Posts
$VST Vistra Corp. Opinions?
I’ve recently started looking into **Vistra (VST)** and I’m trying to figure out whether it’s actually a good opportunity at the current valuation. One thing that caught my attention is the amount of political and insider activity around the stock. **Nancy Pelosi, Donald Trump, Ro Khanna, Julia Letlow and other …
Cybersecurity sector skyrocketed amid AI worries and regulation
The pure-play security names are catching a sector bid on fresh artificial intelligence (AI) safety warnings from two frontier lab CEOs over the weekend, on the reasoning that a more dangerous threat environment expands security spending. CrowdStrike is the clearest expression of the theme, given how directly its products are …
Here we go again - new stupid AI shorting narrative
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r/Stocks Daily Discussion Monday - Sep 14, 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 news: \* \[Market Check\](https://www.streetinsider.com/Market+Check) - Possibly why the market is doing what it's doing including sudden spikes/dips …
Oil prices jump to near 4-month high as Oman-Iran talks on Strait of Hormuz end after Iran Cargo vessel hit over weekend
[As of Today Oil prices hit a record high on the international markets that already have trading hours prior to US soooo](https://www.cbsnews.com/live-updates/iran-war-us-trump-oil-strait-of-hormuz/) OIL is back on The Menu. $XLE will be the energy ETF to look at. $USO will be the go to etf for US oil exposure (as of …
Anthropic tells investors it will be profitable for second straight quarter
**Edit: Reddit so mad that AI is actually profitable and they've been proven wrong this whole time. Everyone single one of you need to change your view on AI now or you will miss out on a lot of money.** Source: [https://www.ft.com/content/4564e6a5-69e9-40a6-bf0f-a888f2f4f002](https://www.ft.com/content/4564e6a5-69e9-40a6-bf0f-a888f2f4f002) >Anthropic has told its backers it will be …
What % of your investments do you have in single stocks?
Just curious what approach you all take. Personally I have 60% in ETFs (30% QQQ, 30% SP500, at purchase price, no re-adjustment if one of them outpaces the other) and I tend to keep 40% in single stocks. Of course sometimes if one of my holding runs up the ratio …
Will there be a "TSMC" of robotics?
I'm long on TSMC as a "tollbooth" stock for semis because I don't have to pick winners and losers; TSMC grows regardless of which chip designers ultimately do best. I see "physical AI" is being hyped as a sort of post-LLM growth story by Jensen and others. Especially the Moonshots …
Don’t underestimate the impact of Dario saying “we must slow development of AI due to safety concerns”. Should impact QQQ bigly
People shouldn’t discount the massive implications of what Altman, Amodei, and Musk said in the past two days. The huge amount of debt these have that needs to be serviced cannot afford a slowdown in development “for safety” of any other reason. The debt payment schedules won’t allow it. And …