Posts
$ONON Undervalued?
Am I the only one who can’t seem to understand why Oncloud (ONON) is down YTD? I get the whole tariff issue but fundamentally they’re smashing it. Gross profit margin was very strong: 65.7% in Q3. In Q3, the Asia-Pacific region saw extremely strong growth: ~109% YoY on a constant …
Meta wins FTC antitrust trial that focused on WhatsApp, Instagram
Meta won its a high-profile antitrust case against the Federal Trade Commission, which had accused the company of holding a monopoly in social networking. Chief Judge of the District Court James Boasberg wrote a memorandum opinion released Tuesday that the FTC failed to show that Meta held monopoly in the …
Alphabet CEO Sundar Pichai warned of “irrationality” in the AI market
On Tuesday, Alphabet CEO Sundar Pichai warned of “irrationality” in the AI market, telling the BBC in an interview, “I think no company is going to be immune, including us.” His comments arrive as scrutiny over the state of the AI market has reached new heights, with Alphabet shares doubling …
Can anyone tell me how to interpret this SEC's form 144?
[https://www.sec.gov/Archives/edgar/data/1652044/000195004725008786/xsl144X01/primary\_doc.xml](https://www.sec.gov/Archives/edgar/data/1652044/000195004725008786/xsl144X01/primary_doc.xml) Basically the form 144 above states that the stock issuer is Alphabet and stock seller is MDC Trust I. But it doesn't say who the buyer is anywhere. How should I interpret this? Buyer is not even reported.
Equity Coverage
One simple question : How many stocks can an analyst or a PM realistically cover before the quality of coverage for each one starts to decline ? Say, cross-sectorial but one geography (Europe, Asia or North America)
/r/Stocks Weekend Discussion Saturday - Oct 11, 2025
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: * …
SCOTUS arguments begin Nov 5 on legal challenges to tariffs. What is your move?
I suspect we will somehow get a balanced verdict from the courts. With them throwing out blanket tariffs, but leaving in place industry specific tariffs. I am hoping for a continuation of this pull back through October and greatly adding the first week of November.
Why SEALSQ might age better than Rigetti
$LAES → SEALSQ’s multiple sits at the lower fringe of the speculative continuum: anchored in practical domains like quantum security & IoT hardware, rather than floating in the zero-gravity of science-fiction valuation narratives. It’s a speculative play, yes, but one that still remembers to manufacture actual silicone. By contrast, Rigetti’s …