Posts
Why has chips and memory become the new hot stocks now?
AI has been booming the stock market since early 2023 with multiple tech companies absolutely soaring. The companies that seemed to miss out were Intel, AMD, micron and sandisk etc. That was until this year where all these stocks have absolutely boomed. Why now? The market’s had 3 years to …
META Bull Case
One of the things I like as an investor in META with a long term horizon is the fact that they’re locking in compute at lower/compensated rates now (future 10% equity stake in AMD for example), and they’re optimizing their entire data center technology stack using advantages unique to them …
Do you verify the answers of the AI about the 10K? if you do then what's the point of giving it to AI?
Not asking whether to use AI for this everyone already does, myself included(after getting advice from you guyz) . Running a filing through an AI model and asking specific questions is indeed faster than reading 100+ pages, and at this point it's basically the default workflow for a lot of …
r/Stocks Daily Discussion Wednesday - Jul 01, 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](https://www.streetinsider.com) news * [Market Check](https://www.streetinsider.com/Market+Check) \- Possibly why the market is doing what it's doing including sudden spikes/dips …
Barron's places $WEN in top 14
In the article, Wendy’s is mentioned as an example of a stock that is well-positioned to withstand a market downturn. The author highlights Wendy's because it fits the criteria for the defensive investment strategy discussed in the study (which prioritizes low-volatility, high-yielding value stocks). The article suggests that for investors …
Strong trends are easy to identify and hard to actually hold
The broader market has made holding winners feel both obvious and uncomfortable. On one hand, the trend is there. S&P and Nasdaq had a strong quarter, chip stocks are still attracting capital, and a lot of pullbacks in quality names are getting bought faster than expected. If you only look …
AMD showing strong trend continuation but starting to enter a consolidation phase after a vertical breakout
AMD has had a very strong upward move recently, and the chart is showing a clear continuation of the broader uptrend rather than a short-term speculative spike. From a technical perspective, AMD broke out of a multi-month consolidation range and transitioned into a strong momentum phase with a series of …
If you had 500k to invest and were bullish on memory, would you pick MU, SanDisk, SK Hynix, or DRAM?
I know DRAM gives you exposure to the entire memory sector, which is appealing because you don’t have to worry as much about picking the wrong winner. On the other hand, if the memory thesis continues to play out, a more concentrated position in a company like MU, SNDK, or …
If you had $10K to invest in a single stock that isn't part of the Mag 7, what would it be?
Beginner here. Bought ASTS at $6 and sold at $9 cause I needed the money a few years ago. I know nobody has a crystal ball and you shouldn't trust people online for your investments but honestly, if you invested in only the top 3-5 stocks that kept getting recommended …
[DD] Analysis on Blackberry ($BB) The market thinks it's a legacy software company. I think it's becoming critical infrastructure.
**Position:** Long BB **Disclaimer:** I own shares. This isn't financial advice. Feel free to critique When people hear Blackberry, they still think phones, keyboards and a failed turnaround. This is no longer the case. Today Blackberry is primarily: 1. QNX 2. Secure Communications After selling Cylance, the company became far …