Posts
Are any AI stocks NOT priced to perfection at this point?
Having asked Gemini every question under the sun about AI and tech stocks, it seems that they are mostly all a crapshoot at this point. That is to say, there are many sound businesses (along with many unsound) but any further gains cannot be determined by the fundamentals. I would …
What to do with GFs life savings? (Not a troll post)
Smart people PLEASE READ. Alright my girlfriend and I are 30yrs old been trying to save up for a house. Previously we've been waiting for a market crash to pile in on house or investments. So we've been sitting out on this crazy bull run waiting for a glorious crash... …
r/Stocks Daily Discussion Wednesday - Feb 04, 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 …
Earnings beat 145% - stock goes down 30%
A bit of a curiosity - Varonis (VRNS) is a data security company with solid revenues and growth. Now after the announcement of an earnings beat of 145% (EPS of 0.8 vs forecasted 0.3) the stock tanked from 32 USD to 20 USD. The recent high in october was at …
Are we about to see a run on Private Equity?
Hundreds of PE shops now, just in the US, and we're coming to the end of the ZIRP/Fed liquidity bonanza era. At peak, PE was dumping 90% of capital into software. Easily their largest allocation, as high as 58% of all transactions in 2025. *And now the AI reaper is …
PYPL at $42: I’m down 27%, the CEO just got fired, and I’m buying more. Here is the "Death Spiral" Math.
I know, I know. "Catching a falling knife." I bought in at **$58**, so looking at the ticker today at **$42** (-20% drop) stings. The earnings were ugly: Revenue missed, branded checkout slowed to a crawl, and the guidance was flat. But the market is panic-selling the headline and missing …
Best upcoming earnings play
Guys, if you were to target quick 3-5% on upcoming earning play, which stocks do you think are prime for quick move. Pltr meta gave good returns and amd disappointed. So, share what earnings you guys are thinking to play for quick cash. TIA.
Cisco comes full circle
It will be 26 years in a month since the dot com implosion. One of the faces for the high flying stocks was Cisco, the networking giant, which had the highest market valuation in the world a month before if I remember correctly. Today it passed its dot com bubble …
Total market ETFs are about to become exit liquidity for mega upcoming IPOs like spaceX and openAI
Passive investing is about to get ugly. Everyone acts like buying total market indexes such as VTI is low-risk, but we are walking into a massive trap with these upcoming mega IPOs. In the past, when companies like Amazon or Google IPOed at reasonable valuations of hundreds of millions or …
I can't code, built a free open-source stock scanner in one day with Claude AI + Cursor. Looking for feedback.
I built a stock scanner for dips, with a watch list and uses finviz elite API or free finviz , outputs PDF made to drop into AI like Claude for nice reports . The link is here if you want to try it [https://github.com/ClearblueskyTrading/Clearbluesky-Stock-Scanner/releases](https://github.com/ClearblueskyTrading/Clearbluesky-Stock-Scanner/releases) contains all free code, free lic …