Posts
Do you think Warren Buffett will die happy when he will never live to another stock market crash?
I mean, the man has been sitting on an enormous amount of cash for almost a decade, waiting for a pull back that will probably never happen. He is almost 100 years old and it's only a matter of time before he dies. Of course he has been living a …
r/Stocks Daily Discussion & Fundamentals Friday Aug 28, 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 * …
Mag 7 already did their 100x (and more). So where does the next trillion-dollar (or multitrillion) company come from?
Everyone keeps saying "just buy VOO, VT and chill." Fine. But Goldman's own 10-year number (best case) is like 6.5% a year, with a downside case near 3%. And this is the house view, not some doomer on YouTube. The same goes for Blackrock Vanguard and the rest of the …
Punishing GOOG for Hassabis changing roles is illogical. Isomorphic Labs is a better moonshot than Waymo. Hassabis is the CEO
I'm guessing Google is still trading in the dumps with everything pumping, because of Hassabis changing his role to Chairman. His *real* talent is being an AI scientist. This move allows him to get back to his real passion, which is literally wanting to solve Cancer and many other diseases. …
Speculating on the AI Boom.
I have really enjoyed watching Redditors crash out on the AI Boom the last two to three years and this most recent reversal has been just as satisfying. But, I do recognize that all good things must come to an end. My question to the community is what do you …
SaaSpocalypse confirmed to be one of the dumbest ideas of the year?
Earlier this year, a lot of people were convinced that AI would make enterprise software worth basically zero. I kept asking the software bears one simple question: who is actually taking the market share? I never really got a real answer. Why? Because it never happened. And the bears already …
U.S. considers fresh round of tariffs on semiconductors, report says
> U.S. President Donald Trump’s administration is reportedly considering new tariffs on U.S. semiconductors, as tech giants race to beat China in the AI infrastructure buildout. > The duties will be imposed on an expanded range of tech products made alongside chips, including laptops, data center servers, and gaming hardware, …
Does holding stocks above 1 trillion market cap still worth the risk for it's limited growth?
I'm curious how many still buy and hold individual mega cap companies like mag 7. The narrative has always been the larger the company the harder it's able to grow. The reason why we stock pick is to get that 10x - 100x returns in the long run however with …
Nvidia agrees to buy Hugging Face for $12.9 billion
Nvidia has agreed to buy open-source platform Hugging Face for $12.9 billion, The Information reported on Wednesday, citing a person with knowledge of the deal. Deal talks began after Hugging Face, an open-source AI platform developers use to collaborate, test and share tools, received acquisition interest from another suitor, according …
US 30yr over 5%, Sticky Inflation and over 40T National Debt --- What gives?!
This has to be most dangerous setup we have seen lately yet in the US stock market and the US economy and yet stocks are rising and the SPX is just shy of breaking yet another ATH! NVidia earnings last evening were great and all AI related stocks and the …