r/bitcoin Mar 4, 11:19 AM
New video from @HowMoneyWorks discussing Bitcoin and Crypto - What do you guys think? Just came across this video from @HowMoneyWorks and I'm wondering what are people's take.
submitted by /u/FerTheFox
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r/wallstreetbets Mar 4, 07:54 AM
KOSPI Crash Triggers Korea’s Biggest Two-Day Market Collapse Since 2008 https://blocknow.com/kospi-crash-triggers-koreas-biggest-two-day-market-collapse-since-2008/
submitted by /u/Revolutionary-Fan236
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r/stocks Mar 4, 06:23 AM
CRWD EARNINGS CRWD dropped their Q4 FY2026 earnings today and it was a decent beat overall. Revenue came in at 1.31b topping expectations of 1.30b and eps at 1.12 vs 1.10 cons. Nothing massive but still a beat, stock gapped up to 390.
Highlights which caught my attention,
Ending ARR crossed 5.25b with 24% yoy growth and net new ARR jumped 47% to a record 331m, this shows the falcon platform is still landing big expansions and new logos amid rising ai/cyber threats. Guidance was strong, 5.87b to 5.93b in revenue for FY 2027 and solid operating leverage.
Marigns keep improving as they scale, gross margins trending in the high 70's/low 80's, operating margins trending noticeably higher aswell which is huge for a growth SaaS play turning profitable. Highlights CRWD's key positioning and dominance in the booming cyber sector compared to peers.
Valuation is noticeably stretched, sitting at a decent premium regarding ratios like pe and ps but can be worth the premium if growth and margin expansion continues. Has dropped 33% from last ath which was expected considering how expensive they were.
Cyber sector remains hot with ai threat exploading and CRWD platform keeps stacking modules driving stickier multi product adoption.
I have updated my own personal model after this print which was noticeably lower then the last closing price of 390, I am personally willing to spend extra on a high quality, growing company like CRWD. Current average is 347, I won't go into modelling details on here as the variables are quite large to mention but if your digging into CRWD and want some guidance DM me for details. My discord showcases relative topics all surrounding investing, modelling, company analysis with members all focused on the same thing. Let me know what you guys think.
submitted by /u/OilAny787
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r/investing Mar 4, 09:51 AM
Iran crisis just lit up energy prices. What Monday/Tuesday actually told us about inflation vs recession fears. Iran conflict escalation (strikes, Hormuz tensions, partial flow restrictions) has cracked the global energy market overnight. Brent settled ~$81 (+4-5% Tuesday after weekend jump), WTI ~$74-75, with analysts already talking $85-90 short-term if disruptions hold (or $100+ on anything prolonged).
Classic crisis playbook says: equities tank on growth fears, bonds rally hard as safe haven, yields plunge.
But nope. S&P pulled back ~1%, Nasdaq took the bigger hit, yet 10-year Treasury yields rose (up 4-9 bps to >4.09-4.1% in the moves). Bonds sold off instead of buying the fear. That's not normal during a fresh geopolitical shock.
Here's what it actually tells us:
Markets aren't pricing immediate recession/doom from this war (Trump's 4-5 weeks projection, potential for longer). They're pricing inflation first – oil shock ripples straight into energy costs, transport, manufacturing, services → core inflation stays sticky or re-accelerates. Fed easing path gets delayed further (cuts pushed out, "higher for longer" regime reinforced). High-multiple growth stocks get mathematically crushed when discount rates stay elevated longer.
Bond market's quiet message: "Growth fears? Maybe down the road. Inflation fears? Hitting now." Hormuz normally carries ~20% of seaborne oil (11-13M bpd). Even partial/sustained disruption (tankers delayed, insurance premiums exploding, some rerouting) creates nonlinear upside pressure. No quick de-escalation priced in.
My base case: partial disruption lingers weeks/months (not full permanent blockade), anchoring Brent in $90-110 range before meaningful reversal. That's enough to keep inflation expectations elevated and Fed patient into late 2026. Not a flash spike that fades fast – more like a sustained regime shift if it drags.
