Posts
WVE: Wall street dosen't know how how to price clinical trial data
The position is $6 calls on WVE expiring July 17th. The stock trades for $6.33. Thesis/DD: 1. **THE CATALYST:** The stock fell 50% over a month ago after data on WVE-007, an obesity medication, that showed "less fat burning" than standard GLP-1 agonists that are usually used to treat obesity. …
Photronics (PLAB). A great Picks and Shovels play during the AI and Data Center Boom
Hey guys - so I've seen some discussions on Photronics in the past but wanted to bring this back up again, especially with the focus on AI/Semis/Data Centers. I believe that PLAB is a great picks & shovel play in the industry, and with them being the only major player …
$MU became the AI memory trade nobody wanted to chase. What is the next “obvious in hindsight” chip-adjacent play?
Micron turning into a trillion-dollar AI winner still feels crazy. A year ago most people were focused on GPUs, hyperscalers and software. Now memory is suddenly the bottleneck everyone cares about. HBM demand is tight, pricing power is back, and the whole thesis looks stronger than it did when the …
r/Stocks Daily Discussion Wednesday - May 27, 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 …
UiPath (PATH): Consistent Growth Without Correlation in Stock Price (DD)
Hi Everyone, Second time posting DD in here. If you're interested in seeing my first post it is linked [here](https://www.reddit.com/r/stocks/comments/1m3s9fm/maxlinear_mxl_a_return_to_profitability/). I posted about MaxLinear, and unfortunately didn't put my money where my mouth was, although I was very right. While it's cocky of me to think that being right once …
NOK & BB might be the most misunderstood AI plays on the market right now
Nokia is building AI-era network infrastructure. BlackBerry is securing AI-era machines. That’s the thesis. Nokia: • AI data center networking boom • Nvidia + AWS partnerships • AI-RAN + 6G positioning • AI/cloud orders surging BlackBerry: • QNX in 275M+ vehicles • AI-driven cybersecurity demand rising • Autonomous vehicle + …
Everyone writes off solar as speculative. First Solar has a 30% net margin and trades at 16x earnings.
First Solar is the only major US-headquartered solar manufacturer and they make thin-film cadmium telluride panels, which is a different technology than the silicon panels most Chinese manufacturers produce. That distinction matters more than people realize rn. ROIC: 12.6% (5yr avg: 5.8%) Gross margin: 41.7% Net margin: 30.7% FCF margin: …
Micron Joins the $1 Trillion Market-Cap Club.
As the S&P 500 touched a fresh intraday record high, another major milestone was seen in global equity markets. Micron Technology briefly crossed the $1 trillion market-cap mark for the first time, driven by strong investor optimism around AI-led demand for memory chips, especially HBM and data-center-related products. With this …
AMPX Update--Been a crazy week, let me explain
Hey everyone, I posted about AMPX just 8 days ago and I already have a lot to cover. This stock has been very active since then and a lot went down, good and bad. The Good News On May 19^(th), AMPX announced a partnership with Matternet to advance drone delivery. …
AMPX Update--Been a crazy week, let me exlpain
Hey everyone, I posted about AMPX just 8 days ago and I already have a lot to cover. This stock has been very active since the and a lot when down, both good and bad. The Good News On May 19^(th), AMPX announced a partnership with Matternet to advance drone …