Posts
/r/Stocks Weekend Discussion Saturday - Feb 07, 2026
This is the weekend edition of our stickied discussion thread. Discuss your trades / moves from last week and what you're planning on doing for the week ahead. 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: * …
Reddit has caught up to Google's Q4 run-rate P/E ratio.
​ Reference: Revenue Mix Google (Alphabet): Ad Revenue Exposure (including YT Premium) 85% • Reddit: Ad Revenue Exposure 93% 1. Google (Alphabet) Run-rate PER Calculation Q4 2025 EPS: $2.82 Annualized EPS (Run-rate): $2.82 x 4 = $11.28 Current Stock Price (Feb 6, 2026): $323 Run-rate PER: $323 / $11.28= 28.6x …
DOW Hits $5,000 is not What You Think
Let me preface this by saying that I have taken some economics in college but by no means I am expert. Just an observation from an average person. Weakening of USD is deliberate. This makes many economic indicators look great on paper. GDP rises because of inflation and devaluation of …
Big Tech Capex is accelerating +44% YoY to ~$610B in 2026. What are the best bets to surf this wave (besides Nvidia)?
If you compare CAPEX numbers of big hyperscapers, you can still sing "show must GOOOO OOOONNN!!!!" |Company|2025 Est|2026 Guidance/Est|YoY Growth| |:-|:-|:-|:-| |**Meta**|\~$72B|**\~$125B**|**+74%**| |**Amazon**|\~$131B|**\~$200B**|**+53%**| |**Alphabet**|\~$120B|**\~$180B**|**+50%**| |**Microsoft**|\~$100B|**\~$105B+**|\+5%| |**TOTAL**|**\~$423B**|**\~$610B**|**+44%**| What do you think are the best companies to surf this wave? Money has to go somewhere, not only NVDA, right? And obviously, some …
Disconnect between Big Tech and Wall St on AI CapEx
Hello guys, do you have explanations as to why the largest tech firms (GOOGL META MSFT AMZN) and Wall St are so split on the hundreds of billions in CapEx spending? The tech companies believe that the rewards will be worth the investment, but Wall St seems to disagree. I …
Take-two stock is a no brainer
I wish i had more money to buy in this dip. I was able to scoop up some cheap shares after that 10% dip from project Genie's overreaction. I don't get that. Clair Obscur used a bit AI and it was already scrutinized. No one's gonna play games generated by …
Energy Sector Podcasts / Shows?
Looking for recommendations on any shows or podcasts that cover the energy sector with regularity. Also open to any shows that cover other sectors such as transportation, retail, etc. I'm a long time CNBC listener, but I just can't fucking take the 24/7 tech / AI talk. It never ends, …
SNOWFLAKE buy or not?
anyone looked at these as a possible investment atm ? the product is used globally by all big corporations and it really can't be replaced by AI, but does work well with LLMs. down 50% is from ATH. but EBITDA is negative thoughts ??
War with Iran and the effects on the market
It gets mentioned as one of many factors but it just seems to me this is the one highly probable event that could be a black swan and there has been very little discussion of that. The two sides are so far apart - we want total capitulation and they …
Cashing out a Employee Stock Incentive Plan after acquisition
A while ago now, I joined a startup company that had an employee stock incentive plan. I ended up with 30k stock prior to leaving. I exercised all the stock (bought it). This was all managed through Carta. A year or so after I left, I the company was acquired …