Posts
Has something that is not obvious to the public changed?
Over the past month or so, every time a negative news came out such as Houthis firing missiles, the markets fell, while it rose on positive news. However, at the start of April, it bounced on "old news" of diplomacy and negotiations. If that is not strange enough for you, …
Intel has teamed up with SpaceX, XAI, and Tesla to join the TeraFAB project
Intel recently announced that it will join the TeraFAB project alongside SpaceX, XAI, and Tesla, aiming to drive innovation in semiconductor manufacturing technology. The project focuses on expanding chip production capacity, reducing manufacturing costs, and improving chip performance. The participants of TeraFAB come from different fields: Intel brings its expertise …
NY Fed March survey finds jump in near-term inflation expectations
Americans, rattled by surging energy prices tied to war in the Middle East, are expecting higher near-term inflation and fresh challenges to their personal financial situations, the Federal Reserve Bank of New York reported on Tuesday. The bank said as part of the March findings of its latest Survey of …
Broadcom is up about 3% after hours. They just signed a 5-year deal with Google, do you think there’s still an opportunity here?
So Broadcom partnered with Google to build custom AI chips (TPUs) through 2031. At the same time, Anthropic (the company behind Claude) is set to get 3.5 gigawatts of compute through Broadcom starting in 2027. Stock’s up around 3% after hours. Also, Anthropic’s growth has been insane, their annualized revenue …
Just a reminder of the Trump playbook
Step 1: **Hint something ->** liberation day, to iranian protestors help is on the way Step 2: **Posturing and Positioning ->**How US is getting ripped off by everyone, send ships near Iran, send ships near venezuela Step 3: **The strike after market close** \-> Liberation day announcement, Maduro operation, Operation …
Warren Buffett bought 4 stocks in his last 13F. Only Dominos ($DPZ $380.77) is below his entry price
Berkshire's **Q4 2025 13F** (filed Feb 17, 2026) showed Buffett added 4 stocks: **CVX, NYT, CB, and DPZ.** *Three are up. Domino's is the only one that isn't.* DPZ was **$414.73** then. Now it is trading at **$380.77**. That's **-8.2%** discount to the entry price. His other Q4 adds for …
Nobody is discussing NVDA's recent $4.5 billion inventory hit in their new 10-k
I was idle, so I ran some code to compare the company's just released 2026 10-K with the previous year's to determine what changes were made to the risk factors. They recently charged $4.5 billion for "excess H20 inventory" because, with the tightening of export restrictions, demand in China essentially …
TD SYNNEX ($SNX) - A massive re-rating waiting to happen
TD SYNNEX is one of the world's largest IT distributors. The market prices it like one. It's actually two fundamentally different businesses. Distribution: $1.72B annualized operating income, growing 42% YoY, mix shifting toward software, security, and cloud. At 9x (peer midpoint), that's \~$15.5B EV or roughly the entire current market …
r/Stocks Daily Discussion & Technicals Tuesday - Apr 07, 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 …
Everyone here expecting a huge market crash needs a reality check.
Nasdaq is down 8% since October. In that time period 73% S&P companies are beating earnings expectations and they're up 14% year-over-year. So earnings have been booming in the last 6 months and the market is down not insignificantly. Yes we haven't seen things fall off a cliff but the …