Posts
Rivian’s Real Bet: R2 Buys Time for the Autonomy Platform
TLDR: Rivian can survive until R2 launches and scales, when R2 flips unit economics positive, the upside is no longer just selling EVs but rather monetizing the **software, autonomy and partnership platform** underneath the company. This article compiles findings from RIVN Q1'26 earnings, shareholder letter, earnings call, and my own …
$SOUN DD:The Voice AI Casino Play That Might Print or Send You Back to Wendy’s Dumpster.
So SoundHound (SOUN) is basically trying to fix the fact that every Wendy’s drive-thru speaker sounds like it’s underwater and held together by duct tape. They’re doing voice AI for real businesses restaurants, cars, call centers not just “ask Siri the weather” type stuff. And unlike a lot of AI …
r/Stocks Weekly Thread on Meme Stocks Saturday - May 02, 2026
The meme stock scheduled posts will now run weekly and post Saturday afternoon and won't be a sticky; you're probably seeing this because automod sent you here! [Full list of meme stocks here.](https://www.reddit.com/r/stocks/wiki/meme-stocks) This will be updated every once in a while. ------ Welcome traders who just can't help them …
Apologies to longs... another shock is coming.
Longs are pumping hard... they feel victorious and pompous. very good. lets get everyone in calls first before the drop. every hour Hormuz is closed, 0.5 million barrels are removed from market, with a billion barrels already lost. iran is currently calling for economic jihad, and houthis are threatening bab …
Lost 3 months profits in revenge trades; how I forced myself to follow rules
back in 2025, I blew 3 months of wins chasing losses. Lose once? Jump back bigger, try to win it back, gone every time. Simple fix: Write your 3 rules before trading (like "no trades after lunch"). Check weekly what times suck? Mine: late afternoons, always lost big. Wins got …
[AI Bubble Burst part 2] GitLab - positioned for the AI reality check
Part 1 ($TEAM up \~30% in 3 days since posted): [https://www.reddit.com/r/stocks/comments/1sz7e0r/ai\_bubble\_burst/](https://www.reddit.com/r/stocks/comments/1sz7e0r/ai_bubble_burst/) Atlassian just printed a very clean quarter and the signal here is not just about one company. It is about a broader SaaS sentiment shift, from multiple compression and skepticism into selective re-rating of high-quality platforms. Below is how …
/r/Stocks Weekend Discussion Saturday - May 02, 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: * …
SOUN before earnings 5/7 - voice AI infrastructure play with an interesting setup
I am watching $SOUN going into earnings next week and wanted to put my notes out there through some analysis I am working on. Seperately, I will have an options analysis but not focused on this one. The stock closed around $9.56, market cap $3.7B, sitting in the middle of …
ELI5: How does GME, with $10B in assets and $4B debt, buy Ebay, a company trading at $50B?
This is a genuine question. Sorry if the answer is obvious. EBAY made $2B+ on profit last year. They're current trading at around 45-50B market cap. How does GME make them a legitimate offer? I know this sort of thing must be possible because the recent Paramount/WB deal immediately comes …
Buy OPRA b/c OPAY IPO
I've been following OPRA for a long time and have been waiting for a big catalyst: Opay to ipo. Opay is a Nigerian fintech company which Opra has a 10% stake in. For the last year, there's been rumors that Opay would IPO, and OPRA even talked about it in …