Positioning thoughts:
Energy sector (majors like XOM, CVX, or ETFs XLE/USO) looks like the relative winner short-term. Growth/tech under pressure if yields grind higher. Value/defensives hold up better than high-multiple names. Short-duration bonds or TIPS if inflation narrative sticks. For the short term, it worked well. I took positions in XOM and XLE futures on Bitget Stock Futures. Quick gains, but with the geopolitical tensions and uncertainty, I’m starting to question the longer-term outlook.
Curious what you see:
Yields rising during a crisis = inflation trade confirmed, or just temporary noise that'll reverse?
How are you adjusting – overweight energy/commodities, underweight duration/growth, or sitting cash waiting for de-escalation signals?
Duration of this shock – 4-5 weeks like projected, or drags longer and breaks something in equities?
submitted by /u/Aggressive-Virus4046
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r/bitcoin Mar 4, 10:26 AM
First attend of Playing with Market Hi Girls and Guys.
Today after the small jump I liquidated 15% of my stake for the first time. Bringing a little fun in it today. Let’s see if I can get back in a little cheaper. :)
Game on :)
submitted by /u/wonderboyfg
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r/bitcoin Mar 4, 02:36 PM
Humpday bitcoin at $72.4K now Let’s pile it on NOW so everybody jump on da train is about buying a little bit NOW!
submitted by /u/sushimike1961
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r/wallstreetbets Mar 4, 04:44 PM
Blacksky gain and a lesson learnt I bought 1000 shares at $17.8 last week and sold 10 $25 03/20 CCs right away, thinking there would be no way to get assigned. The war broke out and Blacksky benefits from it pumping the stock really hard. Despite juicy profits, I’m not happy because I’ve made the same mistake to rklb, qqqm etc, which amounts to $20k loss last year due to closing CCs. Why don’t I learn the simple lesson that I should stay away from options. I hope this time is different.
submitted by /u/ccgogo123
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r/bitcoin Mar 4, 04:24 PM
👌 Mi viejo aún cree que Bitcoin es una estafa. Mi banco me paga 0,01% de interés. El peso se devalúa 50% anual. Y todavía hay gente que pregunta si es tarde para comprar. No es tarde, recién están entendiendo los que llegaron antes.
submitted by /u/PeaMuch5965
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r/bitcoin Mar 7, 03:02 PM
INTRODUCING THE EHR5 — Health, Right on Your Finger submitted by /u/EZhealth-USA
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r/bitcoin Mar 4, 05:03 PM
Digital Credit Explained Digital Credit Explained : the core vocabulary of digital credit markets — including yield, return of capital, collateral, counterparty risk, loan-to-value (LTV), rehypothecation, and on-chain verifiability.
These concepts form the analytical foundation for evaluating digital credit structures.
submitted by /u/BarnacleNo8441
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r/bitcoin Mar 4, 05:47 PM
Are any of you guys following the BitRefill hack? I've been using BitRefill successfully for many years for everything from groceries, cell phone bills, Amazon, etc. They're awesome, and they support Lightning Network payments.
About a week ago I noticed that a couple of the Amazon cards I bought from them failed to activate. I reported it, they sent me two replacement cards by email, the cards worked, and figured that was the end of it.
Then a few days ago they went offline without warning to fix a "security vulnerability." They've been offline for four days. I never keep any money on their site (not your keys, not your coins and all that) so I don't personally have any skin in this game, but I'm kind of worried about these guys. They were the best in the business and I'd hate to lose them.
Anyone have any inside info, experiences, or thoughts on the matter?
Here's their incident page if you're interested in following along:
https://nitter.net/bitrefill
submitted by /u/my-hearing-aid
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r/stocks Mar 5, 02:22 AM
Beast Mode - Tomorrow? We going XGames mode tomorrow? Feel like there was some good momentum today, excited to see how things play out, sounding like there might be a resolution brewing, some good news before The Weeknd would not hurt
submitted by /u/Green-Instruction957
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r/investing Mar 5, 02:59 AM
All these years, the only gold I knew about was jewelry. I did not realize there was also a modern version. Is anyone here experienced with gold? I recently came across digital gold and just learned that it is backed by fine gold. I looked it up and found out that fine gold is equivalent to 24k, which means about 99.99 percent pure gold. Then I started thinking why many people still buy gold jewelry as an investment. Based on my experience, Usually the jewelry most people can afford is around 18k or lower in purity, so it is not fully pure gold.
