Would you guys want me to start live-streaming nights? -We can talk markets -portfolios -news -investing Just give me feedback and let me know and I’ll setup a twitch!!
If you’re under 40, focus less on today’s fear and more on the next 10–20 years. Watching closely: • $ZETA – 19 straight beat-and-raise quarters. • $NOK – AI growth accelerating. • $SOFI – CEO keeps buying shares. • $IREN – Massive AI infrastructure expansion. • $NVDA – Still dominating AI. • $AMZN – AWS + Ads + Prime. • $OSS – Fast-growing defense AI. • $ONDS – Strong defense demand. • $UUUU – Uranium + rare earth tailwinds. • $TE – Explosive revenue growth. Wealth isn’t built by chasing hype at new highs. It’s built by accumulating quality businesses when everyone else is afraid. Which stock on this list are you buying first?
📊 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
My portfolio has just been VTI and VXUS so far. I’m thinking about adding a few individual stocks and taking on a little more risk. Any recommendations or favorite long-term picks?
Google just reported amazing earnings with a huge EPS beat EPS $9.11 vs. Est. $2.89 & Revenue $119.8B vs Est. $116.9B. But the EPS seemed to good to be true & because it is. The real EPS was : ~$2.85 vs Est. $2.90 (miss) let me explain. Google’s $9.11 reported EPS is heavily inflated by a large paper gain on its investments. Google reports a $98B unrealized gain on its $SPCX stake as of the end of Q2 & this is why Google isn't pumping 10% because they still have to wait end of the year to sell this stake. Googles Cloud backlog just hit $467.6B, up 406% from last year. In simple terms, customers have already committed to spending hundreds of billions with Google Cloud in the future. That is a big deal because it gives Google much better visibility into future growth. Cloud revenue also grew 63% and passed $20B in a quarter for the first time. Backlog is not revenue today, but it shows demand for Google’s AI and cloud services is still accelerating. Googles Capex continues to rise! $45B this quarter & $132B ytd up 100%. This is very Bullish for AI stocks & compute like $MU$NBIS$AMD$NVDA . Google is spending heavily because AI demand is growing faster than its available capacity. Management now expects $180B–$190B in 2026 CapEx, with spending increasing again in 2027. CEO Sundar Pichai Commentary: 🔸 “Our AI investments are redefining what’s possible across every part of our business.” 🔸 “Q2 was an amazing quarter, with Alphabet revenues growing 24% year-over-year and Google Cloud revenues accelerating to 82% growth, driven by demand for AI infrastructure and AI solutions.” 🔸 “It’s great to see wide adoption of Gemini Enterprise, with nearly 90% of the Fortune 100 using it.” 🔸 “Gemini models now process 22 billion API tokens per minute and the Gemini App has 950 million monthly active users.” 🔸 “We are seeing strong demand for our security solutions, and our new Gemini 3.5 Flash Cyber delivers highly cost-efficient performance at the frontier.” 🔸 “These outstanding results show that our differentiated, full stack approach to AI is delivering real, measurable value for consumers, customers, and our partners globally.” Despite the small EPS miss the 467B backlog is the highlight most investors are ignoring. Can't belive the market is punishing Google for its amazing SpaceX investment haha.
$DRAM not giving that 100% return in 3 months like people thought? That was speculation. Gambling. We have to call it what it is. Next up everyone will call it a long term play, and hey they may prove me wrong, but thats a gamble too. One that may or may not pay off. sector etfs are sector specific, very hard to time, and often come at a time that the market is topping and the fund companies see the money to be made off people like you and me. Blossom is full of hype, people makeing large amounts of money from very niche ideas. understand where you sit at the table when eating with hyenas.
MELBOURNE, Fla. - L3Harris Technologies (NYSE:LHX) announced a quarterly cash dividend of $1.25 per common share, according to a press release statement. The dividend will be paid on Sept. 18, 2026, to shareholders of record as of Sept. 4, 2026. The dividend was declared by the company’s Board of Directors.
