Posts
In praise of Verizon.
Due to a CEO change VZ recently dipped. And I bought it. Here's why. Verizon is a cash earning machine. PE under 10 on a 172B market cap. FCF was 19B in 2024 and 18.7B in 2023. That's **with** it's capex build out on 5g - which is largely done …
r/Stocks Daily Discussion & Fundamentals Friday Oct 10, 2025
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * …
Peloton is reinventing the wheel again
Peloton has entered yet another “reinvention phase,” this time draped in the language of artificial intelligence. The company has introduced Peloton IQ, a supposedly 'AI-powered' upgrade that folds computer vision & algorithmic coaching into its bikes & treadmills: counting reps, critiquing form, & offering data-driven encouragement to a user base …
$RERE might be the most under-the-radar turnaround this quarter
[deleted]
Only public company awarded a contract as Pentagon advocates for access to electromagnetic spectrum for Golden Dome defense architecture.
https://defensescoop.com/2025/10/02/defense-department-electromagnetic-spectrum-sharing-asc-demonstrations/ Nokia Additionally, the Finnish president (Stubbs) met with Trump today and asked him to help with Nokia “ which has a US president and 6000 US workers”. And it’s a boomer stock which Trump ❤️. Also Nokia is in the ai network and data center business, not phones. Why …
Applied Digital beats revenue estimates as AI demand fuels data center growth
>The company's revenue rose 84% to $64.2 million for the quarter ended August 31, compared with analysts' estimate of $50 million, according to data compiled by LSEG. >Applied Digital reported an adjusted loss per share of 3 cents, smaller than the 13 cent loss expected by analysts. >The company generated …