Posts
Mark Zuckerberg said AI was behind schedule last week but Meta's up by 22% in last 10 days.
Meta was up about 6% today and gaining roughly 22% over the last 10 trading days. That's a genuinely interesting move because earlier this week Zuckerberg himself said the company's AI agent progress had been 'slower than expected', and before that the stock had been under real pressure over capex …
Hear me out here: AAL puts.
Iranian oil impact on fuel prices may well not have shown up in the previous estimations, given everyone believed the war was going to end shortly. While a lot of airlines carry fuel hedges, American doesn't. Delta more than most, and Delta just assured everyone they'll be fine; that doesn't …
Brent broke $76 on Iran strikes and the waiver kill, Shanghai cracked 4,000, and I think the whole move finished in 72 hours
I watch the oil tape most mornings because my oldest position is still an integrated major I bought too high in 2022 and I need to know when to fold it. I still have not folded it. So when CENTCOM confirmed 80+ targets inside Iran on July 7, air defense …
I don’t understand market psychology
Can someone please explain to me why gains cause panic? I constantly see people asking “when do I sell this?” “How much higher can it go?” And all other kinds of questions that lead back to, I’ve made money so surely the trend has to reverse. I don’t understand that. …
Using Margin to buy stocks thoughts?
Simple question for everyone here. I just wanted to hear everyone's thoughts. I been using margin since the start of the year (I use Fidelity as my brokerage, been thinking to switch over to another brokerage since the rate is a little less than half of the rate Fidelity uses). …
SK Hynix ADR vs DRAM. Does anyone understand the inclusion into DRAM mechanics?
I read the SK Hynix ADR is supposed to open at $180, roughly 20% higher than the Korea ticker. Does that mean the ADR will start being added into DRAM at the 20% premium? So DRAM won't actually benefit from any of the 20% increase in price? And are the …
My Portfolio vs S&P 500 (Last 3 Weeks)
My portfolio is up +8.84% over the last 3 weeks vs +1.66% for the S&P 500 (though the S&P caught up a bit this week). It feels like money is finally rotating into my sectors. What do you think guys? Is this just a short-term lucky streak, or are we …
SK Hynix Prices Record $26.5 Billion Nasdaq ADR Offering at $149
South Korea’s leading memory chipmaker raised funds through the largest-ever foreign U.S. equity listing via 177.9 million American depositary receipts under ticker SKHY, capitalizing on its dominant position in high-bandwidth memory for AI accelerators. SK Hynix Inc. priced 177.9 million American depositary receipts at $149 each on July 9, 2026, …
r/Stocks Daily Discussion & Fundamentals Friday Jul 10, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't 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 individual stocks * …
How do you guys feel about airlines?
I know that airlines are often seen as super risky investments because of the cyclical nature of their business, but how true is this? We saw the once almighty Pan Am go bankrupt decades ago, spirit is now gone, but the current big 3 (Delta, United, AA) seem to be …