Posts
Is Constellation Energy (CEG) Undervalued?
Constellation Energy (CEG) has been on my watchlist for a few months. Based on my research it appears undervalued but analyzing this industry is somehwat complicated. Here are some numbers as of 6/8//26: Market Cap: 90.92B PE: 21.86 FWD PE: 18.59 PEG: 0.83 P/S: 3.19 EV/EBIDTA: 18.07 Debt/Equity: 0.67 Profit …
Shipowners pursue floating data centers as Samsung Heavy Industries lead push
As demand for artificial intelligence (AI) data centers surges, global shipowners are turning their attention to "data centers on the sea." They aim to expand revenue beyond the existing business of owning vessels and receiving charter fees by long-term leasing offshore data centers to big tech or cloud operators. Among …
Selling out to avoid oil shock risks
I buy a certain amount of stocks every month into a broad index fund. For me, this is the easiest way to invest and I know it’s impossible to time the market. However, I feel it’s hard to justify staying in the market right now. Are the risks of the …
My $700k all-in bet that drone pure-plays are going parabolic in a couple of months. $AVEX $AVAV $KTOS
**TLDR;** **Drone budget for US: FY25 ~10B, FY26 ~25b, FY27 74b and FY2028 is going to be insane. Most of the government contracts for FY27 are about to be announced and the government literally said they are going to be ordering hundreds of thousands of asymmetric warfare in a form …
SpaceX $1.75 Trillion valuation means capturing 2.4% of total US GDP by 2035. Is this realistic to you?
[](https://www.reddit.com/r/StockMarket/?f=flair_name%3A%22Discussion%22)Rumors of a June 12 Nasdaq listing for SpaceX at a $1.75 trillion valuation are heating up, so i've been looking at the math behind that number and the assumtions are... aggressive, to say the least. According to Fortune/New Constructs ....[https://news.futunn.com/en/post/74244292/what-does-spacex-s-sky-high-valuation-imply-it-would?level=1&data\_ticket=17809234445217](https://news.futunn.com/en/post/74244292/what-does-spacex-s-sky-high-valuation-imply-it-would?level=1&data_ticket=17809234445217)....., even assuming a relatively modest 10% annual return for …
r/Stocks Daily Discussion Monday - Jun 08, 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 news: \* \[Market Check\](https://www.streetinsider.com/Market+Check) - Possibly why the market is doing what it's doing including sudden spikes/dips …
SpaceX Bars Chinese and Hong Kong Investors from Record $75 Billion IPO on National Security Concerns
Banks leading SpaceX’s ambitious initial public offering have directed syndicate members to reject orders from investors based in mainland China and Hong Kong, according to people familiar with the situation. The restrictions stem from U.S. rules governing the transfer of sensitive technologies, highlighting the growing intersection of commercial space ambitions …
DRAM crowd suffers the consequences of Greed, Arrogance and Stupidity
Where are all the DRAM supporters? Where is the infamous saying that memory is no longer cyclical or that memory stocks will only go up because "AI"? Where are the speculators masquerading as investors who say just jump in the bandwagon until you see signs that memory chip shortage is …
US AI Companies Losing Pricing Power May Be a Key Catalyst in This Most Recent Drop
[https://www.scmp.com/tech/tech-trends/article/3355927/more-us-firms-turn-chinas-deepseek-over-pricey-silicon-valley-ai?module=perpetual\_scroll\_1\_RM&pgtype=article](https://www.scmp.com/tech/tech-trends/article/3355927/more-us-firms-turn-chinas-deepseek-over-pricey-silicon-valley-ai?module=perpetual_scroll_1_RM&pgtype=article) [https://www.scmp.com/tech/article/3356138/deepseek-v4-forces-rivals-slash-prices-rattling-chinas-cloud-providers?module=perpetual\_scroll\_0&pgtype=article](https://www.scmp.com/tech/article/3356138/deepseek-v4-forces-rivals-slash-prices-rattling-chinas-cloud-providers?module=perpetual_scroll_0&pgtype=article) , Source is the South China Morning Post so take that with a grain of salt should you choose to, but the coordinating articles show Deepseek aggressively bringing down AI customer pricing at the same time as more US Firms are choosing Deepseek over OpenAI/Anthropic e.t.c. due to …
Should I trim my AMD position? Looking for thoughts on this portfolio reallocation
I've been invested in AMD for close to 5 years now. It started the year at roughly 25% of my portfolio, but it has since ballooned to over 50%. My thesis is still intact and I remain bullish on AMD. That said, I've developed an unhealthy obsession with checking its …