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r/Stocks Daily Discussion & Options Trading Thursday - Jul 02, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options 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 …
Market's obsessed with Nvidia while gold is up 70% and silver nearly doubled this year.
I m going to sound like a boomer saying this but while i have been watching nvidia earnings and arguing about whether AMD is a buy, gold hit $4,500 an ounce this year which is up roughly 70% in 12 months. Silver is also up somewhere around 96% year to …
Meta entering the cloud space is NOT a bear case for semiconductors. In fact, it's the exact opposite. Change my mind.
So the entire semiconductor sector took a massive dump today (Micron -10%, AMD -7%, NVDA -2%). Why? Because Bloomberg reported that Zuck is planning to rent out Meta's "excess" compute capacity and AI models to third parties. Wall Street read the word "excess," completely shit the bed, and started screaming …
Wendy’s makes earnings projections regularly, has a new CEO, pays a 6% dividend. What’s the rub?
On a lark I bought 200 shares of Wendy’s. B/C of Reddit I looked it up and the price trading range is not alarming, it pays a great dividend, and if a bunch of folks buy and run up the price just “because” fine. It’s already popped a dollar! I’ve …
Where do you keep your emergency fund?
I've been trying to get better at managing my money, and one thing I'm still unsure about is where to keep my emergency fund. Some people recommend a high-yield savings account, while others suggest money market funds or short-term Treasury bills. For those of you who have been doing this …
ELI 5 please (Newer to stock market)
Newer investor very confused I invested 3 weeks or so ago into AST after reading everything. Obviously it dropped 25% right after my first investment. I held and it went back up. So far so good. How is this stock currently struggling so much with so many good news after …
Why you should buy Autodesk ADSK
The bull case for **Autodesk (ADSK)** rests on its massive economic moat, highly recurring subscription revenue, and transition into an "AI-native" platform. Trading at a discount to historical multiples despite strong cash generation, ADSK presents a compelling opportunity for investors seeking quality and value. # The Core Bull Narrative: Why …
Makes a fortune in cash. Costs almost nothing to run. Protected by patents until 2037. COLL at $35 looks too cheap.
TL;DR: Collegium ($COLL) sells patent-protected extended-release drugs for pain and ADHD. Asset-light, 61% gross margins, \~$290M owner earnings, revenue compounding \~20% for five years. Including \~$488M of net debt, the whole enterprise trades around 5.6x owner earnings. I think the market is pricing a cash-gushing business as if it's dying …
UAA Turnaround
A couple of weeks ago I posted a turnaround thesis on Under Armour. It got a lot more attention than I expected, and while plenty of people disagreed with me, I appreciated the pushback because it made me think harder about the risks. My original point wasn’t that Under Armour …
I think biotech stocks (like MRNA for example) are having a savage comeback similar to the post dotcom-boom in the early 2000s
Back in 2000-2005 when biotech stocks ruled for a cycle and every single one you bought was basically a winner, I think the same thing has been forming for the past few months in a world post-AI bump. Biotech seems to becoming a major rhetoric again now with AI advancements …