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16 Investment write-ups to look at

REDDIT / Away_Definition5829 / Jul 6, 2026

Fresh batch of company write-ups from Substack authors, published from within the last week or so. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com](https://gilescapital.substack.com) # Americas **alphaseeker84** on [**Micron Technology**](https://alphaseeker84.substack.com/p/micron-technology-mu-q3-fy2026-results) (🇺🇸 MU US - US$1.1tn) Cheap only …

Target$260.00
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The Lounge

REDDIT / AutoModerator / Jul 6, 2026

Talk about your daily plays, ideas and strategies that do not warrant an actual post. This is the place to request buy/sell advice from the community. Remember to keep it civil. Trade responsibly.

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我又犯了一个错误,好在我改进了它

REDDIT / Pulse-snowfall / Jul 6, 2026

周末研究量化选股时,我发现原来的板块判断逻辑有一个明显问题。 用板块涨幅判断板块热度,这只能说明这个板块过去已经涨了多少。 但它回答不了这些问题: 1.是少数龙头拉升,还是多数股票共同上涨? 2.相对强度刚开始改善,还是已经强了很久? 3.内部扩散正在扩大,还是已经开始收缩? 4.当前是主升初期,还是高位加速? 5.板块收益来自真实联动,还是一两只权重股 查阅资料后,我考虑引入扩散度。 即动量扩散、趋势扩散、突破扩散、等权与市值加权差异、板块内部集中度,以及 breadth 的变化率和斜率。 再结合 RRG相对旋转图,去观察板块相对市场处于 Improving、Leading、Weakening 还是 Lagging。 为什么要这么做?很简单的目的:不想在高潮分歧后去接盘。 另外我也注意到一个问题:一只股票今天属于某个板块,不代表两年前也属于。举个例子:拿今年出版的地图,去规划去年的路线。但是去年那条路可能还没修。

POST

What Non Tech, Non AI Stocks To Explore?

REDDIT / West-Bodybuilder-867 / Jul 6, 2026

Currently looking into non tech, non AI, non quantum, non space stocks. I mean I am quite heavy on tech sector and would like to explore other sectors that may have been good to hold for the long. One of …

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vivo

REDDIT / Deep-While-5108 / Jul 6, 2026

Long-term sustainability. If the yield isn't built to last, it's not worth chasing. Risk-adjusted returns matter more to me than the highest headline APY.

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