Posts
Firefly gets $110M to expand in Texas — is this weakness a chance to buy or a sign to stay away?
Firefly just secured **$110M in financing** to support a Texas expansion and ramp up spacecraft manufacturing, which on the surface sounds like a meaningful positive for the business. What’s interesting is that the stock has still been under pressure despite that news. So I’m trying to figure out whether this …
If I had to pick one AI stock to hold for the next 10 years, I’d still lean Microsoft over Nvidia
Maybe this is boring, but if I had to choose between Microsoft and Nvidia for the next decade, I’d still lean Microsoft here. Nvidia obviously has the bigger upside if the AI buildout keeps going full speed, but it also feels like the market already knows that and has priced …
A question to those working closely with various SAAS products
I don't work in software. I'm in the military, and the only publicly traded software provider I regularly use through my job is the standard Microsoft Office suite, AFAIK. My specific job is pretty niche, so I don't really have a feel for the "pulse" in any particular industry (before …
AI Selloff Goes Global: U.S. Tech Giants and Asian Chipmakers Both Hit Hard
I was looking at today's market action and one thing stood out: this wasn't just a U.S. tech selloff. The Magnificent 7 names were under pressure, but the weakness also spread to major Asian semiconductor companies like Samsung and SK Hynix. That makes me wonder whether investors are starting to …
On frontier models
I have been using some open-source and open Weight models in these last few days and at least for my applications it appears they are almost 80-90% as good as the paid ones like Claude or OpenAI codex. I don't have to work too hard to imagine that eventually they …
Should You Start Looking at BellRing Brands?
BellRing Brands showed up on my screen a month ago. The stock plummeted from $60 to $8. I did some high-level analysis and determined that it was worth digging in. After further research, I came to the conclusion that investors may have been overreacting. I got in at $8 and …
McKesson Deep-Dive ($MCK): A 20% Panic, and a Structural Margin of Safety
Hey everyone, I wanted to share a quick fundamental thesis on McKesson Corporation ($MCK) following its recent \~20% correction from its peak. I've pasted the link at the bottom of this post for anyone who wants to read more in-depth. The stock dropped from nearly $1,000 down to around $740, …
Invested in Service Now ($NOW) for 105 shares at $113.00 per share. What are your general feelings about this Company and its ability to recover?
I have done weeks of research into this $NOW stock, and I believe that it's one of the best investments I can make at the moment because when people are fearful, buying is the way to go. This is a highly profitable company, and most people are still worried that …
Future-proof investing considering biophysical shocks
Hi r/ValueInvesting I've long stayed on the sidelines of the stock market, considering myself a permabear and very pessimistic about the future reliability of financial systems. I believe this post fits the subreddit because **I do not think the market is pricing in the reality of changes** which will be …
Why the SaaS crash is a massive gift (The Peter Lynch Play)
SaaS giants like **INTU, ADBE, CRM, NOW and others** are down big. I’ve already started building positions in a few of these, and honestly, I’m happy to see the prices fall even further as long as the underlying numbers stay solid. But the next 6 months are a huge opportunity …