Posts
Broadcom DD: Highly overvalued
As of today, Broadcom's marketcap is roughly 1.8T (it's closer to 1.9T but still) Nvidia's marketcap in comparison is roughly 4.3T This brings Broadcom at about 40% valuation of Nvidia Now Broadcom made about 15.9 B dollars in profit, for a 4.2 B in Net Revenue. About 9.2 B ( …
Hot take on today s Fed shift
So JPM just flipped *again*. A week ago they swore the Fed would hold until January… and now they’re saying we might actually get a **December rate cut**. What changed? Apparently the recent “soft landing” vibes from multiple Fed officials especially Williams were enough for JPM s economists to rethink …
OpenAI reportedly aiming for 1 trillion dollar IPO valuation is this still an opportunity
OpenAI is talking with banks and law firms about an IPO, and the internal target is \~ 1 trillion dollar valuation….? If it lists at that size, it would sit next to Apple, Microsoft and Nvidia at the top of the tech market. The rough timeline is filing in the …
What changes will the market see after Thanksgiving?
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I'm 25 years old, looking for advice and help!
Hey everyone, I’m 25 and recently started taking long-term investing seriously. I’m trying to build a portfolio I can hold for many years, mainly in tech and a few ETFs. I’ve attached screenshots of my current holdings. My plan is to keep adding consistently and not try to time the …
Bullish on Lululemon $LULU heading into earnings Dec 04
Ive held this stock for a few months and finally back to where I started. Options are up 18%, my holdings are now flat. I think we have a solid run up to earnings and if sales are good, OH BOY I think this pops. US sentiment soft but international …
Short term stock trading with solid gains, what's the strategy behind it?
So, a couple of weeks ago at a buddy’s party, I met this guy who works in investment banking. We started chatting about stocks, and I had to laugh because his approach is *way* different from mine. This dude's got a knack for picking short-term winners, and I’ve seen him …
Trying to Understand Where Tesla Is Really Heading
Tesla’s recent numbers create a split picture. Sales are clearly under pressure, dropping 30% this year with an even sharper 48.5 percent decline in Europe as competition tightens. Margins are sliding too, with gross margin at 17.01% and operating margin at 4.74%, which I think shows how hard the environment …