Please no “it depends.” If someone forced you to choose one exact date when this whole chain starts consistently moving upward, what would you say? First, this is absolutely not my area of expertise. I’m not pretending I created some magical guess. This is simply where I’ve landed after hear cycle bitcoin nerds talk & arguments from both sides. 📅 My forced guess: November 23, 2026. I don’t mean all three suddenly explode that morning 😅 I mean that’s roughly when I think the real bottom could finally be behind us and the next consistent climb begins. Why that late? The classic four-year-cycle theory would place: 2025 as the peak year 2026 as the correction and bottoming year 2027 as the recovery year 2028 as the next halving year 📊 Current research says Bitcoin is building a bottom, but the process still isn’t confirmed. 🏦 ETFs and institutional buyers may weaken the old four-year cycle, but that could create a slower, steadier recovery instead of another instant rocket. My rough expectation: ₿ $BTC turns first in late 2026 📈 $MSTR reacts harder once Bitcoin holds its recovery ⚙️ $MSTE starts visibly repairing through early 2027 Because $MSTE writes covered calls on up to half its position, I don’t think one violent $MSTR spike fixes everything. It probably needs several months of rising $MSTR , strong volatility, and NAV rebuilding. So if I’m forced to choose: 🎯 The turn begins November 23, 2026. 🚀 The bigger move becomes clearer during 2027. Could this be completely wrong? Easily. It’s an exact-date guessing game, not financial advice. 🫵 Your turn: What exact date would you choose? How many $MSTE shares do you own? What percentage of your portfolio is it? And where are you holding it: TFSA, RRSP, FHSA, or non-registered?
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 😊
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You watched it double, then give all of it back in three weeks. $52.82 on 22 May, $80.72 on 22 June, $52.72 on 17 July. Not many explained why, This is my take. Here's What happened to $DRAM - DRAM is roughly 74% three stocks: Micron, Samsung and SK Hynix. About half the fund is South Korean. That means Korean margin calls are American portfolio events. - Korea listed 16 single-stock leveraged ETFs on Samsung and SK Hynix in late May. 92% retail-held. Margin debt hit a record ₩38.63 Trillion. (~$26.6 billion) - On 22 June, the day DRAM peaked, Korea's regulator said publicly he regretted approving these leveraged ETFs. The next day the KOSPI fell nearly 10%. - Three more major sellers followed, triggering an avalanche: 1. The national pension fund resumed rebalancing on 1 July, 2. Foreign institutions sold ₩7.76tn on 29 June alone (Concentration limits, Memory became too big) 3. Brokers began closing retail accounts at ten times the January rate. (Margin calls) - SK Hynix issued $28bn of new stock, the same week memory bottomed. - Meanwhile Micron reported revenue up 346% and 85% gross margins on 24 June. SK Hynix, Samsung and TSMC all beat and guided higher. —— Happened Today: The group is bouncing. MU and SKHY both trending up and DRAM back above $54 after hours. No new fundamental catalyst, this is a technical recovery after the Philadelphia Semiconductor Index lost more than 9% last week. The RSI crossed back above 40 on the daily timeframe. Forced selling appears to have exhausted itself for now. Whether this becomes a recovery or a dead cat bounce gets answered by upcoming earnings starting with Western Digital on 29 July and hyperscaler capex commentary in the weeks ahead. Happened Last Week: The main piece of good news from last week is that the Korean margin debt has fallen from ₩38.63T ($26.6 billion) at peak to ₩27.40T as of July 13 a 29% decline in under three weeks. Seoul Economic Daily also reported on July 16 that the supply-demand environment was improving with foreigners beginning to return. —— What's next ? If that trajectory continues through this week it would suggest the forced selling that drove the mechanical collapse is largely slowing down and maybe even fully behind us. Next thing to watch are forward estimates. They've been rising the whole way down. If they turn this becomes an entirely different and much bigger problem. Next Post On Thursday $SPCX stay tuned. Educational content, not financial advice Disclaimer: I own $DRAM at $39 avg.
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.
Wow.. what a day for $NVEC Revenue increased 81% up 5 million from last quarter Product sales increased 82% What does NVEC do? - They make sensors using spintronics (special technology that relies on spinning electrons rather than charge to transmit information) that can be used for many different things like medical devices, industrial automation etc. The sensors are their main revenue source, however they also build electrical couplers as well. Interesting niche semiconductor company that obviously has been doing good business.
