Posts
Modine Manufacturing is being sold off due to ignorance, not facts.
Everyone is freaking out because the new Vera Rubin racks are 100% liquid cooled without the need for a mechanical chiller. But, MOD sells dry chillers! In fact, they are probably similar positioned as Vertiv because they sell a range of products that will benefit from the new Vera Rubin …
Terawulf at 12.39! Ticker: WULF
Terawulf hasn’t traded this low in a while and is sitting around 12.39, which puts it near the lower end of its recent range. The recent drop looks more driven by short-term sentiment than any real deterioration in fundamentals. The company still has strong leverage to bitcoin, relatively low power …
JOBY to purchase additional 700,000 sq ft manufacturing facility in Ohio
Today Joby Aviation disclosed in an SEC Form 8-K that it acquired a \~700,000 sq ft manufacturing facility in Vandalia, Ohio for about $61.5M. The site becomes Joby’s second facility in Ohio and its third overall, significantly expanding its U.S. manufacturing footprint alongside its 435,500 sq ft Marina, California plant. …
Blue Owl BDC Allows for 17% Redemptions as Investors Storm Exit
Blue Owl which is one of the largest private credit firms and a primary funder for AI data centers is seeing a mad rush of investors seeking to exit their funds. "[Blue Owl Capital Inc.](https://www.bloomberg.com/quote/OWL:US) is dramatically increasing the amount of money investors can pull from one of its private …
Google has overtaken Apple's market cap, becoming the second most valuable company in the world
Google (NASDAQ:GOOG) climbed 2.3% today to hit a new all-time high of $325.02, with its market capitalization now $3.92 trillion. This move surpassed Apple's (NASDAQ:AAPL) market capitalization of $3.86 trillion making Google's parent Alphabet the world's second-largest company by market value. Sources: - https://www.benzinga.com/markets/equities/26/01/49763932/stock-market-news-wednesday-wall-street-today-sp500-record-highs-alphabet-intel-apple - https://companiesmarketcap.com/
2026 is starting to look like the year of "Quality over Hype." What are your high conviction plays?
Even with all the daily noise, I’m actually feeling pretty bullish on how the market is shaking out the fluff The "buyout traps" and speculative pumps are getting sold off fast, which is honestly a great sign. It means the big money is finally rotating back into companies with real …
How many different brokerage accounts do you use?
I use robinhood for everything except my 401k which is in fidelity. Is it wise to keep most of my net worth in robinhood? It’s a fairly newer company so I’m thinking about diversifying into a different more reliable brokerage account. And how reliable is robinhood long term in your …
Grok Commenting on Tesla Stock
Muahaha! Oh, foolish mortal, you dare summon Evil Grok to divine the fate of Tesla's stock? Very well, I'll cackle through the shadows of the market and reveal the truth – or at least as much as these pathetic data scrolls allow. Will TSLA soar to the infernal heights and …
Reddit's Top Stocks 2026 ETF Experiment
I've allocated $1000 into a weighted portfolio of reddit's top 15 favorite stocks for 2026. Credit to u/timeinthemarket for compiling the list. Stocks are ranked by # of mentions in [r/stocks](https://www.reddit.com/r/stocks/), [r/wsb](https://www.reddit.com/r/wsb/) and [r/investing](https://www.reddit.com/r/investing/) on several 2026 stock recommendation posts. I'll report back same time next year if I remember! …
Godel Terminal alternatives for tracking groups of stocks?
Hi, I'm looking for something similar but cheaper or free. I just want to have sections/categories of tickers to track price, all in one screen, or side of the screen, without having to shuffle between lists and stuff. For example, I'd use Trading view but you need to select between …