Author: pluginever

  • It was a good week

    Still new to learning about investing. I really enjoyed this week though! https://www.marketwatch.com/livecoverage/stock-market-today-dow-futures-steady-nasdaq-slips-after-huge-rotation-to-small-caps/?mod=bnbh

  • Deep dive into Celsius $CELH – Is it becoming Monster Beverage 2.0?

    It has been a while since I shared an analysis of a public company, and it is time to change that. Celsius ($CELH) is riding on top of the memories of the exceptional returns of Monster Beverage. Is Celsius becoming Monster Beverage 2.0? To answer this question, I’ll walk you through plenty of information that…

  • These are the stocks on my watchlist (7/12)

    Deleted the previous post on accident, sorry 🙁 Hi! I am an ex-prop shop trader who trades equities. This is a daily watchlist for trading: I might trade all the stocks on here, or none of them, and stocks not on here on any given day! I only hold MAG7/general broad market indices long-term, unless…

  • Quantum Computing Stocks for long position?

    Talking to a former quant who now owns a clearing house said that while NVIDIA hype is here to stay. Quant computing will be something to watch out for after the NVIDIA hype dies down. Any companies to watch out for?

  • Wells Fargo shares tumble after net interest income falls short of estimates

    Wells Fargo on Friday reported a 9% decline in net interest income, even though its second-quarter earnings and revenue exceeded Wall Street expectations. Here’s what the bank did compared with Wall Street estimates, based on a survey of analysts by LSEG: Earnings per share: $1.33 versus $1.29 cents expected Revenue: $20.69 billion versus $20.29 billion…

  • Looking for input.

    I'm 34 years old and currently make between 110k-120k a year. I have zero debt. Because of unique circumstances, my daughter and I live with my mom and don't own a house….. And don't plan on buying one (to live in at least). My retirement has about 300k and I have about 40k in a…

  • AT&T data on ‘nearly all’ wireless customers accessed in hack

    AT&T suffered a vast cyber security breach earlier this year, with hackers accessing the call and text message information of 110mn of the US telecoms company’s customers. Over 11 days in April, “threat actors” accessed and copied records of customer calls and texts from a period of several months in 2022 as well as on…

  • My Bull Case for AMZN

    Hello all, currently AMZN is a significant part of my portfolio because… They are the biggest player in cloud serving. AWS (Amazon Web Services) is the backbone for many companies. Look at Netflix: it would take them 3+ years to transition out of using AWS, so they probably won’t do that. Amazon can up their…

  • What will the affect of the wealth transfer of Boomer money to millennials over the next 20 years?

    The amount of wealth share per generation is roughly as follows. Silent Generation – 11% of wealth/Boomers – 50% wealth/GenX – 30% and millennial – 9% of wealth. So the silent money will quickly transfer to boomers as those folks are 90+. Given that the millennials are strapped with more debt and higher costs of…

  • The case for Intel from a former bear

    Disclaimer: I am long from $35 a share; this is my view on $INTC. I know r/stocks sees a lot of Intel posts, but none of the ones I've seen really describe the Intel story or, frankly, misunderstand the semiconductor industry entirely. A little background: I was an Intel bear from 2018 to 2024. The…