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r/Stocks Daily Discussion Wednesday - Jun 17, 2026
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](https://www.streetinsider.com) news * [Market Check](https://www.streetinsider.com/Market+Check) \- Possibly why the market is doing what it's doing including sudden spikes/dips …
Selling stocks and buying ETF
Well folks, I’ve decided I’m going to sell all of my AMZN, META, and MSFT, and buy however much VUG that’ll get me. My portfolio is doing well at the moment, and I’ve decided to walk away from the risks associated with heavy positions in individual stocks. Another part of …
AVGO - When is the next catalyst and will it break 400 soon?
So the fundamentals of AVGO is very strong. In short: \- Strong earnings \- Strong demand on products \- Solid footing in AI race But after earnings Broadcom dropped hard. Although it’s maintaining 375-380 level which is a good sign. Some negatives that I have read are that Broadcom has …
Achieve Life Sciences [ACHV]: Upcoming Nicotine Cessation Drug
Achieve Life Sciences \[ACHV\] has developed the first drug to treat nicotine dependence in a generation, and results of their Phase 3 trials indicate a major competitive advantage over existing options. They are also the first company to run clinical trials for vaping cessation, with initial results showing promise as …
Spacex needs repricing as national telecom
thesis - as most of its business sits between telecommunications (satellite internet) and government-tied launch missions, it shares the same moat and exposure as Verizon and At&t which also provide government with full service line of high tech service Given this proximity to business structure and substance of its service, …
Modine and the AI trade
**MOD has returned over 200% for me.** They recently even announced a deal with an unnamed hyperscaler, and spun off one of their business units in to focus only on HVAC cooling for AI data centers. This is why I am pretty sure that this stock will crash at some …
SpaceX to acquire Cursor for $60billion
[https://www.reuters.com/legal/transactional/spacex-buy-anysphere-60-billion-2026-06-16/](https://www.reuters.com/legal/transactional/spacex-buy-anysphere-60-billion-2026-06-16/) June 16 (Reuters) - Elon Musk's SpaceX is buying the startup behind the popular AI coding agent Cursor, Anysphere, for $60 billion in an all-stock deal to boost its presence in the lucrative enterprise AI tools market. Tuesday's deal follows a blockbuster Nasdaq debut for the rockets-to-AI company last …
Is there a tool that alerts you when ANY company announces a deal in a specific sector?
I track a lot of individual companies, but I keep running into the same problem: I find out about major deals and announcements days after they happen, usually from a news article referencing something that was filed or announced earlier. For example, I missed a few big AI infrastructure contracts …
Shorting SPCX post-IPO while long QQQ?
I’m considering a short pair-trade, and I want to see if my logic holds up. Nasdaq is fast-tracking SPCX into the Nasdaq 100 later this month. The S&P 500 declined to fast-track, so it won't be in SPY anytime soon. That means any index distortion is going to be hyper-concentrated …
SPCX - Beware, institutional money is NOT buying this trash on the open market
Market-makers are aggressively propping up the quotes over and over (no longing involved) so that: 1. retail FOMOs and starts chasing (both with commons and calls); 2. to attract bears/short-sellers (because fUnDaMeNtAlS) - their liquidity is used to fuel the next legs up as always; 3. institutions who bought early …