Posts
This IGV selloff is getting ridiculously extended to the downside
As I write this we are in a sizable crash of about 37% down from the high last September on the IGV tech-software index fund. I believe the bear narrative of AI disruption does have some weight to it and should be a real fear for these companies but with …
SanDisk (SNDK), has hit new highs for three consecutive days, how do you see it next week?
SanDisk (SNDK) has been hitting new highs for three consecutive days, with the stock price climbing steadily and attracting increasing market attention. In the short term, the price momentum is strong, especially with the expected demand for NAND flash and memory chips, as well as the boost from AI and …
Your next move after CPI Day - gains mostly in Big Tech and Industrial/Utility
CPI Up less than consensus by 10bp (source Bloomberg) \*US MARCH CONSUMER PRICES RISE 0.9% M/M; EST. +0.9% \*US MARCH CONSUMER PRICES RISE 3.3% Y/Y; EST. +3.4% \*US MARCH CORE CPI RISES 2.6% Y/Y; EST. +2.7% \*US MARCH CORE CPI RISES 0.2% M/M; EST. +0.3% As of 10am, notable gains …
I want to share a few things I’ve learned from trading
My stock picking is a bit different. I pay attention to info that hasn’t fully played out yet, then I combine that with price action, volume, MACD, and Bollinger Bands. Before I enter, I already know my plan. When I’m trading short term, I don’t get greedy. Once I’m in …
Inflation soars by most since 2022 as gas prices bite
Inflation in March saw the largest monthly gain since 2022 as the US-Israel war sent gas prices skyrocketing past $4 a gallon. Headline inflation clocked in 3.3% higher than a year ago, while rising 0.9% on a monthly basis in a rapid acceleration from February’s levels, according to Labor Department …
Most people don’t lose in the market because they’re wrong they lose because they can’t sit still
I used to think the hardest part of investing was finding good companies. The more I watched my own behavior (and others), the more I realized that’s actually the easy part. The real issue is what happens *after* you buy. You see a position go green you get excited and …
Help me understand why accumulating ETFs are not a Ponzi scheme
Here my (presumably flawed) assumptions and understanding of stocks and stock valuations: 1. The "worth" of stocks (therefore ETFs) can be estimated based on future earnings (dividends) and/or the underlying companies' future growth 2. Future growth only is worth something, with the assumptions that the company will at some point …
Been thinking about Tencent lately and the WeChat AI agent angle feels underappreciated
I've been sitting on this for a few weeks and wanted to throw it out there because I keep coming back to it and nobody in my usual feeds seems to be talking about it. Tencent just reported FY2025 revenue up 14% YoY to RMB 751.8B, with Q4 at +13%. …
r/Stocks Daily Discussion & Fundamentals Friday Apr 10, 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 * …
Thoughts on ARKVX for pre-IPO exposure to SpaceX, OpenAI, and Anthropic?
I just read a Motley Fool article about the ARK Venture Fund (ARKVX) as a way to get exposure to SpaceX, OpenAI, and Anthropic pre-IPO. Those three alone make up about 32% of the fund, and I would like to own all three. The returns since the fund launched have …