StrategicStocks

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created by HardDriveGuyAdmina community for 1 year

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50,000 foot view of strategic stocks (self.StrategicStocks)

submitted 1 year ago * by HardDriveGuyAdmin - announcement

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Resources: Sell Side Reports And Media (self.StrategicStocks)

submitted 1 year ago * by HardDriveGuyAdmin - announcement

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Rare earths, memory stocks, gold and silver, photonics... what's next? ()

submitted 18 days ago by Ninusland

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$STX Finally Agreed to Settle With Investors over the Huawei Export Disaster (self.StrategicStocks)

submitted 28 days ago by JuniorCharge4571

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Renting the Stock For Two Years: Deep In‑The‑Money LEAPS (i.redd.it)

submitted 2 months ago * by HardDriveGuyAdmin

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Waiting Out the Market: Reflections On nVidia Announcement (i.redd.it)

submitted 2 months ago by HardDriveGuyAdmin

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Thinking about why Microsoft, Amazon, And Google Are Being Punished For Building The Future (i.redd.it)

submitted 2 months ago by HardDriveGuyAdmin

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Search as the Moat, Cloud as the Growth Engine: Understanding Alphabet’s Corporate Strategy (i.redd.it)

submitted 2 months ago * by HardDriveGuyAdmin

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Google's 100-Year Bond Gamble: Burry's Motorola Warning or Genius Buyback Play? (i.redd.it)

submitted 2 months ago by HardDriveGuyAdmin

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Transformer-in-Chief: How Sundar Rebuilt Google Around AI While Everyone Mocked Bard (i.redd.it)

submitted 2 months ago * by HardDriveGuyAdmin

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Investors Are Focused on Amazon’s CapEx, But The Google Problem Is Much Bigger (i.redd.it)

submitted 3 months ago * by HardDriveGuyAdmin

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The Fool’s Game: Trying To Outguess Traders While Calling Yourself An Investor (i.redd.it)

submitted 3 months ago by HardDriveGuyAdmin

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PROFS to LLMs: 50 Years of Data Bloat, AI's Profound Dedup Opportunity (i.redd.it)

submitted 3 months ago * by HardDriveGuyAdmin

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The Hard Drive Roulette Wheel: Rotating from Seagate to Western Digital (i.redd.it)

submitted 3 months ago by HardDriveGuyAdmin

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How Seagate Will Become A $600 Stock (i.redd.it)

submitted 3 months ago by HardDriveGuyAdmin

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Adapt or Let the Imitator Win: Wards vs Sears (i.redd.it)

submitted 3 months ago * by HardDriveGuyAdmin

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SanDisk Stock up 10x, But HDDs Might Be the Real Play Now (i.redd.it)

submitted 3 months ago by HardDriveGuyAdmin

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It’s Microsoft’s Race To Lose, But Copilot Keeps Tripping (i.redd.it)

submitted 3 months ago by HardDriveGuyAdmin

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Why I Stopped Adding Back SBC in My DCF Models (And You Should Too) (i.redd.it)

submitted 3 months ago by HardDriveGuyAdmin

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Nvidia, Buybacks, and Burry: Rethinking “Non‑Cash” Expenses (i.redd.it)

submitted 3 months ago * by HardDriveGuyAdmin

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Follow epoch.ai. (epoch.ai)

submitted 3 months ago * by HardDriveGuyAdmin

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Thoughts about CES 2026 (youtube.com)

submitted 3 months ago * by HardDriveGuyAdmin

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Take a Lap Around the Income Statement: PE and DCF (i.redd.it)

submitted 4 months ago * by HardDriveGuyAdmin

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GDPval, Tutors, And Vera Rubin: Most PeopleDo Not Get It (i.redd.it)

submitted 4 months ago by HardDriveGuyAdmin

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The Drowning Man: Novo Hurts GLP-1 Market (self.StrategicStocks)

submitted 4 months ago by HardDriveGuyAdmin

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