Posts
MU is on fire with room to run
My positions: 1200 shares of mu at $464 100 shares of mu at $381. Last Thursday at 510 I said institutions were rotating into MU. Wednesday at 640 I said it was heating up and got dismissed by some doofus called me an oracle. It’s now 746, 757 AH. Now …
Opinion needed on buying semiconductor and chip stocks
If this is not the right forum for stocks and ISA advice let me know and I will move it. Thanks. For context I am very new to investing but have learnt a lot quickly. I started a month ago and have always used fixed cash ISA's (stupidly). I earn …
Why I’m Betting Everything on the "Old Economy"
Hey r/stocks, I want to share my current portfolio and the rationale behind a strategy that would likely make most index investors cringe. My portfolio is 100% focused on commodities, energy, and infrastructure. As you can see from the figures below, it’s been a great ride so far, particularly driven …
Is Celestica ($CLS) still a value/growth opportunity after strong earnings but recent price weakness?
Hi everyone, I’m trying to get a more grounded view on Celestica (CLS) and would appreciate perspectives from people who follow AI infrastructure or semiconductor-related names. CLS recently reported strong earnings and continues to benefit from AI infrastructure demand (servers, networking, hyperscaler supply chain exposure). It’s positioned in the broader …
/r/Stocks Weekend Discussion Saturday - May 09, 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: * …
Cerebras (CBRS) IPO Strategy: IBKR user looking for the best entry point on May 14th?
Hey everyone, I’m planning on buying Cerebras (CBRS) when it IPOs this Thursday (May 14th). I’m a retail investor using Interactive Brokers (IBKR). Given that the IPO is reportedly 20x oversubscribed and the price range was just bumped to $125–$135, I know I won’t get the institutional price. I’m trying …
Is the current AI-driven memory cycle different this time, or are stocks like SNDK still likely to follow the usual boom-bust pattern?
Hi everyone, I’ve been following the recent rally in SanDisk (SNDK) and other memory-related AI plays, and I’m trying to understand whether this cycle is genuinely different from past memory cycles or if it’s still likely to follow the traditional boom-bust pattern that memory stocks are known for. The bull …
AI materials vs. AI companies
It seems a safer bet with AI is not to bet on AI-centric companies like AMZN, GOOG, META, ORCL, etc but on the materials for AI hyper scaling centers. Materials companies like Memory (sanddisk) Disk (eg. western digital) Chips (eg. Smc) Power Those materials are always in demand but surging …
When will the vortex ofAI/memory/chip stocks sucking money out of other stocks end?
AI stocks have gone parabolic in the past couple of months. It seems everything remotely is related (such as ai infrastructure, construction related, cooling systems) has been going straight up. Meanwhile other stocks that are posting great results are doing nothing (eg. MELI, SOFI). Memory seems crowded now, everyone piling …
if u had to pick one INTC or AMD puts?
currently debating between 8/21 expirations to play for a 10-20% pullback. Intel ran up harder and feels more susceptible to FOMO from the 24/7 recycled headlines of potential partnerships but at the same time they are already worth a third of TSMC while still burning billions and being a year …