Subscribe
Sign in
Home
Notes
Archive
Leaderboard
About
This week’s stock shocks as of 8th May, 2026
Records while a war is still on.
May 8
•
Raahil
19
Broadcom (AVGO): The custom AI chip empire hiding inside a semiconductor conglomerate
Following Broadcom meant tracking which enterprise software company Hock Tan would acquire next.
May 7
•
Raahil
21
The AI capex supercycle: $700 billion bet, and what it means for your portfolio
Every time Microsoft or Google announces another quarter of record spending, markets react, sometimes rewarding them, sometimes punishing them.
May 6
•
Raahil
14
Your VOO isn’t diversified. RSP is, and it’s quietly beating your index in 2026.
Buying “the index” meant buying diversification.
May 5
•
Raahil
19
Microsoft’s $37 billion AI machine is running. The stock hasn’t caught up yet.
Owning Microsoft because of Windows and Office may have worked.
May 4
•
Raahil
19
#FinancialPlanning
View all
Balanced and income ETFs: Navigating Fed uncertainty
2025 has brought heightened anxiety and opportunity to investors, thanks to the persistent uncertainty surrounding the Federal Reserve’s interest rate…
Aug 12, 2025
•
Mythili
21
What does ‘minimal margin of safety’ mean for investors now?
In 2025, as U.S.
Jul 9, 2025
•
Mythili
6
Equal-weight and small-cap ETFs: Reducing concentration risk
The landscape of equity investing in 2025 is marked by a renewed focus on diversification and risk management.
Jul 8, 2025
•
Mythili
36
Tactical Asset Allocation (TAA): Balancing risk and reward in changing markets
In the ever-shifting world of investing, sticking to a single, unchanging strategy can leave your portfolio exposed to sudden market shocks and missed…
Apr 30, 2025
•
Mythili
8
Tax-efficient ETFs: Designed for minimizing tax liabilities while maximizing returns
In the complex world of investing, one thing every investor wants is to keep more of their hard-earned money.
Apr 22, 2025
•
Mythili
8
Recent posts
View all
Nvidia (NVDA): The pick-and-shovel play powering AI’s industrial revolution
Jensen Huang’s recent remarks underscore a broader Nvidia thesis: the AI era is moving beyond text and images into systems that can perceive and act in…
Apr 30
•
Denila Lobo
20
China went from "uninvestable" to everyone's favourite trade overnight
Before you buy in, check what you already own.
Apr 28
•
Raahil
17
Amazon’s hidden engine: The advertising giant hiding inside the world’s biggest store
Thinking of Amazon as the world’s biggest online store may have worked.
Apr 27
•
Raahil
22
See all
Recommendations
Compounding Quality
Compounding Quality
Money Machine Newsletter
Money Machine Newsletter
Finance Fridays
Finance Fridays
The Compound Digest
Compound
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
