Posts
Do you care if a fast growing company is over valued?
Every resource I use to study a stock always seems to mention things like * With a PE ratio of xx the market is pricing in complete perfection. * The market is anticipating consecutive years of hyperbolic growth. * Even a slight miss or underperformance in earnings could result in …
r/Stocks Daily Discussion & Technicals Tuesday - Apr 28, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not 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 …
Zalando - European marketplace for Fashion & Lifestyle, super undervalued?
Any opinions about Zalando? It sits at 21.75€ currently and a 5 billion valuation. Im working in that field of business and Zalando is the major player in Europe for every Fashion, Lifestyle and Sports Brand. They invest a lot into AI and Logistics, it is my believe that: \-they …
Updated - J.P Morgan's Top Stock Picks for 2026 - +7.40% YTD
Found out my math was wrong and redo it again. # Benchmark Comparison |Ticker|Name|Type|Dec 22, 2025|Apr 28, 2026|% Change|vs JPM Portfolio| |:-|:-|:-|:-|:-|:-|:-| |**GSPC**|S&P 500|Index|6,878.49|7,173.91|\+4.29%|Outperformed| |**DJI**|Dow Jones Industrial|Index|48,362.68|49,167.79|\+1.66%|Outperformed| |**IXIC**|Nasdaq Composite|Index|23,428.83|24,887.10|\+6.22%|Outperformed| |**QQQ**|Invesco QQQ Trust|ETF|618.43|664.23|\+7.41%|Underperformed| |**VOO**|Vanguard S&P 500 ETF|ETF|627.75|657.50|\+4.74%|Outperformed| |**SPY**|SPDR S&P 500 ETF|ETF|682.96|715.17|\+4.72%|Outperformed| |**JPM Equal-Weight**|JPMorgan 57-stock portfolio|Portfolio|\-|\-|**+7.40%**|\-|
J.P Morgan's Top Stock Picks for 2026 - +18.68% after 4 months
The list was released late Dec and i am benchmarking Dec 21 2025 closing price again Apr 27 2026 closing price # Technology |**Ticker**|**Dec 22, 2025 Price**|**Apr 28, 2026 Price**|**% Change**| |:-|:-|:-|:-| |**ANET**|$131.03|$172.47|\+31.63%| |**AVGO**|$340.73|$416.48|\+22.23%| |**BFAM**|$98.50|$112.30|\+14.01%| |**CRM**|$285.40|$312.15|\+9.37%| |**GWRE**|$165.20|$198.40|\+20.10%| |**KLAC**|$710.00|$845.60|\+19.10%| |**LC**|$12.40|$15.90|\+28.23%| |**PANW**|$360.20|$395.40|\+9.77%| |**SNPS**|$550.00|$620.10|\+12.75%| |**TRU**|$78.40|$89.20|\+13.78%| |**V**|$265.30|$282.10|\+6.33%| |**Category Average**|||**+17.03%**|
MHK - Mohawk Industries, raising from the bottom
Mohawk Industries is a deeply undervalued cyclical flooring manufacturer with a broken near-term narrative as the housing recovery extends. The market is pricing permanent earnings impairment, but stable gross margins (23-25% over four years), strong FCF conversion (FCF/NI 1.67), and a conservative balance sheet (D/E 0.29) prove the business model …
A year ago, I was downvoted for my Intel post
It's been a year since I made a post about Intel eventually making a come back. My core reasoning was that this is a strategic area which the U.S. prioritizes, and if the deep state is serious about bringing Intel back into the game, they will succeed no matter what. …
OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO
OpenAI recently missed its own targets for new users and revenue, stumbles that have raised concern among some company leaders about whether it will be able to support its massive spending on data centers. Chief Financial Officer Sarah Friar has told other company leaders that she is worried the company …
Lithium Prices Surging. LAC Can Actually 5-10x
Saw post regarding what's undervalued and could 5-10x in coming years. Lithium demand will grow from 1.3m tonnes to 3m tonnes by 2030. Prices have reached high of $85k per tonne back in 2022, dropped to $9k in 2024, and now running back up to $24k in 2026. LAC is …
How to Schedule Investments if Oil Shock Anticipated?
I have a substantial amount of cash I'd have already invested in a total U.S. stock market index fund like VTSAX, *if it weren't for the Iran War*. But, due to the war and potential oil shock on the global economy, I've been waiting. I get that I'm trying to …