Posts
J.P. Morgan Reveals Top Stocks for 2026! AI Giants Dominate the List, But Carvana Emerges as a Dark Horse?
J.P. Morgan's latest report releases its 2026 “Top Investment Picks.” After reviewing it, I believe these companies must meet the following criteria: Rock-solid finances (strong cash flow, low debt) Pricing power (inflation resistant, stable profits) Bets on major trends (AI, data centers, infrastructure, resilient sectors) Three key themes: AI Boom: …
How are all these SaaS companies STILL unprofitable?
I haven't followed these companies in a long time, but I've been doing some light digging on these names. The ones I'm talking about: * Crowdstrike (CRWD) * Snowflake (SNOW) * Cloudflare (NET) * MongoDB (MDB) * Asana (ASAN) * Unity (U) How are they all still unprofitable? Many of …
What stocks still have potential and haven’t really taken off yet in 2026?
My returns in 2025 were still pretty good. The only regret this year was that I sold ASST and RBLX after holding them for a while. In the new year, there are some companies that haven’t really taken off yet. I want to ask everyone which stocks they think have …
Mother swan?
While the stock market continues to hit all-time highs, the underlying structural integrity of the global economy is disintegrating. We are currently witnessing a massive divergence where asset prices are decoupled from the reality of a K-shaped economy and skyrocketing cost of living. For the average person, the economy has …
Need help understanding
Narrative 1 : AI is a hype and no one is paying for it. The AI investments are a circular economy and all the stocks where the "AI boom" is priced in is going to fall Narrative 2: Microsoft Lays off 3xxx workers, Amazon does monthly layoffs, ABC corp does …
The "Trump trade" is accelerating: Five brand-new "America First" ETFs have launched on the New York Stock Exchange.
Just yesterday (December 30th), Trump Media & Technology Group ($DJT) officially launched five new ETFs through its fintech brand "Truth.Fi". Although $DJT's stock price fell by 4.5% after the announcement (a typical "buy the rumor, sell the news" scenario), the underlying holdings of these funds reveal the current administration's economic …
Feels good for a "forget" hobby(?)
Last year I put like $100 at a time, nothing too crazy, ended up adding $600 One I bought 50 stock of is now up 700% so my profile is at $1300. (Axti) bought it because people said energy stocks are always a win! Nothing too crazy, just looked occasionally …
Should I rebalance my stocks portfolio?
I structured my portfolio with ETFs (VOO, VGT, QQQ) as the core and stocks as a smaller allocation (15–20%). Due to outsized gains in stocks like PLTR, NVDA, and RKLB, the stocks portion has now grown to 50% of the portfolio (stocks total is about $100k). Should I rebalance my …
Meta will be the clear winner in the rise of synthetic relationships.
The trend lines are rather obvious. At some point, people became unable to form romantic and platonic partners, and the data from late 2025 confirms this As of December 2025, the U.S. Census Bureau confirmed that fewer than half (47%) of U.S. households are married couples, a slide from 66% …
Thoughts on AppLovin (APP) at current levels?
I’ve been watching AppLovin Corporation (APP) closely lately and wanted to get some outside perspectives. APP has been one of the strongest performers in the ad-tech / mobile monetization space, driven largely by its AI powered ad optimization (Axon) and improving margins. Revenue growth has been strong, and the market …