It is difficult to liquidate. There is an appraisal process, pawnshops give discounted prices, and sometimes the offer is very low. The process can also take time.
Wear and tear can affect the value. Not everyone also has the same taste in jewelry design, which can make it harder to sell.
Meanwhile, with digital gold,
It is supposedly 100 percent pure.
You can sell it instantly online since it is already on trading platforms.
Its value is tracked by live gold prices.
I do not have the most innovative or tech savvy mind, so please bear with my limited understanding of things like this.
submitted by /u/Glyzzza_
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r/stocks Mar 5, 12:36 AM
Grab- long term Whats your opinion on Grab for a long time investment?
Grab is big in SEA and doesnt have any presence, yet, on western world.
Do you think its a good long term hold? Has anyone bought any recently?
submitted by /u/EnvironmentalSide174
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r/investing Mar 4, 11:49 PM
UiPath - a contrarian play Tired of posts about Adobe, Novo, PayPal, and whatever other falling knives people are trying to catch? I have an actual deep value play for you. This stock is down 80% since IPO, which has caused Wall Street to ignore it. They’re sleeping on the company’s fairly recent agentic AI business pivot.
UiPath has switched over from robotic process automation to agentic AI. All that stuff everyone is excited about with Claude? UIPath is using Claude, Chat, Gemini etc to design enterprise grade AI agents. You really can’t vibe code your own software if you’re a big company, no matter what Twitter and Reddit tell you. (Comparative advantage and liability reasons, mostly liability reasons)
Fortune 500 companies will NEED enterprise grade agents. They will choose to work with UiPath rather than hire software engineers in house. Oh, and UiPath already works with 60% or so of the F500.
The stock has been consolidating under $20 for months, and recently got hit by the ridiculous SaaS selloff. I opened a long position in mid January and have since averaged down throughout the crash in the share price.
UiPath already has the people, the infrastructure, the customer base, they’re LLM agnostic, and they recently achieved GAAP profitability. Founder CEO who owns over 10% of the stock.
Some more numbers:
- Forward PE of ~15
- YoY revenue growth of 16% as of their most recent earnings report
- Zero interest bearing debt
- $1.8B in ARR
Point72 recently tripled their position. Earnings next week. Don’t say I didn’t warn you.
submitted by /u/JamesSt-Patrick
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r/wallstreetbets Mar 4, 11:25 PM
Someone fucking explain why Walmart ($WMT) is at 47x earnings? The stock has nearly tripled in three years.
https://preview.redd.it/xvtibjk234ng1.jpg?width=837&format=pjpg&auto=webp&s=b444b8ae85202cb33f1b5d0717b93b11e277a4ad
Low EBITDA growth post 2023, there's been some one-off gains from investments for the GAAP earnings. Growth slowing to 3.35% in most recent quarter, nothing exceptional.
EBITDA
Revenue growth ok at around 5-6%, also should factor higher inflation in recent years, nothing insane.
Revenue
Apparently, it's a tech company because it has a website now. Is the year 1999?? It has generated solid margin from selling ads on its website but traffic seems flat though so guessing growth will slow.
Traffic
If you compare it to other defensive stocks like Coke which have similar growth, better brand, international growth potential and a 25x PE - unsure why Walmart is so rich. I mean it's Walmart. I'd much rather own Costco then Walmart.
Tell me why I shouldn't put my life savings into Walmart puts? Bought some puts already but thinking of going bigger:
https://preview.redd.it/nkpl60px34ng1.png?width=1085&format=png&auto=webp&s=bf17568022a1423456f8cc815c0e6ed6f53c3f3b
submitted by /u/ini0n
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r/wallstreetbets Mar 5, 01:34 AM
Broadcom +5% after-hours on Q1 2026 earnings beat. Revenue +29% YoY to $19.3B, AI +106% to $8.4B, guides $22B Q2 vs $20.6B est, $10B buyback For nerds: https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-first-quarter-fiscal-year-2026-financial
Source: https://www.cnbc.com/2026/03/04/broadcom-avgo-q1-earnings-report-2026.html
Broadcom reported better-than-expected earnings and revenue and issued a strong forecast for the current period, as the chipmaker continues to benefit from the artificial intelligence boom. The stock rose 5% in extended trading on Wednesday.
