A few months ago, What started as a single page of AI prompts, rules, and rough ideas has grown into a 30,000-plus-word investment research system, built through months of testing, rewriting, challenging assumptions, and applying it to real companies. Originally, I was looking for one specific type of opportunity: smaller, underfollowed companies solving important bottlenecks before the broader market fully recognised them. As I kept building and testing it, I realised I did not want every company forced into that same mould. I wanted a system that could analyse almost any public company on its own terms, whether it was an early-stage growth company, an established compounder, a turnaround, a defence contractor, a semiconductor company, or something completely different. What I call a framework is basically a structured stock-research system. It is not a screener that simply filters companies using a few financial ratios. Once I choose a company, the framework guides the entire research process: what evidence needs to be found, which sources deserve the most weight, what assumptions need to be challenged, how the business and competition should be analysed, how dilution and valuation should be modelled, what the strongest bull and bear cases are, and what evidence would improve or weaken the final ratings. I used multiple AI models as research partners and critics throughout the process. I would build something, have another model attack it, take the strongest criticisms back into the framework, test them, reject what did not hold up, keep what improved it, and repeat that cycle over and over. rewriting, auditing, and applying it to real companies. The framework tries to separate three questions that often get mixed together: How strong is the actual company? How attractive is the stock at its current price? What evidence would improve or weaken the rating? This is the first public WICK Research deep dive using that system, focused on Rocket Lab (RKLB). It covers the business, customer demand, execution, competition, capital structure, dilution, the Iridium transaction, valuation, scenarios, professional bull cases, risks, and the evidence that could change the ratings. The opening dashboard gives the quick version, but the full underwriting is underneath it. The sections can be opened individually for anyone who wants to dig deeper into the research, assumptions, numbers, sources, and reasoning. I also want to be clear that this is still very early. The framework and public format are not finished products. Plenty could still change as I test the system on more companies, compare the ratings with real outcomes, and learn where the process is too strict, too loose, confusing, or simply wrong. That is a major reason I’m sharing it now. I’m looking for honest feedback on the research, the ratings, the design, what feels unclear, what feels unnecessary, and what may still be missing. Full RKLB deep dive: https://rklb-wick-research.chooch81.chatgpt.site Independent research. No compensation was received from the company or any third party. The analysis is frozen at the stated price and date and is not personalised advice.
while AI stocks are down right now and inflation is up, we all have more red than green in our portfolios.... BUT SOMEHOW my dividends stocks fighting for the way up $O is up by 5.72% for past month $ENB is up 0.29% for past month $JEPI is up 0.68% $SPYI is up 0.06% $MAIN is up tp 6.11% for past month I know its not a crazy growth, but its still nice to see those green lines up 💚
📊 Long-Term Investing: The Power of Thorough Analysis When it comes to long-term investing, understanding the fundamentals of a stock is crucial. It’s not just about jumping on trends; it’s about making informed decisions based on solid data. This chart breaks down the essential financial statements—Balance Sheet, Income Statement, and Cash Flow Statement—that every investor should analyze before committing to a stock. 🔍 Balance Sheet: This tells you about the company’s financial health, specifically its assets, liabilities, and equity. A healthy balance sheet is a sign of stability and resilience. 💸 Income Statement: This shows the company’s profitability by detailing revenue, expenses, and profits. A strong income statement indicates a company that’s generating profits, a key factor for long-term growth. 💰 Cash Flow Statement: This reveals how the company manages its cash, from operations to investments and financing. Positive cash flow is essential for sustaining operations and fueling future growth. By mastering these fundamentals, you can make smarter investment choices that stand the test of time. Remember, successful long-term investing isn’t about timing the market; it’s about time in the market, supported by thorough analysis. $VGT$TXN$QQQ$AAPL$META #InvestSmart #LongTermInvesting #FinancialLiteracy #StockMarketAnalysis
Hello, I'm looking for the best Google Sheets template to track my CC ETF distributions from my phone. I want to know the total amount received each month, the annual total, the yield on cost, the number of shares, the average cost per share, and the distribution amounts. Am I forgetting anything? I need your help to find the best distribution tracker, please.
"Investing $50 a month isn't enough to make a real difference." This single thought keeps millions of people broke. They think if they can't drop thousands of dollars into the market at once, there's no point in starting at all. So they spend that $50 on takeout and coffee instead. Here is the truth: $50 builds the habit. The habit builds the discipline. The discipline builds the portfolio. You don't wait until you have a massive stack of cash to start investing. You start small today so you can have that stack tomorrow. $VOO$QQQM$XEQT$SCHD
Well, got paid for the 4th time yesterday on these three. Each of the balances are down but the total return is still positive so I guess I will keep these for another month. I keep telling myself the whole market is down too, not just my tickers. How do you track your investments?
