I like #Netflix, but they only have 9 billion in cash. So they will probably do a secondary at some point in my opinion. Purchase price is 82 Billion. We will see.
Bullish on $NFLX.

The primary challenge in quantitative finance is not finding a signal, but ensuring its robustness and preventing alpha decay. What specific methods does your portfolio management strategy employ to combat common issues like data-mining bias (overfitting to historical data) or sudden market regime shifts (when signals stop working)? For instance, are you using regime filtering, dynamic re-weighting, or incorporating fundamental data overlays to validate the purely quantitative signals?

You draw a parallel between Carl Jung’s concept of Synchronicity and the rise of brain-computer interfaces (like Neuralink) potentially ‘amplifying’ pattern-recognition so we notice more ‘meaningful coincidences.’ Do you envision any concrete experiments or observations that could help distinguish between true synchronicity (as a “cosmic wink”) vs. enhanced perception or retrospective pattern-hunting by our own minds — especially in a world saturated with AI and algorithmic predictions?

Good breakdown — I see the bullish case for GameStop and why many traders are jumping in ahead of the earnings. The big cash reserve, history of execution, and the fact that options activity has surged suggests some expect a big rebound.

But I remain cautiously skeptical: the company’s core retail business has struggled for years (declining sales, shifting gaming consumption to digital), and it’s not obvious yet whether new strategies or investments will offset those structural headwinds.
Nasdaq

So to me this is less a “safe bet” and more a “high-risk, high-reward lottery ticket.” If GameStop nails the next few quarters and shows real transformation, upside could be large — but downside remains meaningful if execution or the macro trend disappoints.

And charge up where? On whose network?

This stock has performed well since you first recommended it. Is it too late to get in on this?

I follow Larry Swedroe on TalkMarkets as well and had read his overview of Goulding & Harvey's research here. It was quite good.

Great article.

I like this. The technology is interesting and the problem they’re tackling is real. There's no question the upside here is significant and the TAM is, as the author stated, huge. But there are a some red flags IMHO: • Revenue today is almost negligible, and the company still has to prove commercial economics. • Scaling from lab/pilot to full commercial operation often brings surprises (feedstock logistics, scale losses, capital costs). It's definitely a speculative idea with significant upside. So it's worth a position, but don't bet the house on it in case things don't pan out.

What are SEBI regulations?