Posts
Times like these are interesting to see
Retail investors be reacting to anything, but in an unprofitable way. I see some friends snd colleagues rush to buy zero revenue company stock when they are sky high, only to sell when they down 30%. There seems to be no certain plan or play in sight, they just buy …
Bb blackberry stock
BB just had a rule of 50+ beat.. this is massive.. I am buying more BB because I think the market is still seriously underestimating what QNX could become in physical AI. Uber partnership announced - amazing! BlackBerry's QNX is or without doubt will be the foundational, safety-critical software layer …
Looking for a few long-term investors to beta test MOATEY
If this is against the rules of this sub, please remove this post. My goal is to find some testers for a platform me and my partners have been building. Looking for honest feedback. I've been following this sub and other investing communities for years. In parallel, we've been building …
KLARNA is severely underpriced
Can someone with more experience please check the Klarna financials 😂 every metric other than **EV/EBITDA** screams this is super cheap. If Klarna keeps drifting into the 10s this could be an incredible buy. Please take into account net cash when doing calculations. Many thanks
Why are MAG7 so ridiculously cheap right now?
I mean, stocks like GOOGL and AMZN are around PE 20 with increasing YOY earnings yet they are going sideways for months. Even Nvidia is PE below 30 and going sideways... The only MAG7 stock that is not ridiculously undervalued is Apple. Why are most of these stocks values so …
An AI agent doesn't click on ads. Alphabet lost $163B on Wednesday
Alphabet fell 3.8% on Wednesday, hours before Meta's Connect keynote. That evening Zuckerberg said Muse, Meta's AI agent, stays free and makes money by taking "a small fee from transactions." If the agent does the buying, nobody sees the search ad. Since Muse came out, Meta is up 21%. Alphabet …
Will BRK.B beat inflation year on year?
Hi, DO you think brk.b will beat inflation at least each year or is it over ? Is brk.b tanking and not coming back? What do you really think please.
The Market Is Overestimating Meta’s Muse. AI Isn’t Ready to Take Over Consumer Tasks
There’s been a lot of discussion about MUSE lately. My view is simple: **the market is overestimating it. MUSE won’t fundamentally change the AI ecosystem, because AI agents still aren’t ready for mainstream consumer tasks.** Today is September 24, 2026. Come back in a few months and see if I’m …
NFLX value
I haven't watched TV in years and have never watched Netflix. I literally only watch YouTube, often for several hours a day. However, NFLX seems incredible value right now, being 46% off its relatively recent "All time high" Do you think NFLX has considerable upside from here, or is youtube …
PDX investors: How much revenue exposure does Paradox have to Turkey?
I've noticed reports of a significant organized boycott campaign against Paradox Interactive in Turkey following controversy around content posted in a Paradox-related online community. What caught my attention is that several major Paradox titles appear to have sizable Turkish communities, particularly Hearts of Iron IV, Europa Universalis IV, Crusader Kings …