Posts
It's not AI that is the bubble...
A lot of speculation has been going around in the recent years as to weather an AI bubble could crash the stock market. From my observation, both AI optimists and sceptics are represented in fairly equally. Some believe its a bubble, some don't, who knows. Looking at history, in 2008 …
HOVR, JOBY, ACHR, EVTL Bear Case
I have been very interested in the eVTOL space recently. The technology is very promising and I can see why the whole sector is getting a lot of attention recently. But, I have some concerns. Based on current estimates there are 40,000 to 70,000 helicopters in the world and roughly …
Asymmetric bet on power generation
The case for HYLN (Hyliion) They just got UL certified, made deals with the army and navy and NASA is interested. Also just met with Jensen from NVDA who then said we need 1000x more power. If this gets BE valuation, it would be a 450$ stock, currently trading at …
NVDA's networking line is the read-through nobody is pricing
i've been watching the nvda chatter all day. most of the sub's threads went straight to the EPS beat and the guide, which is fair, but the part i keep coming back to is their Data Center networking number: $14.8B, roughly +199% y/y (NVDA release recap). that felt like a …
Futu MooMoo & Tiger Broker - Buy the dips?
About 30 minutes ago, I posted about Futu and Tiger being fined by the Chinese government, which caused the stocks to plunge 40%. However, after doing more research, I realized this isn't exactly new news. Both companies actually phased out their mainland China business a few years ago, and only …
r/Stocks Daily Discussion & Fundamentals Friday May 22, 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 * …
Futu MooMoo investigate by the Chinese government, stock plunged by 30%+ per market
just broke no English news yet so I translated this from a Chinese website China’s top securities watchdog has launched an official probe into the domestic and overseas arms of Tiger Brokers, Futu Securities, and Longbridge Securities over illegal operations in the mainland. The regulator has already issued a prior …
Intuit's recent earnings may have ended the idea of the "AI Bubble"
Long time lurker, first time poster. Everything below was written by me with zero help from AI, so I apologize if there's anything missing or inaccurate. I want to start by saying that I'm not discounting the potential that we're currently in an AI bubble. It is hard looking at …
What makes markets continue to climb to record highs and why don't they crash anymore, is the simple answer R&D?
This is just a shower thought for discussion. Historically a company would do the same thing over and over and not devote anything to R&D this meant when a new company opened with a new version the old company would dramatically crash and shake up the market. Modern companies are …
so does the market not give a shit about japan anymore?
The Bank of Japan will raise its key interest rate to 1.0% in June, nearly two-thirds of economists said in a Reuters poll, as it presses ahead with efforts to normalise monetary policy amid rising inflation concerns from the war in Iran. The policy rate was held steady at 0.75% …