Posts
Is Micron’s guidance truly bullish for the overall market? I’m not so certain
Like everyone, I thought micron’s earnings beat and guidance yesterday was incredible. My initial thought was the report was very bullish for overall tech. Thinking over the results though, I’m having second thoughts. Mag7 stocks have recently struggled, likely due to concerns over the extent of their ai spend. Micron’s …
Microsoft is now cheaper than the April 2025 Tariff crash, yet TTM EPS is up 30%. Huge bargain
I had previously sold off Microsoft at $460, but I think they are probably one of the biggest bargains in big tech right now: - Very favorable exposure to OpenAI(20% revenue sharing agreement and rights to their models). Even if OpenAI keeps burning cash, they are benefitting from their top …
Too much of my portfolio is from RSUs - how would you diversify?
I have a pretty large AVGO position from RSUs and want to diversify some of it. I am not a US resident and not really a US market investor otherwise, so having such a big chunk tied to one US tech stock feels a bit uncomfortable now. Current thinking is …
BlackBerry lifts annual revenue forecast as QNX unit powers growth
* Revenue increased 26% year-over-year to approximately $153 million * Adjusted EBITDA grew 144% year-over-year; GAAP operating income increased year-over-year to approximately $15 million * Both QNX and Secure Communications achieved Rule of 40 performance, contributing to BlackBerry's fifth consecutive quarter of positive GAAP net income; Adjusted EPS exceeded expectations …
Apple Raises Prices on Macs, iPads by $200 or More on Some Models
Apple Raises Prices on Macs, iPads by $200 or More on Some Models Looks like an arbitrage opportunity with Amazon Prime Day currently. From the article: *Among the price increases, the base MacBook Air rose $200 to $1,299; the base MacBook Pro increased $300 to $1,999; the entry-level MacBook Neo …
My take on $RDDT and future catalysts
I just want to preface this by saying I didn't use much AI outside of cross referencing data. Alright regards, I've got a REAL value (and growth!) play here for you guys. Value doesnt just mean something thats losing its moat, thesis, but getting cheaper on paper. While valueinvesting is …
DLR- Digital Realty Trust, Inc.
Digital Realty Trust is aggressively expanding its data center footprint to capitalize on rising AI demand. Recent transactions include acquiring 1,440 acres for **$475 million** and boosting its stake in Teraco to **77%** for **$650 million**. The company also launched an AI-native service across **800+ data centers**, enhancing its competitive …
Micron - why are people surprised (isn't this priced in?)
I don't have a position - but the stock has 10x'd since September - surely because they're selling a lot of widgets - why is it then a shock when it's announced they're selling more widgets? I don't understand a) why analysts always seem to under bet how much they're …
r/Stocks Daily Discussion & Options Trading Thursday - Jun 25, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options 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 …
Tesla and SpaceX
Tesla is down around 25% from ATH this year, and SpaceX IPO is release last few weeks. currently ARK still hold around 1.6m shares(around10%of their fund) and 1.7m shares of SpaceX. What you all think about the price movement of Tesla after this, is SpaceX IPO will affect their price …