r/ValueInvesting

BUY

I spent a week pulling Pentagon AI procurement data from USASpending.gov. Found that BAH was sitting on a $6.4B AI contract ceiling while trading at ~$9B market cap. They announced a $720M acquisition this morning confirming the thesis.

REDDIT / JoeInOR / Jun 23, 2026

I've been building a pipeline on [USASpending.gov](http://USASpending.gov) \- 30 million rows of federal contract data going back to 2020. I've written a few pieces on this data before, mostly about DOGE cuts and defense spending patterns. This one is different …

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POST

Broadcom, Intel and SKYECHIP - similarity

REDDIT / Tedious-Butcher / Jun 23, 2026

Not going to make this too long. All of their ceo are from malaysia. All three leaders sit at the center of infrastructure demands for Artificial Intelligence. Broadcom builds the custom AI networking chips, Intel manufactures advanced node processors, and …

POST

Don't understand why Microsoft and Meta have been punished but Google and Amazon appears to be doing well despite all of them have massive capex

REDDIT / SignalConfident1355 / Jun 23, 2026

Can somebody explain it like I'm 5?

POST

Netflix- A good buy now?

REDDIT / New_reditt / Jun 23, 2026

Is Netflix a good buy at the current price now? It was down around 7% today. Do you see it bouncing back up to the 100s in the near future. Reading multiple articles about ad revenue growth but negatives state …

POST

$SKYECHIP (KLSE/BURSAMY) - Similar to Broadcom

REDDIT / Tedious-Butcher / Jun 23, 2026

It is a malaysia stock under BURSA with 53% profit margin. The cap is still relatively small around $1B market cap. One of the director used to work in Intel, Broadcom and Altera. Lots of experience in overseeing technician work. …

POST

74x volume spike on TSX-V today – name change to “AI” + paid promo (we passed)

REDDIT / SDBcop / Jun 22, 2026

Hey r/ValueInvesting , Quick case study from today’s market action on the TSX-V. (Canadian venture market, my niche specialty) One micro-cap name (**MIVO.V – now Miivo AI**) saw its volume explode **74x** its average. The move? +3.9% on the day. …

BUY

Seneca Foods Corp ($SENEA) is a Small Cap Food-Packaging Company With Positive Recent Price Action and Numbers That Seem to Indicate This Could Be a Nice Value Play

REDDIT / HugeFalconMunee / Jun 22, 2026

Seneca Foods ($SENEA) is a vertically integrated food packaging company currently valued around $1 Billion Market Cap. It's business includes seed production, crop harvesting and packaging. Familiar brands include: Aunt Nellie's, Green Valley, and Libby's, to name a few. The …

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BUY

Smith & Nephew (SNN)?

REDDIT / Senior_Tadpole_3913 / Jun 22, 2026

I’ve been looking into Smith & Nephew recently and am considering starting a position at around the current price (\~1113p). A few things stand out to me. The share price is still well below where it was in 2021, yet …

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BUY

Salesforce down 30% in 14 straight red days at 10.5x forward earnings. The software massacre has gone completely detached from fundamentals. What is anyone actually doing here?

REDDIT / -----Marcel----- / Jun 22, 2026

Salesforce is now down roughly 30% in the last 14 trading days. 10.5x forward earnings. 14 straight red days. Lowest levels in $CRM since January 2023. One of the most dominant enterprise software companies on the planet, profitable, generating massive …

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SELL

CLSK is up on Meta AI talks and everyone's calling it a pivot play. Here's what the numbers say the narrative is missing.

REDDIT / valbolt / Jun 22, 2026

Everyone on my feed is hyping CleanSpark ($CLSK) right now because of rumored talks to lease data centers to Meta for AI. The stock is pumping on this pivot narrative but if you actually open the 10-Q, the financials are …

Score-0.26

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