Posts
Explosive 3% rally! How Many Times Does the Nasdaq Have to Humiliate Bears?
Every sell-off ends the same way. The Nasdaq dips. Bears get excited. The headlines turn negative. Then, almost on cue, the market launches into another brutal, aggressive rally that wipes out anyone who chased the downside. Again. And again. And again. At this point, the reason for the sell-off almost …
Did Lucid’s recent selloff feel like market manipulation to anyone else?
I can’t help but wonder if what happened with Lucid recently was a classic example of market manipulation. Bankruptcy rumors started spreading, retail investors panicked and sold, the stock fell, and then the CEO said bankruptcy wasn’t on the table. If someone intentionally spread false rumors to trigger panic selling, …
SK Group Chairman Chey makes first personal purchase of SK hynix shares
SK Group Chairman Chey Tae-won bought 3,620 shares of SK hynix on Thursday, marking his first personal investment in the chipmaker and signaling confidence in its long-term prospects. Chey purchased the shares on the open market, according to a regulatory filing. Based on SK hynix’s closing price of 1.32 million …
Is it a poor time to invest into an ETF?
26 year old beginner who just deposited about $3.5K USD into my investment platform and I'm wondering if it's okay to buy into an ETF like VOO. I'm seeing a lot of Reddit threads, news articles, YouTube videos about how there's a lot of uncertainty regarding AI returns, the Iran …
Everything You Need to Know About RDDT Earnings Today
So as we know, Reddit reports Q2 earnings after the market closes today. I'm particiularly interested in these earnings among the rest today (AAPL, COIN, etc) because reddit has MOVED massively with each earning play. More up than down. Last quarter, Reddit reported $663.4 million in revenue, up 69% year …
The FCC robot ruling does less than the coverage says
Most of the coverage framed it as a ban. The FCC Covered List addition blocks new equipment authorizations for foreign-produced mobile ground robots, which means new device models can't be imported or sold in the US. Everything authorized before July 28 is grandfathered. Device models that already have FCC authorization …
I Stand Almost Corrected
I originally posted my Prototype Stock Thesis in this forum a couple weeks ago where I outlined my viewpoints for memory & chip manufacturers; specifically for Micron Technology. I cited what I believe would be the lowest range & highest range of the share price for the next 4 weeks; …
How to properly evaluate MSFT's capex (including neocloud contracts)?
For those who are excited about MSFT's earnings and its FCF, what is the counterargument to the narrative below? Seems like the number on the balance sheet is not the whole story. **Source**: [https://io-fund.com/ai-stocks/nvidia-coreweave-nebius-circular-financing-gpu-boom](https://io-fund.com/ai-stocks/nvidia-coreweave-nebius-circular-financing-gpu-boom) >*By leasing compute capacity from neoclouds, hyperscalers shift their cost timeline from being a large upfront …
"Oil & Gas" names have high sales growth. But is it all gas/LNG? How much is durable?
Oil & gas companies have some of the highest sales growth over the past year (TTM vs. previous TTM), but price of oil is actually down. Natural gas and LNG seem to be driving all the growth. Could be an interesting growth sector outside of AI (???), but not sure …
Citadel Buys Situational Awareness’s Stock Portfolio After Big Losses in AI
> Ken Griffin’s Citadel bought a big chunk of the artificial-intelligence stocks held by Situational Awareness, the hedge fund led by former OpenAI researcher Leopold Aschenbrenner. Aschenbrenner’s fund has been liquidating public equities after losses in an AI stock rout in recent weeks, according to people familiar with the matter. …