Posts
Where is all the money in the US stock market coming from?
Newbie here - I don't really do complex analysis of stock trends/full blown out supply chains with all the players. I've mostly just focused on tech stocks I believed in/ETFs. But, my stock portfolio has grown insanely the past year (80% ish) and I'm trying to understand the stock market …
MS and Citi Play around the CBRS IPO
CBRS IPO was today, shares were allocated at 185 and it opened for trading at 350 before hitting 386 and retreating. While people were focused on the IPO, here was an interesting nugget from the prospectus. [https://www.sec.gov/Archives/edgar/data/2021728/000162828026029503/cerebras-sx1amay2026.htm](https://www.sec.gov/Archives/edgar/data/2021728/000162828026029503/cerebras-sx1amay2026.htm) *"We will grant the underwriters the right to purchase up to an additional …
$ORCL Oracle Corporation - Bullish
Most recent news from Oracle showed that the price target was raised to a whopping $275!!! (it used to be $225) Other notes: Oracle's capex-to-RPO ratio is \~9% versus peers' 33.6% They're is cutting staff in India amid broader hiring slowdown tied to AI shifts; traders may note potential cost …
Automation and the K-Shaped Economy
I'm no seasoned economic analyst or economic thinker, but a lot of posts in this and related subreddits got me thinking. I see people musing over the beaten down prices of SAAS and consumer cyclicals and an implicit assumption that the divergence of these sectors and AI-related sectors will eventually …
WeRide Announces Strong Q1 2026 Financial Results: Total Revenue Hit US$16.5 Million, Driven by Robotaxi and ADAS Commercialization
Some of the numbers stood out: \- Revenue up 57.6% YoY \- Product revenue up 115.8% YoY \- Gross profit up 55.9% YoY \- Cash position around $896M \- Robotaxi fleet expanded to 1300 vehicles The other interesting part was their discussion about GENESIS. It dramatically accelerates autonomous driving training …
How do you value company like $GOOGL?
Is it an ETF, a hedge fund, a hyperscaler, an AI and robotics company, a consumer device company, or a space and quantum company? I see people throwing around random numbers like $7T, $10T, and $13T by 2030, but no one seems to have any idea. I am heavily invested …
Clean Earnings
Something I noticed when trading earnings- If something runs more than 5% pre earnings generally you will get a very volatile movement, whereby less than 5% it is much cleaner, two I can give you examples- Cisco-less than 5% during the week, nice clean movement ASTs-10% on the day, bit …
NBIS is such a good investment
Nebius Earnings report Q1: $399M Rev, Net Income $621.2M AND Nebius Posts 684% Revenue Surge as AI Data Center Demand Accelerates I see so much growth for this company for the future i just bought a few shares. The AI centres demand will ONLY CONTINUE to grow at exponential rates, …
r/Stocks Daily Discussion & Options Trading Thursday - May 14, 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 …