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30.6.2026
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Letzte Beiträge· 54
Reddit r/investingvor 45 d25.05.

Future Tech Still Needs Old-School Metals. How Are People Thinking About Copper Exposure?

The more I look at AI infrastructure, grid upgrades, defense spending and electrification, the harder it is to ignore the metals side of the trade. Data centers need power cables, transformers, switchgear, busbars, substations, cooling systems and grid connections. Defense systems, robotics, EVs and renewables add more demand on top. Copper is the obvious volume metal in that stack, while silver, rare earths, gallium and germanium show up in more specialized parts of the supply chain. The part I

Socialgermany · usa · uk
Reddit r/investingvor 45 d25.05.

Unwinding from a FA disaster

Had a few accounts with a ML advisor that he put into a sector rotation plan. 1/3 of it is in an inherited ira that needs to be zero in the next 6 years. The account did decent but we didn’t feel like the advisor wanted a smaller account. We moved to a “boutique” advisor that has done nothing with the accounts in a year. Sectors have changed in the last year and nothing has been done. Our portfolio is lagging way behind the S&P because of this advisor doing nothing. Each account has 20% in appro

Socialgrenzwertigusa
Reddit r/investingvor 45 d25.05.

The worlds largest Antimony Producer and Europe´s biggest Lead producer

I’ve been looking into Campine NV and wanted to sanity-check the thesis here. The company had a monster 2025, mostly because antimony prices went crazy. So I’m not assuming the recent EBITDA is a normal run-rate. That’s probably the biggest risk in the whole story. The obvious bear case is that lead-acid battery makers may reduce antimony content over time. Campine itself basically said high antimony prices pushed some customers to reduce usage or look at alternatives. But I’m not sure the concl

Socialoff-topicusa · europe
Reddit r/investingvor 46 d25.05.

Data provider with fast looking on each stock chart?

Hi ! Is there any financial data provider, which allows me the scroll through, look through all stock charts fast? Like I press left arrow on keyboard, and the chart of the next company will be shown, then I press left arrow again and the stock chart of next company of their database will be shown. So I want to discover interesting stock charts. thx ! submitted by /u/Suspicious_Check5421 [link] [comments]

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Reddit r/investingvor 46 d25.05.

How soon could SpaceX become a part of the baskets for ETFs?

New NYSE rules should allow SpaceX to be considered a top 100 stock after 15 sessions, but would these be included in ETFs immediately, or after their next rebalancing (in December I think?) Would there be a convoluted way for a certain billionaire to engage in a very early buyback of the stock in that case? It seems like SpaceX could become very highly validated especially due to the low float, making it officially maybe even a percent of some ETFs. I wonder if buying the ETFs to raise their va

Socialgrenzwertigsocial-signal
Reddit r/investingvor 46 d25.05.

SunCoke Energy, Inc. (NYSE: SXC) - Metallurgical coke.

SunCoke is a premier independent producer of metallurgical coke and a provider of vital industrial and logistics services to the steel, coal, and power industries. After experiencing a cyclical downturn throughout 2024 and early 2025, the stock has recently rebounded strongly off the bottom. The primary driver for this is SunCoke's highly defensive take-or-pay contracting model and heavily diversified industrial services portfolio and as a result, the company is uniquely positioned to capitalize

Socialoff-topicusa · china
Reddit r/investingvor 46 d25.05.

Ist der jüngste Einbruch bei Reddit (RDDT) eine großartige Kaufgelegenheit oder gibt es noch mehr Nachteile?

Ich habe Reddit schon seit geraumer Zeit auf meiner Merkliste. Nach einem Höchststand von deutlich über 280 $ im letzten Jahr hat die Aktie einen ziemlich deutlichen Schlag erlitten und liegt derzeit um die 141 $ -Marke. Angesichts des massiven Pullbacks erwäge ich ernsthaft, hier eine Position zu eröffnen, aber ich wollte die Einschätzung des U-Boots zum aktuellen Risiko-Ertrags-Verhältnis erhalten. Die jüngste Meta-Panik wird nicht von Dauer sein, da Zuckerberg neue glänzende Dinge finden und davon abweichen wird? eingereicht von /u/capitalquotient_pf [link] [com

Socialoff-topicusa
Reddit r/investingvor 46 d25.05.

AI Capex wurde gerade in 6 Monaten um 225 Mrd. $ nach oben korrigiert und die Einnahmen folgen tatsächlich. So funktionieren Blasen nicht und es bringt meine These durcheinander.

Der Hyperscaler-Kapitalaufwand begann 2026 bei 515 Mrd. $ und liegt jetzt Mitte des Jahres bei 740 Mrd. $, wobei 2027 bereits bei 889 Mrd. $ liegt, was 2,7 % des US-BIP entspricht, das in die KI-Infrastruktur fließt. Im Jahr 2019 betrug diese Zahl 0,3 %. Der Teil, der meine Bubble-These wirklich durchbricht, ist, dass sich das EPS tatsächlich mitbewegt. Die Tech-Gewinnschätzungen für 2027 sind seit Jahresbeginn um fast 20% gestiegen und 1999 blieben die Gewinne um eine Meile hinter den Ausgaben zurück, was hier nicht der Fall ist, zumindest noch nicht, auch scheint niemand über die Aktienrenditen in

Socialusa
Reddit r/investingvor 46 d25.05.

