Posts
$JACK - I’m can’t believe no one is paying attention here
Man, I honestly can't wrap my head around why nobody is talking about Jack in the Box right now. If you bring up $JACK to most people, they just shrug and assume it’s another tired fast-food chain stuck in a rut. But if you actually dig into what’s going on …
($QCOM) Cosa ti aspetti oggi da Qualcomm?
Pensi che lo Snapdragon Summit possa spingere il titolo ancora più in alto? Settembre é stato un mese molto positivo per QCOM soprattutto dopo la notizia dell’accordo con Amazon, penso che nonostante le perdite future a causa di Apple il titolo ha buoni propositi per resistere.
The bond market is charging hyperscalers an AI premium before the equity market seems to care
Reuters [says](https://www.reuters.com/legal/transactional/corporate-bond-buyers-get-picky-with-flood-ai-debt-2026-09-22/?utm_source=chatgpt.com) spreads on AI-linked corporate debt are around 115 bps right now vs 78 bps for the broader market, while hyperscaler debt issuance is expected to hit $420B next year, up 60%. These are some of the strongest borrowers in the market, so this doesn't really look like default …
Solar/Renewable investing for the long term.
With the current political climate in the US, solar is beaten down. Globally, solar is expanding much quicker, and the writing is on the walls; It will be a huge part of our future. Outside of obvious ETFs, what is (are) your pick(s) for an undervalued 20-25 year hold, and …
Two ways to buy Anthropic before the IPO (while paying 50% less)
Anthropic confidentially filed their S1 with an intention of an IPO later this year. I don't have any special context of the company's financial health other than what's publicly available to anyone here, therefore I'm not making the case that Anthropic is a good business to purchase based on fundamentals. …
What is your next value play?
While the market is rallying with some stocks trading at stretched valuations, there still seem to be interesting opportunities out there that have barely moved or are negative YTD (e.g., Uber, Avgo, Reddit) and seem reasonably priced relative to their growth potential. What stocks do you guys think are currently …
Which stocks are on discount?
For now i own ASTS and PL. I believe in their fundamentals. ASTS is targeting 45 to 60 satellites by the end of 2026. Meanwhile, Google have invested around 10% in PL at the price of 640 million dollars. I am just wondering what else can you recommend which is …
Republic Services (RSG) got to be the most boring near-monopoly on the market that nobody thinks to buy
Garbage is something that's here to stay in good times and in recessions. RSG owns the trucks and the landfills and in most towns there's basically just that one/two haulers you can call. You can't really create a rival garbage company in a week, with the routes and landfill permits …
Fis and Fisv
Currently down over %10 on both can someone tell me if I’m missing something the market sees that I don’t? as I have large positions in both and they are utterly collapsing and I am questioning myself constantly about the positions.
It took you a long time to understand about the stock market
When I first learned about the stock market, there were many things that were obvious to experienced investors, but I didn't take them for granted at that time. What things did it take you a long time to really understand?