REDDIT
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Raw signal, scraped and timestamped.
Source material behind every call on the tape.
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r/Stocks Daily Discussion & Options Trading Thursday - Jul 02, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options aren't your thing then just ignore the theme. Some helpful day to day links, including news: * …
REDDIT
Market's obsessed with Nvidia while gold is up 70% and silver nearly doubled this year.
I m going to sound like a boomer saying this but while i have been watching nvidia earnings and arguing about whether AMD is a buy, gold hit $4,500 an ounce this year which is up roughly 70% in 12 …
REDDIT
Meta entering the cloud space is NOT a bear case for semiconductors. In fact, it's the exact opposite. Change my mind.
So the entire semiconductor sector took a massive dump today (Micron -10%, AMD -7%, NVDA -2%). Why? Because Bloomberg reported that Zuck is planning to rent out Meta's "excess" compute capacity and AI models to third parties. Wall Street read …
REDDIT
Wendy’s makes earnings projections regularly, has a new CEO, pays a 6% dividend. What’s the rub?
On a lark I bought 200 shares of Wendy’s. B/C of Reddit I looked it up and the price trading range is not alarming, it pays a great dividend, and if a bunch of folks buy and run up the …
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Makes a fortune in cash. Costs almost nothing to run. Protected by patents until 2037. COLL at $35 looks too cheap.
TL;DR: Collegium ($COLL) sells patent-protected extended-release drugs for pain and ADHD. Asset-light, 61% gross margins, ~$290M owner earnings, revenue compounding ~20% for five years. Including ~$488M of net debt, the whole enterprise trades around 5.6x owner earnings. I think the …
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Where do you keep your emergency fund?
I've been trying to get better at managing my money, and one thing I'm still unsure about is where to keep my emergency fund. Some people recommend a high-yield savings account, while others suggest money market funds or short-term Treasury …