Question about The Big Short

In the movie The Big Short, Michael Burry buys CDS against the housing market, betting against a market which historically has done very well. Okay, fine. But 1. The movie acts like Michael Burry invented the CDS, which... No he didn't, and 2. Because he was the first to do so he has to pay very high premiums. If Burry is betting against AAA MBS, shouldn't his premiums be low, not high? Also, the movie acts like for Burry to be right, the defaults have to occur. But being long CDS generates prof

Socialsocial-signal
Reddit r/investingvor 46 d25.05.

How many times does Robinhood or plaid log into your bank

I’ve only started investing a week ago at first I just linked my debit card but a couple days ago I linked my bank account and I’ve been getting notifications about someone logging in obviously nothing has changed In my account but I searched the IP up and it said it was a ipv4 for Amazon but I don’t even got my info on Amazon so I’m confused submitted by /u/xLordTommyy [link] [comments]

Socialgrenzwertigsocial-signal
Reddit r/investingvor 46 d24.05.

What are Benefits and Downsides of a Long/Short Portfolio vs Direct Indexing?

Hi All, I am contempalting using a long short strategy or a direct indexing strategy to offset capital gains that I incur from selling naked puts daily/weekly (Usually selling Qs or IWM 2% out on most days and some for the week further out, sometimes a bit less or more depending on Vix or market events such as big earnings). The options generate an extra few % a year when selling on like 15% of the portfolio if assigned, but higher return if putting more of the portfolio at risk of being assigne

Socialusa
Reddit r/investingvor 46 d24.05.

Investing as a highschooler

18f, senior in highschool about to graduate this summer. I recently started putting my money into index funds monthly, with my father matching 100% of whatever I choose to put via Robinhood (he owns a custodial account, so it's under my name and will be in my possesion once I hit 21). Currently, I'm putting about $250 monthly (with his matching it's $500 total) and splitting it using this plan: QQQ (40%)- $200, VTI (24%)- $120, VXUS (20%)- $100, SCHD (16%)- $80 Any tips for beginners? Mistakes t

Socialgrenzwertigsocial-signal
Reddit r/investingvor 46 d24.05.

All Stocks I’m Currently Watching. (details in caption)

Here are 7 stocks im currently watching, some are related to the SpaceX IPO, others are linked with AI Data Centres. Please let me know your opinions, more info below: Micron - has direct play on ai memory demand, one of the clearest near term beneficiaries of the data centre buildout Arista networks - strong ai networking exposure Vertiv- creates the cooling and power equipment that keeps servers running SanDisk - makes flash storage and SSD memory products, stock price is heavily affected by t

Socialgrenzwertigindia
Reddit r/investingvor 46 d24.05.

23 years old with $500, if you had to put it into one stock and forget it for 40 years, what would you choose?

I’m 23 years old and thinking about putting $500 into one single ticker and then basically forgetting about it for the next 40 years. This is not my emergency fund, and I’m not trying to day trade. I understand that $500 is a small amount, and I also understand that trying to turn it into a massive number requires serious risk. The idea is simple: Invest $500 today Pick only one ticker Turn on DRIP if applicable Do not touch it for 30–40 years Accept crashes, volatility, and drawdowns Open it de

Socialoff-topicusa
Reddit r/investingvor 46 d24.05.

T. Rowe Price telling me to do initiate 401k rollover via withdrawal

Hello, Long story short I got an email from an old employer saying that they were no longer using T. Rowe Price for their 401k and that I will need to move my funds. I contacted T. Rowe Price and they said in order to do a 401k rollover (into another traditional 401k) I would need to do a withdrawal. I was always under the impression that a withdrawal is a taxable event whereas a 401k rollover, assuming it's one traditional account into another, is not. Has anyone rolled a 401k out of T Rowe Pri

Socialoff-topicsocial-signal
Reddit r/investingvor 46 d24.05.

Beta testers needed for an Android app

​ Hi, I'm looking for beta testers for an Android app that allows you to track multiple asset classes (stocks, funds, crypto, fixed assets...) and your debts in a single app. I got tired of doing it in spreadsheets myself and decided to make this thing. It turned out well enough that I thought it deserved to be shared. No accounts needed, no data collected aside from crash reports. Drop me a message if interested and I'll get you signed up. submitted by /u/-Juhnu- [link] [comments]

Socialgrenzwertigsocial-signal
Reddit r/investingvor 46 d24.05.

Thoughts on my USOY position? I've had some success, but should I continue?

I have some USOY on the Roth 401K side of my portfolio. With the recent "memorandum of understanding" between the US and Iran announced yesterday/this morning, I expect oil prices will drop, so I'm thinking of buying more. I've had some success with this approach since the Strait of Hormuz was shut down: wait for the announcement of a "deal," buy USOY after it drops, then wait for oil prices to recover and sell. Just curious about people's thoughts on this strategy, as I'm wondering if I may be

Socialusa · iran
Reddit r/investingvor 46 d24.05.

