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/r/Stocks Weekend Discussion Saturday - Sep 19, 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: * …
Micron vs. Sandisk
Hey everyone, I've got a macro observation I'd love to get your take on: Everyone labels memory stocks like Micron and Sandisk as classic cyclical plays, but shouldn't NVDA and AMD fall into the exact same category? At the end of the day, there are no computers or AI servers …
LYFT a good buy?
LYFT looks significantly undervalued to me at current levels. The market’s bearish sentiment appears more severe than the underlying business trends justify. Lyft continues to grow ride volume, generate meaningful cash flow, and expand its strategic partnerships, including in autonomous vehicles. At the same time, the stock has been heavily …
High Gas Prices Become Tesla’s Best Salesman
**My Thesis: $TSLA is uniquely positioned to gain market share during this high energy inflation** With all the negative sentiment surrounding high interest rates, sticky inflation, and tightening auto credit, many are writing off the automotive sector as a whole. However, looking at the change in consumer behavior and manufacturing …
Generac just gave Amazon the right to buy 1.69M shares at $200.93 as part of a potentially massive data center deal
I was digging through Generac’s latest 8-K and this deal with Amazon is a lot more interesting than the headline makes it sound. On September 16, Generac signed a long-term supply agreement with Amazon to provide backup generators for Amazon data centers. Generac expects the initial deliveries alone to total …
Could GFS (Global Foundries) become a huge foundry over time?
GFS doesn't compete against TSMC because they don't manufacture on small nodes critical to AI chips. But if physical and edge AI become as huge as so many people are saying (even Jensen), robots need many larger chips. I see GFS also just made a partnership with MRVL to manufacture …
Thorsten Hens on why an AI bubble could benefit the economy while still being terrible for investors
Just interviewed Thorsten Hens, professor of financial economics at the University of Zurich, and asked him the obvious question: is AI a bubble? He said yes, pretty much without hesitation. But the part I didn't expect was that he doesn't really see that as a bad thing. His point is …
Nike loses Mbappe to On- here’s why they did it deliberately
Mbappe signed with ONON today and in pre market ONON was up 7 % and NKE down 1 %. As soon as the market opened for general trading, ONON went red and NKE flat. Essentially, the market is saying ONON needs to spend a lot of money on becoming a …
When/If autonomous ride-hailing succeeds, is Uber or Tesla the better investment?
Tesla and Uber are approaching autonomous transportation from almost opposite directions. Tesla wants to own the vehicle, autonomous-driving technology and robotaxi network. Uber largely abandoned developing its own driving system. Instead, it wants to connect autonomous-vehicle operators with the riders already using its platform. That makes them two very different …
The October Surprise for this election cycle is going to be a massive stock market crash. The polycrisis is arriving.
Here are some major problems to consider: Stocks are already at record highs and priced for perfection. 40T+ debt is getting harder to ignore by the day both as the amount increases and rates stay elevated. Iran War is not ending, Iran has seized more control over exports in the …