If this is not the right forum for stocks and ISA advice let me know and I will move it. Thanks. For context I am very new to investing but have learnt a lot quickly. I started a month ago …
Hey r/stocks, I want to share my current portfolio and the rationale behind a strategy that would likely make most index investors cringe. My portfolio is 100% focused on commodities, energy, and infrastructure. As you can see from the figures …
Hi everyone, I’m trying to get a more grounded view on Celestica (CLS) and would appreciate perspectives from people who follow AI infrastructure or semiconductor-related names. CLS recently reported strong earnings and continues to benefit from AI infrastructure demand (servers, …
This is the weekend edition of our stickied discussion thread. Discuss your trades / moves from last week and what you're planning on doing for the week ahead. Some helpful links: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on …
Hey everyone, I’m planning on buying Cerebras (CBRS) when it IPOs this Thursday (May 14th). I’m a retail investor using Interactive Brokers (IBKR). Given that the IPO is reportedly 20x oversubscribed and the price range was just bumped to $125–$135, …
Hi everyone, I’ve been following the recent rally in SanDisk (SNDK) and other memory-related AI plays, and I’m trying to understand whether this cycle is genuinely different from past memory cycles or if it’s still likely to follow the traditional …
It seems a safer bet with AI is not to bet on AI-centric companies like AMZN, GOOG, META, ORCL, etc but on the materials for AI hyper scaling centers. Materials companies like Memory (sanddisk) Disk (eg. western digital) Chips (eg. …
AI stocks have gone parabolic in the past couple of months. It seems everything remotely is related (such as ai infrastructure, construction related, cooling systems) has been going straight up. Meanwhile other stocks that are posting great results are doing …
currently debating between 8/21 expirations to play for a 10-20% pullback. Intel ran up harder and feels more susceptible to FOMO from the 24/7 recycled headlines of potential partnerships but at the same time they are already worth a third …
Hey folks! I am a new trader who has been studying how the stock market works and became interested in it because of meme stocks. That was how I started, and recently, after losing a little money I can afford …