NoAmbition

What I look for in companies: 1. Profitable growth year over year 2. Strong balance sheet 3. Moat. How competitive are they against their peers? Do they provide mission critical products, etc? 4. Competent management team. This one is tricky which is why you have to listen to calls, and many annual and quarterly report. Of course, there are many exceptions to the criteria and probably there will be many refinements to the criteria as time go on. But let's keep it simple to start. (Personal opinion, not financial advice)

@reddit_lies That is why Reddit content has tons of degeneracy.

So brave

@NFLProBowlFan @mortimer_1 That will be sick... to your stomach haha

@Noambition0 @mortimer_1 What if you put $2.9m into NFTs?

KABOOM! 28% loss in 2 years Bought 2024: $2,900,000 Just sold $2,090,000 6080 Eagleridge Drive, West Vancouver Court ordered sale

@amitisinvesting Nah, wait until selloff if there is one, and then consider buying. Most intriguing IPO since $UBER and $PLTR though.

SPACEX UPDATES: - Ticker will be $SPCX - IPO coming likely June 12th - Company is focused on expanding retail coverage to international brokerages, not just US based ones - Looking to raise $80B at around a $2T valuation Are you a buyer? I think many other names will be proxies and we are already seeing this with momentum in names like $RKLB. It’s going to be a historic IPO, question will be where the liquidity comes for it…

@amitisinvesting Yep, they were once the darling of Wall St and will likely be a darling again over some other narrative.

So Ackman buys Microsoft… I know the picks and shovels plays of the AI buildout are getting all the attention, but it does feel like you could open a brokerage account… Buy $META and $MSFT… And just not look at it for the next few years and be fine. These companies are trading at historic discounts due to “Meta cannot do anything other than Ads” and “Microsoft is a software play so software should go down.” They will not provide the same short term alpha but these are two of the greatest companies on the planet…doesn’t feel that scary taking a shot on them here.

@reddit_lies Maybe Reddit should follow God's word and then society would get better.

Reddit in a nutshell

@HolySmokas $VOO. Just play it safe. Live simply and you're good.

Papa gives you $1,000,000 to put in 1 stock for the next 10 years. What stock you picking?

The conventional wisdom for IPOs is to almost never buy them. Way too overvalued, and early inside investors are itching to sell after the 6-month lock up period. Cerebras $CBRS up massively today after IPO. But I believe it's likely to be way cheaper soon.

@jukan05 Another component that exacerbates the semiconductor shortage. Lots of complexity behind making the chips.

EXCLUSIVE: Another Iran-Driven Semiconductor Materials Shock — This Time, Hydrofluoric Acid The HF supply chain used in chip manufacturing is on red alert, with price hikes flagged for June–July. Prices of the upstream raw material, anhydrous hydrogen fluoride (AHF), have jumped roughly 40% YTD. The proximate cause is the Iran war and the resulting disruption around the Strait of Hormuz. According to industry sources on the 14th, domestic HF producers including Soulbrain, ENF Technology, and Foosung are now sourcing Chinese AHF at prices roughly 40% above year-start levels. These companies blend AHF with deionized (DI) water to produce semiconductor-grade HF, which is then supplied to chipmakers. “Prices of the semiconductor-grade HF that Soulbrain and peers sell into Samsung Electronics and SK hynix will rise sharply by late June through July,” an industry source said. “With raw material costs already up so much, Samsung and hynix will have no choice but to accept the pass-through.” AHF is produced by reacting fluorite (fluorspar) with sulfuric acid. The feedstock for sulfuric acid is elemental sulfur, which comes out as a byproduct of crude oil and natural gas refining. The Strait of Hormuz disruption has knocked out more than 30% of global sulfur supply, sending sulfuric acid prices sharply higher and dragging AHF prices up in turn. China, the world’s largest sulfuric acid producer, has restricted exports after Middle East sulfur flows were cut, prioritizing domestic industrial demand. Sulfuric acid is used not just in fertilizers but also in copper and nickel smelting, battery cathode materials, steel, and oil refining. Per Chinese price data provider SunSirs, the domestic Chinese sulfuric acid price hit RMB 2,100 per ton in mid-April, up roughly 130% YTD. “When sulfuric acid moves, HF moves with it,” an industry source said. “Sulfuric acid used to account for about 30% of AHF input costs — that share is now heading above 50%.” HF is a critical consumable in chip manufacturing, used primarily in etch and also in cleaning, where it strips residual oxide films and metallic contamination off the wafer surface. The semiconductor-grade standard is AHF blended with DI water to a 49% concentration (51% water). High-purity hydrogen fluoride was one of the three items Japan placed under export controls against Korea in 2019. When mixed with ammonium fluoride (NH₄F), it becomes BOE (Buffered Oxide Etchant), which etches more slowly and uniformly than standard HF, making it suitable for fine-pattern processes. Korea’s domestic semiconductor fab consumption runs at roughly 60,000 tons of HF and 90,000–100,000 tons of BOE per year. Korea is self-sufficient in sulfuric acid — Korea Zinc, LS MnM, and other non-ferrous smelters produce it from SO₂ byproducts. But there is no domestic AHF production, which is precisely why the country is taking a direct hit. Roughly 90% of the AHF used by Korean semiconductor materials companies is sourced from China. “After helium, tungsten hexafluoride (WF₆), and PGMEA (propylene glycol monomethyl ether acetate), now it’s an AHF shock,” another industry source said. “Middle East geopolitical risk and Chinese resource weaponization are squeezing Korea’s semiconductor back-end supply chain at the same time.” Alternatives do exist. BGF EcoMaterials, through its subsidiary Fluorine Korea, has committed KRW 150 billion to localize AHF production. A 50,000 ton/year plant is under construction in Ulsan, with mass production targeted for 4Q this year. At 50,000 tons, that capacity would cover close to half of domestic demand. However, with roughly six months still to go before startup, near-term price hikes look unavoidable. Japan’s HF industry is also moving to decouple from China. Japanese HF suppliers including Daikin Industries and Stella Chemifa are reportedly in discussions with BGF on AHF offtake arrangements.

