Posts
Photonics and Optics Related Stocks
I have stocks in NBIS and Iren and there are a lot of mentions about "photonics" since copper interconnect is the bottleneck for AI hyperscaler. Started doing some digging and Cisco, Marvell, Credo, Astera labs, Coherent, Lumentum, Nokia, Macom, and Intel are some of the major companies that have hand …
Taking over late fathers portfolio
I've taken over my late fathers Morgan Stanley account recently. I've only ever really had an elementary level understanding of investing, but have picked up quite a bit in this past year, especially around tax season. We got \~10k of capitol gains distributions, and although I have enough to cash …
NFLX Q1 beat, Q2 guide soft, Hastings off the board. Timeline in one place
Netflix had a lot happen in like 36 hours so i'm putting it all together here. Thursday night they drop the Q1 8-K. Revenue $12.25B, a beat. On paper Q1 looks solid, 16% growth and a 32% operating margin. Problem is $2.8B of the profit line is a termination fee …
Are LEAP options considered “safer” or still basically gambling vs just buying shares?
I’m trying to understand where LEAP options fit for a long-term investor. From what I get, LEAPS (long-dated options, usually 1–2+ years out) are supposed to give you long-term exposure to a stock with less capital upfront. But at the same time, they’re still options at the end of the …
Claims of Trump and his Family Shorting Oil
I see a lot of comments on the news today about Iran closing the Strait saying, "Well, it looks like Trump and his family have shorted the market again!" In the film Margin Call (mind you, which I don't think is a masterpiece but I have fun watching it), I …
r/Stocks Weekly Thread on Meme Stocks Saturday - Apr 18, 2026
The meme stock scheduled posts will now run weekly and post Saturday afternoon and won't be a sticky; you're probably seeing this because automod sent you here! [Full list of meme stocks here.](https://www.reddit.com/r/stocks/wiki/meme-stocks) This will be updated every once in a while. ------ Welcome traders who just can't help them …
It seems like that the only thing that works with Iran is an iron fist?
Last time they only gave in when Trump put on a lot of pressure and was about to bomb critical civil infrastructure? To start the war was probably a mistake, but to bomb civil infrastructure might be the last option? That way the Iranian people would revolt against the regime. …
Here's how I'm playing SPY short term
Based on prior market behavior and what has already happened to the crypto market in the last quarter, I agree with the hypothesis that SPY could see a slightly higher high followed by a correction bigger than the last one, so 15-20% instead of 10. Just pulling a number out …
Moving on from LION - NCR Voyix VYX - Next Long Play
Good morning, Stocks community. Now that $LION has done a 110% jump from when first posted here, it's time for a much thought out thesis on the next play. I've exited $LION in full. I am building a large position in VYX, NCR Voyix, the split company from NCR focusing …
Capcom (CCOEY) back in the cycle towards run up.
With the Pragmata launch (April 24) showing it as a top seller on Steam and receiving strong critical reception, Capcom is likely to crush earnings come May 13. I’m expecting a run-up similar to the one we saw in early 2025 due to Wilds. I've made solid returns over the …