Posts
Bessents move to swap long dated bonds for T-bills traps the Fed into not raising rates
This is a new regime called FISCAL DOMIMANCE. The US Treasury Department is essentially dominating over the Fed and the way they are doing so is by reducing its percentage of long term debt (US treasury bonds) and increasing its percentage of short term debt (US T-bills). Historically T-bills made …
/r/Stocks Weekend Discussion Saturday - Aug 22, 2026
This is the weekend edition of our stickied discussion thread. Discuss your trades / moves from last week and what you're planning on doing for the week ahead. Some helpful links: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * [Bloomberg market news](https://www.bloomberg.com/markets) * StreetInsider news: * …
Big Tech has already issued around $220B of AI-related debt this year. Bond buyers are finally starting to push back.
I knew the AI buildout was getting debt-heavy, but I didn’t realize the number had gotten this big. Big Tech has already issued around $220B of AI-related debt this year, up from roughly $12.5B over the same period last year. And bond investors are starting to make them pay up …
CXMT planned to use stolen Samsung IP to develop its DRAM: former Samsung engineer who jumped to Chinese memory maker now behind bars
Summary: A South Korean court revealed that Chinese memory manufacturer ChangXin Memory Technologies (CXMT) systematically planned to use stolen Samsung intellectual property to build its dynamic random access memory (DRAM) technology. According to testimony from former Samsung engineer Jeon, CXMT leaders intended from the company's inception to acquire Samsung's Process …
WMT (Walmart): Value buy - why or why not?
I suppose I probably should asked before pulling the trigger - but interested in some thoughts on Walmart/WMT as more of, let's say, a "plugger" -- those sort of unexciting backbones that one figures over the long haul, provides a place to park money when nothing else looks like enticing. …
Any TSLA bulls here?
Wow. TSLA has already recovered from 20%+ sell off after their last ER just a month ago. Up 6% just today. Up this week when general market has been negative. 340x PE today. The thing is - that PE number may in fact be quite understated as TSLA included paper …
Name a stock that fits these 3 criteria
When I invest in a company I look for 3 main things: \- Originality - does the company offer an original product or service. \- Long term potential - will the product or service be have the same or greater demand in 20-30 years as it does now. \- Disruptiveness …
Opportunity short and long
Anybody watching a little healthcare company called Grail? (GRAL) Moderna just shot up on a positive study on a personalized cancer vaccine. Grail will be the leader in a new field of multi cancer early detection (MCED). Their test is called Galleri. It uses a single tube of blood to …
Opportunity short and long
Anybody watching a little healthcare company called Grail? (GRAL) Moderna just shot up on a positive study on a personalized cancer vaccine. Grail will be the leader in a new field of multi cancer early detection (MCED). Their test is called Galleri. It uses a single tube of blood to …
Citadel unloads $4 Billion of Situational Awareness’s bets
[https://www.reuters.com/markets/wealth/citadel-sheds-over-80-aggregate-risk-situational-awareness-portfolio-2026-08-21/](https://www.reuters.com/markets/wealth/citadel-sheds-over-80-aggregate-risk-situational-awareness-portfolio-2026-08-21/) It’s so crazy how Citadel says there could be a rate hike and crashes/liquidations happen. Then there wasn’t a rate hike Buys situational awareness public profolio and says that the AI bull case looks good and the market rally’s Then they sell 80% of situational awareness bets lol This …