Posts
HPE’s $5B AI backlog is prolly gonna pump these 3 tickers on monday
i am literally losing my mind over this HPE earnings report on monday. that massive 5B ai backlog is insane because that money flows straight through other tickers before HPE ever prints it as hardware revenue. if you want to make money on this you have to front run the …
Is CRWD in a short squeeze or something else?
I wanted to post a year chart of CRWD but it's against the rules. Basically, it's a solid company and has been for a while with great growth but it's gone bonkers over the past month about 64%. Did a bunch of people short it with the overblown AI SaaS-pocalapse …
SpaceX IPO next month: How do we think institutions will play $RKLB?
**Been thinking a lot about the upcoming SpaceX IPO next month and what it actually means for Rocket Lab.** **RKLB has been on an absolute tear lately (hitting that $78B market cap is honestly insane), but I’m a bit worried about a short-term liquidity drain. I know most of us …
The world is burning, but my daily chart is bullish.
Am I the only one who thinks this is all just completely absurd lately? Same madness every morning: You open the news and basically just see geopolitical meltdown, crumbling infrastructure, bureaucratic insanity, war here, war there, and politicians lining their pockets. Basically just this feeling that we're collectively driving straight …
Not sure what to do about mid-caps
SCHD holds a significant percentage of my portfolio. I’m a retiree and I like the fact that SCHD is steady and boring. I like steady and boring a lot. I’ve been thinking about opening a position of DON, also nicely steady and boring, to add some diversification through mid-caps, but …
Exxon warns oil inventories near record lows, price spike ahead
https://qz.com/exxon-oil-inventory-record-low-price-spike-052926 ExxonMobil senior vice president Neil Chapman warned Thursday that global oil inventories are approaching record lows and that prices will spike sharply within weeks, according to [CNBC](https://www.cnbc.com/2026/05/28/oil-inventory-exxon-strait-hormuz-iran-war.html). Speaking at the Bernstein conference in New York, Chapman laid out a stark timeline. "We're approaching unheard of inventory levels," he said. …
r/Stocks Weekly Thread on Meme Stocks Saturday - May 30, 2026
The meme stock scheduled posts will now run weekly and post Saturday afternoon and won't be a sticky; you're probably seeing this because automod sent you here! [Full list of meme stocks here.](https://www.reddit.com/r/stocks/wiki/meme-stocks) This will be updated every once in a while. ------ Welcome traders who just can't help them …
If the AI bubble pops, what happens next?
I’m talking the full picture here. What’s the catalyst that finally tips it over? Then how do things look for the broader market, the economy, society at large, and AI development itself at 30 days out, 90, 180, a full year, and maybe even longer? Is the catalyst something boring …
Quantinuum IPO June 4
The Quantinuum IPO is expected to price on June 3 per E\*TRADE and usually would IPO the next day. There are rumors on X (Shay Boloor) that the stock is 2x oversubscribed. Public companies in quantum, rare earth elements, and semiconductors receiving US government stakes have experienced price spikes. Quantinuum …
Portfolio underperformance
My portfolio mostly consists of high quality mega cap stocks and ETFs. It’s up +4% YTD. I have exposure to banks, waste management, credit cards, PE, software, semis, mega tech, and defensive areas like utilities, Costco and Berkshire. I understand why I’m lagging but it sometimes can be frustrating seeing …