Kurt Benson - Comments

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No Matter Whose Math You Use, Verizon’s Holiday 2025 Promo Is Extremely Aggressive
10 days ago
As the CEO of #Verizon alluded to, I suspect there is a "Gotcha factor" at play here. Verizon is betting on 'upselling' customers to higher-tier plans, insurance, and/or other fees once they get in the door. In your analysis, what is the most common 'hidden cost' that turns this $25/line deal into a much more expensive monthly bill for the average family?
In this article: VZ
Scienjoy Pivots To AI Digital Humans In $625B Market With Dubai Launch
16 days ago
This sounds pretty revolutionary. Are any other companies doing somehing similar? What companies does it compete with?
In this article: SJ
Why Did NFLX Stock Dip On Warner Bros Deal Announcement?
26 days ago
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.
In this article: NFLX, WBD
Using Quantitative Signal Data For Portfolio Management
28 days ago
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?
In this article: AL, ADPT, W, RUN, SSRM, BNPQY, HALO, ROKU, LQDA, MSFT
Synchronicity: Denying The Unexplainable
29 days ago
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?
GameStop Stock Surges In Premarket Ahead Of Q3 Earnings Release
1 month ago
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.
In this article: GME
Lucid Group, Inc. Stock: Gains 4% As Canada Opens Orders For The Lucid Gravity Touring SUV
1 month ago
And charge up where? On whose network?
In this article: LCID
SenesTech: A Little-Known Biotech Company Worthy Of Attention
1 month ago
This stock has performed well since you first recommended it. Is it too late to get in on this?
In this article: SNES
Half As Long
2 months ago
I follow Larry Swedroe on TalkMarkets as well and had read his overview of Goulding & Harvey's research here. It was quite good.
In this article: PRPFX, VBAIX, MBB, URTH, SPMO, QLEIX, RISR, RSST
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