Posts
Confusing reaction to Micron
Anyone else think the big up day today for MU is odd considering what they just announced? $250B spend on new mfg site will suck up free cash flow and also turn into very large expenses once finished. A building might have 25+ yr life, the tech stacks and capital …
If you bought any MAG7 for the next 1-5 years, which would it be?
Maybe write a list of your MAG7 from best investment to worst. I really have no clue, but I think I would do it like this. 1. Google 2. Nvidia 3. Amazon 4. Microsoft 5. Meta 6. Apple 7. Tesla I’m totally unsure though, they all have their own moats, …
Meta jumps into AI coding market in effort to chase Anthropic and OpenAI
[https://www.cnbc.com/2026/07/09/meta-jumps-into-ai-coding-market-to-chase-anthropic-and-openai.html](https://www.cnbc.com/2026/07/09/meta-jumps-into-ai-coding-market-to-chase-anthropic-and-openai.html) >Three months after unveiling its first artificial intelligence model under the leadership of AI chief Alexandr Wang, Meta is rolling out a major update as it attempts to compete with OpenAI and Anthropic in critical areas of the market. Muse Spark 1.1, which Meta introduced on Thursday, represents its …
Cheap competition Will Kill the High flyers
The AI bubble is facinating. This really is an incredible time we’re living in. One thing that’s interesting is the high-flyers vulnerability. Nvidia,AMD,Intel. Many of these companies producing parts could encounter a serious issue that may destroy their valuations. If competitors from China,India,Indonesia see this incredible demand/profits what seems to …
Meta's building its own AI chip backed by a $145B infrastructure budget this year. Capability win or capex concern
Meta plans to start production of its in-house AI chip, codenamed "Iris," in September (based on an internal memo - Reuters). It's part of Meta's MTIA (Meta Training and Inference Accelerator) chip line and the stated goal is straightforward, reduce dependence on Nvidia and AMD for the massive volumes of …
Penguin Solutions jumped 26% in a single day this week. A few things worth noting.
Penguin Solutions had a monster day this week, up as much as 26% at one point, after posting fiscal Q3 results that blew past expectations, $478.7 million in revenue against a $407-421 million estimate and adjusted EPS of $0.84 versus roughly $0.55 expected. Management also raised full-year forecast twice this …
Monster Beverage Declares Two-for-One Stock Split
[https://finance.yahoo.com/markets/stocks/articles/monster-beverage-declares-two-one-201000064.html](https://finance.yahoo.com/markets/stocks/articles/monster-beverage-declares-two-one-201000064.html) CORONA, Calif., July 08, 2026 (GLOBE NEWSWIRE) -- Monster Beverage Corporation (NASDAQ: MNST) today announced that its Board of Directors has approved and declared a 2-for-1 split of its common stock that will be effected in the form of a 100% stock dividend. Each stockholder of record on July …
Netflix is down 42% from its high and trading cheaper than the S&P 500, the July 16 earnings are going to be fascinating
NFLX has had one of the stranger years of any large cap in 2026 as its down 42% from its nov high, Reed hastings officially departed as chairman which is end of an era for a company he built from a dvd rental service,also acquisition rumors swirling after comcast announced …
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 …