What I always loved about this platform is the supportive spirit , willingness to help, selfless knowledge sharing and the constructive feedback loops. This week I saw an ugly side I didn’t like and I’m going to speak out about it! It’s the lack of empathy and the dancing on the misery of others. I can understand and appreciate when someone celebrates winning big, but what I can’t stomach is the glee, gloating and cheering when a name someone believed in gets cut in half. Mocking a losing position isn’t educational, giving people constructive feedback on how to understand what went wrong is. Every single one of us has been on the wrong side of a trade and the market humbles all of us eventually. Please remember kindness is free, but is a real compounder. Let’s all do better blossom, the market is the real enemy 😊
Are you getting sick of constant stock price updates on Blossom? My feed is filled with the same 20 tickers and a snap shot of it up or down and in a rare case, some supposed reason why. Are you posting up days? Why? Are you posting down days? Why? The reality is, constant stock updates are the investing equivalent of weighing yourself every 5 minutes. Drink a glass of water. You weigh yourself. You poop, you weigh your self. 🚨🚨🚨🚨 $AMZN is down 1.0% today!!! 🚨🚨🚨 $VFV is up 1.2% today! 🚨🚨🚨🚨 $SPCX is up 5... now 6, now 4, now 3.. Okay... and so what? Investors shouldn't be tracking price movements like I see on Blossom every day. Stop. It's UNHEALTHY and leads to INVESTING DISORDERS. Unless you're buying or selling today, that number is futile, vain and meaningless. What does it do? It likely grabs your attention and engagement on socials. It's likely creating an emotional response in you. And in the worst case scenario, it encourages you to confuse market ACTIVITY with PROGRESS and SUCCESS. The biggest danger is never that the market is moving... it moves every second the markets are open, year round, for all eternity. The biggest danger is YOU moving. There are countless studies on investor behavior and what makes the average retailer perform so badly. The studies show that checking stock prices every day makes it EASIER to panic, chase performance, sell low, buy high, and convince yourself that random market noise, future expected returns, analyst predictions etc is somehow meaningful to your investing success and you need to act on it. The market has rewarded PATIENCE for over a century now. Patience is a quality we all need and can improve upon. Your algo REWARDS your market anxiety with MoRE market anxiety creating content... So be careful what financial junk food you consume and what voices you surround yourself with . Your health and wealth are not rewarded buy consuming such content regularly. Stay safe out there investing friends 🙌👊
I get asked all the time why my portfolio is so concentrated and “risky.” I’m 22 years old. I have a long time horizon, and I’m willing to take more risk on growth companies I believe are changing their industries. $SOFI is changing financial services. $OSCR is trying to modernize health insurance. $ZETA is building an AI-powered marketing platform. $NOW is becoming a central operating system for enterprise workflows and AI. Then I have more speculative positions like $SNAP and $FUBO, where the upside could be significant if execution improves. A large portion of my portfolio is still sitting in $AMD, one of my highest-conviction long-term holdings. But the portfolio is not only speculation. $AMZN, $BN, $UBER, $NFLX, and $NOW give me exposure to proven businesses with strong competitive positions and long-term compounding potential. It may look risky from the outside, but every position has a role. I’m not trying to build the safest portfolio possible. I’m trying to build the portfolio that makes the most sense for my age, risk tolerance, and long-term goals.
I just started investing a few months ago and been doing research and came up with these stocks to start building money on Cash App. My plan is to try to capitalize on the gta 6 hype and the growth of Ai. Let me know if there is anything else I could do to improve?
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What is your guy's favorite long term individual stocks for the long term?? Please let me know in the comments!! And give me your opinions please!! My list is 1.$NVDA 2.$MSFT 3.$AVGO 4.$AMZN 5.$AXP
https://www.sec.gov/Archives/edgar/data/1782952/000199937126015850/kurv-485apos_072426.htm Kurv is launching a massive "Enhanced Income" ETF lineup, essentially building a global income factory. These aren't your basic covered call strategies. **THE ENGINE:** • Equity exposure (ETFs & derivatives) • Advanced options (Synthetics, spreads, protective collars & FLEX options) • Income sleeves (Investment-grade bonds, preferreds, high-yield) The lineup : 🇺🇸 U.S. Large Cap & Small Cap 🤖 Nasdaq-100 🌐 International Equity 🇪🇺 Europe 🇯🇵 Japan 📈 Emerging Markets **Bottom line:** Kurv is applying a consistent, advanced options-enhanced income overlay across every major global equity region to monetize volatility and generate current income.
