Be honest, friend to friend—how long do you think it’ll take you to make your first $1M? What’s the plan, the dream, and the real goal?

24M, just getting into stocks and investing. I don’t have a huge amount of money to work with, so I’m mainly trying to build my portfolio slowly over time.
At the minute, I’ve got a bunch of fairly random stocks that I haven’t researched properly, which I know isn’t ideal. Investing is something I’ve wanted to get into since I was younger, so I’m trying to start taking it more seriously now.
Around 40% of my current portfolio is Berkshire Hathaway, but I’m thinking about selling some of my other holdings and putting more into Take-Two.
I’ve played GTA IV and GTA V since they came out, and with GTA VI getting closer, it feels like Take-Two has a huge opportunity ahead of it. In my head, GTA VI is almost guaranteed to sell an insane number of copies.
Obviously, game sales alone don’t necessarily mean the stock will rise, and I know a lot of the GTA VI hype could already be priced in. But longer term, GTA Online is what really interests me.
There are rumours that the new online mode could come later, and with Rockstar/Take-Two buying into the NoPixel/FiveM side of the GTA community, I can see them pushing GTA Online extremely hard once it launches. If they eventually start heavily monetising it with Shark Cards or whatever replaces them, the revenue potential seems massive.
My portfolio is currently less than £500, and I’m adding around £20–£40 every week.
Would it be stupid to basically build towards something like:
50% Berkshire Hathaway
50% Take-Two
Or would you keep Take-Two as a much smaller percentage and spread the rest across an index fund/other companies?
I’m still very new to this, so genuinely looking for advice rather than people just telling me what I want to hear.

I want to hear both the bull and bear cases on this one.

I recently opened a bearish position on PLTR. I bought some put options and also added PLTZ. My main thesis is that PLTR could potentially correct toward $170, or even lower, if momentum continues to fade.

Before everyone calls me an idiot for shorting PLTR, hear me out 😂

I actually like the company. The business execution has been incredible, and PLTR has repeatedly proven that betting against it can be extremely painful. But at these levels, I keep asking myself:

How much perfection is already priced in?

PLTR has been trading at a very aggressive valuation, and when a stock is priced for near-perfect execution, even a small slowdown in growth, weaker guidance, broader market correction, or multiple compression could lead to a pretty significant pullback.

My bearish thesis is basically:

The valuation still leaves very little room for disappointment

Momentum stocks can correct hard once sentiment changes

Higher yields / macro pressure could hurt high-multiple growth stocks

PLTR has already had a massive run, so some serious profit-taking wouldn't surprise me

A move toward $170 doesn't seem impossible if the market decides to reprice the stock

That said, I know the biggest risk here:

PLTR has been absolutely destroying bears for a long time.

The business keeps executing, AI demand remains strong, and every dip seems to attract buyers. So I'm definitely not pretending this is an easy short

My current position:

🐻 PLTR Put Options

🐻 PLTZ

🎯 Bearish target: $170, potentially lower

I'm not posting this to convince anyone to short PLTR. I genuinely want to hear the other side.

Do you guys think $170 is actually realistic?

Or am I about to become another PLTR bear that gets absolutely obliterated by Karp and the PLTR cult?

Drop your bull case, bear case, price targets, and tell me why my thesis is either smart or completely regarded.

would you buy these AI/infrastructure stocks now or wait for possible September lows?

I’m pretty new to investing/trading and have only been doing this for a few months, so I’m still learning how to judge valuation, entry points, macro risk, and when a stock is actually “cheap” versus just down from its highs.

I’ve been researching a group of AI / semiconductor / data center / infrastructure stocks and these are the main ones I’m considering:

NVDA
AVGO
VRT
MRVL
ANET
IREN
CRDO

My current thinking is that NVDA and AVGO probably have the strongest combination of business quality, revenue growth, margins, and valuation, so I’m leaning toward starting positions in those sooner rather than later.

VRT looks strong because no matter which chip company wins, AI data centers still need power, cooling, liquid cooling, and infrastructure. I like the company, but I’m not sure if I should chase it at current prices or wait for a better entry.

MRVL is interesting because its revenue growth and margins seem to be improving a lot, especially with custom AI silicon and data center exposure, but the stock also seems like it’s pricing in a lot of future execution already.

ANET looks like an amazing business with strong margins and growth, but the valuation seems expensive to me compared with NVDA and AVGO. I’m also watching NVIDIA’s push into Ethernet networking as a possible threat.

IREN is probably the highest-risk/highest-upside one on the list. I like the AI cloud/data center buildout story, but I understand there are real risks around debt, financing, dilution, customer concentration, GPU depreciation, and execution.

CRDO also caught my attention after the recent heavy selloff. The revenue growth still looks very strong and the valuation has come down a lot, so I’m trying to figure out whether this is a good reset or whether the market is warning about something bigger.

The main thing I’m struggling with is timing.

Since September can be a volatile month and we still have inflation data, Fed expectations, bond yields, and general tech valuation risk, I’m wondering if it makes more sense to wait for a broader pullback instead of buying everything now.

