Posts
NOW might actually be a decent Ai play
ServiceNow stands as an orchestration layer between legacy software and modern digital workflows for databases using agentic AI. Every business process has to flow through its platformf for safe execution. Theyre basically the TSMC of agentic AI workflows excellent entry price based on changing momentum. forward pe 28, trailing p/e …
Paypal bagholder
I bought in a few months ago and am currently down -22%. I do not see that with all the massive AI wave Paypal is not going to be able to cut their costs by at least 30% in total. Costumer service, transaction observation and a whole lot of other …
Echostar SATS proceeds with closing spectrum transfer to AT&T and SpaceX
Echostar SATS stock has been mostly a proxy for SpaceX for those who follow. Even the management acknowledges that: "***Investor expectations regarding our potential investment in SpaceX may be currently influencing our stock price, and, if so, any adverse developments relating to SpaceX, changes in market perception of SpaceX or …
Sivers Semiconductor AB : Retail investors carry the stock
Hi, I don't know if you know Sivers Semiconductor AB. It's a company who make some laser for AI data center photonic. The company is not in good situation : they are losing money, their main shareholder is suffering... But, one X influencers made a call and everyone listen to …
Hot Take: Agentic Coding really just started a few months ago, and people are going batshit crazy with projections and stories
I think there’s a cognitive dissonance going on that since ChatGPT came out in 2022, the fluff is removed and ppl have an accurate view of things But agentic coding should be viewed as its own thing. It really just started having breakout mainstream performance a few months ago via …
The S&P 500 is trading at 31.8x earnings. What exactly is the bull case from here?
Looked at some valuation data today and honestly it's making me think more than I expected. trailing P/E is at 31.8x. Long-term average is \~17.6x. even the 10-year average is only \~23x. So we're not just "a little elevated" we're pretty stretched on a historical basis. the bull case is …
r/Stocks Daily Discussion Monday - May 25, 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 news: \* \[Market Check\](https://www.streetinsider.com/Market+Check) - Possibly why the market is doing what it's doing including sudden spikes/dips …
Beneficial Crash Timing
It’s beneficial in ways for the hyperscalers or those with significant cash reserves to have a market crash as it cheapens /bankrupts what’s needed for deeper AI societal integration long term. A crash timing becomes useful only though once there is sufficient build out for clear take all winners. Left …
The worlds largest Antimony Producer and Europe´s biggest Lead producer
I’ve been looking into Campine NV and wanted to sanity-check the thesis here. The company had a monster 2025, mostly because antimony prices went crazy. So I’m not assuming the recent EBITDA is a normal run-rate. That’s probably the biggest risk in the whole story. The obvious bear case is …
BlackBerry (BB) isn’t about Smartphones anymore.
I posted in here a month ago about how BlackBerry wasn’t a meme stock anymore. I got called crazy / a bag holder. I posted when the price was $5.03… we are now currently at $8.00. Blackberry is up 50% on the month & 109% year to date. Everyone still …