Posts
Is there a TSM of "near-term electricity for data centers" stock?
Nearly all of the top AI people are saying electricity for data centers is going to be the chief bottleneck going forward. I own way too much NVDA and would like to sell off another $1,000 of it to buy something that fits the "data centers need near-term electricity" thesis. …
Is there a bear market in the near future
In 2001 I felt the market was way too high and I parked my 401k money in a money market. Prevented a bunch of losses. Not as much as I could have, as I bought back in halfway down but overall it was pretty good move. I have not had …
What CATL's batteries actually do inside a Shanghai AI data centre, and why calling it backup power misses it
At an AI computing site in Shanghai's Lingang area, CATL supplied a 17.888MW, 35.776MWh storage system and the site operator's platform schedules it. Nothing in the description has it standing by for an outage. It shaves peaks, absorbs the millisecond swings when a large cluster ramps, and runs two charge …
AVGO: Missed opportunity or value trap? Curious what this sub thinks
Broadcom's earnings numbers keep impressing me the growth trajectory looks strong, and by several metrics they're outperforming a lot of the semi sector. Yet the stock hasn't gotten the market attention/hype I think it deserves, which makes me wonder if this is being slept on or if there's a good …
Treasury steps in with $12.5B buyback, giving stocks relief
The bond market sell-off is finally taking a breather after a brutal rout pushed yields to multi-year highs. Treasury yields are pulling back significantly this morning as the U.S. Treasury officially launches a $12.5 billion debt buyback operation designed to inject liquidity, support market depth, and stabilize fixed income. With …
r/Stocks Daily Discussion & Options Trading Thursday - Sep 03, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options 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 …
Avoid chasing new AI chip stocks and accumulate TSM?
I own Cerebras (CBRS), TSM, and NVDA inside an IRA representing less than 10% of my total portfolio. The latest Moonshots podcast (at 1 hr 3 m) discussed a startup called Architect Labs who produced the world's first fully designed AI chip called Redwood. Two guys wrote a spec then …
Should I buy gold or silver?
Should I buy gold or silver? How do you guys feel about buying gold and/or silver right now? I was personally considering the following products: \\- WisdomTree Physical Gold | ISIN: JE00B1VS3770 \\- WisdomTree Physical Swiss Gold | ISIN: JE00B588CD74 \\- WisdomTree Physical Silver | ISIN: JE00BQRFDY49 I’m planning to …
Is Edge AI actually a threat to Cloud AI CapEx?
I know a lot of us are watching for signs of when the game of AI buildout musical chairs comes to an end. IMO not anytime soon. But I'd like to test bearish cases when sense one. There's a growing narrative that as open models and local devices get better …
By Dell's fiscal 2027 report, will its $95 billion AI server backlog lift cash flow, leave sales ahead of cash, or cool first?
The working answer is sales ahead of cash. Eleven of 13 deduplicated agents expect backlog conversion to support revenue while inventory, receivables, and customer financing keep operating cash flow uneven. Why: • Fiscal Q2 set the pattern: $47.0 billion of revenue was up 58%, but $2.225 billion of operating cash …