Posts
"I am the house now" Bessent to Yen short-sellers
The Treasury Secretary told everyone he's using insider info to squeeze the shorts. Bessent said, "People think I'm taking a risk as Treasury Secretary, but this is exactly what I wanted. I've got inside info. I'm the house now." Big deal if you're holding tech stocks (Nvidia, Apple, Microsoft) He’s …
$GOOGL Plans to Invest €13B in Finland AI Infrastructure - Bloomberg
Google plans its largest-ever single investment in Europe, committing at least €13B over the next two years to expand AI computing capacity in Finland. The buildout includes three new data centers in Kajaani, Muhos and Vaala, plus an expansion of its existing Hamina site. Google is also adding new wind-power …
Is a september Market Crash Something I Should Be Worried About? Need Advice
Hello everyone, I’m new to investing and would appreciate any advice that people might have. After taking a look at my portfolio, I figured out that I am highly concentrated in tech and growth, where META, GOOGL, and AMD take up majority of my portfolio. Also, there has been quite …
Planet Labs (PL)
Strongly considering opening a sizable (to me) position here at $18. Asking those that have owned the stock for some time (and follow earnings reports and fundamentals) what you think about its current price and what your outlook is for the long term. Also any insight on the space sector …
My current 10 stocks where I think the market is mispricing quality
I update a ranking every month of companies where I think the market is too pessimistic relative to the quality of the business. Not necessarily the cheapest stocks. Usually there is a real reason the stock is disliked, and I’m trying to judge whether that risk is already more than …
OpenAI releases ChatGPT Images 2.5. I expect Adobe stocks to nosedive once mass media gets a hold of this.
As usual, the mass media won't pick it up for a few days. You still have some time. [https://openai.com/index/introducing-chatgpt-images-2-5/](https://openai.com/index/introducing-chatgpt-images-2-5/) Every single day, we get closer to not having to pay for Adobe Photoshop. * Up to 50% faster image generation * Better photorealism and fine details * Much better at …
r/Stocks Daily Discussion Wednesday - Sep 09, 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 …
DD: $EXEL Short Opportunity
WSB deleted this, mods must own a boatload of EXEL. All this is my own work by hand, no AI slop. $EXEL is a pharma company that relies on a single product for basically all of their revenue: cabozantinib (brand name CABOMETYX), which is a cancer drug. It currently brings …
Thoughts on Texas Roadhouse?
TXRH is down 15% from it’s ATH. The financials are solid as a rock and it seems to be a well managed business with growth potential. Also, as a frequent customer, the food is good and the restaurants are always busy. It seems to have a very good reputation for …
Does anyone else think about how weird the S&P 500 actually is?
Full disclosure: I own the S&P like everyone else, so I don't mean for this to come off as some “capitalism bad” post. I just wonder if anyone else has thought about how odd (and low key predatory) the structure of the S&P500 is? The index is market cap weighted …