Posts
eVTOL stocks - LEAP strategies? (JOBY, ARCH, EVTL, HOVR, others)
I have been building underlying stock positions for these following four eVTOL companies: JOBY, ARCH, EVTL, HOVR. I just love the diverse applications of these platforms, and wanted a small allocation of my portfolio to be a part of this sector. I am considering LEAPS into these stocks as well, …
Memory prices tipped to fall as China starts flooding the market with DRAM and NAND chips
**Chinese semiconductor firms have begun flooding the market with domestically produced DRAM and NAND chips in a move that analysts believe could drive down memory and storage prices, offering consumers some much-needed relief. Reports suggest that several leading global PC component manufacturers have already started using the chips in upcoming …
LFVN deserves more eyes than its getting right now.
The numbers here are honestly wild for a company this small. Current short interest is sitting around 3.85 million shares, which is roughly 39% to 44% of the float depending on the source. That is an insanely high percentage for a low float stock. Days to cover is currently around …
WVE: Wall street dosen't know how how to price clinical trial data
The position is $6 calls on WVE expiring July 17th. The stock trades for $6.33. Thesis/DD: 1. **THE CATALYST:** The stock fell 50% over a month ago after data on WVE-007, an obesity medication, that showed "less fat burning" than standard GLP-1 agonists that are usually used to treat obesity. …
Photronics (PLAB). A great Picks and Shovels play during the AI and Data Center Boom
Hey guys - so I've seen some discussions on Photronics in the past but wanted to bring this back up again, especially with the focus on AI/Semis/Data Centers. I believe that PLAB is a great picks & shovel play in the industry, and with them being the only major player …
$MU became the AI memory trade nobody wanted to chase. What is the next “obvious in hindsight” chip-adjacent play?
Micron turning into a trillion-dollar AI winner still feels crazy. A year ago most people were focused on GPUs, hyperscalers and software. Now memory is suddenly the bottleneck everyone cares about. HBM demand is tight, pricing power is back, and the whole thesis looks stronger than it did when the …
r/Stocks Daily Discussion Wednesday - May 27, 2026
These daily discussions run from Monday to Friday including during our themed posts. 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](https://www.streetinsider.com) news * [Market Check](https://www.streetinsider.com/Market+Check) \- Possibly why the market is doing what it's doing including sudden spikes/dips …
UiPath (PATH): Consistent Growth Without Correlation in Stock Price (DD)
Hi Everyone, Second time posting DD in here. If you're interested in seeing my first post it is linked [here](https://www.reddit.com/r/stocks/comments/1m3s9fm/maxlinear_mxl_a_return_to_profitability/). I posted about MaxLinear, and unfortunately didn't put my money where my mouth was, although I was very right. While it's cocky of me to think that being right once …
NOK & BB might be the most misunderstood AI plays on the market right now
Nokia is building AI-era network infrastructure. BlackBerry is securing AI-era machines. That’s the thesis. Nokia: • AI data center networking boom • Nvidia + AWS partnerships • AI-RAN + 6G positioning • AI/cloud orders surging BlackBerry: • QNX in 275M+ vehicles • AI-driven cybersecurity demand rising • Autonomous vehicle + …
Everyone writes off solar as speculative. First Solar has a 30% net margin and trades at 16x earnings.
First Solar is the only major US-headquartered solar manufacturer and they make thin-film cadmium telluride panels, which is a different technology than the silicon panels most Chinese manufacturers produce. That distinction matters more than people realize rn. ROIC: 12.6% (5yr avg: 5.8%) Gross margin: 41.7% Net margin: 30.7% FCF margin: …