Posts
Why are dividends considered meaningless? If they are a share of real profits?
I don't understand why people think a high dividend paying stock is pointless? The argument is always "the stock price goes down by the exact amount of the distribution". But is that even true? Some of a stocks value is based on fundamentals, sure, but plenty of the valuation is …
Democrats win the midterms - what are you buying
Democrats are expected to win according to prediction markets According to RealClearPolling's average of national generic congressional ballot surveys, which includes polls from organizations such as Reuters/Ipsos, Quinnipiac and Emerson, Democrats hold an advantage, with 48.2% of respondents saying they would vote Democratic compared with 41.8% who said they would …
AppLovin mispriced opportunity or value trap?
Been watching this one since last year, waiting for the valuation to cool off since it's always priced for perfection. Now the price has dropped enough that a lot of investors seem to be treating it like a falling knife. Given the company's still growing 60% YoY, I decided to …
Yield Shockwaves: Wall St and Asian Shares Bleed as Bond Sell-Off Goes Global
We see a breaking point now with the bleeding in the bond market. When the U.S. 10-year Treasury yield is rockets toward 4.8% and Japanese JGBs are spiking past 3% to hit multi-decade highs, the stock valuations changes because the risk-free rate is just too high to ignore. Growth stocks …
$NVDA Backed GPU Loan Draws 2x Demand
GMI Cloud sought \~$439M to finance $NVDA GPUs for an AI data center in Taiwan, but around a dozen banks have already committed \~$947M. Demand could ultimately reach \~$1.26B. It’s one of Asia’s first major loans backed by future GPU-compute revenue. NVIDIA will supply the GPUs and lease any unused …
Nike stock - I was wrong in the particulars, right in the bigger picture
It takes a big man to admit his mistakes, and I am that big man. I said Nike stock wouldn’t close below $40 and here we are. Still, my point remains the same- Nike stock has very little downside at $40. It’s currently roughly 5 % down from what I …
anyone else seeing japan’s 10 year yield at 3%?
saw a bunch of posts saying japan is gonna dump a ton of bonds today and crash everything. looks like the usual recycled rumor tho. still kinda wild how fast their borrowing costs jumped after years of basically free money. feels like something’s shifting but idk if it’s a big …
r/Stocks Daily Discussion Wednesday - Sep 02, 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](https://www.streetinsider.com) news * [Market Check](https://www.streetinsider.com/Market+Check) \- Possibly why the market is doing what it's doing including sudden spikes/dips …
One stock your bullish on for next 12 months?
Mine is NBIS (Nebius). I think 2027 is going to be their best year yet. Quick reasons: Q2 revenue was -- up 454% YoY, and AI cloud alone grew 514%. They just posted their first positive adjusted EBITDA quarter The demand side is growing a lot! they constantly get new …
America has started attacking Iranian Oil Tankers. How likely will the market continue writing off the conflict, despite recent escalation?
[https://www.axios.com/2026/09/02/iran-tankers-hormuz-attacks-oil](https://www.axios.com/2026/09/02/iran-tankers-hormuz-attacks-oil) America attacked 2 Iranian oil tankers today, which is a pretty big turn of events. For months, it has only enforced the naval blockade and has avoided outright attacking Iran's energy related assets to prevent escalation. But the article above confirms that the potus has now approved a 'tanker …