Posts
Is the current AI hype basically the dot com bubble 2.0 or is this fundamentally different?
So everyone's piling into AI plays right now the same way people piled into “.com” stocks in the late 90s. You’ve got massive multiples, retail FOMO and and valuations that seem pretty detached from near term fundamentals. At the same time, AI is already generating real revenue and real enterprise …
The AI effect on IT Services firms
Was looking at EXL Service (EXLS) and Cognizant (CTSH) recently. Both have dipped massively. There's a line of thinking that this sector gets hammered by AI and erodes billables hours. But another narrative that these guys implement the AI for enterprise, and what were previously SUPER FTE heavy operating models …
District Metals Corp DMX
The 2025 MRE established the Viken deposit as a polymetallic super giant. Stock has fallen 70% due to inquiry into alum shale mining risks to environment with a possible result of municipal veto. Inquiry conclusion is expected in 9-12 months around end of year. However DMX has contracted METS Engineering …
Merck faces double threat to lose up to half of its revenue, could a small study with DRTS save it?
Merck announced this week that it is creating a separate cancer business, as it braces for the loss of patent protection on Keytruda, the cancer treatment that accounts for nearly half of the company’s revenue. Merck is taking steps to evolve the structure of its Human Health organization, creating two …
Why don't people talk more about Samsung?
I've only gotten to investing a month ago so maybe there's things I don't understand yet. But I see so many posts about the usual Tech suspects. Internacional players less so, but even then, occasionally someone will mention TSMC or ASML... Samsung develops and makes chips in house. Including the …
r/Stocks Daily Discussion Wednesday - Feb 25, 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 news: \* \[Market Check\](https://www.streetinsider.com/Market+Check) - Possibly why the market is doing what it's doing including sudden spikes/dips …
Equinox gold is on fire. 8.5% and 6.3% climb in the last 2 days.
Who else has been watching or is invested in this company? They just sold their brazil assets, and paid their 1 billion in debt to basically zero. Now they are a cash printing machine with just short of 1, 000, 000 ounce in gold mined this year. I have a …
Sell Nvidia?
I had the fortunate luck of buying nvidia before it even got above $15. Now, however, even though I thought I was reasonably invested in other sectors, ETF’s, and index funds, I still see the volatility in my portfolio that comes with the nvidia stock all the time. As you …
Arbitrage play for zim and buying stealth gas which is zim alike stock
zim is being bought by hapag for $4.2 billion but there was a problem, zim union protest and had a strike because they might loose a job and hapag is partially owned by saudi and qatar. The problem is fix now by hapag allocating $300m for those 500 employees which …
Looked into OCSL's board connections and insider buying. Sharing what I found
Note: I don't hold any positions in OCSL. One thing that I always find worth digging into is when someone sits on the board of a small company AND a huge one, especially when they have a dealmaking (M&A) background. Last I posted about QuantumScape and the Tesla board connection. …