Posts
RDDT - CEO doing short seller job
Anyone else watching RDDT and wondering what the CEO is thinking? Steve Hoffman is selling like crazy like there is no other day. Between the messaging, timing, and overall optics, it feels like management is actively undermining confidence instead of defending shareholder value. Short sellers couldn’t ask for better help. …
Nvidia Price Action
Do you guys see Nvidia as a strong buy at current prices. It’s currently in the same range of 170-190 that it’s been at since July. However, analysts are predicting a price of over 250 by end of year. Do yall think this is truly realistic? What are some catylsts …
r/Stocks Weekly Thread on Meme Stocks Saturday - Feb 07, 2026
The meme stock scheduled posts will now run weekly and post Saturday afternoon and won't be a sticky; you're probably seeing this because automod sent you here! [Full list of meme stocks here.](https://www.reddit.com/r/stocks/wiki/meme-stocks) This will be updated every once in a while. ------ Welcome traders who just can't help them …
Amazon betting $200B on AI - stock drops 9%. Overreaction?
Wall Street nervous about 'unclear ROI' on Amazon's AI infrastructure bet. What they're building: - Custom AI chips (Trainium, Inferentia) - Massive data center expansion - AI-native AWS services AWS had 'unclear ROI' in 2006 too. Is this an overreaction or legitimate concern?
Reddit has caught up to Google's Q4 run-rate P/E ratio.
Reddit (RDDT) Valuation Reset: 2024 vs. 2025 "Profits tripled while the valuation multiplier dropped by 5x." 1. Period: Q4 2024 (Reported Feb 2025) Stock Price: $214 Quarterly EPS: $0.36 Annualized EPS (Run-rate): $1.44 ($0.36 × 4) Run-rate PER: 148.6x 2. Period: Q4 2025 (Reported Feb 2026) Stock Price: $140 Quarterly …
Probabality of Netflix and WBD merger going through?
* Nvidia–Arm (abandoned): Scrapped after U.S., UK, and EU enforcers argued Nvidia could use control of Arm’s neutral chip IP to disadvantage rival chipmakers and harm innovation. * Penguin Random House–Simon & Schuster (blocked): U.S. DOJ convinced a court the deal would give the combined publisher monopsony power over authors, …
/r/Stocks Weekend Discussion Saturday - Feb 07, 2026
This is the weekend edition of our stickied discussion thread. Discuss your trades / moves from last week and what you're planning on doing for the week ahead. 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: * …
Reddit has caught up to Google's Q4 run-rate P/E ratio.
​ Reference: Revenue Mix Google (Alphabet): Ad Revenue Exposure (including YT Premium) 85% • Reddit: Ad Revenue Exposure 93% 1. Google (Alphabet) Run-rate PER Calculation Q4 2025 EPS: $2.82 Annualized EPS (Run-rate): $2.82 x 4 = $11.28 Current Stock Price (Feb 6, 2026): $323 Run-rate PER: $323 / $11.28= 28.6x …
DOW Hits $5,000 is not What You Think
Let me preface this by saying that I have taken some economics in college but by no means I am expert. Just an observation from an average person. Weakening of USD is deliberate. This makes many economic indicators look great on paper. GDP rises because of inflation and devaluation of …
Big Tech Capex is accelerating +44% YoY to ~$610B in 2026. What are the best bets to surf this wave (besides Nvidia)?
If you compare CAPEX numbers of big hyperscapers, you can still sing "show must GOOOO OOOONNN!!!!" |Company|2025 Est|2026 Guidance/Est|YoY Growth| |:-|:-|:-|:-| |**Meta**|\~$72B|**\~$125B**|**+74%**| |**Amazon**|\~$131B|**\~$200B**|**+53%**| |**Alphabet**|\~$120B|**\~$180B**|**+50%**| |**Microsoft**|\~$100B|**\~$105B+**|\+5%| |**TOTAL**|**\~$423B**|**\~$610B**|**+44%**| What do you think are the best companies to surf this wave? Money has to go somewhere, not only NVDA, right? And obviously, some …