Posts
Is DUOL a buy or are these shortsellers right?
I am thinking a lot about DUOL and cannot see the AI dilemma right now nor in the near future. DUOL has a strong customer base and they are expanding in new educational segments and I just see so much potential. Have you tried learning a language with AI. Right …
China urges banks to curb US Treasuries exposure, Bloomberg News reports
Feb 9 (Reuters) - Chinese regulators have advised financial institutions to curb holdings of U.S. Treasuries due to concern over concentration risk and market volatility, Bloomberg News reported on Monday, citing people familiar with the matter. The advisory was framed as an effort to diversify market risk rather than a …
Why I think ARM is going to dominate in the AI inference future
ARM doesn't make chips. They license the blueprints and collect 1-2% royalties on every chip shipped. 55% of revenue comes from royalties, with nearly 100% margins. A perfect tollbooth business, and the take rate is growing with newer architecture. **The Moat** * 99% of smartphones run ARM architecture * Lock-in …
Atlassian ($TEAM) trading at 2018 prices despite 6x revenue growth. Value trap or opportunity?
Atlassian is currently trading around $92. In September 2018, nearly 7.5 years ago, it closed at $96. Looking at its financials, we can compare between September 2018 to the latest earnings last week: - 6x revenue (~$1B to ~$5.8B) - 5x cash flow (~$280M to ~$1.4B) - 5x employee headcount …
why is WEN 1b marketcap but CMG is 50b
is the correction delayed or is wendy's failing or something? WEN at 7% dividend yield and appearing hugely oversold compared to similar brands in the sector, seems too good to be true at this point of the market. i cba doing the research myself. I had a baconator last week, …
Yen just ripped to 155.65. The carry trade unwind is actually happening.
Idk if you guys are watching FX right now but a 1% move in the Yen during a single session is massive. Everyone focusing on tech earnings while the real liquidity event is happening here. the structural bid for the dollar looks dead. If 155 doesn't hold, we are gonna …
Novo Nordisk sues Hims & Hers over copycat versions of Wegovy drugs; Hims stock plunges
https://www.cnbc.com/2026/02/09/novo-nordisk-sues-hims-hers-compounded-obesity-drugs.html > Novo Nordisk on Monday said it is suing online telehealth provider Hims & Hers for mass marketing cheaper, unapproved copies of the drugmaker’s new Wegovy obesity pill and injections in the U.S. Novo is asking the court to permanently ban Hims from selling compounded versions of its drugs …
Help with monthly allocation
The dollar amounts listed here are not my actual investments; they are simply placeholders to illustrate my monthly allocation percentages. I would appreciate any suggestions you have regarding this setup. |**Ticker**|**Asset Class / Description**|**Allocation**|**Weight (%)**| |:-|:-|:-|:-| |**SPSK**|Sukuk (Halal Fixed Income)|$80|**25.4%**| |**SPUS**|S&P 500 (USA Large Cap)|$40|**12.7%**| |**GLDM**|Gold (Defensive)|$40|**12.7%**| |**SPRE**|Real Estate (REITs)|$40|**12.7%**| …
r/Stocks Daily Discussion Monday - Feb 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 news: \* \[Market Check\](https://www.streetinsider.com/Market+Check) - Possibly why the market is doing what it's doing including sudden spikes/dips …
What app do you recommend for price alerts, like % changes reoccurring alerts?
There are many apps that provide alerts but for specific price targets like 106.4 once it reaches the alert trigger. I don’t watch the market daily, and I don’t catch up with the news right away. I don’t want to waste my time watching just want to be alerted when …