Posts
Is now a good time to dip into SaaS sector? CRM is under 195 now.
TEAM down 11%, 60% YTD, ADBE under 290, MSFT down massively due to ER.. NOW and INTU starting to look attractive. When are we catching the software knives? This AI fear seems overblown (like when Googl was getting eviscerated recently due to AI concerns).
Buying the Dip or Following the Trend?
I am trying to understand whether my strategy is correct as a two-year investor. I usualy open positions in stocks whose financials seem quite good to me, companies that are growing at a fairly good pace, but the momentum is negative and the stock price is falling, such as Google …
Corning Inc. (GLW) - how long can it keep this up?
I admittedly know very little about how the stock market works, but bought a modest amount of Corning about 15 years ago based on nothing but hearing about Gorilla Glass. It’s inched upwards over the years but has taken off recently. Thoughts on how long this recent rally will sustain? …
TSLA should be the fed chairman
Amusing title but serious post. Whoever is responsible for the financial engineering at Tesla is extremely clever. The number of times this company should have inherited a Q is astonishing. I personally believe musk is using his own money and friends' money to buy the stock but that's speculation. I …
Balancing risk with shorts - which stocks should I short?
I've been converting a small portion of my portfolio to short positions to balance the risk of a downturn. Unlike stocks, which I see as long term investments, I plan on exiting my short positions in less than six months. So far I have made money buying and selling shorts …
Ondas Systems
Hi All, On February 2, 2026, Ondas announced a definitive agreement to acquire Rotron Aero, a UK-based developer of unmanned aerial systems (UAS) and advanced propulsion. Ondas Secures Strategic Defense Contract in Asia-Pacific as Part of Its Global Expansion. The order book looks good. They should start executing it . …
From Investing to Gambling: The State of U.S. Stocks
I’ve been invested in the U.S. market since 2018, and right now it feels fundamentally broken. This isn’t just about software stocks anymore I’m starting to question whether U.S. equities are even safe. I’m 100% allocated to U.S. stocks, yet it feels like Wall Street can move or crush any …
Walmart hits $1 trillion market cap, fueled by growth of e-commerce, new businesses
Walmart crossed the $1 trillion market cap threshold on Tuesday after a dizzying stock climb fueled by the growth of digital businesses and the acquisition of new customers. In hitting the benchmark, the largest U.S. retailer and grocer joins an exclusive club made up almost entirely of technology companies. Walmart’s …
MSFT and the recent downtrend
So obviously MSFT has taken a hit since earnings. Mainly due to its investment and planned capacity with OpenAI. But can anyone see how OpenAI going bankrupt may actually benefit Microsoft? Wouldnt Microsoft likely buy them out in the hopes to capitalize on the service and gain complete control of …
Disney names parks boss Josh D’Amaro as its next CEO to succeed Bob Iger, effective March 18
Disney has named Josh D’Amaro, chairman of Disney Experiences, as its next CEO, succeeding Bob Iger and clinching a closely watched succession race at the Mouse House. D’Amaro’s appointment will be effective as of March 18 at Disney’s annual meeting. Iger will serve as a senior advisor and Disney board …