Posts
Building a 10 Stock Portfolio for the Long Run What Would You Pick?
I’m building a long-term individual stock portfolio for 2026 and beyond, and I want to narrow my focus to 10 high-quality companies I can hold for several years. Below is a list of stocks I’m currently considering, covering a mix of large-cap tech, growth, fintech, healthcare, AI, and speculative plays …
r/Stocks Daily Discussion & Fundamentals Friday Jan 02, 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 * …
5 Solid Names I'm looking at tonight into next week.
ANET, ALAB, CAT, NVDA, NFLX. ANET: Good distressed AI adjacent play, not trying to picking a winner ALAB: Good distressed AI adjacent play, not trying to picking a winner CAT: Looks nice for safe anchor (stable) exposure for infrastructure build out in the US. A lot more short-intermediate upside (if …
I started journaling my trades with screenshots instead of notes huge difference
I’ve always struggled with keeping clean trade journals. Text notes never captured why I took a trade. Lately I’ve been saving screenshots of my charts and breaking down structure, entries, and mistakes directly from the image. It’s helped me spot repeating errors way faster. I ended up putting the workflow …
ASTS/RKLB market and Elon
I was thinking that these companies have tremendous opportunities regarding the future market they could dominate, but at the same time, I think Elon will seek to dominate that market as well through Starlink/SpaceX. In a sense, I see a future where Elon will aggressively seek to steal that specific …
2026 Stock Watchlist: My Picks, Your Thoughts?
Hey everyone, I’ve been doing some research across different platforms and news sources, and I’ve put together a list of 10 stocks I’m keeping an eye on. Not sure which ones will continue to climb in 2026, but here’s what I’m watching: 1. **INTC** – Intel (CPU / Semiconductor) 2. …
2026 New Year Watchlist: ASTS and INTC are on mine what’s on yours?
Happy New Year, 2026! Hoping for a fresh start this year. I’d love to hear what’s on everyone’s watchlist for 2026. To kick things off, I’m keeping a close eye on **ASTS** and **INTC**. I’ve done some deep research on both, and I’m curious what you all think. Also, I’d …
My Prediction for 2026 and beyond
Since it is the first day of the year, I decided to give my predictions for 2026 and beyond. All of these are based on damped sinusoidal waves with 7-year, 5-year, and 19-year cycles. All of the cycles have been checked for significance. * 2026-Anemic and below historical trending average. …
$328M Taiwan Contract for LMT Just a Blip or a Signal for 2026?
Sitting here in Houston at 10:40, scrolling news Pentagon confirms Lockheed Martin landed a $328M Taiwan contract. Not huge, but defense money is still flowing and it feels like a hint where big players might be putting cash early 2026. I’ve only got a small position, not chasing spikes, but …
Can someone with experience explain to me why MPC is not a huge opportunity?
Hey guys, I'm relatively new to investing, and with a background in geopolitics, I decided to go pretty hard (\~25% of my portfolio) on MPC, the largest oil refinery in the US, about a month ago. Sorta bought the peak. The logic was as follows: MPC is the largest petroleum …