Posts
I think there is a major effort to artificially influence USAR stock to realize a short position
Multiple platforms that are giving a negative outlook seem to carry a party line the new deal with a Korean zinc processor and production company somehow affects USAR and its main interest the Round Top mine. But zinc is only a minor piece in the 17 rare earth elements that …
How many different stocks do you own? How many is too many?
I have meta, nvdia, netflix, reddit, microsoft, and google. I have limit order on spotify as well. I'm not sure if this is too much, especially with all of them (minus netflix) being tech related? majority of money is in VOO & QQQ then Nvdia & Meta. The other stocks …
China killed $IRBT, without import restrictions it would kill $TSLA, what makes you think China won't kill US AI companies in the future?
IRobot lost a near monopoly on robot vacuums in a span of 5 years, to Chinese companies like Roborock, Ecovacs and Dreame. They were out innovated, out iterated, and despite lower prices consumers chose Chinese vacuum robots. We're seeing Chinese cars come to the forefront as well, Xiaomi, BYD, XPeng, …
Global stocks have out performed the S&P nearly 2-fold in 2025
According to Stoculator: For VEU: If you have Invested **$1,000** in **Vanguard FTSE All-World ex-US Index Fund** on **January 01, 2025** you would now have: $1296.14 For SPY: If you have Invested **$1,000** in **SPDR S&P 500 ETF Trust** on **January 01, 2025** you would now have: $1160.05 When you …
Is Softbank stable against devaluation of their assets?
I have been trying to dig through Softbank's balance sheet, but for me this is rather opaque, so would be happy if someone could shed light on the real risk here. Looking at the annual report (I disclaim that I might make errors copying), on the 25th of March they …
Nebius is a steal at this price, change my mind
I’m currently averaged at $96 on Nebius and I definitely wish I’d waited a bit longer to build my position. At these levels though, I genuinely think the stock is massively undervalued. A lot of the recent decline feels driven by bad sentiment driven by bad sentiment and a broader …
Oil stocks show little reaction to Venezuela tensions. Why?
Oil prices moved away from recent lows as Trump ordered a blockade of sanctioned oil tankers in Venezuela. The move is relatively modest, and oil stocks like XOM, CVX, etc. show modest reaction as well. Taking a look at longer timeframes in oil stocks, it looks that the market does …
The Case for Sending Nvidia’s Chips to China
‘Leadership is about controlling the platform on which others build, not hoarding end products,’ writes Aaron Ginn. Your editorial “Trump Says Chips Ahoy to Xi Jinping” (Dec. 11) asks why the president would allow Nvidia to sell advanced chips to China, as if the choice were between guarding a fortress …
ORCL vs. RAM/GPUs
Has anybody paid attention to the fact that stock prices of data center providers (ORCL, CRWV) are falling while RAM prices are rising, and NVDA is slashing gaming GPU orders? Short (or limit) MU and NVDA?
r/Stocks Daily Discussion Wednesday - Dec 17, 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 …