“We have line of sight to achieve AI revenue from chips, just chips, in excess of $100 billion in 2027,” Broadcom CEO Hock Tan said on a conference call with analysts. “we have also secured the supply chain required to achieve this.”
Here’s how the company performed in comparison with LSEG consensus:
Earnings per share: $2.05 adjusted vs. $2.03 estimated
Revenue: $19.31 billion vs. $19.18 billion estimated
Revenue jumped 29% year over year during the fiscal first quarter, which ended on Feb. 1, according to a statement.
Net income increased to $7.35 billion, or $1.50 per share, from $5.50 billion, or $1.14 per share, in the same quarter a year earlier. Adjusted earnings exclude stock-based compensation and tax adjustments.
For the second quarter, Broadcom said it anticipates a 68% adjusted profit margin, higher than StreetAccount’s 66% consensus. The company said it’s looking for $22 billion in revenue, beating the $20.56 billion average estimate, according to LSEG.
The guidance includes $14.8 billion in semiconductor solutions revenue, higher than StreetAccount’s $13.06 billion consensus.
Broadcom helps other companies translate their chip designs into silicon, providing intellectual property and backend technologies before they’re sent off to chip fabrication plants from companies such as Taiwan Semiconductor Manufacturing Company. It’s a role that’s gained importance as Amazon, Google, Meta and Microsoft design customized chips.
AI revenue soared 106% from a year earlier to $8.4 billion, “driven by robust demand for custom AI accelerators and AI networking,” CEO Hock Tan said in the statement. Tan had projected a doubling of AI revenue in December.
Broadcom reported $12.52 billion in revenue from semiconductor solutions, higher than the $12.25 billion that analysts polled by StreetAccount expected. During the quarter, Broadcom announced new Wi-Fi 8 chips.
For infrastructure software, Broadcom said it generated $6.80 billion in revenue, lower than StreetAccount’s $7.02 billion consensus.
In recent weeks, investors have become more concerned that generative AI models could pose competitive threats to mature software companies. The iShares Expanded Tech-Software Sector Exchange-Traded Fund is down about 19% so far this year.
“Our infrastructure software is not disrupted by AI,” said Tan, whose company acquired server virtualization software company VMware in 2023.
Broadcom said its board authorized up to $10 billion in new share buybacks through 2026.
In December Tan sa
r/bitcoin Mar 7, 04:41 AM
What is this really? We’re barreling towards a recession if not in one already. A war of choice with Iran. Why is bitcoin trading like NASDAQ lite?
submitted by /u/Kwbneddit
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r/bitcoin Mar 7, 08:47 AM
It’s been 121 days since Bitcoin last hit $100k I got curious and checked how long it's been since Bitcoin last hit $100k.
Turns out it's been about 121 days.
Made a simple timer just for fun
Kind of funny seeing the counter just ticking up.
submitted by /u/n2j2r
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r/bitcoin Mar 7, 08:46 AM
Qsa369 Respect,peace hemp union Check the music
submitted by /u/Past-String9954
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r/bitcoin Mar 7, 05:58 PM
Help Has anyone ever heard of Stephe Offman based out of Halifax NS?
submitted by /u/curious_spectrum
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r/bitcoin Mar 7, 11:59 PM
Tried to buy… Just tried to buy a game on steam with a debit card. Took the money from my account, transaction is still pending, declined on steam.
Middleman has my money in limbo where I can’t access my funds and have to wait hours or even business days to return.
Times like this are why I support bitcoin.
submitted by /u/minimorsels
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r/wallstreetbets Mar 3, 08:19 AM
Iran and bitcoin According to me the driving force behind the rise of bitcoin has been sanctioned countries like Iran N Korea and Russia using Bitcoin for cross border flows instead if USD. If regime change happens in Iran the need for BTC in Iran will go away as sanctions are lifted. what will be the effect on BTC price? Discuss
submitted by /u/Autobot1979
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r/wallstreetbets Mar 3, 07:29 AM
The Real Monster 💀 The Real Monster!
submitted by /u/mscingermany
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