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Looking for the next bottleneck stock
I've seen that companies that are producing chips surged in stock price because AI and everything else requires the use of large memory storage as well as fast data processing. I thought to myself, so what's next after producing so many chips? Informations are processed at ultra high speed, and …
Having trouble determining when to sell
So I'm sure a lot of us have experienced some dramatic run ups in the past few years. One of mine is Corning (GLW) I bought it yearssss ago when it wasn't cool with an average cost of $35. Now my issue isn't the waiting when I understand a company …
Why $TOYO may be a deep-value play trading at an absurd 3x Forward P/E
TOYO Co., Ltd (Ticker: TOYO) looks like a mispriced growth stock that swung to profitability but got slaughtered by retail panic selling. I’m considering opening a position and would love to get this subs opinion on this one. TOYO is a fast-growing \~$300 million market cap green energy company that …
$WEN International is a Goldmine 🍔 Boots-on-the-Ground DD in Jakarta. PT Revised to $23 🚀🚀
TL;DR: The 🌈🐻 jannies at WSB nuked my god-tier Ape DD from the front page because they hate money, so I'm dropping it here for you fellow degenerates instead. 🦍💎🙌🚀 Visited a Wendy's in Indonesia and it was packed to the tits. Burgers sell for 26% less than in the …
16 Investment write-ups to look at
Another set of company write-ups from Substack authors, all from within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com/](https://gilescapital.substack.com/) # Americas **Elliot's Musings** on [**Micron Technology**](https://alphaseeker84.substack.com/p/micron-technology-mu-q3-fy2026-results) (🇺🇸 MU US - US$1.3tn) Latest quarter beat estimates as AI memory chip demand accelerated. Management guided next …
YOLO - Market Doesn't Understand Mattel (MAT)
The market seems to think it has Mattel figured out - (I miss you, em dash) a floundering toy maker that can only hope for a consumer discretionary recovery. Softer than expected demand for its toys over the holiday season appeared to push Mattel stock off the cliff and after …
i've been using earnings date as an automatic position review trigger and it's helped me avoid a lot of unnecessary holds
this sounds obvious but it wasn't obvious to me when i started swing trading i used to enter a swing trade and just manage it based on price action. set a stop, let it run, trail the stop when it worked. didn't really think about the calendar except to avoid …
VCP on UPST
on 1D interval, beginning Feb11th until present. Looks like VCP to me; something to watch.
Relay Therapeutics up AGAIN today
This stock keeps climbing.. The combination of a Phase 3 breast cancer trial underway, a potential accelerated approval path in vascular anomalies, FDA Breakthrough status, and two years of cash is a pretty compelling setup for a clinical-stage biotech. Every day or every few days it has a 5% run. …
Ford rehires human engineers after AI fails to match quality checks
AI bubble is ready to burst