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BUY

16 Investment write-ups to look at

REDDIT / Away_Definition5829 / Jun 30, 2026

Another set of company write-ups from Substack authors, all from within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com/](https://gilescapital.substack.com/) # Americas **Elliot's Musings** on [**Micron Technology**](https://alphaseeker84.substack.com/p/micron-technology-mu-q3-fy2026-results) (🇺🇸 MU US - US$1.3tn) Latest quarter beat …

BUY

YOLO - Market Doesn't Understand Mattel (MAT)

REDDIT / PKLeor / Jun 30, 2026

The market seems to think it has Mattel figured out - (I miss you, em dash) a floundering toy maker that can only hope for a consumer discretionary recovery. Softer than expected demand for its toys over the holiday season …

BUY

VCP on UPST

REDDIT / Ttrutygr / Jun 30, 2026

on 1D interval, beginning Feb11th until present. Looks like VCP to me; something to watch.

BUY

Relay Therapeutics up AGAIN today

REDDIT / IamWisdom / Jun 30, 2026

This stock keeps climbing.. The combination of a Phase 3 breast cancer trial underway, a potential accelerated approval path in vascular anomalies, FDA Breakthrough status, and two years of cash is a pretty compelling setup for a clinical-stage biotech. Every …

POST

Any downside to "tax-exempt" money market funds like MCSXX or FFTXX?

REDDIT / churningaccount / Jun 30, 2026

I'm wondering just generally if they come with more risk than the treasury or repo-backed ones. Do they stay pegged at the NAV? Do they have more uneven returns because they are muni-backed? But if you want the context, you …

POST

Has anyone else looked into INFQ (Infleqtion)

REDDIT / Forsaken_Meat_9996 / Jun 30, 2026

INFQ (Infleqtion) is the rare quantum name with real defense contracts behind it. Why is it on my watchlist.? It’s a neutral atom quantum computing and sensing company, and the draw is that the deals are tangible. They’ve partnered with …

POST

Please participate 👇👇

REDDIT / B2thelak3 / Jun 30, 2026

Crypto bear market till end of year?? On par with 4 year cycle 🔁 [View Poll](https://www.reddit.com/poll/1uja24k)

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