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BUY

($QCOM) Cosa ti aspetti oggi da Qualcomm?

REDDIT / herberttoo / Sep 23, 2026

Pensi che lo Snapdragon Summit possa spingere il titolo ancora più in alto? Settembre é stato un mese molto positivo per QCOM soprattutto dopo la notizia dell’accordo con Amazon, penso che nonostante le perdite future a causa di Apple il …

POST

The bond market is charging hyperscalers an AI premium before the equity market seems to care

REDDIT / Quechivoeth / Sep 23, 2026

Reuters [says](https://www.reuters.com/legal/transactional/corporate-bond-buyers-get-picky-with-flood-ai-debt-2026-09-22/?utm_source=chatgpt.com) spreads on AI-linked corporate debt are around 115 bps right now vs 78 bps for the broader market, while hyperscaler debt issuance is expected to hit $420B next year, up 60%. These are some of the strongest borrowers …

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Solar/Renewable investing for the long term.

REDDIT / _Underscore_Unders / Sep 23, 2026

With the current political climate in the US, solar is beaten down. Globally, solar is expanding much quicker, and the writing is on the walls; It will be a huge part of our future. Outside of obvious ETFs, what is …

BUY

Two ways to buy Anthropic before the IPO (while paying 50% less)

REDDIT / Finding-Rumi / Sep 22, 2026

Anthropic confidentially filed their S1 with an intention of an IPO later this year. I don't have any special context of the company's financial health other than what's publicly available to anyone here, therefore I'm not making the case that …

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What is your next value play?

REDDIT / Virtual_Secretary_98 / Sep 22, 2026

While the market is rallying with some stocks trading at stretched valuations, there still seem to be interesting opportunities out there that have barely moved or are negative YTD (e.g., Uber, Avgo, Reddit) and seem reasonably priced relative to their …

BUY

Which stocks are on discount?

REDDIT / Classic-Smoke-9009 / Sep 22, 2026

For now i own ASTS and PL. I believe in their fundamentals. ASTS is targeting 45 to 60 satellites by the end of 2026. Meanwhile, Google have invested around 10% in PL at the price of 640 million dollars. I …

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Fis and Fisv

REDDIT / Imaginary-Visit-2728 / Sep 22, 2026

Currently down over %10 on both can someone tell me if I’m missing something the market sees that I don’t? as I have large positions in both and they are utterly collapsing and I am questioning myself constantly about the …

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It took you a long time to understand about the stock market

REDDIT / AsparagusMammothom / Sep 22, 2026

When I first learned about the stock market, there were many things that were obvious to experienced investors, but I didn't take them for granted at that time. What things did it take you a long time to really understand?

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