Posts
Amazon and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI
https://nvidianews.nvidia.com/news/aws-and-nvidia-to-deliver-2-million-additional-gpus-and-next-generation-infrastructure-for-agentic-and-physical-ai "Building on already-rapid customer adoption of NVIDIA-accelerated compute on AWS, the companies plan to deploy 2 million additional NVIDIA GPUs across AWS’s global infrastructure and deepen their work together across AI factories, CPUs, networking, open models, data processing and robotics, delivering co-engineered AI solutions that enable customers to accelerate …
r/Stocks Daily Discussion & Options Trading Thursday - Aug 27, 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 …
How do you monitor after hours activity
I’ve been in the market for about two years now and trying to learn as much as I can. After hours and pre-market trading is still such a mystery to me, but so much happens during these times that I feel like I need a better way to see what’s …
Salesforce stock jumps 14% on AI growth and Anthropic investment gain - Q2 results
Salesforce's revenue increased 11% from a year earlier in the fiscal second quarter, which ended on July 31, according to a [statement](https://www.businesswire.com/news/home/20260826213882/en/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results). Net income of $3.53 billion, or $4.29 a share, jumped 87% from $1.89 billion, or $1.96 a share a year ago. The company pointed to a $2.6 billion …
NVIDIA Announces Financial Results for Second Quarter Fiscal 2027
SANTA CLARA, Calif., Aug. 26, 2026 NVIDIA (NASDAQ: NVDA) today reported revenue for the second quarter ended July 26, 2026, of $96.2 billion, up 18% from the previous quarter and up 106% from a year ago. For the quarter, GAAP and non-GAAP gross margins were both 75.0%. GAAP and non-GAAP …
Is the AI Capex vs. Semi decorrelation a buying op?
The 30 day correlation between the cloud giants like AMZN, MSFT, GOOGL, and META and semiconductor stocks like NVDA, AVGO, TSM, and MU just plunged from +0.78 to almost zero, the lowest level in four and a half years. Part of the reason is that the four cloud giants are …
SpaceX's Stock Is Whipsawing Around Its IPO Price. Morgan Stanley Says It's 'Attractively Valued.'
Morgan Stanley just issued a major bullish note on SpaceX (SPCX), initiating an Overweight rating and a $300 price target following intense post-IPO volatility that saw the stock swing from $225 down close to its $135 offering price. The catalyst is SpaceX's massive $100 billion "Starbase" spaceport expansion in Louisiana, …
$ECHO ~30% NAV discount sitting inside a telecom bankruptcy mess-What am I missing?
Been digging into ECHO way more than I originally intended and I think there may actually be a decent special situation here. I own a small starter position, but I’m mostly posting because I want someone smarter than me on bankruptcy/spectrum to tell me where I’m wrong. The part that …
Merck and Moderna have shown us what the market premium is for platform validation. Is DRTS the next platform primed to move?
We all saw the crazy reaction to the Merck/Moderna melanoma combo (Intismeran + Keytruda), causing both stocks to surge. I saw a breakdown from Goldman Sachs on the Peak sales estimate for the melanoma indication alone, which is about $4.3 billion a year, split 50/50 between the two companies. That's …
Does $EPAM’s late-summer seasonality pattern make ~$110 a solid entry point right now?
I’ve been watching EPAM Systems ($EPAM) closely, particularly how predictable its seasonal cycles have been over the last few years. We usually see a first-half drag where Q1 budget resets and slower enterprise spending pull the stock down into late spring or early summer, which often sets up a solid …