Posts
Stock market vs AI vs Layoffs
For the past several years, companies have used AI as an excuse to lay off a massive number of employees. There have been layoffs everywhere, across every sector, including hospitals. Is AI really an equally effective replacement for humans? If you interview people who survived a layoff, they will tell …
Hyperscalers and digital infrastructure providers is just the first wave of infrastructure builder
[deleted]
r/Stocks Weekly Thread on Meme Stocks Saturday - Jun 27, 2026
The meme stock scheduled posts will now run weekly and post Saturday afternoon and won't be a sticky; you're probably seeing this because automod sent you here! [Full list of meme stocks here.](https://www.reddit.com/r/stocks/wiki/meme-stocks) This will be updated every once in a while. ------ Welcome traders who just can't help them …
I finally added up what my so called diversified portfolio actually costs me and I feel sick
I have been lurking here for probably twelve years. Late thirties, married, one kid in elementary school. For years I told people at parties that I was a stock picker, that I did my own research, that I was diversified across sectors and styles and geographies. Last weekend I finally …
$WEN is not a Pump and dump
A short squeeze requires a massive community narrative to function, and Wendy’s is uniquely positioned for this. Unlike sterile corporate brands, Wendy's has spent a decade building an internet subculture defined by snarky, irreverent social media behavior. This exact brand equity is highly compatible with retail trading forums. When a …
/r/Stocks Weekend Discussion Saturday - Jun 27, 2026
This is the weekend edition of our stickied discussion thread. Discuss your trades / moves from last week and what you're planning on doing for the week ahead. 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: * …
SBS (Sabesp) seems like a good diversification value play for those seeking non-US non-AI/tech exposure to have on your portfolio.
The Brazilian utilities company Sabesp (SBS), Companhia de Saneamento Básico do Estado de São Paulo (good luck pronouncing that). It's a potentially very interesting value play. It's a former state-owned utility that was privatized roughly 20 months ago \- Revenue: BRL 6B (up 11% YoY) \- EBITDA: BRL 3.8B (up …
US bans imports of more Chinese technology goods
WASHINGTON, June 26 (Reuters) - The U.S. Federal Communications Commission on Friday said it will ban the import of more equipment from a group of Chinese manufacturers, the latest move by Washington to crack down on Chinese-made electronic gear. The move expands an FCC ban imposed in 2022 on new …
"AI is killing (seat-based) SaaS" is stupid.
I work in SaaS. Here are the fears, debunked one by one: 1. People will vibecode their own SaaS Wrong. Cheaper software has always existed alongside the SaaS incumbents. People pick the incumbents still for a reason. Any growing business, especially at scale, would do better to focus on growing …
Apple seeks to buy memory chips from blacklisted Chinese company
Apple is lobbying the Trump administration for clearance to buy memory chips from CXMT, a Chinese company that the Pentagon has put on a blacklist because of alleged connections to the People’s Liberation Army, according to six people familiar with the matter. The iPhone maker has waged a lobbying campaign …