Posts
Yes, You CAN "Time The Market." And I'm Going to Prove It, Again.
**UPDATE:** All threads have been updated with working images again. Also to the morons who think this is AI: I wrote every word of this, and every thread posted below. Just because you zoomers lack the attention span to read books or learn to write doesn't mean we are all …
Stocks are not "Plummeting Across the board" Your portfolio is just over-concentrated in tech.
I see so many people here acting like this is a broad market crash, everything is down. It's not. This is diversification to other sectors. At the time of writing , Tech is down 3.17%, semiconductors down over 7%. However: - REITs are up 1.25% - financials are up 0.45% …
Forward PE is a trap in 2026. Here's the 3-check checklist I use.
SanDisk is up roughly 50x in 12 months and trades at 12x forward earnings. So is a struggling retailer at depressed multiples. Same number, completely different signals. The naive read: stocks are cheap, buy them. The reality: a low forward PE is meaningless if the consensus earnings number the multiple …
Low-IQ Investment Strategies for Clean Energy Transition
Hi, I just started investing a few months ago (inherited an IRA brokerage thing, roughly $40k, planning to add a little from every paycheck) and I don't really know anything about investing. I work in energy, so I have a fair understanding of the nuts and bolts side of that …
Markets are not driven by intrinsic value
Markets are not driven by intrinsic value. With modern liquidity, the dynamic today is driven by relative future value. Relative future value is a measurement against today's companies in the future global economy. The reason everyone has assigned a meteoric valuation to semis is, of what's known of the economy …
Make fast money with AAOI using this simple formula
I'm going to keep this post very simple and straightforward so that everyone can comprehend it very easily, and I am trying to help y'all. Applied Optoelectronics (AAOI) short-term trading is one of the easiest ways to generate quick profits. I used to hold AAOI, but after I sold, I …
Here we go again with another massive sell-off. The NASDAQ was down more than 2%. When does the market learn
At this point, when is the market going to learn? Over the last few years we've seen the same pattern repeat again and again: inflation scares, rate scares, banking scares, AI scares, tariff scares, war scares. The market sells off hard, everyone predicts doom, and then a few days or …
ZETAs unique value validated by Palantir :
Very meaningful news for ZETA stock: Palantir and Zeta Global announced a strategic partnership to combine data with enterprise AI infrastructure. Zeta shares are up around 5.3% premarket Tuesday, Palantir shares are down 0.4%. \* Zeta’s Data Cloud to be rearchitected on Palantir Foundry, with Zeta’s Athena turning that data …
With stocks plummeting across the board, is the market about to crash?
Today we are seeing a broad selloff in the AI and tech sector across multiple markets, and it raises the question of whether sentiment toward the AI trade is starting to weaken. Recently, there have been several negative catalysts including leadership changes at major tech companies, sharp pullbacks in names …
The schizophrenic market continues...
It looks like either "semis down - software up" or the other way around. Or, "AI down" or "AI up". MSFT is treated like software (even though it has more going for it), and GOOG gets beaten up either way. Overall, it looks like the market is clueless - contrary …