Hi everyone, I wanted to start a discussion around the recent 15-year power purchase agreement (PPA) signed between Constellation Energy ($CEG) and Walmart ($WMT). Up until now, the prevailing market thesis was that only Big Tech hyperscalers (Microsoft, Meta, Google) …
So I’ve been looking at Sysco as a potential buy here soon, just curious on some of your guys thoughts . They are the largest food distributor in NA, and controls about 15-20 percent of the whole US food distribution …
Management's main thesis (that bulls are heavily buying into) is that the shift to agentic computing is inevitable, and Microsoft is perhaps the best positioned to capture value at every layer amid this transition. The argument runs like this. 1. …
Long term seeker, first time writer, I need to challenge my own thesis to reduce or add more capital. I'm not going write everything but just a current overview. This is a boring company with possible huge tailwinds. Bears used …
I’m primary a buy and hold guy. Using my account like a savings account. I was over 200% and stoked last year and then about 8 months ago my account seriously lost. 🤣 I’m at about 24% overall now. Actually …
Let’s say I have Stock A which currently is at a loss of -$10k and Stock B which has gains at $10k. If I sell both Stock A and Stock B my gains for the year will be 0 so …
The meme stock scheduled posts will now run weekly and post Saturday afternoon and won't be a sticky; you're probably seeing this because automod sent you here! [Full list of meme stocks here.](https://www.reddit.com/r/stocks/wiki/meme-stocks) This will be updated every once in …
I have been lurking here for probably twelve years. Late thirties, married, one kid in elementary school. For years I told people at parties that I was a stock picker, that I did my own research, that I was diversified …
A short squeeze requires a massive community narrative to function, and Wendy’s is uniquely positioned for this. Unlike sterile corporate brands, Wendy's has spent a decade building an internet subculture defined by snarky, irreverent social media behavior. This exact brand …