Posts
Industrial Picks-and-Shovels Compounders like Amprius, Ouster, Allegro Microsystems (also Nvidia, AMD, ABB etc.)
Amprius is particularly interesting because it has the potential to **reinvest capital at very high returns into a massive TAM**. The business also benefits from a learning curve and **data flywheel**, while demand is supported by something fundamentally necessary: energy. On top of that Amprius sits at the intersection of …
Nvidia, AMD want Trump to keep their chips flowing to China
Nvidia and AMD have reportedly stepped up outreach to the White House and Commerce Department, asking the administration to pressure Congress to drop or soften proposed restrictions on AI chip exports to China that could be added to the annual defense bill. A major target is the bipartisan AI OVERWATCH …
r/Stocks Daily Discussion & Technicals Tuesday - Sep 29, 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 …
Asian Stocks Mostly Fall After Wall Street Sinks and Oil Prices Rise
Source: [https://www.usnews.com/news/business/articles/2026-09-29/asian-stocks-mostly-fall-after-wall-street-losses-and-oil-prices-rise](https://www.usnews.com/news/business/articles/2026-09-29/asian-stocks-mostly-fall-after-wall-street-losses-and-oil-prices-rise) From the article: Asian shares mostly fell on Tuesday [following Wall Street losses](https://apnews.com/article/stock-markets-oil-war-inflation-6b70287210105d208eb0944d589d31f2), while U.S. Treasury yields paused their runup after reaching their highest level in roughly two decades. * Brent crude, the international standard, gained 1.4% to $99.16 per barrel, well above the roughly $72 a barrel …
Thoughts on BWXT bottoming out soon?
Hi, I’ve been looking at BWXT recently and I was just looking for others viewpoints on the stock. It’s had a large pullback from its 52-week high and I’m wondering if it’s bottoming out. On paper it looks great having a monopoly over nuclear parts for the Navy, however, it …
Anthropic's path from AI startup to industry-defining IPO
[https://finance.yahoo.com/technology/ai/articles/anthropics-path-ai-startup-industry-235243135.html](https://finance.yahoo.com/technology/ai/articles/anthropics-path-ai-startup-industry-235243135.html) Sept 28 (Reuters) - Anthropic's IPO prospectus, reviewed by Reuters, laid out a sweeping vision in which [AI](https://tech.yahoo.com/ai/) would reshape the global economy more profoundly than industrialization, electricity and the internet, as the Claude maker moved closer to what could be the first listing by a frontier AI lab. …
Best yield opportunities people are seeing? I'm looking at BAC.PRQ and AGM.PRG
Interest rates are at 20 year highs and continue ticking upwards. In my opinion, the yields for investment grade securities - specifically preferred stocks and bonds - are starting to get interesting. The top two I've identified and am keeping my eye on are: BAC.PRQ - Bank of America preferred …
Weighing the Risks of loading on Uber despite the Waymo threat
All the financial metrics are improving.. pardon my quick n dirty / regard math and analysis but seems Dara K. has Uber’s operational turnaround completely dialed in. Own it already. Thinking of adding more. Uber’s TTM show a powerful upward trend, with revenue growing 16.7% to $55.23B and operating income …
Looking for diversified funds without war profiteering
I'm 29 and getting into diversified investing. I've been buying individual stocks for like 5 years and I realize that's not great given how little I have to invest. I don't want Raytheon, Palantir, Lockheed, General Dynamics, Grumman, L3, etc. Yes I know that they're performing well and likely always …
DCOY after the collapse and warrant dilution: worth holding or is this a dilution trap?
I’ve been looking into Decoy Therapeutics (NASDAQ: DCOY), and I’m curious what people think about the risk/reward here because the situation looks pretty extreme in both directions. The stock has been absolutely destroyed over the past year. It was trading above $40-50 last autumn and is now around $2.24. Even …