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've got a macro observation I'd love to get your take on: Everyone labels memory stocks like Micron and Sandisk as classic cyclical plays, but shouldn't NVDA and AMD fall into the exact same category? At the end …
LYFT looks significantly undervalued to me at current levels. The market’s bearish sentiment appears more severe than the underlying business trends justify. Lyft continues to grow ride volume, generate meaningful cash flow, and expand its strategic partnerships, including in autonomous …
**My Thesis: $TSLA is uniquely positioned to gain market share during this high energy inflation** With all the negative sentiment surrounding high interest rates, sticky inflation, and tightening auto credit, many are writing off the automotive sector as a whole. …
I was digging through Generac’s latest 8-K and this deal with Amazon is a lot more interesting than the headline makes it sound. On September 16, Generac signed a long-term supply agreement with Amazon to provide backup generators for Amazon …
GFS doesn't compete against TSMC because they don't manufacture on small nodes critical to AI chips. But if physical and edge AI become as huge as so many people are saying (even Jensen), robots need many larger chips. I see …
Just interviewed Thorsten Hens, professor of financial economics at the University of Zurich, and asked him the obvious question: is AI a bubble? He said yes, pretty much without hesitation. But the part I didn't expect was that he doesn't …
Mbappe signed with ONON today and in pre market ONON was up 7 % and NKE down 1 %. As soon as the market opened for general trading, ONON went red and NKE flat. Essentially, the market is saying ONON …
Tesla and Uber are approaching autonomous transportation from almost opposite directions. Tesla wants to own the vehicle, autonomous-driving technology and robotaxi network. Uber largely abandoned developing its own driving system. Instead, it wants to connect autonomous-vehicle operators with the riders …
Here are some major problems to consider: Stocks are already at record highs and priced for perfection. 40T+ debt is getting harder to ignore by the day both as the amount increases and rates stay elevated. Iran War is not …