Posts
New York just froze new AI data center permits over power costs. Does this actually slow the AI capex trade?
Hochul signed an executive order pausing new hyperscale data center permits (50MW+) for up to a year unless the builders bring their own power. First state to do this outright. Virginia's grid is already eating something like 1 in 4 kilowatt hours on data centers and Texas has a 233GW …
r/Stocks Daily Discussion & Options Trading Thursday - Jul 16, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options 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 …
TSMC Quarterly Revenue US $40.2 billion (up 36% YoY)
​ TSMC Q2 2026 Quarterly Results: Revenue = US $40.2 billion (up 36% YoY) \[Guidance was US $39 to US $40.2 billion\] Gross Margin = 67.7% (up 15.5% YoY) \[Guidance was 65.5% to 67.5%\] Net Income = US $22.37 billion (up 77.8% YoY) Earnings Per Share = US $4.31 (up …
Reddit's 2026 Stock Picks: What actually performed?
We're basically halfway through 2026, so I went back to the "Reddit's 2026 Stock Picks" thread from Jan 1 (the one that ranked the most-mentioned names across r/stocks, r/wallstreetbets, and r/investing) and checked how those picks actually held up. Everything below uses mid-July numbers, so it's approximate. I'm not pretending …
IBM's crash is a bullish signal - for the semiconductor industry
IBM crashed and blindly took down the semiconductor industry. When in reality, it should have been a bullish signal. 1. IBM fell due to weak sales forecasts, driven primarily by the soaring cost of memory. 2. This doesn't mean the semiconductor industry is in trouble. Instead, it indicates that memory …
Fed Chair Warsh: If AI companies disappoint investors, capital will dry up.
Pretty harsh word from the new chairman, is this the reason of today sell off? During the live Q&A session of his congressional testimony, he expanded on this dynamic when questioned about the sustainability of the massive high-tech capital expenditures (cap-ex). His broader remarks on the issue were: *"We don't …
Stripe and Advent offered $53 billion for PayPal. Legacy fintech now cheap or were never expensive
PayPal jumped nearly 20% premarket today after Reuters reported that Stripe and private equity firm Advent International made a joint takeover offer of $60.50 per share, valuing the company at more than $53 billion. That's a 28% premium over Tuesday's close of $47.37. They first approached PayPal back in April, …
“There may be a miracle working in my husband’s head right now as he sleeps beside me”: Amazing DRTS patient testimony from GBM trial!
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