Posts
[DD] Make the Bear case for META
META is currently way underpriced relative to competitors, while still having strong earnings growth, high profitability and a definite moat. It's current PEG ratio is below 1.0, indicating low price relative to expected forward earnings growth. They've recently had problems with some in their management and with reports of low …
Nasdaq stock standards. Are they ever enforced?
Today, (June 18,2026) WHLR performed a reverse split 1:4. Since Jan, 2025, this is the eight such split totalling 1:50,400 . If you owned 51,000 shares in Jan 14,2025, you have a single share today, valued less than $5.00. It is a NASDAQ listed stock. How can that happen? The …
Why is Booz Allen Hamilton, Lockheed Martin, and other defense stocks dropping?
I have been in and out of BAH. I originally bought at about $78 sometime last year and then noticed it go to $84 and then come back down to $80 and so I just sold everything because I sensed it would go down further. I was right. **And so …
What are r/Stocks picks for the second half of 2026?
Earlier this year I had all the common tickers: Nvidia-Google-MU-Rocket Lab. Sold everything right before the war and then I foolishly thought that the closure of Hormuz mattered, so I missed out on the entire rally. ​ Before the year started there was a thread here and in other investment …
I bought MRVL at $82 off hiring data. It's $325 now and I can't decide whether to sell.
This got long, because it's been a six month ride and I want to lay the whole thing out, the data, the doubt, all of it, because I am genuinely torn on what to do now and I want the sanity check. Back in late November I was running my …
The $3 Billion Stock You Probably Haven't Heard Of
I stumbled across this company on X and was curious what they do. What if I told you this $3B company is quietly building national-scale AI infrastructure and that most retail investors have never heard of it? I’m currently long and wanted to give you an outline of what they …
I’m 70% into SK Hynix and need a serious reality check. Roast my thesis.
Yeah, I know. Keeping 70% of a portfolio in a single, highly cyclical semiconductor stock is more for WSB. But looking at the numbers right now, it’s incredibly hard for me not to buy more. I’m clearly wearing rose-colored glasses because of the price action, so I need you guys …
How do leveraged commodity products work, from an emitter's perspective?
As possibly many people are doing at this time, I'm trading leveraged ETCs, in my case the WisdomTree WTI Crude Oil 3x Daily Short (XS2819844387), to participate in the falling oil prices. I was wondering how such a product can work, financially, from an emitter's perspective. It is listed at …
20yo, $1000 to invest in a single stock, looking for input on my shortlist
I'm 20 and have js started investing, and already invest long term through ETFs, but I want to put $1000 AUD into one individual stock to start learning how to actually evaluate companies rather than just buying the index. I'm looking at a few options and trying to narrow it …
How are you tracking AI adoption and/or model capability?
A lot of us are invested in semis and hyperscalers so the multi trillion dollar question is if the infrastructure buildout will lead to AI adoption and ROI. I've been looking at things like the Stanford 2026 report, METR data, other benchmarks, solving Erdos problems and the associated commentary from …