https://www.cnbc.com/2026/04/28/uae-opec-oil-iran.html Wild move on relatively short notice; seeing whether the rest of the cartel remains stable is a big thing to watch for, along with where exactly long-term oil prices settle after what will almost assuredly be an extended period of high volatility. We tend to see a range of like $55-90/bbl but only because the Gulf states deliberately hold back crude so it doesn't crash to their f&d floor of like below $30/bbl, but generally that comes with the agreement…

WSJ says OpenAI missed internal rev and user targets, partly from Gemini/Anthropic competition. Reuters previously reported OpenAI’s $ORCL compute deal at $300B over ~5 years, or roughly $60B/year, starting in 2027. If OpenAI monetization is lagging while compute commitments ramp, does $ORCL’s AI backlog look riskier, or is the demand still money-good? 75 pts · 60 comments · u/alphapod-Ai · 2026-04-28 02:53 UTC Captured by scrape-reddit from r/investing

I've been in the market for quite some time so I know when everyone is euphoric and bullish like this, the chance for the markets sell off is pretty high. Today thanks to NVDA, my portfolio hits ATH. My portfolio is very AI concentrated. I plan to trim my portfolio to capture the profit and have some funds ready for any potential flash crash. What's your plan? Are you all in? Or are you investing with caution? 158 pts · 146 comments · u/coopermug · 2026-04-28 01:42 UTC Captured by scrape-reddit from r/investing

CATL launched sodium-ion batteries at scale and BYD is building massive production facilities for them. Sodium is 500 times more abundant than lithium and can be extracted from seawater. CATL already cut its lithium mining targets. Think about what that means for every lithium miner people have been piling into. What's interesting to me is what stays the same regardless of who wins the battery chemistry war. Copper is still needed for all the infrastructure, wiring, charging stations, grid upgrades. Aluminium…

Anything promising easy, high passive income with minimal downside is usually either overhyped, incomplete, or transferring risk to you. People get ruined when they treat markets like a vending machine instead of a probabilistic system that punishes overconfidence. Start with boring, proven allocation and scale slowly if experimenting. 276 pts · 350 comments · u/zaraakii · 2026-04-27 08:26 UTC Captured by scrape-reddit from r/investing

I wrote this back on April 14th. Got some (well-deserved) grief for its wordiness, so I’ll try to keep this a bit more succinct. Scroll to the end for positions. I’m continuing my efforts to understand this mess of an Iran situation and its impact - or inexplicable lack thereof, so far - on the global economy. And I’d like to make some money if I can to at least try and protect myself from what I fear is coming.…

I came across a Youtube clip from a startup founder who said he banned all employees from contributing to their 401(k)s. His reasoning was basically: * Young, ambitious people shouldn’t lock money into retirement accounts * The S&P 500 only returns ~7% and inflation eats most of that * Money today is more valuable than money at 65 * You should invest in yourself or build something instead of relying on the market He even gave an example of a 19 year old employee putting 50% of their salary into a 401(k),…

I’m turning 30 in a few weeks, and recently I’ve really started thinking about my finances. I’ve begun investing monthly, mostly in an all-world ETF. It got me curious about success stories from people who started investing around my age and are now financially well off. I’m eager to read about them! 206 pts · 203 comments · u/centurionSPQR · 2026-04-26 14:00 UTC Captured by scrape-reddit from r/investing

Looking for a reality check and some inspiration. I always had the aspiration of hitting the infamous seven digit portfolio by 40, and now I’ve done it at 39 ahead of schedule. I’m extremely thankful and happy, but wondering what happens next. • How did your net worth trajectory look afterward? • Did you stay the course or shift strategies? • What would you tell your 40‑year‑old self? I’m thinking for my next goal: to have an inflation corrected $2.5M, which will be all I need to retire. I’m hoping to achieve that…

Wednesday: Meta, Microsoft, Amazon, Google Thursday: Apple The market is going to respond VERY strongly, either good or bad. Key things to look for: -CAPEX spend (on track from previous earnings reports, increasing, decreasing?) will be big on the AI narrative. -Obviously earnings beats or misses -Forward guidance -Whether or not AI is increasing revenue, for Amazon and Microsoft: their cloud platforms. For Meta: their advertising revenue increases. Either way, going to be extremely insightful and either…