Posts
What is the deal with bonds?
I'm a 36yo novice investor (just paddling around with VOO/VXUS for the time being), and I'm very confused by the apparent relationship between the stock market and the bond market which everybody else seems to understand. What is it about Treasury interest rates going up that would cause the stock …
Revolut expansion in the US
The FT recently rolled a few articles on Revolut and the fintech sector in general. Revolut's IPO is scheduled at some point in 2028 (i don't know the exact date) and it makes sense to me that they would try to enter the US market in time for that. While …
How much of any one stock is safe to hold in a portfolio?
I think I know the answer to this, but I want to see what others say. I own a lot of META stock. It comprises about 70% of my net worth. So far it has worked out really well, as I've held through all the big drops and it's currently …
Is Netflix going to be the next Nike?
We have seen the story of Nike unfold from being the biggest sports brand to now the biggest fumble in the fashion industry. The situation with Netflix seems to be following, initially they were revolutionary moving from cable to online streaming first. But now many platforms are competing for the …
Diller pulled his MGM bid but kept 26.5%. In June he said he would not vote for a sale to anyone else.
Barry Diller's company pulled its bid for MGM on Sept 23. It had offered $48.30 a share in cash. The stock fell about 11% the next day. It is now near $34. Most stories stopped there. Two things in the filings matter more if you own MGM. First, his company, …
$ORCL’s New Mexico Data Center Lease has "Hell-or-High-Water" Terms - WSJ
Oracle's New Mexico data center lease has "hell-or-high-water" terms, so it can't be terminated and $ORCL must pay rent whether or not the site has power. Project Jupiter, the 1,400-acre project, is designed to build infrastructure for OpenAI. However, it is heavily mired in power-supply and environmental permitting bottlenecks. A …
r/Stocks Daily Discussion & Fundamentals Friday Sep 25, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't 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 individual stocks * …
How will this affect Adobe?
https://www.reddit.com/r/vibecoding/comments/1wpaies/my_vibecoded_photoshop_just_crossed_20k_users/ TL;DR: Some dude ("engineer with 10 yrs of experience, founded 2 companies as CTO, fhey were acquired, and now I do such things for fun") made a Photoshop clone and is sharing it for free. According to his comments, he plans to recreate other Adobe tools as well ("Currently …
So in a month, Meta settles major lawsuits, releases Muse, and unveils new VR glasses
Got to hand it to Zuck, he knows how to pump a stock. Everybody experienced the Google antitrust pump last year, and Meta is now going through the same thing. Just a month ago somebody here wrote [Meta is the Google of 2025.](https://www.reddit.com/r/stocks/comments/1w23tdd/meta_google_of_2025/) Sentiment in that post was clearly bearish. …
$AKAM Announces $11.6 Billion Multi-year Agreement with Anthropic to Support Growing Demand
Anthropic to leverage Akamai Cloud's distributed infrastructure and software to support CPU workload growth at scale. The transaction provides for the potential expansion of the relationship by up to an additional $9 billion, which represents a total potential commitment of approximately $20 billion Akamai has issued a warrant to Anthropic, …