研究
关于宏观波段交易、资本增长和长期投资的投资论点与研究。
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Figma: The Stock the AI Trade Left for Dead
Figma trades 80 percent below its first day close while revenue growth is accelerating. A walk through the SEC filings: what is genuinely strong, what is genuinely ugly, and why the AI fear may be the setup.
Why Circle Could Be One of the Biggest Structural Winners of This Cycle
The market still prices $CRCL like a short-duration rates trade. The filings tell a different story: a future financial network hiding inside a stablecoin issuer. Here is what the SEC filings actually show.
The Software vs. AI De-Rating May Be Behind Us
Software stocks stopped selling off on bad AI headlines. Here is why the market shrugging at the latest Anthropic news might be the most important signal for a rotation back into software equities.
The Bitcoin Accumulation Phase Is Here
After a year of distribution near the cycle highs, Bitcoin looks to be entering a new accumulation window. Here is the zone I am watching, the plan if price never gets there, and how I am thinking about the months ahead.
Swing Trading vs Day Trading: Which One Should a Beginner Choose?
New to trading? Here is a clear, beginner-friendly breakdown of swing trading vs day trading, and the math that shows why most new traders should start with swing trading.