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r/Stocks Daily Discussion Wednesday - Jul 22, 2026
These daily discussions run from Monday to Friday including during our themed posts. Some helpful links: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * [Bloomberg market news](https://www.bloomberg.com/markets) * [StreetInsider](https://www.streetinsider.com) news * [Market Check](https://www.streetinsider.com/Market+Check) \- Possibly why the market is doing what it's doing including sudden spikes/dips …
Is NFLX a generational short opportunity?
It seems too obvious that NFLX is a heavy short and I want to know if there is anything I am missing. There is too many reasons to thoroughly list them all in detail, but some of these involve: A big one being that NFLX is still viewed as a …
smci fomo here we come
https://finance.yahoo.com/markets/article/supermicro-stock-jumps-on-gross-margin-raise-amid-record-60-billion-backlog-223037795.html so is smci the next “ai picks and shovels” stock to get pumped up 40x? it’s up 18% after hours because the company reported improving margins and (wait for it) a "massive $60b backlog". this is a company with a long list of accounting and governance issues. to me, …
I think Burry is wrong on $CAT
He's short and thinks its overvalued. Not sure if the short is covered but i think he is wrong. **AI & Data Center Boom** \-Construction machinery, these data centers are massive, every company needs one and it takes ALOT of heavy machines to put it all together. Not to mention …
My honest take on google after buying at 375 and selling at 348. What is your take? i dont see google as a leading company anymore.
I think marks the end of an era for google, its safe to say that they are out in ai race and all their other products are already priced in so no thing to expect from them anymore. if you look at kimi reports its been outperforming anthropic and gemini …
The market is severely mispricing Semi stocks
TL;DR: My bull case for semiconductors is that they are becoming the first claim on technology budgets. Spending is being pulled forward and committed earlier across CPUs, memory, networking, storage, custom accelerators, packaging, and semiconductor equipment, while software, consulting, and legacy infrastructure projects are being delayed. I think the market …