If you’ve been watching Bitcoin consolidate around $60k–$65k (down ~50% from its October 2025 peak of $126k), you've probably heard the debate tearing through crypto X: Is the 4-year halving cycle officially dead, or are we just in the grueling mid-cycle reset? Here is the breakdown of what the top analysts are saying, where the market actually sits in 2026, and the critical calendar dates to watch. 👇 🏛️ The Great Debate: Dead vs. Evolved 1. The "Cycle is Evolving into Macro" Camp 🛑 The Argument: With spot ETFs moving 12x more daily volume than miners produce, institutional liquidity and Federal Reserve policy now drive the marginal price—not block supply halvings. Amberdata: "The halving cycle has been superseded by institutional flow dynamics... Watch Fed liquidity and ETF flows, not halvings." 2. The "Stock-to-Flow & Halving Anchor" Camp 🎯 PlanB (@100trillionUSD): Reaffirms that the 4-year cycle isn't broken—it’s just misunderstood. He noted that Bitcoin could temporarily drop below its realized price (~$53k) during bear market bottoms, but his Stock-to-Flow model still points to $250k–$500k between 2026 and 2028. "IMO the cyclical nature of Bitcoin is more about halving cycles. Every halving cycle BTC finds a new average level." — PlanB 3. The "Midterm Seasonality Reset" Camp 📉 Benjamin Cowen (@databtc): Points out that 2026 is a U.S. midterm election year—historically the weakest period in the 4-year cycle. His models point toward a Q4 2026 bottoming window before the next multi-year expansion begins. 📅 Key Dates & Levels to Watch Q3–Q4 2026 (The Consensus Bottoming Window): Historical cycles typically print their bear market lows 24–28 months post-halving (which aligns directly with Oct–Dec 2026). The Realized Price Floor ($53,000): On-chain realized price sits around $53k. Historically, capitulation wicks below this level offer the generational re-accumulation zones. Mid-2027 (The Pre-Halving Accumulation Engine): The phase where narrative momentum pivots ahead of the April 2028 Halving. 💡 Portfolio Strategy: Surviving the "Boring" Phase Whether the 4-year cycle is dead or just taking a breather, managing risk comes down to market structure: Keep High-Beta in Registered Vaults: Holding spot crypto ETFs ($FBTC,$ETHX-B, $SOLQ,$XRPQ) inside an RRSP eliminates liquidation risk during 50% drawdowns while protecting future rebalance gains from capital gains tax. Anchor Taxable Accounts in Broad Indexes: Low-fee index funds ($XEQT, $VFV,$VDY) provide a 20-30% margin requirement buffer, ensuring your portfolio collateral stays bulletproof even when crypto sits in a 12-month chop. Automate the Rebalance: Don't guess the exact bottom. DCA through 2026 and use quantitative triggers (e.g., Fear & Greed < 20) to deploy capital systematically. Over to the feed: Do you think institutional ETF flows completely killed the 4-year halving cycle, or will we bottom in Q4 2026 right on schedule? Drop your timeline below! 👇
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.
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 own shares of Almonty on the TSX. They are voluntarily delisting from the TSX on July 31 and will now trade only on the Nasdaq. What do I do with my shares??? I tried chatting through Wealthsimple but it's an AI chat bot. I want to hang onto them. How does this work?
🚨 Breaking: Tesla has expanded its fully unsupervised Robotaxi service to Orlando, Tampa, and Miami! Just 18 days after launching in Miami, the fleet is now rolling driverless in three major Florida cities. Model Ys operating without safety monitors — this is real autonomy scaling fast.  Tremendous progress toward a future where robotaxis transform transportation. Florida is quickly becoming a Robotaxi powerhouse. What do you think — ready to hop in?
BlueBirds 8, 9, and 10 are now fully deployed to their full size, each the world's largest communications arrays operating in Low Earth Orbit. (Abel Avellan - $ASTS CEO) - “We invented a new way to design, manufacture at scale, deploy, and fly lightweight composite stackable architecture combined, with the world's largest and most advanced direct- to-device and radar phased-array with the ability to launch them in groups of 3, 5, 6, or 8 on a single launch. Our BlueBird platform brings together high-performance space-based cellular broadband with peak data rates approaching 200 Mbps, space AI edge computing, and many mission-critical government applications, all on one platform where the largest-ever size matters! BlueBirds 11, 12 and 13 are already at the Cape preparing for their imminent launch. BlueBirds 14, 15 and 16 are right behind them. Production has already moved through satellite 42. All of this is happening in Texas. 🤠🇺🇸📶🌎📱”
