Posts
ROOT & CVNA Monster ER beat?
So Carvana & ROOT both reported yesterday with monster earnings. CVNA reported 4.23B in revenue beating revenue estimates of 4B and CVNA earnings was reported at 1.53 EPS versus .75 EPS, a near 104.66% beat. On the surface earnings look incredible but with a closer look CVNA has reported 158M …
What would stop Huawei just cloning CUDA, making Nvidia irrelevant in China?
The main power of Nvidia is CUDA, not that much the hardware. Other companies are behind the GPU game because theirs isn’t that efficient, and they can’t use CUDA because it’s Nvidias intellectual property. If the the trade war completely isolates USA from China, and it won’t be China’s interest …
r/Stocks Daily Discussion & Options Trading Thursday - May 08, 2025
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options 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 …
Comprehensive Analysis of NVIDIA (NVDA)’s Recent Monthly Performance
NVIDIA delivered blockbuster Q4 FY2025 results in February, with revenue up 78% year-over-year to $39.3 billion and full-year sales surging 114% to $130.5 billion. GAAP EPS rose 82% to $0.89. Management touted “Blackwell” GPU demand generating billions in its first quarter. Data center revenue nearly doubled (+93% YoY) to $35.6 …
What did the 2008 crash feel like in real time?
I haven’t been investing for very long, so I haven’t personally experienced many major market crises yet. But I keep hearing that the subprime mortgage crisis was a really big deal. If any of you were active in the market during that time, could you share what the atmosphere was …
"Is It Priced In?" Answer:
The only correct answer here is yes. And as direct as that is, it doesn't do us much good in a scenario where the bearish and bullish indicators are both priced in and weigh about the same. Imagine two forces pushing against one another and a slight dominance constantly shifts …
US and UK expected to announce deal to reduce tariffs
[https://www.bbc.com/news/articles/c62j22jr7n8o](https://www.bbc.com/news/articles/c62j22jr7n8o) I guess the UK can no longer break France's balls over surrendering when invaded. After all, the UK just rolled over for Trump. >The US and the UK are expected to announce a deal to reduce tariffs on Thursday. >The UK government has been seeking an agreement to lower …
Let's bring the discussion back to stocks.
Lately, this sub’s been feeling more like *Macroeconomics Weekly* than a place to talk stocks. Politics, cargo shipments, Fed tea leaf reading; all fair game, I suppose. But I figured I’d bring the conversation back to what we’re actually here for: stocks. Over the past few months, I’ve seen all …
Long Term Outlook of VTI
I’m 24, and currently have a 90-10% allocation of VTI and VXUS. Currently have 26,000 invested total. I’m wondering what is the general outlook for these index funds. I have a 40 year old timespan. The market currently seems to be shaken up, and is very uncertain. Should I expect …
Arm shares drop on weak forecast
Arm shares dropped more than 8% in extended trading on Wednesday after the chip-design company issued weaker-than-expected guidance for the current quarter. Here’s how the company did in the fiscal fourth quarter compared with LSEG consensus: * Earnings per share: 55 cents, adjusted vs. 52 cents expected * Revenue: $1.24 …