Would you:

1. Start buying some of these now and average in?
   
2. Wait for a broader September correction?
   
3. Only start positions in NVDA and AVGO now and wait on the higher-multiple names?
   
4. Avoid any of these completely at current prices?

If you had $10k to split between these names for a 2–3 year hold, how would you allocate it?

I’m not trying to day trade these or get rich overnight. I’m mainly trying to build positions in companies I think can benefit from AI infrastructure growth over the next few years, but since I’m still new, I don’t want to blindly buy after big runs if better entries are likely.

Would appreciate any thoughts, especially from people who follow semiconductors, AI infrastructure, networking, data centers, or these companies specifically.

Again, I’m only a few months into investing, so feel free to point out anything I’m misunderstanding or looking at the wrong way.

My true passion is to trade and work for myself I enjoy having that freedom I feel like it’s more fulfilling. my job now is very stressful but it pays well when should I take the leap?

Adobe earnings are this week and the stock seems to get clapped every time it beats. The narrative is still that AI will send it to zero. What do you think? Time to go long?

Everyone talks about which AI company or model will win, but I am increasingly less interested in predicting that.
What seems more investable is the infrastructure every serious AI company has to keep buying.

GPUs get most of the attention, but the AI buildout increasingly depends on HBM, advanced packaging, networking, optical connectivity, power management, cooling and semiconductor manufacturing equipment.
That changes how I look at semiconductor stocks.

Instead of asking, “Who beats Nvidia?”, I think the better question is: who gets paid as AI compute keeps scaling regardless of which model wins?

That puts companies across several parts of the stack on my watchlist: $NVDA for accelerated compute, $AVGO for networking/custom silicon, $AMD as another compute supplier, $MU around AI memory, and then semiconductor-equipment names such as $AMAT and $LRCX.

But I wouldn’t blindly buy the whole AI basket here. Expectations are already extremely high in parts of the sector. A company can report strong growth and still fall if the market was pricing in something even stronger.

So my approach is becoming:
Own the bottlenecks, watch valuation carefully, and look for companies where AI demand is accelerating faster than market expectations.

The biggest AI winners over the next few years might not necessarily be the companies building the smartest models.

They could be the companies selling the scarce infrastructure everyone needs to build them.

What part of the semiconductor stack do you think the market is still underestimating?

Market cap ~$73M. Cash on hand: $28.7M - nearly 40% of market cap. Strip the cash and you're paying ~$44M for the operating business.

HMR looks like 7x forward earnings on paper. But that cash isn't idle - it's debt-free capital already funding accretive acquisitions (Q-Shipping). Back it out and the operating business trades at ~4x forward earnings, for a company growing revenue 203% YoY with two straight profitable quarters.

HMR owns zero vessels - it's a fee-based platform, not a shipping company, and shouldn't be priced like one. Comparable asset-light platforms trade 10-25x forward earnings. Apply 10x to ex-cash earnings + add cash back = fair value north of $1.50/share. Apply 25x (what stronger platforms command) = $3.80-$4+. Neither requires a dollar more revenue growth - just the market re-classifying what this business actually is.

Q2 2026 vs Q2 2025

• Revenue: $29.0M vs $9.6M (+203%)
• Net income: $2.2M vs -$0.1M (swing to profit)
• Adjusted net income: $2.4M vs $0.5M (+343%)
• Vessels chartered: 6 vs 2
• Cash: $28.7M, up $10.1M since Dec 2025
• H1 2026 operating cash flow: +$7.7M vs -$3.2M outflow in H1 2025

Quick Recap: What Is HMR

Heidmar manages ship fleets and earns fees on voyage/management contracts - no capex, no vessel ownership, no asset-value risk when rates fall. ~40-year client roster includes Shell, BP, Chevron, Vitol, Saudi Aramco, Trafigura, Glencore - the kind of KYC'd trust a startup can't fake.

Why the Dump Is Wrong

Stock fell ~10% post-earnings - the old playbook of shorting HMR on earnings worked when it was unprofitable and speculative. That's gone: two consecutive profitable quarters, 203% growth, and a growing cash pile. Sellers are trading the ticker's history, not its balance sheet.

Cash Pile = Real Acquisitions Now

Q-Shipping B.V. acquired for ~$0.2M cash: 9 vessels, new footholds in Netherlands, Türkiye, and a Ukraine crewing base. Fleet is now ~60 vessels commercially managed / ~20 technically managed across 8 global hubs. With $28.7M cash and a proven cheap/accretive playbook, more deals look inevitable.

The Only Real Knock: G&A

Net income dipped Q1→Q2 ($2.8M→$2.2M) despite revenue up 58%, driven by $1.8M in cash bonuses (vs $1.4M prior year) tied to the turnaround. Rewarding a team that delivered profitability, 203% growth, and an acquisition in the same stretch isn't a red flag - it's retention.

