Posts
Thoughts on longing Netflix over the next few months?
I’ve been holding a few thousand bucks worth of stock since $91 but with the sudden drop at today’s market close, i’m wondering how smart of a move this would be. Since the stock started tanking, their revenue, subscriptions, net take-home, and almost every other internal metric (apart from P/E) …
Controversial opinion - Figma will destroy Adobe
This isn't just about Figma being a nicer tool its about how design actually works now. Teams are remote devs, designers, PMs all in the same file at the same time and that alone breaks the old Adobe model. Adobe is still basically selling fancy single player software with files …
Looking for good picks to lean into the ongoing fiascos and decline in American trust on the world stage.
Does anyone have picks, or just cutting equities? I leaned into bonds last year, but us policy is so bad now those are also at risk with little upside. Gold is doing awesome, but I'm afraid to buy more at a top. FXF looks very interesting now for as an …
Bullish: Lutnick expects US first quarter growth above 5%
U.S. Commerce Secretary Howard Lutnick said on Tuesday he expected first quarter GDP growth in the United States would exceed 5% in the first quarter of 2026, adding that its interest rates were too high and were holding back stronger growth. That’s a lot of growth to get a bull …
HOVR (Horizon Aircraft) - IMO the most asymetric bet
So let me first say that I usually do not invest in companies with super tiny market caps, but after doing a lot of research on Horizon Aircraft (HOVR) I feel like it's worth taking the risk on them with a small portion of my portfolio. Don't be irresponsible taking …
What are some international ETFs that would be good long term investments?
For context, I’m pretty new to investing. I’ve mainly been maxing out my roth for a couple years now and putting it in VOO. I heard about international ETFs and figured I would ask here about the best options. Thanks in advance!
United Health about to rip here. $UNH in advance of earnings.
For those of you paying attention, UnitedHealth Group $UNH is expected to report earnings on 01/27/2026 before market open. Based on 11 analysts, the consensus EPS is $2.09. The reported EPS for the same quarter last year was $6.81. If institutional money and 13-F positions are any indicator, UNH will …
Walmart still a defensive?
With Walmart being added to the nasdaq at a weight of ~3%, has Walmart lost its defensive status? If someone sells the nasdaq, they are now selling Walmart. Because, I'm considering selling out WMT and moving into other defensive like CHD, TGT. What are your thoughts and what are your …
Have $300k in uncovered stocks. How to best utilize?
My wife and I have $300k in stocks that we were given as kids, but we have lost track of the cost basis for them. I make in the middle bracket earnings for the IRS with regard to capital gains, so we'd be paying 15% tax on the full value …
ImmunityBio (IBRX) - moonshot stock?
I’m doing some research on this stock, seems like it could be a moonshot or burnout stock. What y’all say? ImmunityBio (NASDAQ: IBRX) is a small/mid-cap biotech focused on cancer immunotherapy. It just received FDA-approval for a bladder cancer drug ANKTIVA. ImmunityBio is trying to train/boost the immune system (especially …