Posts
China’s AI development under domestic chip pressure raises questions about full H200 export bans
Recent reporting from Reuters and TIME shows that China’s AI development has continued despite tighter U.S. chip restrictions, but in a reshaped form. Chinese policymakers have increasingly encouraged or required companies to rely on domestic chips, even when performance lags behind U.S. alternatives. This has created short-term constraints, but also …
r/Stocks Daily Discussion & Fundamentals Friday Feb 13, 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 * …
Is it smart for someone just over 20 to put $100 a month into VOO?
This stock's world is insanely confusing like holy moly. I was looking at .spx it looks safe as well. I only want long term safe investments the small research I've done had led me to this decision ANY advice is welcome. I put my first 100 in VOO using fedelity. …
Need help finding my fathers lost stocks. Any advice?
Hey Reddit people, i could use some advice or even some information on how to locate some stocks that was purchased through an online brokerage site and then forgotten about. Long story short, between the year 2000 and 2005 my father purchased a bunch of America West Airlines stock. He …
What do you guys think the next AI + robotics plays are?
I'm feeling late to the party and an idiot for not jumping on things sooner. Things as simple as Micron Technology being a 4 bagger over the past year. Seems like if someone knew how important memory is for AI, this would have been a clear investment. Are you guys …
There are two main narratives right now. Both can't true at the same time.
The Over-Build Narrative: Big Tech is recklessly overspending on CapEx, creating an AI bubble that will pop and lead to massive losses & write-downs. The Disruption Narrative: AI is powerful enough to disrupt the entire SaaS business model (Salesforce, Adobe, etc.). These can't both be true at the same time.
Did Pam Bondi just signal the top?
Not to get political, but during Pam Bondi hearing yesterday she tried to divert from the Epstein files to mention that the market is at or near ATH, and that how well our 401k are doing should be our primary focus. Is this the top?
Evaluation software
# Anyone know where i can get a forecast platform like Jeremy Lefebvre 1000x software. Where you can create different scenarios based on different growth. If i could subscribe to his for a fixed rate i would but not looking to spend thousands of dollars for the tool . Maybe …
Need some help, feeling devastated
Hello everyone, I am 24 years old and made the worst mistakes of my life so far this year. And the end is not in sight... About one year ago, it wasn't going well with my family and I. And at the time I thought the only way to get …
Right now there is a memory a strong memory bottleneck, what do you think the next bottleneck is in relation to AI?
SNDK and MU are killing it and the FOMO in me is pushing me to buy at these levels. However, I’m worried there will be a correction sometime in the future (I should’ve bought a month ago). So what are your picks that solves potential bottlenecks? I’m leaning towards water …