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besides myself, is anyone else concerned that micron is now considered a value play?
VTV's largest holding is now micron, MU - all because one of it's heaviest factors is the Forward Price-to-Earnings (Forward P/E) ratio. Over the last year, Micron's stock price skyrocketed due to the massive demand for its AI-linked high-bandwidth memory chips. Normally, a massive price spike pushes a stock straight …
Did I Discover The Biggest Opportunity In The Market?
Data is the most valuable asset in the world. It is how all the big companies know exactly what you want, when you want it, and how you like it. Have you ever been thinking in the shower about something random, and then all of a sudden you get recommended …
Why panic when a big name sells?
After Strategy sold BTC, many people suddenly seemed bearish. If your long-term view on Bitcoin hasn't changed, why does one big sale suddenly change everything? Is this genuine concern, or just short-term market noise?
Valuation multiples are just compressed DCFs
Last week I wrote an article explaining the basics of valuation using a lemonade stand, and people seemed to like it. So I wrote a follow-up on valuation multiples and how they relate to discounted cash flow formulas. Basically: which multiples actually make economic sense, which ones are useful for …
Best long term hold cryptocurrencies?
I’m currently wanting to expand my crypto account into new coins that have a good potential of a long term hold 10+ years. Curious which coins y’all would recommend adding to the collection.
Alzinova is on the move
Today alzinova moved a lot due to a study suggesting that their Alzheimers Treatment could become best in class. They have a lot of Potential and are currently on the lookout for Partners. Due to their best in class potential, alzinova might get very good offers from big Players. Biostock …
Here’s Why Strategy Sold $216M Worth of Bitcoin
By now, we have seen the historic news of Saylor’s Strategy selling $216M in Bitcoin. Some of you may be shocked, or confused as this contradicts his promise to “never sell your Bitcoin”. I broke down the mechanics in a full analysis, figuring out why Strategy unfortunately has to do …
r/Stocks Daily Discussion & Technicals Tuesday - Jul 07, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on …
As Buffett said, I started with A's and went through companies one by one. After 8 years of doing it, I built a tool for it.
For the last 8 years, outside my day job, I've been going through companies one by one — country by country, index by index, starting with the A's. The way Buffett described doing it with the Moody's manuals. The data piled up. Notes everywhere, research I'd redo because I forgot …
July Earnings - what are you all planning to focus on?
I'll looking at INTC, TSLA, and TSM. I hope **TSM** will bring some good news. [Calendar Source >>](https://www.moomoo.com/us/events/welcome?global_content=%7B%22promote_content%22:%2211067213%22,%22promote_id%22:20795,%22promote_type%22:43,%22sub_promote_id%22:1%7D)