Posts
S&P rally looks soft going into a 3 days weekend
Waller sounding dovish gave us a nice boost, but I am pretty skeptical about holding long positions over the coming labor day weekend. Whenever we have active geopolitical risks like the us/Iran situation, carrying positions over a long weekend feels like sitting duck. Headline risk is just too high with …
DeepSeek Plans 160,000 Chip Huawei AI Cluster
DeepSeek plans to deploy at least 160,000 Huawei Ascend 950DT chips at its new Inner Mongolia data center, potentially creating one of the largest known clusters of Chinese AI accelerators. For context, China’s first publicly reported 10,000-chip Huawei cluster only came online about six months ago. The chips are expected …
r/Stocks Daily Discussion & Fundamentals Friday Sep 04, 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 * …
Thoughts on Nike? $NKE
This subreddit seems to be pretty divided on Nike, on one hand, you have people saying it is currently cheap, on the other side there are people saying it is a dead brand. It is down 80% from its ATH, but that does not necessarily mean it is cheap. Currently …
Nvidia runs a $99B VC fund. Forget the chips.
People might still treat NVDA like a basic semiconductor stock, but data tells a completely different story. Nvidia reported $99 billion in existing equity investments, plus another $25 billion lined up in future commitments. Pretty much effectively running one of the biggest venture capital funds on the planet right now. …
Official: NVIDIA to Acquire Hugging Face
[https://blogs.nvidia.com/blog/nvidia-to-acquire-hugging-face/](https://blogs.nvidia.com/blog/nvidia-to-acquire-hugging-face/) >I’m excited to announce that NVIDIA has agreed to acquire Hugging Face for $12,930,300,000. Together, we will scale Hugging Face’s platform, strengthen its infrastructure and expand access to AI for developers and institutions worldwide. >Over the past decade, Clem, Julien, Thomas and the team at Hugging Face have built …
The Opportunity: SRAM led AI chips
**This post was written by a human. I do not write Reddit posts with an LLM.** Remember when Nvidia acquired Groq chips for $20 billion? [https://groq.com/](https://groq.com/) Groq chips do not use external memory such as HBM or DDR for AI inferencing. It only uses the SRAM inside the chips. SRAM …
WOOF - Whats wrong with this stock?
I have been looking at some stocks that have deteriorated quite a bit since IPO and have started a recovery journey (think American Eagle). Now Petco has been on my radar for more than a year now since it had a lot of transformative executive change (ex walmart and five …
Sell my biggest gains? RCL, BB, DAL, TSM
**I'm** a casual trader with only about $33,000 in stocks, but I'm seeking advice on if and how to sell my 4 highest returns. RCL - Royal Caribbean, 6.3 shares, +164%, $1,680 BB - BlackBerry, 553 shares, up +93%, current market value: $4,258 DAL - Delta Airlines, 20 shares, +56%, …
LULU earnings - someone phone Burry and make sure he’s ok?
The company now expects fiscal 2026 revenue to decline 5% to 7%, compared with its prior forecast of revenue remaining flat or declining up to 1%. That’s bad. That’s really bad. I’m a Nike shareholder and it worries me that Lululemon sales are getting hammered this hard but at the …