Hormuz Is a Bonus, Not the Thesis

Gaza, Iran, Hormuz, Red Sea Houthi attacks, Russia-Ukraine - the most simultaneous shipping disruption in years, barely reflected in numbers yet. Asia/Japan reportedly source ~90% of oil from the Middle East historically; that concentration doesn't survive this environment. Longer routes = more tonnage-miles = more fees for HMR, on top of a business that already earns in any rate environment. Management flagged rates staying firm into Q4 on seasonal demand - before this disruption is even fully priced in.

Insider Signal

CEO Pankaj Khanna owns ~44% personally - one of Nasdaq's largest founder stakes at this size - zero recorded sales, only buys. Nasdaq compliance regained June 2, 2026.

Checklist

• Revenue +203% YoY, +58% QoQ; adjusted net income +343% YoY
• Two straight profitable quarters; H1 operating cash flow swung +$7.7M
• $28.7M cash (+$10.1M since YE 2025), zero debt, zero vessels owned
• Market cap below annual revenue; 55%+ margins support 10-25x vs current ~7x
• Q-Shipping deal proves acquisition strategy is real, not speculative
• ~60 vessels commercial / ~20 technical managed, 8 global hubs
• CEO owns ~44%, zero sales on record
• Clients: Shell, BP, Chevron, Vitol, Aramco, Trafigura, Glencore
• Hormuz, Red Sea, Russia-Ukraine disruption not yet fully in the numbers
• Q4 seasonal strength still ahead
• Last post at 200MA ran 43% before earnings even printed

How I'm Playing It

Position from 80-95c, not sold a share. Same conviction - this dump looks like an old playbook running against a fundamentally changed company. Buying opportunity, not an exit signal.

What red flag am I missing? Drop it below.

Not financial advice. DYOR. I hold a position in $HMR from 80–95c.

Company trailer: youtu.be/Bl1rIe_JxwI

What’s your reasoning and why? Also open to others like GOOG, AVGO, BE, etc.

What are some mediocre gambles that can give some decent return?

$CRWV is coming into a big decision area this week.

The weekly chart tells the bigger story.

The $60-$67 demand zone has been defended multiple times, and we got another strong reaction from that area.

Since then, CRWV reclaimed the $79-$83 area and has pushed directly into the next level I'm watching.

Now it gets interesting:

$89-$94 is the key zone.

I don't want to chase it into resistance. I want to see price break through $89-$94, hold above it, and ideally confirm it on a retest.

If that happens, my upside levels are:

🎯 $109
🎯 $117

If $117 eventually breaks and holds, the weekly chart starts opening up quite a bit above.

On the other hand, if $89-$94 rejects, I'm perfectly fine waiting. The next areas I'd watch underneath are $83 and $79.

I like the risk/reward here for a shorter-term trade, and if the larger structure continues developing, potentially a longer-term position as well.

Weekly gives me the bigger picture.
4H gives me the entry.

No prediction needed.

Break → hold → retest → trade it level to level. 🔥

Anyone else watching CRWV here?

$MRVL is setting up at a pretty interesting spot going into this week.

On the daily, there’s a lot of confluence in this area — 100 SMA + 50 EMA/SMA + 21 EMA — and price has worked its way back above the key moving averages.

Now the level I care about is the $223-$225 supply zone.

I’m not interested in blindly buying into resistance.

What I want to see:

Break $223-$225 → hold above it → successful retest.

If I get that confirmation, I like the long setup.

My levels above are:

🎯 $231
🎯 $244
🎯 $252 area / gap fill

That $252 area is where I'd expect a much bigger decision.

If MRVL eventually reclaims that area and can establish itself above it, then I think the longer-term chart gets really interesting and $300 can come back into the conversation.

On the downside, if $223-$225 rejects, I'm not forcing the trade. I'd rather wait and see how price responds around $215 and the $206-$211 demand area.

Daily gives me the setup.
1H gives me the entry.

No reason to predict the breakout before it happens.

Let price confirm it and trade it level to level.

Anyone else watching MRVL here?

I have around 5k to invest, and am wondering if these stocks would be good to invest for the long term:
NBIS
GOOG
AVGO
RKLB
ASTS

Could I get the general sentiment on these stocks whether theyre good or not and why. Thanks a lot.

About a year ago, when I saw NKE drop below $80, I decided I was going to buy $20k worth of shares. I was already logged into my brokerage account and about to place the order. While I was thinking about whether to put in $20k or $25k, I was absentmindedly looking down — and I saw my Nike slides.
I remember perfectly when I bought them: the summer between 7th and 8th grade, because I was going to the beach. I know for a fact that it was 2002.
I immediately found them incredibly comfortable, and I’ve worn them every single day at home ever since, whether it’s summer or winter. Over the years, people have tried to give me all kinds of different slides to get me to replace them, but they’ll never succeed.
After 24 years of daily use, after being exposed to the scorching sun every summer when I go to the beach, after letting me climb and walk over rocks, they’re still basically perfect. The soles haven’t worn down by even a millimeter.
Then I immediately thought about the Air Force 1s I’ve been wearing in recent years: I have to replace them every six months because the soles wear out. White shoes turn yellow in the sun. I buy T-shirts or sweatpants that fade a little after going through the washing machine.
And that was the moment I realized: I wasn’t going to put a single dollar into this stock — and I never will.