Posts
CRWD and PANW are cooked?
If companies like OpenAI and Anthropic have superintelligent models with superhuman digital abilities to hack and protect against hacks, why should I believe that PANW and CRWD will survive into the future? It's as if CRWD were giving me a medieval knight to protect me from hacks while OAI offered …
$NOK & $MSFT are Bringing Agentic AI Into Telecom Network Operations
The companies are expanding their partnership to help carriers automate how network data is collected, analyzed and acted on. Nokia Data Suite will plug into Microsoft Fabric, combining telco-specific data products with OneLake, Copilot, Foundry and Power BI. Nokia says the setup can cut access to usable network data from …
Boxabl (BXBL): five years of building houses, one quarter of shipping them. Why the next two quarters decide the stock.
Everyone agrees housing is too expensive & almost nobody public is selling a cheaper house. Boxabl is. It builds the Casita, a 361 sq ft studio with full kitchen, bathroom & utilities that ships folded on a flatbed & unfolds on site in under an hour. It listed on the …
Micron's revenue rose 346% last year while its cost of revenue rose 10%. Is there a precedent for a manufacturer holding a margin like this?
I went through Micron's latest 10-Q properly because the numbers looked like a parsing error. They are not. Three months to 28 May 2026: revenue of $41.46B, against $9.30B in the same quarter a year earlier. Over that same year the cost of revenue line went from $5.79B to $6.40B. …
r/Stocks Daily Discussion & Options Trading Thursday - Sep 17, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks …
How do you decide how much to put into each stock? I basically just guess, which can't be right.
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What % of your portfolio is in single stocks vs ETFs?
I'm about 60% ETFs. QQQ and an S&P 500, split roughly in half by cost basis, and I don't rebalance just because one ran. The other 40% is single names. Most of them I keep on moomoo. If a single name starts running on its own, I'll let the stock …
What makes a stock stay up?
I've been trading for half a year now and learned a lot over this short period of time. One thing hasn't clicked yet with me and that's the title of this post. I'll use some examples with Euro currency. Nbis, made me the most money and it works until it …
Time to be real about David Ellison's threats to move out of California
**David will start to owe Ticking Fee's to investors** so he is already about to start accumulating debt he can't service. If this all fails he will have to give 7.2B to WBD and Zaslav will return it to investors and immediately chop WBD up for parts which Netflix will …