Posts
Shift4 Payments ($FOUR) Deep Value with a Massive SpaceX Catalyst and High Short Interest
I’ve been digging into Shift4 Payments ($FOUR) lately, and the disconnect between the current stock price (sitting around $43) and what’s actually on their balance sheet is getting wild. The market is pricing this like a struggling legacy payment processor, completely ignoring a massive asset catalyst and a ridiculous short …
Why aren't index funds adjusted for inflation?
Whenever I read about CD's or bonds as investment vehicles, there's almost always a mention of inflation. Especially how those investments are better than holding cash because they help prevent devaluation from inflation. Why isn't inflation talked about when looking at index funds? At the individual stock level, inflation can …
Reddit ETF progress from Jan 2021 to Jan 2026
This [Reddit ETF post](https://www.reddit.com/r/stocks/comments/ku6skz/reddit_etf/) was made at the beginning of 2021, near the period of peak euphoria. Anyone who was around at the time can testify that this really did represent consensus opinions in this sub at that time, which you can see in the comments of that post. Note …
SK hynix unveils 'iHBM' thermal architecture that cuts thermal resistance by 30%, targets HBM5 accelerators and dense AI data centers
SK hynix announced iHBM today, a memory heat management technology designed to enhance AI system performance. The thermal packaging solution improves heat dissipation by integrating ICEs (integrated cooling elements) directly into the HBM package. SK hynix says the result is an over 30% reduction in thermal resistance, “ensuring stable operating …
Samsung's preferred stock is at a 37% discount to its own common. That's all-time high.
The gap between Samsung Electronics' common (005930) and preferred (005935) has been quietly blowing out all year. Historically it mean-reverts. Right now you're buying Samsung at a 37-cent discount on the dollar versus people buying the regular ticker. On top of that, Samsung just committed to paying out 50% of …
Joby vs Archer is it the new BYD vs Tesla?
And if so does that mean I invest in Archer? I held Archer during the hype run from $7 to $11 and I was looking at getting back in as it seems like the hype phase has died off but the commercialisation build up hasn’t really started yet so it’s …
SpaceX IPO Valuation?
SpaceX valuation estimates are $1.5 to 2 Trillion at offering price. Expected capital raise only $30 to 75 billion? $30B of $1.5T is 2%; $75B of $2T is 3.75% of offering converted to operating capital. This seems very low compared to other IPOs. For example: Alibaba $168 billion at the …
r/Stocks Daily Discussion & Technicals Tuesday - May 26, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not 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 …
The AI data center build-out won't last forever. Here is the long-term risk with CXMT and why we all need an exit strategy.
Let's talk about the real long term risk with MU and why you need an actual exit plan instead of just screaming 1400. A lot of people are ignoring the Chinese company CXMT flooding the market with cheap commodity RAM. Yes, they are going to eventually supply the low end …
Anyone else treat stocks like a savings account? It helps a lot
I used to trade stocks constantly in the past. But at some point I started thinking maybe the best way to make money was to treat investing more like a bank savings account. Like when you put money into a savings account, you keep adding to it whether it rains …