Posts
Broadcom just locked in $30B+ Apple deal through 2031 - Is this the most underrated stock in AI right now?
Broadcom disclosed a new multiyear agreement with Apple worth more than $30 billion, with Broadcom designing and producing custom silicon components and wireless connectivity technology for Apple products through 2031. Apple says this will lead to over 15 billion U.S. made chips and support hundreds of American jobs, and it's …
What do you think of Alcoa (AA)?
I feel like it's currently underrated. Whatever happens on the market lately it gets hammered. Trump declarea peace - it's falling. Trump declares war - it's falling again. It loooks like a good opportunity since the majority of sellers and bears should be gone by now after all the tarrif …
How much weightage do you give to the 10K?
Been thinking about this since catching an AI model merge two separate disclosures from Nvidia's 10-K into one confident-sounding number a few months back. Wasn't wrong exactly just blended two things that weren't supposed to be blended, stated as fact. Checked it because I happened to have time that day. …
Is DRAM a good value buy?
The memory sector is falling off hard these last few days after Samsung earnings came out. Fundamentals haven't changed, just cash on hand being used for investment and growth/expansion from the biggest positions in the ETF from what I can tell. Forward PE is 4.5 which is great. DRAM ETF …
r/Stocks Daily Discussion Wednesday - Jul 08, 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 …
What do you guys think of Domino’s? (DPZ)
Been looking for a company that has growth potential. Really a value stock that is trading undervalued market wise. I see it had a big rise in late 2021 and another in April of 2024 both breaking $500 a share each time with the stock trading at $310 as of …
Everyone's wrong about META
Meta is an extremely high-quality company trading at a very cheap valuation with the current forward P.E being 18.5. This is a company that has products with 3.56 billion daily active users. Yes, that's right, ***3.6 billion people every day****.* I feel like people forget that they have almost half …
Trying to semi-smartly blow up $500k
I've got $500k in VOO right now, I've had it in VOO since Oct 2024. I know people say time in the market beats timing the market but I feel we have some decent dips in some areas that maybe I need to take more risk with the $500k. If …