Posts
Stocks most effected by the feds being fired.
So we all are seeing that about 10% of the feds just got terminated, and contracts are disappearing at records rates. Anyone have any insight on the best place to move money? Currently I'm 35% VOO, 35% S&P500, 15% Spaxx, 15% random stocks HIGH risk stocks i won't mention as …
How can I reduce my exposure to US equities given potential political risk?
I’ve been reading about some radical political theories (including 'Dark Enlightenment') suggesting that the US could shift toward an autocratic, neo-reactionary model—essentially a fundamental breakdown of the current democratic institution and move toward a network-state with a “gov-corp” style of governance. While this is still very theoretical and speculative (but …
Have 200K To Invest With 15 Years To Retirement
For someone who has 200k to invest and still has about 15 yrs to retirement what would be the best portfolio to invest in to maximize growth if all they have in retirement savings at this time is the 200k? TIA
When to place PLTR puts?
Anyone have a good idea of when to put down on puts of palantir? It seems inevitable that it'll correct on the near/ish future. Got so much govt support though that I'm hesitant to underestimate further gains.
Any heard of/had experience with ADPV?
Searched Reddit and Google in general but found close to nothing on this ticker so asking the community here. Long story short I can no longer actively trade individual equities (work at financial firm with trading restriction). Thankfully all my current holdings are grandfathered, but I am free to trade …
Original Research - Avoid Baidu ($BIDU): "Don't Get Tricked By China's AOL"; OR Why Its “Global AI” Hype Falls Flat
Baidu loves to sell itself as China’s leading AI innovator. Western investors often lump it in with Chinese “tech champions.” But a closer look reveals the truth: Baidu’s overseas presence is negligible—less than 1% of revenue—despite years of flashy announcements about AI labs, cloud services, and self-driving projects outside China. …
CVNA- How high can it go?
Carvana is approaching its ATH from August, 2021, 4 years ago. It has a pretty strong bull case and has been on a great run recently. What are some CVNA investors opinions on how high it can rise from now. I am interested in buying into CVNA, but I'm not …
What does your portfolio look like?
I have a multiple long term retirement accounts. But what I am asking is, do you invest in stocks in addition to retirement and what does that portfolio look like? I recently opened a Fidelity account and have GOOG, AMZN, NKE and SPLG. I am looking to see what a …
What companies are you bearish about over the next 1-2 years?
We always talk about companies that we think will outperform over the next 1-2 years, but what about the bull cases? I see plenty of stocks overvalued that might continue to run, but some that I think can’t possibly continue to perform at the levels they have been. Cybersecurity companies …
Which stocks have the best leadership?
After tracking countless stocks, I've found that besides fundamental earnings, companies' stock performances are largely supported by strong narratives, which strong or charismatic leadership can play a key role in perpetuating. Intangible factors like these are part of why I believe companies like Tesla trade at such higher multiples than …