I'm relatively new at this type of investing. Do you all set stop losses on these types of investments? My goal has been to keep my original capital and collect monthly income. This one looks like a fail- when really it looks like the rest of the market. Give me your opinions on what you would do with this investment at a loss?
Trump threatens "substantial tariffs" on the EU for fining US companies. The US has opened a 301 investigation into the practice of the EU "robbing" American companies. He mentions $AAPL, $META, $AMZN, and $GOOGL “PIGGYBANK”
$NOW is no longer just selling workflow software. It is becoming the AI control tower for the enterprise. $1B in AI ACV. $13.2B in cRPO. 658 customers spending over $5M annually. The market is still underestimating what ServiceNow is becoming.
After a few hours sleep 😴 we’re back to the Roger’s Centre to finish setting up. 2000 tickets sold. Total sell out. Sponsors have gone CRAZY this year you’re going to see some amazing activations, get some super cool swag and hopefully have a blast. Can’t wait to see you guys!! @jennica@annika @brandon
Two months ago I had a conversation with a new recruit about investing. (The reason I even started investing was because my field coach at work taught me, so I try to pass it on now to more junior members) He was young, had his whole career ahead of him, and I was explaining why your 20s are such a powerful time to start investing. Every dollar invested early has decades to compound. His response was, "I need to make more money first." Then about six weeks later, I found out he bought a brand-new $75,000 Toyota Tacoma on payments. To be clear, this isn't a post about car payments. Buy what makes you happy if it fits your priorities. It's about opportunity cost. Most people think they need a higher income before they can invest. But somehow they're comfortable committing hundreds or even over a thousand dollars every month to a depreciating asset. Imagine if even a portion of that payment was going into index funds instead. The biggest advantage young people have isn't a high salary. It's time. The dollars you invest in your early 20s often become the most valuable dollars you'll ever invest because they have 30-40 years to compound. You can always buy the nicer vehicle later. You can never buy back the years of compounding you gave up.
Hello tradevestors, Below is my summary for the past week. ✨️ MVPs My best performers - and largest holdings - have been in banking stocks, but this week, a few of them are starting to show weakness. As a result, I will be exiting a few of them in the coming week. 📢 SPOTLIGHT $T moved +10.64% this past week! 🎉 🎯 FUTURE TARGETED SECTORS I found some replacement stocks to buy on Monday. They span different sectors like: ▫️ manufacturing ▫️ consumer goods ▫️ engineering services Seems like I am starting to trend away from banking stocks. I wonder if that pattern will continue over the coming weeks. Done with the past week, prepared for the next, -Myra $SPY$QQQ$VTI
One of the best parts about the Blossom community is how open everyone is sharing knowledge and experiences. To make things easier for anyone just starting their investing journey, here’s a simple glossary to help understand and simplify various terms. Common Terms: Dividend: A share of a company’s profits paid to shareholders, usually quarterly. Ex-Dividend Date: The cutoff date by which you must own a stock to receive its next dividend. ETF (Exchange-Traded Fund): A fund that holds multiple stocks or bonds, traded like a single stock. Covered Call ETF: An ETF that owns stocks and sells call options to generate extra income (higher yield, limited / capped upside). Earnings Report: A company’s quarterly financial performance summary. EPS (Earnings Per Share): A company’s profit divided by its number of shares. Market Cap: A company’s total value (share price × number of shares). ACB: The total amount you’ve paid for an investment, including the purchase price plus any fees or commissions. Book Value: The value of a company according to its financial statements (assets minus liabilities). Yield: Annual dividend as a percentage of the stock/ETF price. Liquidity: How easily an asset can be bought or sold without impacting its price. Volatility: The degree of price fluctuations in a stock or market. Index: A benchmark of stocks (e.g., S&P 500, Nasdaq, TSX). Bull Market: A period of rising stock prices and optimism. Bear Market: A period of declining stock prices and pessimism. False Breakout: When a stock’s price moves above (or below) a key level, making it look like a new trend is starting, but then quickly reverses back. P/E Ratio: Price-to-earnings ratio (stock price ÷ EPS), used to assess valuation. Blue Chip: Well-established, financially strong companies with a track record of stability. Diversification: Spreading investments across assets to reduce risk. Broker: A platform or firm that facilitates buying and selling investments. Limit Order: An order to buy/sell a stock at a specific price or better. Market Order: An order to buy/sell a stock immediately at the current market price. Bid/Ask Spread: The difference between the highest price buyers offer and the lowest price sellers accept. Dollar-Cost