Posts
Nvidia went from 95% to 0% in China's AI chip market and here's who's filling the vacuum
Jensen Huang said it himself at the Citadel Securities event back in October: "At the moment, we are 100% out of China. We went from 95% market share to 0%." That's not bearish speculation, that's the CEO of the world's most valuable chip company publicly quantifying what happened after rolling …
r/Stocks Daily Discussion & Fundamentals Friday Apr 17, 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 * …
CNBC - RFK Jr.'s peptide policy could boost Hims & Hers as its GLP-1 business evolves
Hims stock price growth 25% since the peptide meeting day is set KEY POINTS * Investors are starting to focus on what will replace compounded GLP-1 as a growth driver for telehealth companies like Hims & Hers Health. * Peptides are gaining attention as a potential new growth vector, despite …
200k to put in VOO. Lump sum or ACB?
I stupidly only JUST realized today my 401k plan allows me to transfer funds to a schwab PCRA. Essentially i can buy any funds I want rather than being stuck to what is available with my current plan. I'll put everything in VOO to keep things simple. But given the …
Netflix earnings beat by $0.44, revenue topped estimates
Netflix (NASDAQ: [NFLX](https://ca.investing.com/equities/netflix,-inc.)) reported first quarter EPS of $1.23, $0.44 better than the analyst estimate of $0.79. Revenue for the quarter came in at $12.25B versus the consensus estimate of $12.18B. # Guidance Netflix sees Q2 2026 EPS of $0.78 versus the analyst consensus of $0.84. Netflix sees Q2 2026 …
MARKET EVOLUTION
Modern capital markets have evolved from the 2008-2009 period of taking advantage of market inefficiencies, today, it's a mechanical machine. Asymmetry has lost it's nobility but it's still highly profitable. Today, flows are the focus. It's not "buy the dip," it's Buy the Dip? Forget everything you need to know …
Thoughts on oil stocks?
North American based oil companies (OXY, EXXON, SHELL, CHEVRON, and XLE ETF) are lower right now than they were a month ago. The US is now blocking oil from Hormuz and sending them to the US ports, which should, over time, come at a higher and higher premium and result …
The S&P 500 has hit a new high, is the market back?
The S&P 500 has reached a new all-time high with 11 consecutive days of gains, and the market is pricing in that the war is basically over. Trump said the probability of reaching an agreement is very high, but the reality is that neither the negotiation location nor the timeline …
Ran a Quality + GARP screen this week… results were not what I expected
The last couple weeks have been straight-up exhausting. iran stuff shuts the Strait, Dow suddenly rips 1300 points off one ceasefire tweet, tariff headlines every five minutes and FinTwit is split between “buy everything right now” and “cash is king bro”. I got sick of doom-scrolling and reacting to every …
I was wrong, ORCL on the move again, 4 days straight of massive gains!
What is going on? I've never seen ORCL have consecutive gains in the past 1 year. The last time was a very sharp and rapid jump to 345 in Sept/Oct of 2025. I think it will reach 200 this week as AI momentum is building. The BLOOM energy partnership is …