Posts
My research on Memory Makers and AI to better understand where the business is going
HBM is High Bandwidth Memory and what is being used in the AI chips. HBM sits next to the GPU. Currently there are only three companies that can produce HBM. Sk Hynix – They are the market leader. Largest HBM supplier. They are the volume leader of HBM3E and HBM4 …
Why Situational Awareness hedge fund imploded, even in a tame stock market
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Reddit grew revenue 61% and nearly tripled profit. The stock fell 20%+ today because of four words: "search referrals were choppy"
Reddit just had maybe the best quarter of any social platform this year... revenue up 61%, profit almost tripled, users up 18%. Stock dropped 20% anyway (it was down 23% at the lows, per CNBC). Why? Four words buried in the investor letter: "search referrals were choppy." That's it. That's …
I need advice on my Roth IRA
I’ve just opened up a Roth IRA account the other day and I put in 200 dollars 120 dollars went to VOO and the other 80 went to QQQM as I’ve heard these are good starter stocks. My main advice is what do I do after this? How often do …
AMZN and the dark side
AMZN had huge growth in aws, their eps was a staggering beat over expectations, they raised capex because it’s guaranteed to create huge future profit, and the future is extremely bright. That’s the story I hear everyone repeating today. So, what is everyone missing? 1. They missed guidance. Yes really, …
"They won't go bankrupt" and "The demand for their product or services will increase over time" are not strong fundamental reasons to invest
Just as much as the stock market is not the economy, a company's stock is not the company. A lot of the justification for "value investing" in stocks that have been spiraling down in value over time is that the companies are invincible/too big to fail, the demand for their …
COPART will go up higher soon which means its long
Alright guys i have been digging deep into coparts recent sec filings including their 10K and the latest 10Q for the nine months ended April 30 2026 and honestly the market is mispricing this business hard right now. The stock dropped down to around $27.94 recently which puts the market …