Posts
What's your take on BBY?
I’ve been popping into my local Best Buy a few times over the last couple of months, and the place is basically a ghost town. It got me looking at the stock, and honestly, the chart doesn’t look much better. It’s sitting at $61, hovering right above its 52-week lows …
Government stake in Boeing?
No hard numbers from a DD perspective to back my thesis here but would love to get your thoughts. The US government has established precedent in taking stakes in public companies as they’ve done with Intel and reportedly will do with a few Quantum companies. My thesis: Boeing is next …
IMAX is exploring a sale
It is the biggest moneymaker in theatres right now. Already +12% during afterhours. Imagine if Netflix goes out and buys it with all the mullah they saved by stepping away from Warner Bros. acquisition. Calls on NFLX. Article below: \--------- IMAX Is Exploring a Sale High-end movie screen company’s search …
New in this - need advise how to spread portfolio
Hi, So I am just starting after I payed out my mortgage for my apartment. Now I have few months worth of expenses saved and on top of that some 'free money'. So I started looking into stocks to put those money. This is not a big thing in my …
Ran NVDA through my X-RAY tool 81/100...
Ran NVDA through an AI scoring tool I built (6 weighted signals, end-of-day data). landed at 81/100 which is strong buy. I figured i'd share the breakdown. the stuff that looks great: \- P/I of 1.4x. bottom 10% of its own 59-period history (median is 2.3). priced cheap relative to …
The effects mentally of throwing everything in SPY vs Managing your assets yourself and making trades several times a month.
Hello all, maybe a stupid question but I have a feeling there's some people out there who can answer. I've never invested in the markets as a whole, just individual stocks. Nothing crazy but I've owned maybe 10 or so in my life, I usually hold them long. But, I …
UHAL looks ugly because the market is staring at the fleet wound
UHAL is not a clean chart setup. Thats the point. Q3 fiscal 2026 showed a $37M net loss, weak EPS, fleet depreciation, poor resale values, higher liability costs, higher maintenance costs & underused capacity. The market saw the wound. The question now is whether that wound is permanent business damage …
People who were investing in individual stocks in the 90s 2000s, did you beat the market ?
So since Covid this community and all over social media people have done incredibly well investing in individual stocks ( me included) and I’m not even talking about your Palantir or Micron, I’m talking your relatively safer bets like Google, Apple and Meta. I hold both ETFs and stocks but …
We're nearing the last time to buy TTWO at a discount before GTA
10 days ago I wrote this and was lambasted in the comments, since then the stock is up 6% and today is their earnings https://www.reddit.com/r/stocks/comments/1tathkv/why_is_take_two_not_being_bought_ahead_of_gta/ People think this will not become the best selling video game in history? Wrong. That is not priced in. People think this will not become …
big tech's $350B AI capex is returning about 18 cents on the dollar
I pulled Q1 2026 10Qs for $MSFT, $GOOGL, $META, $AMZN, and $AAPL. Combined capex guidance is roughly $353B. Identifiable AI revenue across all five? About $61.5B trailing. That's $0.18 per capex dollar. Honestly Meta was the worst to isolate because their AI value is buried in ad optimization. I ran …