Posts
"Something is Rotten in The State of Denmark" - These Are The Biggest Risks For Each of Mag 7 Companies
Magnificent 7 companies are some of the highest quality companies in the world with huge market caps and ability to compound. Some of them trade at very high valuations, while the other ones seem undervalued. \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Reasons why a company could be undervalued are simple: \- Company is going under …
The US government NEEDS the stock market to crash and here’s why
As I’ve posted in previous topics, the US government cannot afford to pay the interest rates on US treasury long bonds that the bond market is currently demanding. Not only this, but the market is actually still in price discovery mode so the yields on government debt are STILL RISING. …
Market Research and tickers
What stock are you most bullish on and why? I will be doing my own DD and if I agree with your thesis I’ll open a position. Last time I made a post like this I found some serious gold! I can’t type the tickets here due to the market …
Bond yeild, Intrest rate and AI spendings
There are lots of things happening recently and probably more in next month which could affect overall market and specially AI, semiconductor and related sectors. 1. Increase in long term US treasury bond yeild. Hyperscalers has been issuing unprecedented corporate bonds to feed the capex and which are directly competing …
NVDA raising prices 15% on certain chips per Bloomberg
This seems to me to be very big news. Interesting that the news is out there just before NVDA’s earnings release next week. Are these cost increases going to cut any demand for the servers? Seems like this type of thing definitely won’t have been properly budgeted for by the …
Quantum stocks - long term advise
Hello! So I am a big fan of index stocks and always focused on this for the long term. But I want to have a bit more control over my portfolio and am looking into specific markets, which would be interested to invest a bit more time and money in. …
r/Stocks Weekly Thread on Meme Stocks Saturday - Aug 22, 2026
The meme stock scheduled posts will now run weekly and post Saturday afternoon and won't be a sticky; you're probably seeing this because automod sent you here! [Full list of meme stocks here.](https://www.reddit.com/r/stocks/wiki/meme-stocks) This will be updated every once in a while. ------ Welcome traders who just can't help them …
Scam Altman, AI Psychosis, and the Datacenter Grift
To preface, these are my own thoughts based on my experience in the industy. No AI was used in the research or writing of this post. Also, your downvotes are part of the thesis, it's the "AI Psychosis" part. Coming from the perspective of a former Azure Engineer with both …
Canada says it will match US tariffs 'dollar for dollar' as trade talks break down
> A fresh wave of US tariffs on a wide array of Canadian goods came into effect on Saturday after a last-minute breakdown in trade talks. > Announcing the suspension of negotiations shortly before the Friday night deadline, Canadian Prime Minister Mark Carney said he would impose reciprocal tariffs on …
Treasury and the Fed May Be Recreating the Yellen Liquidity Regime
This intervention was never large enough to reverse the rise in long-term yields and I am now leaning towards the thesis that Treasury and the Fed are setting the stage for a regime similar to the one we saw under Yellen after listening to Bessent's interview last week. A refresher …