Posts
Snapchat Spins off dotomo AI, a generative video effort to improve profit margins
\* Snap is spinning off its expensive generative AI video team into a new gaming-focused startup named Dotmo. \* Snap will provide zero direct funding, with CTO Bobby Murphy acting as lead investor using personal capital. \* Snap retains a large equity stake and technology licensing rights to capture future …
$CHWY is an Acquisition Target at these Levels
Over the past 30 days, I have purchased 250,000 shares of $CHWY - CHEWY, not because it's a Ryan Cohen or Meme stock play, but b/c it's extremely low to zero debt and a cash generating machine. Their auto-ship, higher quality pet products, and online presence has caused brick & …
Power/Energy Sector growth visibility
I went through power sector and can see they are priced for next 2-3 years or even more than that, however the clarity i don't have right now is around the power demand post 2029-2030. I have the below comapnies in my mind but can't see non-cyclical growth beyond 2029-2030. …
Wall Street spent decades escaping the casino label. Are we going back?"
First came options., then weekly options, then 0DTE options, then prediction markets. Now Charles Schwab is preparing contracts that let traders make simple yes-or-no bets on where the S&P 500 closes. Wall Street spent decades trying to look different from a casino, but lately it feels like it's moving in …
SK Hynix overtakes Samsung to become South Korea's most valuable company
SEOUL, June 22 (Reuters) - SK Hynix (000660.KS) on Monday overtook Samsung Electronics (005930.KS) to become South Korea's most valuable listed company, marking a dramatic reversal of fortunes for a chipmaker that two decades ago nearly collapsed under debt. ​ The company, now the dominant supplier of high-bandwidth memory (HBM) …
r/Stocks Daily Discussion Monday - Jun 22, 2026
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 …
Monthly Sp500/all-world investment becoming too risky?
Hello everyone, As the title suggests, I’m wondering whether S&P 500 or all-world ETFs are becoming riskier, perhaps even too risky, given the growing concentration in tech and semiconductor companies and their increasingly high valuations. Under normal circumstances, I would prefer to allocate 70–80% of my portfolio to ETFs and …
How are you guys mapping supply chain bottlenecks fast without a $24k Bloomberg Terminal?
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$RDDT is not undervalued. Don't fall for the trap.
I am seeing a lot of $RDDT bulls in this sub lately. The main bull case for $RDDT is based on a fundamental misunderstanding of the business. $RDDT bulls mistakenly assume Reddit users are the main customers of Reddit. That's not true, advertisers are the main customers of Reddit. Even …
What's the idea behind buying stock of a company that doesn't pay dividend
The idea behind buying stock of a company is that you are getting ownership. When company makes profit, it pays you some dividend out of it. So, this makes sense buying stock of that company which makes the stock price go higher and higher. But what's the rationale behind buying …