Posts
Buckle Up -- We're in for an interesting May
Trump's tariffs on Chinese imports have triggered precisely the economic disruption The Economist reported, with verified data showing tariff rates soaring to 245% through a rapid April escalation, causing a 0.3% GDP contraction and manufacturing activity plummeting to record lows. Shipping routes from China are experiencing a severe 44% drop …
Is palantir overvalued? received a job offer, contemplating joining if compensation overvalued as well.
So I received a job offer at Palantir, as a Software Engineer with 3.5 YOE. The offer is for 170k base, but 60k RSU a year(240k total grant) and during the negotiation phase, they were heavily proud of their RSU and said the way the stock has went up, they …
Personal Robot ETFs?
After seeing how far these robots are progressing , I think it's safe to say in 20 years tops, personal robots will be equivalent to cell phones from 1995 to 2025. Everyone one will have atleast one. I don't know what companies are going to lead this field so wondering …
Weird Delay in Market Reaction to ABEO FDA Approval
Hi, first time posting on this sub. I recently closed my covered call position on ABEO and noticed something interesting. News broke early Apr 29 that they had achieved FDA approval for a drug they developed, and the market had a mildly positive reaction, up 13% premarket but then sliding …
NASA budget cut
On Friday afternoon (May 2), the White House announced that NASA's budget for next year would be cut by 25%—from $25 billion to $19 billion—an unprecedented reduction. The Trump administration decided to end the Artemis program after the third mission, now the only attempt to land on the Moon. The …
Stock Penguins
Hi everyone! I have a background in finance and consulting and together with my friend who is working in e-commerce and marketing, built a stock investing app called: [stockpenguins.com](http://stockpenguins.com) We've been building this for 10+ months now and finally launched a product looking for feedback This app is targeted at …
Question about tariffs
We have all seen the stories stating that even if Trump rescinded all the tariffs tomorrow, lasting damage has been done. Other countries won't trust the US, and have been seeking other trading partners. But it is not countries buying from other countries, it is consumers and businesses buying from …
VXUS or DBEF for international in a taxable account?
I *(several decades away from retirement)* have already selected VTI for U.S. stocks and would like to hear your opinion about these international choices ||DBEF|VXUS| |:-|:-|:-| |who|Xtrackers MSCI EAFE Hedged |Vanguard Total International| |Morningstar: Expected Performance|Bronze|Gold| |Morningstar: Past Performance|5/5|3/5| |holdings|694|8,554| |**countries**|developed|developed + developing| |North America, Europe|more|less| |Japan|more|less| |Asia, LatAm, Africa|less|more| …
$HOOD fair value?
Is HOOD severely overpriced? I think so. EBITDA (Q1 2025): = Net Income + Income Tax + D&A + Interest = 336 + 35 + 20 + 9 = 400 ($M) for Q1 Annualized EBITDA (2025): = Q1 EBITDA * 4 = 400 * 4 = 1,600 ($M) EBITDA per …
Figure's Helix >>> Tesla Optimus, 1X, and Unitree, but will they ever IPO?
I'm sure some of you have seen a video showing 2 of Figure's humanoid robots putting away a bag of groceries recently. Yes, the speed they were putting the groceries away was nothing impressive. But what caught my interest the most was the infrastructure underneath that was driving the behavior. …