Posts
Samsung's preferred stock is at a 37% discount to its own common. That's all-time high.
The gap between Samsung Electronics' common (005930) and preferred (005935) has been quietly blowing out all year. Historically it mean-reverts. Right now you're buying Samsung at a 37-cent discount on the dollar versus people buying the regular ticker. On top of that, Samsung just committed to paying out 50% of …
Joby vs Archer is it the new BYD vs Tesla?
And if so does that mean I invest in Archer? I held Archer during the hype run from $7 to $11 and I was looking at getting back in as it seems like the hype phase has died off but the commercialisation build up hasn’t really started yet so it’s …
SpaceX IPO Valuation?
SpaceX valuation estimates are $1.5 to 2 Trillion at offering price. Expected capital raise only $30 to 75 billion? $30B of $1.5T is 2%; $75B of $2T is 3.75% of offering converted to operating capital. This seems very low compared to other IPOs. For example: Alibaba $168 billion at the …
r/Stocks Daily Discussion & Technicals Tuesday - May 26, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not 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 …
The AI data center build-out won't last forever. Here is the long-term risk with CXMT and why we all need an exit strategy.
Let's talk about the real long term risk with MU and why you need an actual exit plan instead of just screaming 1400. A lot of people are ignoring the Chinese company CXMT flooding the market with cheap commodity RAM. Yes, they are going to eventually supply the low end …
Anyone else treat stocks like a savings account? It helps a lot
I used to trade stocks constantly in the past. But at some point I started thinking maybe the best way to make money was to treat investing more like a bank savings account. Like when you put money into a savings account, you keep adding to it whether it rains …
Redditors exhibiting behavior of gullible retail investors in market bubbles
Reddit has always been somewhat reasonable when it comes to stock investing. Not overly bearish nor bullish, but tends to swing to either side depending on the market condition. I m noticing a huge change in tone after the recent AI led mega bull run. Short-sighted comments and posts such …
Photonics - the other sham to quantum computing
Outside of fiber optics, photonics remain a research project with no real applications to AI compute. Building a photonics computer is akin to making quantum computers a reality and relevant for LLMs. $POET is one such company that has latched onto the AI infra narrative and surprisingly had a recent …
italy dumped boeing for airbus, what does this mean?
so italy quietly dumped the kc46 plan and signed for six airbus a330 mrtt tankers instead. looks like a boring defense headline but retail investors are completely missing what this actually means under the hood. obviously boeing takes the first hit losing a tanker deal in a major nato country …
What stocks do you think have a realistic shot to go 10x in the next 5 years?
I just finished running some dodgy models and based on my analysis I see $RDDT, $BTI, $BBW, $PURR, and $HQY as having great at odds at doing 10x over the next 5 years. I think each of those companies deliveries high quality products and services to niche areas. In my …