Posts
Oil and 10Yr at war time highs. Stocks still near ATH. At what point do we acknowledge stocks are being propped for nefarious reasons?
The entire reason stocks declined 10% during the war with Iran was the fear of an extended conflict that could lead to Hormuz being closed and oil prices being higher for longer. Stocks more than rebounded to new highs after a cease fire and the belief the US admin couldn't …
My take on AI as someone entering the stock market for the first time
I want to preface this by saying that I've been holding 40% of my capital (which ain't much, don't worry) in liquidity coming from bonds for the past 3 weeks and I have been looking for just what the fuck to do with it. I followed the news and read …
Accenture to roll out Copilot to 743,000 employees in boost for Microsoft
***Microsoft is rolling out its Copilot 365 AI assistant to roughly 743,000 Accenture employees, in the biggest enterprise deal for the chatbot as the software giant seeks to convert more of its vast customer base into paying users.*** *Financial details of the agreement were not disclosed by the companies in …
Thoughts on CMPX 65% drop
(market cap was way above 500M before the drop so idk if allowed) Reading the actual results ([https://finance.yahoo.com/sectors/healthcare/articles/tovecimig-demonstrates-statistically-significant-benefit-113000084.html](https://finance.yahoo.com/sectors/healthcare/articles/tovecimig-demonstrates-statistically-significant-benefit-113000084.html)) it looks like the drug works, but “failed” in an secondary endpoint because of high crossover with other med, which is not entirely bad Overall this 65% drop feels like an overreaction, …
Free News source for stock market
Hi all, Grad student here. Working on a research project building an LLM-based trading agent, where financial news is one of several data sources I'm pulling together. Need historical news going back about 5+ years, free or cheap, with bulk/API download in chronological order. Most options I've checked are either …
r/Stocks Daily Discussion Wednesday - Apr 29, 2026
These daily discussions run from Monday to Friday including during our themed posts. 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](https://www.streetinsider.com) news * [Market Check](https://www.streetinsider.com/Market+Check) \- Possibly why the market is doing what it's doing including sudden spikes/dips …
Is AI token spend becoming the new cloud bill?
SemiAnalysis’ Dylan Patel said on Invest Like the Best that his firm’s AI spend went from “tens of thousands” last year to a \~$7M annualized Claude Code run-rate. That sounds like token spend becoming the new cloud bill. Meanwhile, OpenAI reportedly has a \~$300B $ORCL cloud deal, Anthropic/Amazon announced up …
Uber's ROIC went from -5% to 28% in five years. Ran the fundamentals and I think the market is still sleeping on it
I've been running stocks through a personal fundamental screen looking for businesses where the quality story hasn't fully shown up in the price yet. Uber came up and honestly the turnaround numbers are pretty striking. Here's what the screen showed: ROIC: 27.8% (5yr average was -5.1% - this thing was …
GE Vernova - sell/hold?
To be clear, I'm a stocks basic \*\*\*\*\* ... a "mutual funds that track the market/whatever my financial planner does" kind of investor. I bought some GE shares way back with money we didn't spend on our wedding, as it was a steady dividend stock at the time. They bottomed …
Fidelity came up with this plan for me and I am not sure what to make of it.
They are proposing the following to me: 45 y/o male currently mostly in cash. Based on our discussions and my risk factor, they are saying 70/30 stocks and bonds. THey are saying it would be a blend of fidelity and non fidelity funds/etfs. I would start with about 50k to …