct-Dec 2025) Quarterly Results** Revenue = $213.4 billion (up 13.6% YoY) * *Guidance was $206 to $213 billion* Net Income = $21.2 billion (up 6% YoY) * *Net Profit Margin = 9.9% (down 7.1% YoY)* Earnings Per Share = $1.97 (up 5.9% YoY) TTM Capital Expenditures = …
mrk hits ath today. it’s such a natural negative correlation to tech
i ve been holding my mrk stocks for 2 years. once 35%-40% under water. i strongly believe it would come back and it was massively undervalued. lly and mrk were once my top losers and they both have recovered from massive losses. sector rotation this year can’t be more prominent …
I’ve lost all faith in the twitter touts
I would follow a number of these so called X/twitter Furus and I don’t recall anyone doing well unless it was a bull market and you picked the right sector and you could stomach the volatility. So many called for a continuation of this bull run with “diamond” signals, Bitcoin …
Wash sale loss disallowed $46K. How bad is this?
I got active with trading the last few months of last year. Was doing good then took big loses with ATCH and SCWO. Looking at my Robinhood 1099, it shows Wash sale loss disallowed $46,667 and a net loss of $6321. I’ve done some research. How bad is this?
With the recent market volatility in gold and silver, how are you viewing the market, and what are your predictions?
Seeing gold down -12% and silver -35% in such a short timeframe feels like a significant market signal (and precious metals in general). Historically, these are safe-haven assets, so does this point to a violent liquidity scramble?? I'm going to hold on to my silver. Curious as what your thoughts …
Just thinking out loud here. Seems like no matter where you look, everything is melting
I was talking to a buddy of mine and he brought up the theory that maybe the market is behaving this way because of Epstein. Yall think these powerful men are selling out to flee? It’s an interesting point he raised. I mean even safe havens are struggling so I …
AI disruption to SAS products have sparked a selloff so why are AI companies also in the red?
Is the narrative wrong or is the market just stupid? It doesn't make sense. If they are worried that ai is so successful it could disrupt other industries then why are they dumping their successful, market disrupting AI stock?