Posts
In case you’re wondering if Gold is in a bubble. It might be far from it, here’s why:
1. Fed is cutting rates, for economic and macro reasons Gold tends to go up historically whenever this happens. 2. Fed has started purchasing $40bn in treasuries that basically means $40bn printed by Fed every month. 3. Trump is straightaway sending stimulus checks, $1776 checks are on the way and …
r/Stocks Daily Discussion Monday - Dec 22, 2025
These daily discussions run from Monday to Friday including during our themed posts. 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: \* \[Market Check\](https://www.streetinsider.com/Market+Check) - Possibly why the market is doing what it's doing including sudden spikes/dips …
US halts five offshore wind projects citing national security concerns
The US is pausing five offshore wind projects over national security issues tied to possible radar and defense interference Not a cancellation but it adds more uncertainty to an industry that is already dealing with higher rates rising costs and execution issues Offshore wind used to feel like a fairly …
ORCL Pre-market: The $195 Gamma Wall is the key today. Here is the Smart Money roadmap.
Watching the pre-market action on Oracle (ORCL) right now. After Friday's massive Quad Witching surge to $192.41, everyone is asking: Is this a breakout or a trap? I spent the weekend crunching the dark pool prints and the current options chain. Here is what the "Smart Money" is positioning for …
NOT another Ai bubble post, just questions about hope, truth and direction
Lately I have been getting a lot of posts into my timeline from the likes of Ed Zitron and others who claim that Ai and all the companies involved is a massive bubble. The accusations range from straight up accounting fraud (millions of unused GPus in Warehouses) to raising questions …
Analyst who predicted Palantir rally picks top stock for 2026.
Guilfoyle is still a Palantir fan and a devotee of Palantir CEO Alex Karp and AMD CEO Lisa Su. However, he has taken a different direction this year, backing another company led by a dynamic CEO, Anthony Noto’s SoFi Technologies, as his best idea for 2026. https://www.thestreet.com/investing/stocks/analyst-who-predicted-palantir-rally-picks-top-stock-for-2026
Simple S&P discipline framework that killed most of my FOMO trades
I used to trade S&P off the chart only and ignore macro + timing. Now every trade has to pass 3 filters: 1) No big data/central bank in the next window 2) London/NY session in control (not random Asia spike) 3) Price at a proper level, not mid-air It forces …
Reminder: Equity Analysts are a Scam (GS)
"Nintendo stock price target raised to JPY16,000 by Goldman Sachs" Date: November 5, 2025 Source https://www.investing.com/news/analyst-ratings/nintendo-stock-price-target-raised-to-jpy16000-by-goldman-sachs-93CH-4333282 Look at the price as of today for Nintendo 7974? JPY 10,300, from the publish date of JPY14,000. You are the fodder.
Waymo suspends service in San Francisco after driverless cars cause traffic jams during blackout
https://www.the-independent.com/news/world/americas/waymo-suspended-san-francisco-traffic-jams-blackout-b2888562.html Self-driving car service Waymo has temporarily suspended service in San Francisco after the autonomous cars caused major traffic jams during a citywide power outage, according to reports. Waymo halted service in San Francisco as of Saturday at 8 p.m. after its vehicles snarled traffic during a nasty blackout that …
Stock Ideas from Barron's 12/22: BURL, LLY/NVO, CORT
My weekly take on some stock ideas from this week's issue of Barron's Magazine which hits the newsstands on Monday. (With the holidays coming up, the picks were pretty light this week, so I had to reach for a couple of them.) **BURL** Burlington Stores is the stock pick of …