Posts
TSM vs Broadcom stuck between these two and looking for opinions.
I’ve been diving into TSMC (Taiwan Semiconductor) and Broadcom lately, and honestly, the more I look into both, the harder it gets to choose. They each have some solid advantages. On one hand, Broadcom's recent partnership with OpenAI really stood out to me, especially with their work on custom AI …
Will Robotaxi production influence stock price?
Hi everyone, General question, the three major players are Tesla/Waymo/Zoox for the autonomous robotaxi future. Now assuming production ramps even marginally would these influence stock price? I believe Waymo is owned by google, zoox is amazon and tesla is tesla. The thing about Tesla regardless of what musk claims is …
Cathie Wood Dumps $11 Million Worth Of Tesla Stock While Doubling Down On These Notable Crypto Plays
Cathie Wood’s ARK Invest recently trimmed its Tesla exposure again, selling roughly $11 million worth of TSLA shares. While this isn’t the first time ARK has reduced its Tesla position, the move has drawn attention because it comes alongside increased exposure to crypto-related assets and blockchain infrastructure. Wood has consistently …
Is TSM actually undervalued because of geopolitical risk, or is the market pricing it pretty fairly already?
A lot of people say TSM is undervalued right now because of geopolitical risk. There’s no question TSM is a great company. But the market keeps focusing on worst-case scenarios, and I think it’s worth discussing whether that uncertainty is already being priced in too much. From a fundamentals perspective, …
MU hits a new all-time high .what’s driving it?
Micron MUUS is up over 4 percent in pre market hitting 27729 a fresh all time high Here’s what’s fueling the rally Huatai Securities keeps a Buy rating and raised the target to 360 FY26 Q1 revenue and profits beat expectations thanks to AI driven demand for HBM and DRAM …
What is a book you read that led to you updating an investment thesis or opening a position in a company or sector?
I read "When The Heavens Went on Sale" by Ashlee Vance a couple of years ago and walked away with a new appreciation for the growing space industry. This led to some investments that have served me well over the past couple of years. I find that books can often …
Trading QQQ made easy from an expert.
Hey everyone, for those of you that have been trading without guidance like I use to do , I suggest you follow pakoumal on Substack. He is well known on TradingView, even has the Expert next to his name. Consistently sharp reads on market structure, momentum and reversals. No hype, …
I think quantum computing is a play
I was thinking about something that can match ai in growth and remembered quantum computing is a thing and realized how little it is really talked about, I’m very keen on technical analysis and saw the opportunity arise on QBTS and saw a news post about how some government person …
A Small Town Loses Its Biggest Employer An Underappreciated Market Signal
A small town losing its largest employer is usually treated as a human interest story but from a market angle it can be an early signal worth watchingPlant closures and major shutdowns almost never come from just one bad quarter more often it points to longer term pressure like weaker …
Canadian bank stocks.
I know no one has a crystal ball for the future, but will bank stocks just keep going up and and up? I’m looking at getting into some but buying at ATH kind of seems wild. And I know you shouldn’t time the market, but what are the risks?