Posts
HPQ Massively Undervalued
HP has been completely left behind in the AI trade-- market cap of $20b is peanuts these days with the amount of cash flowing into anything AI adjacent. On top of that, options are incredibly cheap with most January strikes priced at 55% IV. All it would take is a …
Thoughts on my AMD and DRAM positions
I only have 33 shares of AMD, but I bought at $105 and it’s now $500. Psychologically it’d feel awful if I didn’t realize at least some of the 500% profit, but I don’t even have that many shares so idk if it’s even worth selling - it’s only like …
Palantir $PLTR is a dying horse.
The stock has dipped below it's 200D MA and the continued narrative coming out of the Trump admin is broken. Palantir's epic rise is precisely as a govt surveillance tool - not as some advanced AI operating system that would help the U.S. govt run more efficiently. No one wants …
Best options trading platform for a long-only investor who only writes covered calls
Sympathetic to anyone in this thread because I was here a year ago. Long-only investor, hold most positions multi-year, started writing covered calls to add some income on top. Spent three months figuring out which platform actually fit my use case. Most "best options trading platform" articles assume you're a …
Micron $MU is a trillion-dollar company now.
Who would've thought a small company out of Boise, Idaho would end up being the AI play of the year. I was in last year and made a killing but sold out - completely missed the the massive rally since 4/1. Anyone else in a similar position and looking to …
Can someone explain the investment thesis behind space stocks?
Hey all, First time posting, I have done quite well over the last year jumping on GOOG, AMD, ARM and NVIDIA, and I have pivoted more into MU, DRAM and SNDK. I have seen lots of space stocks blow up which I partly think is due to the upcoming SPACEX …
Micron hits $1 trillion market cap for the first time
https://www.cnbc.com/2026/05/26/micron-stock-trillion-market-cap.html > Micron topped a $1 trillion market value for the first time on Tuesday as shares popped 18%, driven by insatiable artificial intelligence demand for its memory chips. The stock surge came as UBS tripled its price target on the stock from $535 to $1,625 a share, citing long-term …
Shift4 Payments ($FOUR) Deep Value with a Massive SpaceX Catalyst and High Short Interest
I’ve been digging into Shift4 Payments ($FOUR) lately, and the disconnect between the current stock price (sitting around $43) and what’s actually on their balance sheet is getting wild. The market is pricing this like a struggling legacy payment processor, completely ignoring a massive asset catalyst and a ridiculous short …
Why aren't index funds adjusted for inflation?
Whenever I read about CD's or bonds as investment vehicles, there's almost always a mention of inflation. Especially how those investments are better than holding cash because they help prevent devaluation from inflation. Why isn't inflation talked about when looking at index funds? At the individual stock level, inflation can …
Reddit ETF progress from Jan 2021 to Jan 2026
This [Reddit ETF post](https://www.reddit.com/r/stocks/comments/ku6skz/reddit_etf/) was made at the beginning of 2021, near the period of peak euphoria. Anyone who was around at the time can testify that this really did represent consensus opinions in this sub at that time, which you can see in the comments of that post. Note …