What’s the best book you’ve found for genuinely improving probabilistic thinking?

One thing I’ve noticed after doing a lot of quant prep is that there’s a huge difference between books that teach tricks and books that genuinely improve the way you think. For me, Quantitative Finance Interview Prep Guide by Mikhail Zaitsev (who’s a Jane Street quant) was one of the rare books in the second category. The problems are hard in a very “clean” way, they force you to build intuition for probability and combinatorics instead of pattern-matching formulas. Ironically, despite the title

Socialoff-topicusa
Reddit r/investingvor 47 d24.05.

Buying direct pre-IPO shares through Hiive: how do escrow, settlement, and ownership verification work?

Hi everyone, I’m trying to better understand how platforms like Hiive work for buying shares of private companies before an IPO, especially when the buyer is looking for direct shares rather than exposure through an SPV, fund, forward contract, or other indirect structure. I’m not asking for personal financial advice, but more for general insight from people who have experience with private secondary transactions. A few questions: Due diligence by the platform How much verification does Hiive ty

Socialgrenzwertigusa
Reddit r/investingvor 47 d24.05.

How to redeem Stockpile unused gift card: company now closed

I received a gift card from Stockpile for Christmas. The company has now closed and I can’t figure out redeem the gift card. Immediately after Christmas they paused new account creation. I was unaware they were closing and apparently waited too long. I have contacted Public and Stash. Neither will honor the gift card. The gifter contacted their bank and the claim denied. Does anyone have any ideas how to redeem it? submitted by /u/ThreeAndDone20 [link] [comments]

Socialgrenzwertigsocial-signal
Reddit r/investingvor 47 d24.05.

How much will the SpaceX scam affect my etf?

I have an ETF that follows the MSCI World UCITS ETF. I asked google how the SpaceX scam will affect my etf, and this is what I got: SpaceX will likely be added to the MSCI World index following its initial public offering (IPO). However, the Weighting Will Likely Be Small: Even though SpaceX is estimated to reach a multi-trillion-dollar valuation, its impact on broad index funds will be heavily mitigated by its "free float" (the percentage of shares actually available for public trading). If the

Socialgrenzwertigusa
Reddit r/investingvor 47 d24.05.

Arrived alternative option

Arrived to me seems like lending club. High fee alternative. While educational to try, probably not worth long term massive exposure. I was looking for a good residential REIT alternative. I do have some of MORT but looking for more traditional reit. Ideally, I was looking for some cash flow plus capital appreciation. Obviously no leveraged appreciation like a home loan. I was thinking of MAA stock. Dividend appreciation, down a good amount (down 25% in the last 2 yrs, down 40% in last 5 yrs). W

Socialusa
Reddit r/investingvor 47 d24.05.

Getting into investing as a Non-American/Non-EU Investor

I am a 21 year old from Serbia and I've been wanting to get into investing for some time now and more recently I did only to discover that it is much more difficult as a non-EU individual because of extra fees and a lot of money transfer services not working for me. Can anyone that is/was in my situation point me to a good source of information as I would really love to learn about investing and participate in it. Thank you. submitted by /u/Enderossa [link] [comments]

Socialgrenzwertigusa · europe · india
Reddit r/investingvor 47 d24.05.

huang told cnbc nvidia is out of china and ascend orders just crossed $12B

the line from huang on cnbc (may 21) that keeps rattling around in my head: "huawei is very, very strong... their local chip ecosystem performs well because we are out of that market." that is the sitting ceo of the dominant western gpu vendor publicly writing off a region. stack the rest of it. huawei's 2026 ascend order book reportedly crossed $12B, up roughly 60% yoy (the 60% number is the reuters readout, take it with salt). washington cleared about ten chinese names to import up to 75k h200

Socialoff-topicusa · europe · china
Reddit r/investingvor 47 d24.05.

34M and 34F Residents in Dubai (UAE) looking to invest 2000 - 3000 USD per month for long term into US Growth oriented ETF's.

As the title suggests. We make a total of arrpx 14500 USD a month. No Tax liabilities. We have the following saved up: Rainy Day + Home Fund - 80,000 USD Investment account (broker 1 - Etoro) - 18000 USD Investment account (broker 1 - IBKR) - 4000 USD GOALS: Long-term wealth (20 Year Horizon) Daughter's Education Fund (18 year horizon) Buying a home in the next 1 year for upto 540,000 USD. For this we will need 25% which we are saving up in the Rainy Day + Home Fund. Both Salaried Employees - To

Socialsocial-signal
Reddit r/investingvor 47 d24.05.

If I want to generate the most money from my traditional & roth IRA accounts - where should I "park" it for the next 20 years?

Currently traditional IRA has $30,000 and roth IRA has $17,000 both with Charles Schwab Let's assume I don't contribute anything more to either of these accounts for the next 20 years. Currently I have them parked 100% in VOO. Is there something better? Hypothetically (I know nobody can possibly know for sure), with the accounts I currently have, if I do no additional contributions to them for the next 20 years - how much wold the accounts have if I keep them both with VOO? submitted by /u/Final

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