Posts
Do you have rotation play?
Do you have rotation play? Currently all money is moving away from tech to real life stocks like banks, value stocks etc. Now money is moving to oil stocks. Today oil price went up a lot which means oil stocks rally. This means oil stocks probably go up 10-20% in …
When is META going to be done with these lawsuits?
[https://www.reuters.com/business/meta-says-us-states-are-seeking-14-trillion-penalties-august-youth-safety-trial-2026-07-07/](https://www.reuters.com/business/meta-says-us-states-are-seeking-14-trillion-penalties-august-youth-safety-trial-2026-07-07/) So many lawsuits, so many states/plantiffs trying to get on board with these claims... when are we going to see this being resolved good or bad? This is the single biggest headwind capping Meta's stock price. They can generate over 30% growth next quarter and sell compute up the …
Thinking of closing my Nvidia position to add to other positions
I bought Nvidia end of 2024 at around 140, and it's done well relative to SnP, but it's one of my weaker positions relative to the amount I invested. It's down 25% from the top right now, but other stocks I own like rocketlab, nebius applied digital, even Microsoft, Sofi …
Divergence Between the VIX and the Fear & Greed Index
Good day All. I’ve used the CNN Fear & Greed index for years to put me in the vicinity of market bottoms. It worked during the COVID crash, the 2022 bear market, the tariff sell-offs, and are recent geopolitical scares. Right now, there seems to be a disconnect that has …
Europe can't own its robots, Tesla can't build them, and China just open-sourced the eyes: the supply chain triangle nobody can price
ABB agreed last October to sell its robotics division to SoftBank for roughly $5.4 billion, closing expected later this year and still pending. That follows KUKA, bought by China's Midea in 2017 and fully delisted in 2022. You cannot buy KUKA stock anymore. You can only buy Midea. In the …
We need to talk about Micron and Sandisk.
I hate what's happening here. There is the possibility that these memory stocks are in a massive bubble right now and no one is listening or taking it seriously. It reminds me distinctly of what happened with YieldMax stocks 1 year ago. People were taking out loans and massive lines …
SPCX finally joined the Nasdaq-100. The first reaction was to sell it
Everyone knew today was supposed to be a big day for SPCX. Nasdaq-100 inclusion. Passive buying. New analyst coverage. It opened around $159, pushed above $161 for a minute, and then dropped to around $154. Honestly, that’s more interesting to me than if it had just ripped. For weeks, everyone …
Opendoor and the Open ai hype
So we probably all know what happened to Virgin Galactic(SPCE) around the time Space X(SPCX) was about to go public, it went up more than 200 % mainly because of the hype of the upcoming IPO but also because of re\*ards thinking they were buying Space X. So my theory …
r/Stocks Daily Discussion & Technicals Tuesday - Jul 07, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not 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 …
Selling NVDA or AVGO (Broadcom)?
Hi everyone, I'm holding both NVDA and AVGO stock and am looking to derisk given the uncertainty/possibility of an AI bubble bursting and the fact that I'm holding multiple AI-focused stocks at once. If you had to get rid of one stock to derisk and reinvest elsewhere (most likely a …