Posts
Holding Through Earnings, What MU Taught Me
MU reported after hours yesterday. Closed the session +15.74%, hit +18% intraday. But that 15 minute premarket candle swung from +18% down to +8%, then ripped back to +13%. If you were holding naked calls at Thursday's close, that 10% premarket range was more than enough to stop you out. …
r/Stocks Daily Discussion & Fundamentals Friday Jun 26, 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 * …
Nike will be releasing earnings next week. Management already prepared us to not expect any major wins
A lot seems to have gone wrong with the company in recent years, and the worst part is that this seems to mostly have been self-inflicted. 1. Went all in direct to consumer, cut wholesale partners, destroyed those relationships 2. Flooded the market with AF1, AJ1, Dunks, and killed the …
Cushing Hub nearly empty?
The amount of crude oil inventory at the Cushing Hub in Oklahoma fell to a 12-year low in the past week, according to the latest report from the U.S. Energy Information Administration, and in the opinion of some experts, puts the hub at nearly empty. Dangerously close to empty. The …
USG blocking frontier models - and the impact on compute revenue being surprisingly positive? My thesis:
The US government has blocked the release of Anthropic Mythos, and is slow walking the release of openAI GPT5.6 to individual customers (enterprises probably) approved by the government one by one This means Chinese open source open weight models are going to catch up to parity with legacy GPT5.5 and …
Asian shares plunge as traders sell to lock in profits after recent rallies driven by AI
> Shares plunged Friday in Asia, led by heavy losses in Japan and South Korea as traders sold to lock in gains from recent rallies in stocks related to artificial intelligence. > U.S. futures also declined, while oil prices fell. > Tokyo’s Nikkei 225 index shed 5% to 68,783.50 and …
What should I do?
I am 18, have an internship at Harvard University, unpaid, in one of the best specialized labs this summer. The issue is that it is expensive to live there, no housing, but I can’t miss this chance. I have investments in an amount that could cover my living expenses there, …
Our shoe shiner giving stock advice moment
The common parable delivered by JFK's father about getting stock advice from the shoe shiner being an indicator of time to sell. Our moment will be when people look back and remember hearing "we are going to build data centers in space." We don't even have the resources and money …
Wendy’s Meme Rally distracts from the bigger picture
The recent Wendy's pump was probably confirmation that we will never see a GameStop like squeeze ever again. But now, people are throwing the baby out with the bath water. The question that matters is whether Wendy's is fundamentally broken for good…but there’s a lot of evidence to suggest that …
I built a free tool to learn stock analysis - Research a stock across 7 lenses, backtest strategies, paper trade. looking for feedback
Link: [https://investing-learning-tool.vercel.app](https://investing-learning-tool.vercel.app) I have built a tool to help spread stock investment knowledge and am seeking feedback from community on it's usefulness and accuracy. The Guide page directs how to best use the tool, but in general it is supposed to self-guide starting with Research tab that analyse company's past …