Posts
The yen carry trade will eventually unwind and the market will crash
Historically, interest rates in Japan have been next to nothing. Japanese and global institutions have taken advantage of this. They borrowed the yen cheaply, converted to dollars and bought US treasuries, US stocks, and various US investments. They make their returns in the US and get big profits. They can …
Robotis Q2 Operating Profit Soars 723% on Explosive Demand for Humanoid Actuators
Robotis posted second-quarter revenue of 15.37 billion won (approximately $10.9 million), up 95.1% year-over-year, and operating profit of 1.98 billion won (approximately $1.4 million), a 722.9% surge, driven by expanding demand for humanoid robot actuators. Actuators accounted for 98% of total revenue, with China market sales share rising roughly threefold …
You Have to Fish Where Fish Are - And US Pond Seems Empty
Listening to some older Li Lu’s podcasts and speeches I hear one of the quotes that seem so simple and straight forward that gets taken for granted and overlooked.. This one came from Charlie Munger who said: “**Investing is like fishing, you have to fish where the fish are. The …
$ASTS and a Question Regarding Maintenance.
I’m new to asts and I’m beginning to look into ASTS as an investment but there’s just one thing I can’t wrap my head around and I’d appreciate if you’d answer this. If AST SpaceMobile is planning to deploy a large constellation of satellites that essentially function as telecom towers …
Tesla and SpaceX merger math
There are a lot of discussions surrounding this topic. Personally I don't see it happening. I don't understand the value in merging these two. The main issue from Musk standpoint is the dilution. Here is the math. Tesla: $1.35 trillion, Musk's stake is about 20.3% including vested options (roughly 15% …
Why is Buffet & Abel aggressively accumulating so much Google but none of the other hyperscalers?
There were rumors after the Q1 13F that Greg Abel was pulling the strings on his own. However, Warren Buffett clarified those rumors in his last interview that he initiated the position in Google, and both Greg and he don't do anything the other person disapproves of. So this has …
If you could only pick one of these, which would you choose and why?
If you had to choose **one** stock from these: PDYN ONDS RKLB SLS AMPX Which one would you pick, and **why**? I’m interested in hearing the reasoning behind your choice- catalyst, growth potential, valuation or anything else you think matters. Also, if there are other stocks, you think are currently …
SK hynix to mark groundbreaking of $3.9 bn Indiana fab, possible Chey-Huang meeting draws attention
Summary: Industry sources state SK hynix will hold an August 27 groundbreaking ceremony for its $3.87 billion advanced semiconductor packaging facility in West Lafayette, Indiana. SK hynix CEO Kwak Noh-Jung, senior company executives, and global tech leaders plan to attend, while potential appearances by SK Group Chairman Chey Tae-won and …
Apple has a plan to fix its memory chip problem, but the US government says no
Summary: Supply Chain Pressure: Global chip shortages and rising memory prices are forcing Apple to seek new suppliers to meet device production demands. Targeting Chinese Manufacturers: Apple has tested memory chips from Chinese suppliers CXMT and YMTC, as memory requires less custom engineering than other specialized iPhone components. U.S. Political …
r/Stocks Weekly Thread on Meme Stocks Saturday - Aug 15, 2026
The meme stock scheduled posts will now run weekly and post Saturday afternoon and won't be a sticky; you're probably seeing this because automod sent you here! [Full list of meme stocks here.](https://www.reddit.com/r/stocks/wiki/meme-stocks) This will be updated every once in a while. ------ Welcome traders who just can't help them …