Posts
If the AI bubble pops, what happens next?
I’m talking the full picture here. What’s the catalyst that finally tips it over? Then how do things look for the broader market, the economy, society at large, and AI development itself at 30 days out, 90, 180, a full year, and maybe even longer? Is the catalyst something boring …
Quantinuum IPO June 4
The Quantinuum IPO is expected to price on June 3 per E\*TRADE and usually would IPO the next day. There are rumors on X (Shay Boloor) that the stock is 2x oversubscribed. Public companies in quantum, rare earth elements, and semiconductors receiving US government stakes have experienced price spikes. Quantinuum …
Portfolio underperformance
My portfolio mostly consists of high quality mega cap stocks and ETFs. It’s up +4% YTD. I have exposure to banks, waste management, credit cards, PE, software, semis, mega tech, and defensive areas like utilities, Costco and Berkshire. I understand why I’m lagging but it sometimes can be frustrating seeing …
VTI and VXUS? Or VTI, VXUS, BND or PLTR or COST?
32 year old. Planing to invest for long term growth along with 401k to be able to retire and live comfortable. did start ROTH IRA but now comes where I’m unsure. I’ve seen posts say all you need is VTI and vxus, some say only VTI. I’ve had people tell …
Am I supposed to just keep holding forever? When do people actually sell?
I’m in my early 30s and honestly feel like I’ve gotten more lucky than skilled. I don’t have a formal investing strategy. I’ve mostly bought companies I hear from investing friends and held them. Now I’m trying to figure out: \- When do you sell a winner? \- Do you …
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Yesterday I moved 30% of my portfolio to Taiwan Semiconductor, and I plan to hold it for 3-5 years. I am convinced this stock is under priced relative to other megacap stocks, for a few key reasons. * First, and most importantly, the geopolitical risk from China is overweighted, and …
SpaceX’s $80 billion IPO has a catch: 78% of the money is already spoken for
"At first glance, it appeared that the huge take from the IPO would comfortably fund those requirements for at least a couple of years. Not so as it turns out. As David Trainer of research firm New Constructs notes, the S-1 reveals that $62.8 billion or 78% of the forecasted …
How I'm investing in oil, coal, fertilizer and infrastructure.
Hi r/stocks, I want to share my investment portfolio and get your input on a strategy that rotates completely out of tech and global index funds in favor of real assets. The core of the portfolio is my exposure to offshore drilling, which doesn't own the oil in the ground …
Starting investing out as a single mom
Not sure if I’m in the right place (the majority of this forum is far above my skill set) but I’m a 29 year old single mom, I work as a police officer and make a good living - but as you all know, a ‘good living’ as a single …
/r/Stocks Weekend Discussion Saturday - May 30, 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: * …