Posts
Uranium trade
How do folks here feel about the Uranium trade (eg. Cameco, NXE, UUUU, etc.)? There’s some pretty solid DD over on the uranium squeeze sub, and I’ve heard a lot of people talking about this lately. Most definitely not an area I’m well versed in though. Seems like an area …
What do people think about Joby heading into 2026?
Joby’s ATH was $20.95 this past Aug, and it’s around $13.85 now. I've seen discussions on FAA for credit testing, Dubai passenger flights, and eIPP initiative participation for 2026. What are views on how these catalysts could impact the stock this year? I’ve held for 4 years and would like …
TSMC Jumps 4% to a Record High Is Geopolitics Still the Biggest Risk?
TSMC just got its annual US export license to move chip manufacturing equipment to its Nanjing plant. This approval came before their previous end-user authorization expired, and TSMC confirmed they don’t need individual vendor licenses, ensuring fab operations and product deliveries continue uninterrupted. Samsung and SK Hynix also got approval …
I only trust investment discussion now when people show verified and accountable positions
This probably makes me sound cynical but I've stopped paying attention to any DD or stock recommendations unless I can see the person actually has skin in the game, I got burned too many times following what seemed like solid analysis only to find out the person was just guessing …
How to bet on humanoid robots?
(Don't say tesla) While the tech is obviously very young and we're far away from actual applications that aren't just proof-of-concept, on the 5+ year horizon I think there's a good chance this field is gonna be the next big technology to blow up after AI. So how to get …
Should I sell my FXAIX share?
For a little background, I have a taxable Fidelity account. I have \~40% of my portfolio in VOO and \~16% in FXAIX. Should I sell my FXAIX (not taxed as it would be at a $1.15 loss) to put it into VOO or another stock or should I leave it …
Micron just hit a new all time high momentum or fundamentals driving this?
First trading day of 2026 and Micron just hit a new all-time high. Considering how brutal past memory cycles have been, that’s pretty impressive. Curious how others are looking at this is the market mainly pricing in stronger pricing power and AI driven demand finally showing up in earnings, or …
TSM is hitting new highs
Toward the end of last year, I brought up a question here: was TSM being undervalued because of geopolitical risk, or had the market already priced that risk in pretty fairly? It sparked some really good discussions at the time. Fast forward to today, and TSM just hit another all-time …
Pre-market on the first trading day of 2026: All three major stock index futures rise, with Nasdaq futures leading gains; Tesla's Q4 deliver
The first U.S. stock trading day of 2026 is about to commence, with overall pre-market sentiment leaning bullish. As of now, all three major stock index futures are rising: Dow futures are higher S&P 500 futures are up Nasdaq 100 futures are up nearly 1%, with the tech sector showing …
Tesla reports 418,227 deliveries for the fourth quarter, down 16%
Tesla posted its fourth-quarter 2025 vehicle production and deliveries report on Friday. Here are the key numbers: * Total deliveries: 418,227 * Total production: 434,358 Wall Street expected 426,000 deliveries for the quarter, according to estimates compiled by StreetAccount. In a company-compiled consensus posted to its website on Dec. 29, …