Posts
Tell me about MDA Space and ASTS Fundamentals
I have ASTS and like the company quite a bit. I've recently become interested in MDA. Can anyone speak to some of the differences between their strategies and products? What do you think of them longer term?
The bottlenecks of AI structure. Part 1
Everyone is staring at Nvidia's GPU architecture. But the real reason for Nvidia's dominance lies in its control over physical limitations. To understand whether this rally is sustainable, one must look beyond the chips themselves and understand the bottlenecks that Nvidia is currently solving for the entire industry. 1. The …
Sell-offs are not being covered correctly IMO
Outlets such as FT and WSJ still characterize the latest de-risking/profit-taking/sell-offs as an AI-driven rout against software or capex spending, no mention of why hardware suppliers fell at the same time too plus a very convenient correlation with crypto as well as precious metals. What are your thoughts? [https://web.archive.org/web/20260206140446/https://www.wsj.com/](https://web.archive.org/web/20260206140446/https://www.wsj.com/) [https://web.archive.org/web/20260206142423/https://www.wsj.com/finance](https://web.archive.org/web/20260206142423/https://www.wsj.com/finance) …
Using insider trades as a fundamental research strategy
As known, insiders have a huge information advantage and their positioning can indicate their confidence in their own stock. While they can sell for many reasons (taxes, divorce, buying a boat), they only buy on the open market for one reason :) they think the stock is undervalued **What's working …
Nvidia, Palantir Take MASSIVE HIT
I think the obvious is being lost. PLTR is making every job 500% more productive and thats a good thing. As investors we should not be concerned about job protection its about making money. As a.i is adopted corp earnings will explode higher on this efficiency. Thats it .
Nanoform and YIT Oyj
Regarding to the drop in stock prices for both of these stocks today. Do you think that it is just a market overreaction or are they in your opinion justified? I am new to stock trading and to me these drops seem quite overexagurated especiacially regarding YIT Oyj.
Amazon -10%. $200B in spending. This isn’t an earnings problem.
Revenue beat. AWS beat. Ads beat. Stock still drops 10%. The market isn’t punishing performance. It’s punishing ambition. $200B capex means one thing: AI arms race. Short-term margins down. Long-term dominance up. So what’s this selloff really pricing in? Fear of overspending… or fear Amazon wins?
Why is literally everything red premarket right now?
Just opened my phone and my entire watchlist is bleeding. Not just random small caps, big tech, AI names, even stuff that usually holds up pretty well. Some down 4–5% before the bell. I’m mostly in AI / growth, so yeah I know it swings. But this feels heavier than …
r/Stocks Daily Discussion & Fundamentals Friday Feb 06, 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 * …
This Isn’t a “Silver Crash.” It’s a Liquidity Event Across Every Risk Asset.
When everything moves together, it’s rarely about the asset. It’s about liquidity. Today, Silver’s 11% flush looks dramatic, but the real signal isn’t the metal. It’s the correlation spike across risk. This is what happens when: Dollar firms, Yields tick higher, Margin requirements get adjusted, Positioning is crowded. Silver just …