Waller sounding dovish gave us a nice boost, but I am pretty skeptical about holding long positions over the coming labor day weekend. Whenever we have active geopolitical risks like the us/Iran situation, carrying positions over a long weekend feels …
DeepSeek plans to deploy at least 160,000 Huawei Ascend 950DT chips at its new Inner Mongolia data center, potentially creating one of the largest known clusters of Chinese AI accelerators. For context, China’s first publicly reported 10,000-chip Huawei cluster only …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) …
This subreddit seems to be pretty divided on Nike, on one hand, you have people saying it is currently cheap, on the other side there are people saying it is a dead brand. It is down 80% from its ATH, …
People might still treat NVDA like a basic semiconductor stock, but data tells a completely different story. Nvidia reported $99 billion in existing equity investments, plus another $25 billion lined up in future commitments. Pretty much effectively running one of …
[https://blogs.nvidia.com/blog/nvidia-to-acquire-hugging-face/](https://blogs.nvidia.com/blog/nvidia-to-acquire-hugging-face/) >I’m excited to announce that NVIDIA has agreed to acquire Hugging Face for $12,930,300,000. Together, we will scale Hugging Face’s platform, strengthen its infrastructure and expand access to AI for developers and institutions worldwide. >Over the past decade, Clem, …
**This post was written by a human. I do not write Reddit posts with an LLM.** Remember when Nvidia acquired Groq chips for $20 billion? [https://groq.com/](https://groq.com/) Groq chips do not use external memory such as HBM or DDR for AI …
I have been looking at some stocks that have deteriorated quite a bit since IPO and have started a recovery journey (think American Eagle). Now Petco has been on my radar for more than a year now since it had …
**I'm** a casual trader with only about $33,000 in stocks, but I'm seeking advice on if and how to sell my 4 highest returns. RCL - Royal Caribbean, 6.3 shares, +164%, $1,680 BB - BlackBerry, 553 shares, up +93%, current …
The company now expects fiscal 2026 revenue to decline 5% to 7%, compared with its prior forecast of revenue remaining flat or declining up to 1%. That’s bad. That’s really bad. I’m a Nike shareholder and it worries me that …