Posts
Private Market Problems
"The crackdown has raised questions about ownership and risk in the private market, with some experts saying it marks the beginning of a reckoning over modern private markets and the use of shadow ownership structures." [Anthropic Stock Crackdown](https://www.bloomberg.com/news/articles/2026-05-18/anthropic-sends-jolt-through-the-market-for-buying-shares-in-the-hottest-pre-ipo-startups?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc3OTI4MjYyOSwiZXhwIjoxNzc5ODg3NDI5LCJhcnRpY2xlSWQiOiJURjhSVFZLSVVQVVowMCIsImJjb25uZWN0SWQiOiJGNjBDOTRGRDg5MTk0RUNDODAwRENCQzA2QkY5RUJCOSJ9.D1GFutTIzxUgOReTtR39vov2CHAxoIbJonxNrv1bIgM)
Why I’m bullish on Sofi
A one-stop financial shop. SoFi has built a full-stack financial platform banking, investing, lending, credit cards, and insurance all in one app. The pitch is simple: once a customer is in the ecosystem, they rarely leave, and each product they add increases lifetime value. A real bank with real advantages. …
Intuit earnings on deck. Results are obvious. When will market catch up to them?
Intuit might not ring a bell to many, however it’s likely its products like Quickbooks and Mailchimp will. The SaaS giant, whose portfolio also includes Turbotax and CreditKarma generates 20 billion dollars in Annual Recurring Revenue (ARR) with traditional 80% gross and 20% net margins. Even at this scale, Intuit …
Feel free to share your thoughts and preferences
Hey all, Mods removed my last post because they claimed I posted saying 'i had XXX amount of money what should I do with it'. Despite not mentioning capital amounts and not saying I am looking to be persuaded otherwise. As per their rules there are no memes. I wrote …
Physical AI is the next cycle that is not yet up by 2000%
We’ve spent the last few years obsessing over software-based AI. While LLMs and agents are impressive, I think we’re nearing the point of diminishing returns for "screen-bound" AI. The real shift is Physical AI. The market is currently pricing AI like a software play, but the true bottleneck is no …
DDD - 3D Systems Stock Split
I'm pretty confused about why DDD has voted to do a stock split when the stock price is already so low. Does anybody understand how this is an attractive idea to the investors who voted for it? It seems like doing this would require very high confidence in the stock …
The AI trade may be fine. The rate setup is what looks uncomfortable.
Everyone is watching Nvidia after the close, which makes sense. It has basically become the market's AI earnings report at this point. But I think the less fun part of the setup is the long end of the Treasury curve. As of May 19, the 10-year Treasury yield was around …
AI infrastructure picks (mostly mid cap)
Hey all, Mods removed my last post because they claimed I posted saying 'i had XXX amount of money what should I do with it'. Despite not mentioning capital amounts and I'm not saying I am looking to be persuaded otherwise. I'm just interested in what others who are more …
r/Stocks Daily Discussion Wednesday - May 20, 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 …
Samsung strike is bad for Nvidia and AMD
Nvidia and AMD are entirely dependent on South Korean high-bandwidth memory (HBM) and enterprise DRAM to build their AI data centers and GPU servers. The market is already tightly constrained. If Samsung's supply drops by even 3%, the bottleneck will paralyze their shipment schedules. No chips shipped = missed earnings …