Posts
Payments companies about to explode
The charts of some growth payment companies, especially the fintechs is looking extraordinary bullish. Anyone observing the same ? Some names I feel are gonna give 50% + returns in couple of months are 1. Shift4 Payments 2. Dlocal 3. Affirm Holdings 4. Pays 5. Klarna 6.Sezzle 7. PGY tech …
What are you bagholding?
I’ll go first. I’m still stuck with FUBO and RVSN. Bought them way too high, they just kept dropping, and I’ve been holding on ever since. Haven’t sold, not really sure why. Maybe part of me is still hoping they’ll bounce back. What about you? What bags are you still …
How is Tesla still valued so high?
Auto sales are crashing and it seems that it is still valued way more than other companies with better sales. I know they have the rocketry part but still seems insane that the company’s valuation is so high.
Interested in PL (Planet Labs), ONDS (Ondas), PLAB (Photronics), and IRBT (iRobot). Some of these are not like the others.
PL and ONDS seem to have actual revenue where as IRBT has been short squeezed and PLAB I have no idea about but saw crazy momentum. Does anyone have much experience with trading these companies or know much about them? I want to pick one and let it ride for …
2026 & beyond winners
Guys, hope everyone had a wonderful 2025. I was wondering with 2026 starting in a few days, what tickers would you be willing to go in. It could be new ipos like spcx - SpaceX, databricks, Anduril, midline etc or some new companies off the radar but can make a …
NASDAQ – Résumé delta desk IV ≈ RV →
Régime baisse lente / vol basse. RV comprimée sur toutes les fenêtres → pas de stress, pas de capitulation. Prix en drift négatif, volumes faibles, rebonds vendus. IV ≈ RV → risque directionnel sous-pricé. Marché short conviction, pas short panique. Régime instable : soit accélération baissière + réveil de vol, …
META - why is it a long term hold?
We've been living with social media for close to 20 years now, and have willingly given the companies our data in exchange for interaction and entertainment. Generally, we accept that they profit by selling our data for targeted ads. I used to buy dark ads though META's Ad Manager in …