Posts
Mortgage Rates Ease Slightly, But Refi Demand Still Drops
Weekly mortgage data came in with a pretty mixed picture. The average 30-year fixed rate for conforming loans ($806,500 or below) ticked down to 6.32%, from 6.40% the week prior. Despite lower rates, refinance applications fell 4%, which probably says a lot about how few homeowners actually benefit at these …
CRWD earnings
CrowdStrike forecasts Q4 revenue between $1.29B and $1.30B, beating analyst estimates of $1.22B Q3 revenue grew 22% to $1.23B with annual recurring revenue hitting $4.92B Company raises full-year revenue outlook to $4.80B-$4.81B on strong AI-driven demand Record cash flow of $397.5M and free cash flow of $295.9M demonstrate operational strength …
r/Stocks Daily Discussion Wednesday - Dec 03, 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 …
IBM CEO says there is 'no way' spending trillions on AI data centers will pay off at today's infrastructure costs
Arvind Krishna, CEO of IBM, has argued that the recent surge in spending by Big Tech on AI-data centers is economically unrealistic. On the “Decoder” podcast he estimated that building and fully outfitting a one-gigawatt AI data center costs about $80 billion. Given that industry announcements suggest firms are planning …
Very Bullish on TSMC
TSMC is criminally undervalued in regards to its associates in AMD, Nvidia, Google, Broadcom and literally every other tech company which is 100% reliant on their ability to fab chips. The entirety of the AI race is not dependent on Nvidia or AMDs ability to design the best AI chip. …
OpenAI declares ‘code red’ as Google catches up in AI race
The Verge, Dec 2, 2025 Google’s own ‘code red’ response to ChatGPT has started paying off. The tides are turning in the AI race, and the pressure is getting to OpenAI. Chief executive Sam Altman reportedly declared a “code red” on Monday, urging staff to improve its flagship product ChatGPT, …
What happens to cheaper stocks if AI shares crash?
Several classes of shares are not historically overvalued (based on CAPE ratios, PE ratios, etc.). These include non-tech US shares, European shares, UK shares and more. If the (supposedly) overvalued AI-related shares crash, will these other classes necessarily follow them? It is difficult to imagine a scenario in which this …
How stock market is not just a type of a ponzi scheme?
I've read the books about investments like "The Simple Path to Wealth" and it makes sense that companies come and go in and out of the index funds based on how their business is doing and trust of the people, performance, reputation, sales. Or rather *MADE* sense, back those days …
Resilient long term investment picks
Hi all - wondering if anyone has some suggestions of funds for long term holding given the market uncertainty/volatility in the US currently. I’ve been keeping an eye on my current investments with the understanding that we may have a rebalance for us based companies