Averaging (DCA): Investing a fixed amount regularly to reduce the impact of market swings. Capital Gain/Loss: Profit or loss from selling an investment for more/less than its purchase price. IPO: When a company first sells shares to the public. Index Fund: A fund designed to mirror the performance of a market index. Short Selling: Selling borrowed shares, hoping to buy them back cheaper. Margin: Borrowing money from a broker to buy investments, which amplifies gains and losses. Margin Requirement: The minimum amount of your own money (equity) you must maintain in a margin account to open or keep a leveraged investment position. Margin Call: A demand from your broker to deposit more funds or sell assets because your account equity has fallen below the required margin level. Time Horizon: The length of time you plan to hold an investment before needing the money. Short horizons = more risk-sensitive, long horizons = more room to ride out volatility. Stock Split / Reverse Split: A split increases the number of shares (e.g., 2-for-1) while lowering the price per share. A reverse split reduces the number of shares (e.g., 1-for-10) while raising the price per share. Your overall value doesn’t change just the math. Long (Being Long): Buying a stock or asset because you expect the price to go up. Short (Being Short): Selling a stock you don’t own because you expect the price to go down, so you can buy it back cheaper later. TER: The total yearly cost of owning a fund, including the management fee plus other costs like administration, audits, and legal fees. MER: The annual cost that a fund charges for management (includes any leverage costs if used). Management Fee: A portion of the MER that goes directly to the fund managers for running the fund. Withholding Tax: A tax deducted on dividends/distributions from foreign investments (e.g., U.S. dividends to Canadian investors face a 15% withholding in TFSA/Non-Registered accounts). Total Returns: The full picture of an investment’s performance, including both price gains and dividends/distributions. CAGR: The average yearly growth of an investment over time. NAV: The price of one share of a fund (stock or etf) NAV Depreciation: When the fund’s share price goes down over time. Mutual Fund: A pool of money from many investors used to buy a mix of stocks, bonds, or other assets. Bond: A loan you give to a company or government, and they pay you back with interest. Asset: Anything valuable you own that can generate money. Portfolio: Your collection of investments. Option: A contract that gives you the right (but not the obligation) to buy or sell a stock at a set price. Future: A contract to buy or sell something at a set price on a future date. REIT: A company that owns real estate and pays investors income from rent. Alpha: A measure of how much better (or worse) an investment did compared to the market. Beta: A measure of how much an investment moves compared to the market. Sharpe Ratio: A way to see if returns are worth the risk taken. Hedging: Protecting your investments from risk. Rebalancing: Adjusting your portfolio back to your target mix of assets. FCF: Free Cash Flow Understanding these terms makes investing far less intimidating. If anyone feels other terms should be included, please share in the comments. I’ll update this post so we can build a complete beginner-friendly resource together! *Sorry tagged a few etfs for reach 🫣
🔴 Dow -0.85% → 51712 🔴 S&P -1.08% → 7408 🔴 Nasdaq -2.27% → 25138 🔴 VIX -1.06% → 19 Mag 7 🔴 $TSLA -17.19% 🔴 $GOOGL -9.46% 🔴 $AMZN -6.07% 🔴 $META -6.28% 🔴 $MSFT -2.51% 🔴 $AAPL -3.55% 🟢 $NVDA +1.4% Big Movers 🚨 🟢 $SMCI +28.13% 🟢 $SNDK +14.31% 🟢 $MU +11.82% 🔴 $CRM -6.51% 🔴 $PLTR -6.45% 🔴 $SPCX -5.63% Memory ripped while the rest of tech bled — SNDK and MU both up double digits on the week. Rough week for Big Tech — TSLA cratered 17% and only NVDA held green in the Mag 7. TSLA -17% on the week — falling knife or setup for a bounce?
$SPY$QQQ$DIA all closed lower. Full breakdown in Episode 12: the numbers, two options bets underwater, and the "two layers of leverage" in this account. Not financial advice — simply my journey in margin. https://youtu.be/qeDAE7_f_U0
Nvidia $NVDA, Apple $AAPL, Alphabet $GOOGL, Microsoft $MSFT, Amazon $AMZN, TSMC $TSM, Broadcom $AVGO, Aramco, Meta $META, SpaceX $SPCX Now go pull the same list from 2016. Exxon $XOM was near the top. GE $GE was still a household giant. Nvidia $NVDA was a $30B graphics card company most investors couldn't spell. SpaceX $SPCX wasn't public. Broadcom $AVGO wasn't on the radar. Ten years from now, this chart looks different again. It always does. Here's what most people take away from an image like this: "I should own these ten." Here's the actual take away: you have no idea which of these ten survive the next decade - and neither does anyone selling you a stock pick. That's the argument for broad index exposure. Specifically why most people love the S&P 500 $VOO$SPY$IVV so much. Not because it's exciting. Because it's self-correcting. The winners get added. The losers get dropped. You don't have to be right about which is which - you just have to stay invested while the index does the sorting for you. The skyline changes. The city keeps growing.
