Posts
Apple locked 450 million EU users out of its biggest Siri update ever
Been following the WWDC situation today and wanted to share what the numbers actually look like underneath the headlines, because i think there are a few things worth separating out here. Apple unveiled Siri AI at WWDC 2026, Tim Cook’s final keynote as CEO and the stock hit an all …
Can we discuss the suspicious sell off this morning?
Markets had an unexpected and intense sell off this morning on virtually no news. I'm sure many people will cite 'profit taking' as the reason, but I seriously doubt it. QQQ experienced a 4% intra day drop which is a very material decline. Usually declines of this magnitude are triggered …
Super Micro stock tumbles on $7 billion financing plans as company touts AI server orders
> Super Micro Computer shares sank 9% in extended trading on Tuesday after the computer server maker announced $7 billion in equity-related financing deals to help to cover the cost of hardware component purchases. > The company said it’s planning $5 billion in underwritten stock offerings and a $2 billion …
SpaceX question
Reading/watching the new about SpaceX and my mom was looking at putting a request for 15 shares of the stock. I have little to no knowledge on the stock market, although I do plan to learn more about it in the future. My dad has a general idea of things …
SPCX: anyone else thinking short-term play on opening hype?
I think the $1.75T valuation is significantly overpriced long-term, but I'm not trying to hold it. Just ride the opening hype for a few hours on June 12. My concern: unlike Tesla's IPO (40% day-one pop) or Alibaba (38%), this could play out more like Facebook. Priced to perfection, flat …
Is it normal to not really have preferences in your portfolio?
I do own a few stocks but dont feel enthusiastic about any of them. Sometimes I add here and there but they all seem fine, not too bad but not amazing. Today I added a bit to Meta and Mastercard, but it could have been uber, visa, spgi, bkng, even …
The ultimate list
You're welcome. Semiconductors & Hardware Architectures \\\* NVIDIA (NVDA) \\\* AMD (AMD) \\\* Intel (INTC) \\\* ASML (ASML) \\\* Taiwan Semiconductor (TSM) \\\* Arm Holdings (ARM) \\\* Broadcom (AVGO) \\\* Marvell Technology (MRVL) \\\* Qualcomm (QCOM) \\\* Texas Instruments (TXN) Memory & Storage \\\* Micron Technology (MU) \\\* Seagate Technology …
SpaceX, OpenAI, Google etc. - they're all asking for billions from investors. Where is it gonna come from?
SpaceX, Anthropic, and OpenAI all want to IPO soon. Google is selling a new round of $85B worth of stock. So we're easily looking at hundreds of billions of dollars into AI. Importantly, this is new capital, not buying and selling existing stocks. So where will this money come from? …
Samsung's Han Jin-man Vows to Catch TSMC "Even If It Takes 10 or 20 Years" After Chairman's Taunt
Samsung Electronics' foundry chief Han Jin-man fired back at TSMC Chairman C.C. Wei after Wei dismissed competitors' ambitions to catch the Taiwanese chip giant as "a dream." Speaking at an AI ecosystem event in Seoul, Han declared Samsung would realize its own dream "whether it takes 10 or 20 years." …
Offered 25x revenue to sell my mobile apps. Take the cash and move into stocks?
I built and grew a small portfolio of mobile apps over a few years. It was a long, hard grind (shared more of that story in some of my earlier posts). I just got an offer to sell for around 25x revenue, roughly $480k. Part of me wants to take …