Posts
Micron at ~7x FY2027 EPS: AI memory winner or a peak-earnings trap?
AI assistance disclosure: I used AI to condense and edit my original research. I verified the figures against Micron’s filings and investor materials. TL;DR: Micron is delivering extraordinary results as AI demand absorbs HBM and server DRAM supply. But at roughly a $1.24T market cap, the stock may already be …
AMZN Stock Forecast 2030: The $1.6 Trillion Test
Hey everyone, I just recently finished working through Amazon’s finances out to 2030 with my research firm Northwise. The question that kept coming up was how much cash would be left for shareholders after paying for the growth and capex. Over the twelve months through June, Amazon generated $161.4 billion …
Inundated with discounts from uber/uber eats, just eat and deliveroo
This isn’t a thesis just a question / discussion. Uk based specifically in London. The last week and a half I’ve had so many promos / discounts sent to me from these providers. It’s been incredibly consistent and although companies use promos etc to push you to change behaviour I’ve …
Comcast is currently at 2013 levels; fundamentals look fine. Deep value opportunity or value trap?
The fundamentals look fine; the stock is all about sentiment. In my opinion, it's right now too cheap to ignore. While everyone is eyeing AI, Comcast could be a defensive value play. The chart overall looks like a classic value trap, but the valuation also looks like it hit rock …
The Funnel Thesis - How loss of Semaglutide exclusivity can be turned into Novo's advantage
Some investors are increasingly concerned that the loss of Semaglutide exclusivity is going to lead to commoditisation of the GLP-1 market and a race to the bottom. Which is a concern i also share, however here is an alternative counter thesis. With Semaglutide **loss of exclusivity (LOE)** in Canada and …
What’s one stock you’re watching that most people aren’t talking about?
What’s one stock you’re watching that most people aren’t talking about? Been going through my watchlist lately and realizing there are quite a few smaller companies that don't get much attention compared with the usual mega-cap names. Not necessarily looking for the next 100x or anything, more interested in companies …
Humor: Indonesia has reduced the price floor of a share price from 0.3 US Cent (50 IDR) to 0.006 US Cent (1 IDR) or 0.00006 USD.
… to increase liquidity. And immediately several stocks fell because it was stuck at 50 IDR for the longest time. The article here, courtesy of u/jackandjillonthehill https://www.ft.com/content/04923b0e-a955-4cfa-bd05-cd828807f61d?shareType=nongift&syn-25a6b1a6=1
Weekly Stock Ideas Megathread: Week of September 28, 2026
What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at. *This discussion post is lightly moderated. We suggest checking other users' posting/commenting history before following advice or stock recommendations.* *New …
For beginners: first book
Hello, if youre new to investing and are looking for book recommendations, look no further! I have read and listened to 109 books so far in the last year, and am listening to one now that I think is the best walkthrough for investing. I can't post a picture for …
The 5-Phase Evolution of Dollar Hegemony (and its current fiscal bottleneck)
The US Dollar didn't stay dominant by accident—it evolved through 5 distinct eras: **Gold** \\rightarrow **Petrodollars** \\rightarrow **Monetary Cycles** \\rightarrow **Globalization Expansion** \\rightarrow **Sanction Weaponization**. Today, it faces a major bottleneck: high national debt service limits how aggressively the Fed can use interest rate cycles without blowing up domestic fiscal …