Posts
AI infrastructure picks (mostly mid cap)
Hey all, Mods removed my last post because they claimed I posted saying 'i had XXX amount of money what should I do with it'. Despite not mentioning capital amounts and I'm not saying I am looking to be persuaded otherwise. I'm just interested in what others who are more …
r/Stocks Daily Discussion Wednesday - May 20, 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 …
Samsung strike is bad for Nvidia and AMD
Nvidia and AMD are entirely dependent on South Korean high-bandwidth memory (HBM) and enterprise DRAM to build their AI data centers and GPU servers. The market is already tightly constrained. If Samsung's supply drops by even 3%, the bottleneck will paralyze their shipment schedules. No chips shipped = missed earnings …
Is too much money in a HYSA a waste of capital?
I have $72.5k in an Amex HYSA, $47.5k in stocks (GOOGL, AVGO, AMZN, NVDA, TCEHY), $7.5k in a Roth IRA (VOO, VXUS), and a few thousand in crypto (BTC). I try to keep around 10k min in my bank account between paying off loans and expenses. I realize my investments …
CHWY [Chewy] is the Next LION [Lionsgate] and Here is Why...
Here we go, again... after moving on from LION - I have picked my next 12-month forecast stock. Chewy. $CHWY - the only negative is it was founded by Ryan Cohen, the rest is a positive story. 80% recurring revenue, essentially no debt, net cash position, 12 billion in annual …
Gold has dipped and it’s time to buy
I’ve been reflecting on the gold market quite a bit lately, and the patterns that are emerging suggest we’re in for a substantial rise over the next 6-18 months. Real interest rates have been climbing, which explains some of the recent pressure on gold prices since it pays no yield. …
Strait Will Remain Closed.
It seems many cannot grasp the bigger picture here. This war is not by coincidence, it's not some ignorant failed plan. The strait being closed is a power move for USA, it causes tensions globally which destabilizes other countries far worse. Remember, the largest oil producer in the world is …
What is the optimist case for Tesla anymore?
Tesla has always had a pretty ludicrous P/E, and this year in particular, running a negative cashflow looks pretty rough. But I understand the case that was made in the past; the company is building out tech infrastructure to become far more than a car company. My question is; can …
Morgan Stanley Advisor?
I currently have a few hundred thousand dollars invested in the market, primarily in VOO, with a portion allocated to SMH, VTI, VGT, SCHD, QQQ, and VXUS. My financial advisor wants to create a proposal to manage my portfolio and minimize the risk of losing more than 30% or 50% …
It is a crime that retail investors have been locked out of owning Anthropic's and OpenAI's early growth
The stock market is a societal equalizing device in that it offers retail and institutional investors alike the opportunity to buy the same assets at the same price at any point in time. When private companies are allowed to stay private until $1T valuations, it creates inequality between institutional and …