Posts
Thinking of selling JD & Tencent to buy META – talk me out of it?
I’ve been holding JD.com and Tencent for almost 5 years now and I’m still down overall on both positions. I’m seriously considering: • Selling all of my JD.com • Trimming some Tencent • Rotating that capital into META My thinking: • China risk (regulatory, geopolitical, sentiment) just doesn’t seem like …
Pfizer stock, when should I finally drop it?
What to do with pfizer stock? I had 25k and it's now 15k I've held onto pfizer stock I've had since like 2015. I used to have 25k in it during Covid's peak but of course since its died down I now have only roughly 15k in it. So I …
The best stocks to own going into 2026 for a long term investment and why?
As I prepare for 2026, there are a few stocks that are worth keeping for the long term (2+ years) in my opinion. First is Crowdstrike since cyber security is a mandatory spend and not optional. Recent survey identifies 92% of companies need more cyber capabilities and Crowdstrike is the …
Do you think now is the right time to invest in NBIS?
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Confused with Microsoft. Other tech stocks are doing fine. whats up with MSFT
MSFT recent earnings were great. and exceeded expectations. other tech stocks are doing fine and / or atleast stable. Yet MSFT is down \~\~10% since their last earnings call. I am thinking about moving my cash that were on standby to MSFT. but i am not quite sure if im …
UBS says the selloff might be over year-end rally coming? Curious what everyone thinks.
UBS says the recent pullback in U.S. stocks may be largely done, setting the stage for a potential year-end rally. Last week’s sharp drop came as investors started doubting how quickly the Fed will ease policy and trimmed positions in crowded AI trades. The S&P 500 and Nasdaq 100 fell …
This tech rebound is a bit fake, but also a bit real?
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