Posts
r/Stocks Daily Discussion Monday - May 25, 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 news: \* \[Market Check\](https://www.streetinsider.com/Market+Check) - Possibly why the market is doing what it's doing including sudden spikes/dips …
Beneficial Crash Timing
It’s beneficial in ways for the hyperscalers or those with significant cash reserves to have a market crash as it cheapens /bankrupts what’s needed for deeper AI societal integration long term. A crash timing becomes useful only though once there is sufficient build out for clear take all winners. Left …
The worlds largest Antimony Producer and Europe´s biggest Lead producer
I’ve been looking into Campine NV and wanted to sanity-check the thesis here. The company had a monster 2025, mostly because antimony prices went crazy. So I’m not assuming the recent EBITDA is a normal run-rate. That’s probably the biggest risk in the whole story. The obvious bear case is …
BlackBerry (BB) isn’t about Smartphones anymore.
I posted in here a month ago about how BlackBerry wasn’t a meme stock anymore. I got called crazy / a bag holder. I posted when the price was $5.03… we are now currently at $8.00. Blackberry is up 50% on the month & 109% year to date. Everyone still …
Rate question
Is it possible we get a paradoxical reaction to rate cut/hike? They probably won’t actually move on the rates side and will let long duration assets run off the balance sheet to get other voters to cut but if Warsh actually cuts rates, wouldn’t the long end rise with inflation …
TOST my personal recommendation
TOST at $23, seriously undervalued imo been looking at this one for a while. company is killing it financially but stock got destroyed with the rest of tech the numbers are wild honestly - revenue up 22%, profit went from 19M to 342M in a year, basically no debt. 70% …
What Happens When Companies Stop Being Profitable? Do Shareholders Just Jump Ship?
Public companies are always chasing profits, we know this. It's not always possible to be profitable, however. So when there profits dry up, is it an automatic death sentence? Or how does it work? What brought this to my mind is seeing how many retailers and grocery stores have disappeared …
consolidating big winners for an unproved Winner?
So I have meager (share quantity) positions in RKLB and ASTS, however since my entry price was so low I have bagged 5 figures in profit on each. As I get older I’m trying to consolidate more of my portfolio into ETFS as opposed to the single stock play when …
anyone looking at nvda's supply guidance or just the revenue?
wanted to share quick read i've been circling since the nvda print. literally every thread this week went straight to the revenue beat and the immediate stock move, which makes sense but the part that keeps nagging me is the actual supply chain language in the call. im not even …
Why $AMD will easily surpass $1T and could come knocking at $NVDA door.
If you ever built a computer from scratch, you would know that AMD CPU chips have been king over Intel for more than a decade now. The reason is that AMD is a master in chiplet based design - the ability to have multiple chips or cores working in unison …