Posts
[AI Bubble Burst part 2] GitLab - positioned for the AI reality check
Part 1 ($TEAM up \~30% in 3 days since posted): [https://www.reddit.com/r/stocks/comments/1sz7e0r/ai\_bubble\_burst/](https://www.reddit.com/r/stocks/comments/1sz7e0r/ai_bubble_burst/) Atlassian just printed a very clean quarter and the signal here is not just about one company. It is about a broader SaaS sentiment shift, from multiple compression and skepticism into selective re-rating of high-quality platforms. Below is how …
/r/Stocks Weekend Discussion Saturday - May 02, 2026
This is the weekend edition of our stickied discussion thread. Discuss your trades / moves from last week and what you're planning on doing for the week ahead. 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: * …
SOUN before earnings 5/7 - voice AI infrastructure play with an interesting setup
I am watching $SOUN going into earnings next week and wanted to put my notes out there through some analysis I am working on. Seperately, I will have an options analysis but not focused on this one. The stock closed around $9.56, market cap $3.7B, sitting in the middle of …
ELI5: How does GME, with $10B in assets and $4B debt, buy Ebay, a company trading at $50B?
This is a genuine question. Sorry if the answer is obvious. EBAY made $2B+ on profit last year. They're current trading at around 45-50B market cap. How does GME make them a legitimate offer? I know this sort of thing must be possible because the recent Paramount/WB deal immediately comes …
Buy OPRA b/c OPAY IPO
I've been following OPRA for a long time and have been waiting for a big catalyst: Opay to ipo. Opay is a Nigerian fintech company which Opra has a 10% stake in. For the last year, there's been rumors that Opay would IPO, and OPRA even talked about it in …
Following institutional behavior is useful but only if you understand the delay
A lot of people are starting to track institutional flows, insider buying, and filings more closely and that’s definitely useful. But one thing that often gets overlooked is timing. By the time most of that data becomes visible, the decision has already been made, and in some cases, partially acted …
AAPL Soars Continuously; an All-Time High Is Within Reach
Hey, Apple went beast mode again last night, and today it could easily hit a new all-time high! Beating earnings expectations for several quarters in a row, this company is really showing off. Tim Cook is stepping down soon with John Ternus taking over, but I’d bet Apple’s stock isn’t …
AAPL - no AI, no Tim Cook, no problem!
AAPL has become a hedge against the AI hype. No AI, just massive revenue gains and profitability year over year through iPhone and hardware sales. Only announcement related to AI would be its switch from OpenAI to Gemini starting in June 2026. AAPL remains in its lane: * Phone sales …
What technical factors (besides month-end fixing, CTA flows, and options expiry) can move the market sharply?
I’m trying to better understand the more “technical” drivers behind sudden market moves. I’m already familiar with things like month-end fixing, CTA positioning/flows, and options expirations (OPEX), but I feel like there are other factors that can also cause sharp rallies or selloffs. What are some other technical or flow-driven …
r/Stocks Daily Discussion & Fundamentals Friday May 01, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals 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 * …