Posts
Tesla (TSLA) is more than vehicle volume and robotaxi timelines.
While the main focus remains on vehicle volumes and robotaxi timelines, a lesser-highlighted strength lies in Tesla’s quietly scaling energy business and manufacturing expertise, which could provide more predictable high-margin cash flows than pure software narratives suggest. Against consensus hype around rapid robotaxi dominance, regulatory and technological adoption curves may …
r/Stocks Daily Discussion & Options Trading Thursday - Jul 09, 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 …
SK Hynix US Offering Is More Than 7 Times Oversubscribed - Bloomberg
SK Hynix US Offering Is More Than 7 Times Oversubscribed - Bloomberg Bloomberg reported that SK Hynix Inc.'s US listing is more than seven times oversubscribed, according to people familiar with the matter, as the South Korean memory chipmaker prepares to price its offering Thursday. The sale of 177.9 million …
Market Beaters, which stocks have you thrown the towel in the last 6 months?
For those of you who have beanten the market, did you sell any tickers at loss in the past 6 months? and how many weeks , months of bag holding before you pull the trigger Let me throw mine out for thoughts I sold below in loss 1. Jmia, a …
I am in digital marketing, and I just went full port into Google.
70% of my job is advertising and 30% is SEO. AI had me panicking for a bit because on paper it looks like it's eating my job. Plus, think about Google itself. If everyone is just asking AI, why would anyone even need Google search anymore? Yesterday I had some …
Just a normal but bit extended dip in the last 12 months on SNDK
# Daily High->Low: 6 Dip(s) <= -20% === * Peak 2025-11-12 @ 284.76 -> Trough 2025-11-21 @ 183.00 | DD = -35.7% * Peak 2026-01-30 @ 676.69 -> Trough 2026-01-30 @ 533.00 | DD = -21.2% * Peak 2026-02-03 @ 725.00 -> Trough 2026-03-09 @ 517.00 | DD = -28.7% …
Looking to predict an LP stock's future tax.
Today I learned the small lesson of taxes on 'LP' (Limited Partnership) stocks, even in my IRA. For reference I had small holdings in ET before selling last year, learning of a late tax cost this week. I was surprised that what I considered a large company Energy Transfer LP …
WDAY trades at 44x trailing earnings but the forward multiple tells a completely different story. Dug into Workday.
Workday keeps showing up on "expensive software" screens because of its \~44x trailing P/E. But that trailing number is sitting on a depressed/volatile earnings base, and the forward picture looks nothing like it. Wanted to lay out the bull and bear perspectives. The bull case: \- Gross margin 75.77% - …
A big drop is a buying opportunity. What is everyone buying during this pullback?
Recently, the market has been acting up every few days, and I’ve been using these pullbacks to steadily accumulate solid value stocks that haven’t been overly hyped by AI money. OUST is benefiting from explosive demand in physical logistics and industrial automation. Its cutting edge digital LiDAR technology is taking …
SK Hynix is raising $29 billion it doesn't need in the middle of a chip sector selloff.
SK Hynix is planning a Nasdaq listing this week, right in the middle of this selloff, even though it doesn't actually need the money. The offering could raise up to $28-29 billion, which would make it the second-largest U.S. share sale in history, with trading set to begin Friday, July …