Posts
Which stocks would you buy if the Nasdaq dropped 25%?
Imagine that inflation accelerates, forcing the FOMC to hike rates, or that the government decides to launch a full-scale invasion of Iran after regrouping its troops. This post isn't about oil or defense stocks; instead, I want to ask which great companies you would buy if the market falls \~25% …
AI Stocks are being manipulated by big whales - Am I wrong?
Hello everyone, So I read the other day that almost 90% of all stocks are roughly owned by the richest 10% of individuals (directly or through institutions). I'm really new to the game of investing in stocks. I have however, completed my higher education in Finance, so I know the …
Sandisk earning forecast
|Sandisk 4-6/2026||||| |:-|:-|:-|:-|:-| |Metric|Wall Street Consensus|Management Guidance Range|Whisper Numbers|Mine| |Revenue|$8.28 Billion – $8.35 Billion|$7.75 Billion – $8.25 Billion|9.15B|12B| |EPS (Non-GAAP)|$33.17 – $34.26|$30.00 – $33.00|$37|$46| |Gross Margin|\~79.0%|79.0% – 81.0%| |83%| |||||| Micron last reported NAND revenue $10B 100% Q/Q growth. Sandisk NAND revenue historically is \~20% higher than Micron. MU from …
How to handle this insane volatility?
I haven't been in the market long enough to see such insane volatility before. I know each stock and time period is different, but I wonder how you typically manage such rough seas? Because it gets a bit overwhelming. The news come in seconds, nobody seem to really have a …
r/Stocks Daily Discussion & Fundamentals Friday Jul 03, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals 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 * …
Professional
What are the secrets to beating the hedge funds for a regular guy? This is a very difficult thing to do for an average person who doesn't have expensive algorithms and insider knowledge to use when that's what he has to go against. Follow the money and you can be …
SpaceX joining the Nasdaq 100 next week. Is this already priced in?
SpaceX is officially being added to the Nasdaq 100 next week. The usual logic is that index inclusion triggers forced buying from passive funds, which should push the price up around the effective date. But these things tend to get front run the moment the announcement drops, so by the …
Which sectors have actually dropped to attractive valuation levels right now?
The market has been drifting lower for several consecutive days recently, and it’s really shaking a lot of people’s mentality. But objectively speaking, during a broad sell off like this, it’s actually a time when bubbles get flushed out and major companies are effectively on sale.If you have cash on …
Has Axon Enterprise grown into its valuation or is it still growing into it or is it overvalued.
I recently came across an article about Axon's CEO saying AI is the future of policing. I expected another AI buzzword story. Instead, I ended up spending the next few weeks reading about the company, and the more I researched it, the less I thought I was looking at a …
My dad has been buying the same stock for 22 years.
My dad is 61. He worked at the same manufacturing company for his whole career and through their employee stock purchase plan, he quietly bought shares every month. Never looked at it and barely talked about it. Last month he was filling out paperwork for early retirement and asked me …