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Would you rather buy NBIS, RKLB, SIMO, or KEEL?
Which stock would you rather invest in: NBIS, RKLB, SIMO, or KEEL? Why would you make that decision? Do you believe one stock has more short term or long term upside? Do you believe one thesis is stronger than the others, especially as 3 of these stocks are very AI-focused? …
the next value play. Is it NOW, MSFT, CRM, INTU?
# INTU * Highest-quality business relative to current valuation. * Dominant positions in TurboTax, Credit Karma and QuickBooks. * Very high switching costs. * AI likely strengthens rather than disrupts the moat. * Trades well below the premium multiple many investors were willing to pay a few years ago. # …
Daily Crypto Discussion - June 23, 2026 (GMT+0)
**Welcome to the Daily Crypto Discussion thread. Please read the disclaimer and rules before participating.** # Disclaimer: Consider all information posted here with several liberal heaps of salt, and always cross check any information you may read on this thread with known sources. Any trade information posted in this open …
The Problem with most MAG7 (AMZN, MSFT, META)
The problem with AMZN, MSFT, and META is GOOGL. My averages for these stocks AMZN ($215), MSFT ($360), META ($600), GOOGL ($160). During Amazon's earnings, the cloud earnings growth was 28%, which is very impressive considering how big AWS already is. This is exactly what investors are looking for reacceleration …
Yep
MU is pricing in some insanely abnormal panic
MU October IV is sitting at over 100% IV for contracts 40% OTM (This is insane by the way) NVIDA in 2023 was the last time this happened on their massive guidance from my research, Meme stocks being another This is a MASSIVE premium on insurance this far out in …
Congress just Banned a Central Bank Digital Currency. How Bullish do you think this is for BTC?
Alphabet added to Dow Jones Industrial Average, replacing Verizon
Key Points * Alphabet will replace Verizon in the Dow Jones Industrial Average on June 29. * Alphabet, the parent of Google, has one of the largest market capitalizations in the world. * Honeywell Aerospace will join the S&P 500, replacing Conagra Brands. * Honeywell would remain in the Dow …
Infleqtion might be a big winner
I will try to summarise what I think it s relevant and important right now and you can deep dive 1. Collab with Nvidia Infleqtion has a collab with Nvidia working at NVQlink - [https://www.youtube.com/watch?v=CYLn56Vc2XA](https://www.youtube.com/watch?v=CYLn56Vc2XA) check video and you can see Infleqtion and Quantinuum as well there 2. USA GOV …
Title: Why is SPHR trading at 100x earnings? What am I missing here?
The Las Vegas Sphere is great and all, I see their marketing on instagram but I genuinely don't understand what's going on with SPHR. Google finance has it at a 110 PvE ratio. Its up 287.08% over the past year. Depending on which data source you use, the stock is …