Posts
MSFT around $378. Falling knife or finally reasonable?
I’ve avoided adding to MSFT during most of this selloff, but around $378 it’s getting harder to ignore. The whole software sector on moomoo is bloody red, which has been treated like AI is about to destroy every existing business model. CRM, NOW, ADBE and even MSFT have all been …
Interactive Broker Desktop Platform is awful
I’ve been using the Thinkorswim platform for the past 10 years, and today I decided to experiment with Interactive Brokers. It’s awful. During After Hours trading, when you try to buy or sell, the bid and ask numbers disappear as soon as you click the buy or sell buttons. How …
SK hynix ships HBM4E samples, joining Samsung in next-gen AI memory race
SK hynix said Thursday it has shipped samples of its 12-layer HBM4E, the next generation of high-bandwidth memory for artificial intelligence, to major customers, moving the company into the customer-qualification stage roughly three weeks after rival Samsung Electronics claimed the industry's first such shipment. ​ The announcement marks a shift …
How terrible is my logic that I don't think we are anywhere close to an AI bubble, because AI porn is absolutely terrible?
49 f here. I don't think we are close to the AI bubble. We'll see in 5 years. One thing I can trust is that there will always be a loyal fanbase for porn, but you can't exactly buy shares of pornhub or onlyfans. I checked out AI porn and …
Citi initiates Figma(FIG) with a Buy and $36 price target, stating AI may actually strengthen Figma's moat
A Citi analyst initiated coverage on Figma today with a Buy rating and a $36 price target, implying roughly 80% upside from current levels. The market has largely treated AI as a threat to Figma, but Citi argues that as AI lowers the barrier to creating designs and prototypes, it …
What do you think of "forgotten" tech stocks that are past their peak/cultural popularity?
* MongoDB was hot in 2017 era? * Dropbox was big around 2010-2015? Cloud kind of took over after that. * When did Roku peak? Now, it's just the norm? * Snapchat peaked in 2017? Stock peaked in 2021. * Peloton & Zoom was hot in 2020-2022.Paypal was innovative in …
How can I get into options trading?
Hi, I don’t know how to work the stock market other than the Robinhood phone app, and I just got started with Robinhood legend to learn option trading. I don’t know anything about option trading, but I want to learn. Are there videos or documents explaining how to option trade …
SK Hynix - easy money or am I dumb?
Hey folks, been following the memory trade for some time now. With SK Hynix coming to the US exchanges this summer is it a given that it will pop just based on the increase in accessibility? ​ If the "Korea Discount" is real, buying now, prior to the US listing …
Future of Meta
Hey guys, Look at what has been happening to Meta stock! It seems like it can't even fight gravity. To be honest, I've lost confidence in this CEO. He burned $80 billion on his own delusionary Metaverse project using investors' money and even renamed the famous Facebook to Meta. That …
Fed policy analysis by citi group
I watch Bloomberg religiously and today there was a guest from citi group that was asked on what would warsh do in the upcoming meeting? He talked about how oil prices fell and the inflation was only short term so this would give warsh something to hold onto and move …