@Dr_Crossroads Wow! Stock price may go to the single digits which is very intriguing for the growth rates.

$NU with a double miss. That seems terrible on the surface, but it's a 1 cent EPS mises and a 2% revenue miss. There is slower acceleration Q/Q but Nubank is growing: Revenue 53% Y/Y EPS 64% Y/Y All while the BRL gets stronger against the USD.

@unusual_whales Could expect a revolution coming if that's the case.

BREAKING: Cuba is completely out of diesel and fuel oil, per DropSite.

It's a good question. For me it depends from company to company. Some like $PLTR and $UBER I bought shares in after a significant pullback when it IPO/DPO at the time. Most others I do avoid for the most part cause of other issues. I will be keeping an eye on Anthropic and SpaceX, but won't be buying when they IPO. If they pullback significantly, I'll consider. If not I'm fine missing out.

@Noambition0 Totally, patience usually pays off. Do you usually wait for a pullback before buying, or just avoid IPOs altogether?

$CRBS OPENS UP 75% The expected price was supposed to be $185. The company did $585M in revenue last year and now trades at a $100B marketcap. Are you buying?

@gurgavin Yep, wait until the big drop and then consider if you want to buy.

IPO = IT’S PROBABLY OVERPRICED DONT GET CAUGHT HOLDING THE BAG :)

@unusual_whales Strait of Hormuz blocking most of the fertilizers. So food prices might go up even higher unfortunately...

Grocery prices in the U.S. soared faster in April than any month in nearly four years, per ABC

Didn't know Trump can actually hold stock 😂. The document is worth looking over for research purposes. Plenty of intriguing stocks to put in the watchlist.

@Barchart High chance Netflix has plateaued. Everyone who wants Netflix has got it already. Also people cancel for months at a time.

Netflix $NFLX 🚨 "Where is that bull market at?"

@unusual_whales I guess when he says buy, you listen 🤷‍♂️

BREAKING: Look at this. Trump bought $DELL. He bought multiple times since February 10th, up to more than $5,000,000. On May 8th, he said: "Go out and buy a Dell." He owned millions of $DELL at that point. Unusual.

@unusual_whales Those are some crazy holdings. Just like the typical retail investor haha

BREAKING: Trump has disclosed thousand of transactions. He owns more than a million of $NVDA, for example. He also owns, $TSLA, $ADBE, $NOW, $AMZN, $AAPL, and much more. The transactions are from 2026, and most are up to $50,000 purchases.

@amitisinvesting Dang that's quite a holding

PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS. The document is over 100 pages and has thousands of trades. This is one of the first times we've seen a sitting President actively trade securities and not just sit in corporate debt, index funds, or treasuries. Here are some of the names that Trump bought: $PLTR, $HOOD, $NVDA, $SOFI, $MSFT, $AAPL, $DIS, $V, $ULTA, $JPM, $COIN, $LYFT, $AMZN.