Posts
Best Way to Protect Index Fund Position During SpaceX IPO?
TL;DR: What's the best way to handle the SpaceX IPO when your portfolio is primarily composed of index funds that are exposed to it? Is there something similar to an index fund that explicitly will not include SpaceX/OpenAI/Anthropic IPOs? Background: I invest substantially in my IRAs and 401ks. While I …
The biggest risk in quantum computing isn't technology - it's that investors are betting on the wrong architecture
Most investors treat quantum computing as a single industry, but that's a dangerous oversimplification. In reality, there are multiple competing approaches racing toward the same goal. Trapped-ion systems, superconducting qubits, neutral atoms, photonic architectures, silicon spin qubits, quantum annealing, and even topological approaches are all trying to solve the same …
Pony AI jumped 11.5% after raising its 2026 robotaxi targets
Came across this update on Pony AI. The stock was up 11.5% after the company raised its 2026 robotaxi fleet and revenue targets.I’m not reading too much into one trading day, but the target raise itself is interesting. It suggests the company is trying to give the market a clearer …
Is there still a "efficient" market?
I have considered myself to be a value investor for the past few years. And over time i have started to doubt that approach. I also took some of my university courses on the topic. However, i get more and more the impression, that the theories of Graham and co. …
At what point does Capital One (COF) become a buy?
The stock has gotten beaten up pretty badly. And it seems a large portion of that is due to fear about the Discover and Brex acquisitions being too much to handle at once. But I can't find any news stories about those acquisitions having negative effects yet. And as long …
SpaceX IPO: Every ETF That Will be holding it
I have not seen what ETF will be impacted until I find this article. Looks like the majority of set and forget ETF are going to have a slice of the action. Is anyone planning to pivot away from their set and forget for one without spacex? [**VOO**](https://www.etf.com/VOO) (Vanguard S&P …
WeRide Included in Hong Kong Stock Connect Program, Expanding Access to Mainland China Investors
WeRide announced that it has been included in the Hong Kong Stock Connect eligible securities list. Hong Kong Stock Connect is a market access program linking the mainland China and Hong Kong capital. This allows mainland investors to trade Hong-Kong listed stocks through their domestic accounts. This launch is another …
r/Stocks Daily Discussion & Options Trading Thursday - Jun 04, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks …
This is probably the top of this bull market. Google case.
As you all know, Google recently made decision to issue shares in ballpark of 80b usd to raise capital for AI investment. It’s so huge that they didn’t sell existing shares, they issued new. They are starved. Berkshire followed thru with this idea and bought 10b. They did time high …
Trump's Tiny Trades
I don't want to come to bat for the guy, but I don't understand the significance of buying $1 million in Dell in Q1. Trump is said to be worth more than 6.5 billion dollars (I would guess a lot more hidden), if you know that a stock is about …