Posts
SOFI: the bull case, the bear case, and which one I actually believe
I've spent the last couple of days digging through $SOFI's Q1 2026 filings and what is so surprising is the stock's movement in relation to where the company is headed. The company just posted it's 10th straight profitable quarter which showed that revenue grew 43% YoY and crossed the 40 …
SPCE!=SPCX I am confuse
Why are people buying Virgin Galactic (SPCE) before SpaceX (SPCX) IPO on June 12? It’s actually pretty hilarious and a bit sad at the same time. SpaceX is about to go public under ticker **SPCX** on June 12 in what could be the biggest IPO in history. Meanwhile, Virgin Galactic …
US Grounding Flights: Demand Destruction?
Recently there have been discussions in the US regarding the shuttering of major airports with all flights in and out completely cancelled. The explanation given defies logic. However, with the Strait of Hormuz shut and jet fuel under pressure it appears that oil would eventually rise. Theory: By shuttering the …
HPE’s $5B AI backlog is prolly gonna pump these 3 tickers on monday
i am literally losing my mind over this HPE earnings report on monday. that massive 5B ai backlog is insane because that money flows straight through other tickers before HPE ever prints it as hardware revenue. if you want to make money on this you have to front run the …
Is CRWD in a short squeeze or something else?
I wanted to post a year chart of CRWD but it's against the rules. Basically, it's a solid company and has been for a while with great growth but it's gone bonkers over the past month about 64%. Did a bunch of people short it with the overblown AI SaaS-pocalapse …
SpaceX IPO next month: How do we think institutions will play $RKLB?
**Been thinking a lot about the upcoming SpaceX IPO next month and what it actually means for Rocket Lab.** **RKLB has been on an absolute tear lately (hitting that $78B market cap is honestly insane), but I’m a bit worried about a short-term liquidity drain. I know most of us …
The world is burning, but my daily chart is bullish.
Am I the only one who thinks this is all just completely absurd lately? Same madness every morning: You open the news and basically just see geopolitical meltdown, crumbling infrastructure, bureaucratic insanity, war here, war there, and politicians lining their pockets. Basically just this feeling that we're collectively driving straight …
Not sure what to do about mid-caps
SCHD holds a significant percentage of my portfolio. I’m a retiree and I like the fact that SCHD is steady and boring. I like steady and boring a lot. I’ve been thinking about opening a position of DON, also nicely steady and boring, to add some diversification through mid-caps, but …
Exxon warns oil inventories near record lows, price spike ahead
https://qz.com/exxon-oil-inventory-record-low-price-spike-052926 ExxonMobil senior vice president Neil Chapman warned Thursday that global oil inventories are approaching record lows and that prices will spike sharply within weeks, according to [CNBC](https://www.cnbc.com/2026/05/28/oil-inventory-exxon-strait-hormuz-iran-war.html). Speaking at the Bernstein conference in New York, Chapman laid out a stark timeline. "We're approaching unheard of inventory levels," he said. …
r/Stocks Weekly Thread on Meme Stocks Saturday - May 30, 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 …