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POST

Russia Vs Poland

REDDIT / Hobbsy107 / Jul 3, 2026

Anyone eyeing European war stocks in case Russia do invade Poland or the Baltic states?? Feels bad to profit of this but there’s got to be some money to be made??

POST

Russia Vs Poland

REDDIT / Hobbsy107 / Jul 3, 2026

Anyone eyeing European war stocks in case Russia do invade Poland or the Baltic states?? Feels bad to profit of this but there’s got to be some money to be made??

POST

AI Stocks are being manipulated by big whales - Am I wrong?

REDDIT / Mundane_Bit3096 / Jul 3, 2026

Hello everyone, So I read the other day that almost 90% of all stocks are roughly owned by the richest 10% of individuals (directly or through institutions). I'm really new to the game of investing in stocks. I have however, …

POST

Sandisk earning forecast

REDDIT / Inside_Pressure_1508 / Jul 3, 2026

|Sandisk 4-6/2026||||| |:-|:-|:-|:-|:-| |Metric|Wall Street Consensus|Management Guidance Range|Whisper Numbers|Mine| |Revenue|$8.28 Billion – $8.35 Billion|$7.75 Billion – $8.25 Billion|9.15B|12B| |EPS (Non-GAAP)|$33.17 – $34.26|$30.00 – $33.00|$37|$46| |Gross Margin|\~79.0%|79.0% – 81.0%| |83%| |||||| Micron last reported NAND revenue $10B 100% Q/Q growth. Sandisk …

POST

£ALRT Secure £226K contract with Ministry of Defence

REDDIT / hayl4bulb / Jul 3, 2026

Defence Holdings (£ALRT) has just officially secured a £226K annual contract with the UK MoD. This follows from an initial announcement last month from the government, and the project is now officially running. This marks the first known contract and …

TARG

The Meta version of my Microsoft capex breakdown

REDDIT / stockoscope / Jul 3, 2026

Earlier this week, I posted a breakdown here revisiting [Microsoft's](https://www.reddit.com/r/ValueInvesting/comments/1uio0by/six_months_ago_we_called_microsoft_overvalued_at/) valuation in light of its AI capex. Here's the same analysis on Meta. I won't repeat the methodology, it's all in the Microsoft post. Just the Meta setup and results. …

Target$659.00
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