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1042
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BUY

ASML Earnings Beat Signals More Chip Equipment Spending

REDDIT / Icy_Abbreviations167 / Jul 15, 2026

Second-quarter results: * Revenue reached €9.33 billion, above estimates of €8.80 billion. * Net income was €2.92 billion, above estimates of €2.62 billion. * Gross margin reached 54%, above the previous guidance range of 51% to 52%. * Full-year revenue …

Score-0.47
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The AI model race is getting more crowded but the AI trade is still on

REDDIT / timestap / Jul 15, 2026

I initially thought the capital intensity of frontier AI development meant that it's impossible to catch up with AI labs. But with a bunch of near-frontier model releases recently (some from China), the market is no longer an Anthropic / …

POST

CNBC's full interview with Berkshire Hathaway Chairman Warren Buffett - MSN

REDDIT / NoDontClickOnThat / Jul 15, 2026

[https://www.msn.com/en-us/money/other/watch-cnbc-s-full-interview-with-berkshire-hathaway-chairman-warren-buffett/vi-AA27Y4cj?ocid=socialshare](https://www.msn.com/en-us/money/other/watch-cnbc-s-full-interview-with-berkshire-hathaway-chairman-warren-buffett/vi-AA27Y4cj?ocid=socialshare) For anyone interested, it's about an hour long. It covers his charitable contributions, Bill Gates, what happens to his remaining shares, the investment in Alphabet/Google, etc. At the end, he shared that he recently broke his leg. That made …

SELL

AAPL is overvalued

REDDIT / LAHAND1989 / Jul 15, 2026

That about sums it up. AAPL has no business trading at this multiple in my opinion.

Score-0.40
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Buffett bought the Google position

REDDIT / ActuallyMy / Jul 15, 2026

source: https://www.youtube.com/watch?v=vaHbb3-tHQA Dude is one of us. FOMO'd in at ATH. I'm kidding but I geniunely thought this was Abel

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