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/r/Stocks Weekend Discussion Saturday - Jul 04, 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: * …
Thoughts on Nintendo and Sony stocks?
Yes, both stocks are down due to RAM price increase which means lower profit marginal. But it seems that the bottom has been reached and both Sony and Nintendo stocks are starting to rise. Why i'm bullish. **1. The Sector Rotation Play:** Capital is pulling out of overextended AI hyper-growth …
If you're trying to go long quantum, QTUM is the wrong choice.
Dropping a short research note here, because they got a good ticker symbol and I've seen chatter about it, but the fund is just so bad and I'm mad I spent time on this. The underlying index is an unprincipled combination of quantum and AI, even on those terms the …
Where can you see the market falling before midterms?
Even in the heat waves affecting Europe and North America last week oil withdrawals were less than 800,000 barrels a day. That means Trump has enough oil reserves to keep flooding the market well past midterms, regardless of the situation in Iran. Cheap oil means the market is pricing in …
Build a Bear Workshop (BBW) is probably way undervalued
Build A Bear Workshop (BBW) investors have been on a roller coaster the last few years, with the stock climbing from the teens to a high in the 70's all the way back down to \~$30 today. I believe the company is about to be on the next leg up …
Meta's full arc this week: +9% on cloud hype and -5% on Zuck's own AI comments.
Meta had a wild couple of days. Wednesday the stock popped almost 9% after Bloomberg reported they're building out a cloud business to sell excess AI computing power to outside customers instead of just eating the cost internally. META had told investors it plans to spend $125-145 billion in 2026 …
Current state of private basket tickers
|Ticker|Last Reported NAV|Estimated NAV|Last Close|Multiplier to Est. NAV|Fund Heavyweights|ATH|Notes| |:-|:-|:-|:-|:-|:-|:-|:-| |**DXYZ**|$24.56|$39 [\[1\]](https://www.reddit.com/r/VCX_Fundrise/comments/1umgdqg/updated_dxyz_nav_estimate/)|$24.00|0.62|Anthropic, OpenAI, SpaceX|$105|18.1% Anthropic. Updated NAV presented in the link. I have taken a long position recently.| |**VCX**|$18.97|$25.00|$78.00|3.12|Anthropic, OpenAI, Databricks, Anduril, SpaceX|$575|16.5% Anthropic. NAV updates due to Anthropic/Anduril. 85% float is locked up. Unlocks on Sept 15th; I hold …
Can American Express lift a battered travel stock?
Everyone who follows $TRIP is focused on the $700M sale of TheFork. I think the bigger story is what happens next. Tripadvisor CEO Matt Goldberg:said: “I’m confident that we’ve found an ideal home for them and look forward to expanding our relationship with American Express in the future.” Amex CEO …
Meituan just trained a 1.6 trillion parameter model on 50,000 domestic chips. I think I have had it in the wrong bucket.
I have held Meituan for a bit over two years now, mostly accumulated around the 110 to 130 HKD range during the various panics in 2023. It is roughly a quarter of my portfolio, which I mention only so you know I am not casual about this. In my head …