Posts
Am I Better Off Waiting a Month After the SpaceX IPO Before Investing?
From what I'm seeing in investor communities, many people think SpaceX is a bubble and is trading at an excessive valuation. Given that, would it be wiser to wait until after the IPO and see how the stock trades for a month or so before making a decision? There are …
I don't understand why the market dropped so much after Friday's jobs report. Despite the headline results, NFP was clearly not that hot
So the leading theory for why the stock market fell so much last Friday was because a hot jobs report led to a substantial increase in Fed rate hike odds. NFP reported 172K job additions vs 80K expected. However, it barely takes any digging to see that all of the …
16 years old and already stressing about money
Hi everyone, I’m 16 years old, living in Europe (the Netherlands), and lately, my mind has been flooded with anxiety about the future. I feel this intense, constant rush to build wealth as fast as possible. Right now, I make a decent income for my age and manage to save …
Chips, ships and guns: South Korea booms on AI race and global conflict
​ South Korea has become a global economic winner as its makers of chips, ships and tanks reap the benefits of a race for AI supremacy and a wave of rearmament. Boom times for strategic sectors including semiconductors and defence manufacturing are rippling through the economy, which grew 3.6 per …
PPIH - A deep value play in the AI infra - no one is covering this!!
I spend most of my time mapping the AI infrastructure supply chain. not the NVIDIAs and the Broadcoms, the stuff underneath. The physical layer. Who actually builds this stuff. And I keep coming back to this one company that the market has completely wrong. Perma-Pipe. Ticker PPIH. They make pre-insulated …
Quantitative Strategy Performing Well
Hi Everyone, I am reaching out to share a premium opportunity to allocate capital into a systematic trading strategy focused strictly on the U.S. CME Futures markets. Our data-driven framework captures high-velocity alpha across liquid futures contracts, offering strong, uncorrelated returns independent of traditional equity markets. We couple this aggressive …
DOCN will need to use this rally to clean up the balance sheet. Short-term dilution is of secondary concern.
I am a long-term DOCN holder. My first buy was around $45 near the IPO period, and I added at roughly $60, $67, $35, $20, and $40. So my view is not from a short-term trader hoping for a quick move. I want DOCN to win over the next 5–10 …
Will we see stock price dips or sideways movements given the big IPOs coming soon?
With Google, Anthropic, OpenAI and SpaceX already doing private rounds to the tune of about 400 billion dollars in total, and then IPOs coming soon for the same. SpaceX raising about \~70 billion with IPO Anthropic raising about \~60 billion with IPO OpenAI raising about \~60 billion with IPO I …
Is Constellation Energy (CEG) Undervalued?
Constellation Energy (CEG) has been on my watchlist for a few months. Based on my research it appears undervalued but analyzing this industry is somehwat complicated. Here are some numbers as of 6/8//26: Market Cap: 90.92B PE: 21.86 FWD PE: 18.59 PEG: 0.83 P/S: 3.19 EV/EBIDTA: 18.07 Debt/Equity: 0.67 Profit …
Shipowners pursue floating data centers as Samsung Heavy Industries lead push
As demand for artificial intelligence (AI) data centers surges, global shipowners are turning their attention to "data centers on the sea." They aim to expand revenue beyond the existing business of owning vessels and receiving charter fees by long-term leasing offshore data centers to big tech or cloud operators. Among …