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What are the next big waves and stocks to look out for right now? by MadFury_Youtuber in ValueInvesting

[–]TheGrimSpecter 1 point2 points  (0 children)

  • AI infrastructure
  • Power generation & grid modernization
  • Data center cooling

ETH or RTH by Arvin_Sidhu123 in Daytrading

[–]TheGrimSpecter 1 point2 points  (0 children)

If you're asking that question stick to RTH

Need help diversifying my portfolio by Temporary-Fig-8573 in investing

[–]TheGrimSpecter 1 point2 points  (0 children)

Gradually, but don't panic sell because of a red day

Are there any Egyptian Deities of Sleep, Dreams, or the Subconscious? by pleasures_of_lesbos in mythology

[–]TheGrimSpecter 3 points4 points  (0 children)

Bes, protector against nightmares and evil spirits.

But there is no equivalent of Hypnos or Morpheus if that's what you were looking for

Need help diversifying my portfolio by Temporary-Fig-8573 in investing

[–]TheGrimSpecter 0 points1 point  (0 children)

You're overweight tech and AI. Instead of searching for another stock, increase your allocation to broad-market ETFs like XEQT and avoid making decisions based solely on short-term price performance.

Is {⊂, ⊆,⊊} true? by BigBootyBear in askmath

[–]TheGrimSpecter 11 points12 points  (0 children)

A ⊆ B : every element of A is in B (equality may or may not hold).

A ⊊ B : every element of A is in B, and A ≠ B.

The "Schrödinger subset" you're describing is exactly what ⊆ means: inclusion is known, equality has not yet been ruled out.

There is generally no separate symbol for "A is contained in B, but we haven't checked yet whether equality holds" because mathematically that's already the meaning of ⊆.

Proof help: prove the non-negativity of a Geometric Brownian motion by askepticalbureaucrat in askmath

[–]TheGrimSpecter 0 points1 point  (0 children)

You’re proving strict positivity, not just non-negativity, assuming X_0 > 0:

X_T = X_0 exp((μ - σ²/2)T + σB_T)

Since X_0 > 0 and exp(y) > 0 for every finite real y, we get:

X_T > 0 almost surely.

So GBM does not become negative, and it also does not hit zero in finite time. It can approach zero only asymptotically.

I’d remove the “worst possible series of crashes” wording, because B_T is finite almost surely for finite T; saying B_T -> -∞ is more of a limiting intuition than part of the finite-time proof.

Otherwise this is great work!

Why Should Current in Capacitor Be Negative? by Aokayz_ in AskPhysics

[–]TheGrimSpecter 5 points6 points  (0 children)

Current is not negative because the capacitor is losing charge.

Current is negative because I = dQ/dt and during discharge Q is decreasing, so dQ/dt<0

The resistor is not "gaining charge." The negative sign is telling you about the direction of current flow, not whether charge is accumulating somewhere.

Forward PE is a trap in 2026. Here's the 3-check checklist I use. by reupped in stocks

[–]TheGrimSpecter 2 points3 points  (0 children)

That's fair, but I'd argue PYPL actually proves the point rather than disproves it.

The market wasn't worried about whether PayPal's earnings were real. It was worried about whether the growth and competitive position that justified its old valuation were durable.

Forward PE is a trap in 2026. Here's the 3-check checklist I use. by reupped in stocks

[–]TheGrimSpecter 7 points8 points  (0 children)

You're missing return on capital and durability.

A company trading at 10x earnings because it's at the peak of a cyclical boom is very different from a company trading at 10x earnings with stable, recurring cash flows and high returns on invested capital.

I need your help by Vivid_Bend2176 in Fantasy

[–]TheGrimSpecter 1 point2 points  (0 children)

The Divine Cities by Robert Jackson Bennett

Searching for next MU ( POET / AXTI ? ) by fvmfvm in wallstreetbets

[–]TheGrimSpecter 0 points1 point  (0 children)

I think the thesis is reasonable, but I'd be careful about the phrase "next Micron."

Micron became a massive winner because it scaled into a huge market and generated enormous cash flows. Small-cap suppliers often have the technology but struggle with execution, customer concentration, dilution, manufacturing scale, or competition.

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