Posts
DLR- Digital Realty Trust, Inc.
Digital Realty Trust is aggressively expanding its data center footprint to capitalize on rising AI demand. Recent transactions include acquiring 1,440 acres for **$475 million** and boosting its stake in Teraco to **77%** for **$650 million**. The company also launched an AI-native service across **800+ data centers**, enhancing its competitive …
Micron - why are people surprised (isn't this priced in?)
I don't have a position - but the stock has 10x'd since September - surely because they're selling a lot of widgets - why is it then a shock when it's announced they're selling more widgets? I don't understand a) why analysts always seem to under bet how much they're …
r/Stocks Daily Discussion & Options Trading Thursday - Jun 25, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options 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 …
Tesla and SpaceX
Tesla is down around 25% from ATH this year, and SpaceX IPO is release last few weeks. currently ARK still hold around 1.6m shares(around10%of their fund) and 1.7m shares of SpaceX. What you all think about the price movement of Tesla after this, is SpaceX IPO will affect their price …
Is there anything that actually reads earnings reports and gives you a straight answer? ChatGPT just summarizes the summary.
every earnings season I try to actually read the transcripts for my top holdings. problem is I run a small business and dont have 4 hours to go through 6 companies worth of calls. so I tried pasting them into chatgpt. it gave me a "balanced summary" that basically said …
I can't beat the market. I won't ever beat the market. After years I realize that now. It's VOO for me.
I spent years trying to outperform the S&P. I read dozens of books, studied successful traders. Learned strategies and risk management. Now I realize I simply can't pull it off. After all my efforts I have still underperformed "buy and hold." Time in the market beats timing the market. That's …
Congress Is Helping Uber Strip Away Rideshare Victims' Rights to Save Billions In Profits
Congress is moving H.R. 8870, the BUILD America 250 Act, a major transportation bill with language limiting liability for app-based transportation companies. For Uber, that language points straight at crashes, sexual-assault claims, insurance costs, and state-level lawsuits. Members of Congress are also disclosing UBER purchases, putting their portfolios next to …
Question for the bubble bears
I get that AI may not be as useful at this point in time as it was predicted to be when massive CapEx expenditures began back in 2022. And I get that just because memory and semiconductor and other “picks and shovels” stocks are up doesn’t necessarily mean that AI …
Google set to lose two more lead AI researchers to Anthropic
(Bloomberg) June 24 - Two leading artificial intelligence researchers at Alphabet Inc.’s Google are planning to leave for rival Anthropic PBC, according to people familiar with the matter, adding to a series of high-profile departures that risk undercutting the search giant’s position in AI. Jonas Adler and Alexander Pritzel, both …