Posts
AI Bubble?
This is my view on the whole *AI Bubble* thing. Think about how a classic gold rush works. * At first the money is made selling shovels. * But for a gold rush to be sustainable miners have to start digging up actual gold * The value of gold have …
Looking at $TMUS as a value pick - looks good to me, Schwab, Morningstar, CFRA, and Argus but I want opinions
I came across $TMUS as a solid medium/long-term value compounder and wanted to get the community's take on my thesis. To me, it looks like a high-quality business trading at a compelling price. The Fundamental Picture Free Cash Flow (FCF) Generation: Full-year 2026 adjusted FCF guidance was recently bumped up …
If you were to pick one MAG7 stock to hold over the next 30 years, what would it be and why?
If you had to pick one at CURRENT prices, what would it be ?
Meta printed the worst quarter of the four hyperscalers this week. It might also be the only one holding a free option.
Quick follow-up to my google post. Microsoft guided capex up 35% and gained $260B overnight, amazon hiked to $220B and jumped 7%, while google and meta spent less and got punished. the difference is tenants. azure and aws rent their compute out, 43% and 37% growth against contracted backlogs, so …
Why did Google Operating cash flow decreased Q/Q?
I know all about their financing activities in Cloud/Data centers and negative FCF. But couldn’t understand why operating cash flow decreased. Could someone explain?
Half trillion casually went into MSFT today, and another one trillion into semiconductors and other tech stocks...
There have been some crazy moves today, and it's even crazier when you realize how much money is being moved on days like today. I mean, 1-2 trillion dollars was literally the worth of the entire stock market a couple of decades ago... Gold is also up half trillion today. …
ILLUMINA $ILMN :0
As someone who has worked in multiple biology / genetics labs, I have always paid attention to one company in particular that made all of the DNA sequencers and equipment for the lab, Illumina! I realized about a year ago that their stock had been hit hard from tariffs and …
How an 8-person fund called "Situational Awareness" blew up $24B, sold its whole portfolio, and triggered a market drop
Killed from both sides: long the AI buildout (SK Hynix, Nebius, SanDisk, Micron, CoreWeave - all down 35%+), short software names like Adobe that ripped higher. **The part that should scare you:** forced sellers don’t care about your cost basis. They were forced to sell off their entire public portfolio …
MSFT: The Seen and Unseen
From MSFT: 1. “at the start of FY '27, we are extending the estimated useful life of our data centers and office buildings from 15 to 25 years, reflecting our operating history and expected use of these assets. Simple words: by extending the “useful life” depreciation charges go down, boosting …
Sea Limited is the MercadoLibre of Southeast Asia: same marketplace plus fintech, all three businesses already profitable but its trading roughly half MELI's multiple and 40% down its high
Sea Limited is running the same engine as MercadoLibre, an ecommerce plus a fintech business but in Southeast Asia instead of Latam. All three of its businesses are already profitable, and the stock is about 40% down its high in September 2025 The financials have turned around in the last …