Posts
Dassault Systèmes down ~20% on 1% growth… Is AI quietly eating legacy software?
So Dassault Systèmes ($DSY - Paris) just had what looks like its worst day ever. [https://finance.yahoo.com/quote/DSY.PA/](https://finance.yahoo.com/quote/DSY.PA/) \-20% [https://www.reuters.com/business/tech-stocks-drag-european-shares-lower-dassault-results-disappoint-2026-02-11/](https://www.reuters.com/business/tech-stocks-drag-european-shares-lower-dassault-results-disappoint-2026-02-11/) Q4 revenue up… wait for it… **1%** YoY. Full year +4%. 2026 guidance: **3–5% growth**, below expectations. Stock: **-20% in a single session.** This is a €6.2B revenue company with 32% margins, …
r/Stocks Daily Discussion Wednesday - Feb 11, 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 news: \* \[Market Check\](https://www.streetinsider.com/Market+Check) - Possibly why the market is doing what it's doing including sudden spikes/dips …
EU Banking Chief Calls for Visa and Mastercard Alternatives
The European Payments Initiative (EPI) is pushing for alternatives to Visa and Mastercard, which handle nearly two-thirds of Eurozone card transactions. EPI's CEO Martina Weimert warns that Europe's heavy reliance on American payment companies poses strategic risks, especially as cash usage declines. The EPI launched Wero in 2024 as an …
When to sell high?
64 years old here. Bought a ton of DE a looong time ago so considerable gains on it if I sell, but it’s close to 600 a share at this point. Does it make sense to unload and park in a HYSA until I can bottom feed something else? Given …
Update on the $60k joint tenant account
Ended up full porting SNDK right before the close. Going to ride that for about 2-3 years. You all gave great suggestions and part of me wanted to split between MSFT, CRDO, AMZN, and LRCX, but I think I’m going to ride this memory shortage out and double down on …
Sold my entire portfolio & bought APP
I know this probably was not the smartest move, but I am 19 and I have a $3,800 portfolio that I started back in October. It was about $500 in BTC and the rest in NVDA. I sold the BTC for a $200 loss and sold NVDA for a $50 …
Single-Country ETFs for the next 5-10 years?
My primary position is VT (\~70%), but I am also in a few individual stocks (large-cap US) and some sector/country-specific ETFs. I recently sold most of my position in EWY (South Korea) after this run-up and I'm looking at other single-country ETFs. To be honest, this is more of a …
Thoughts about a self-hosted News Feed/Volatility stock app?
Been designing an app to use the Alpaca news feed to send real-time Discord/Telgram alerts (using websocket not api polling so no delay). In addition news alerts and log: \- Can link with an AI API to automatically generate news summaries per article, hourly, daily, etc.. \- Scans for price …
Starting my investment journey and looking for opinions
Hi, I am currently looking at an long term investing plan and as the country I live in has a 8 year tax of 38% on unrealised gains when investing in etfs I don't see this as an option. So the only option to get the best return on compound …
China's AI stock rally is now a year old, up tens of percent across major indices - and DeepSeek V4 is expected to launch around Feb 17
Been following the China tech space closely since DeepSeek's R1 model dropped in January 2025 and caused Nvidia to lose $600 billion in a single day. What's interesting is that while everyone focused on the Nvidia carnage, Chinese tech stocks have been on a tear that most Western investors seem …