Posts
Why I Bought ENVX Ahead of Q2 Earnings
Not financial advice. I bought 3,000 shares of ENVX today at a $4.94 average, ahead of Q2 earnings. For me, this is mainly a qualification and manufacturing de-risking trade. The smartphone program has already cleared 72 of 75 OEM requirements, with two cycle-life tests and one low-temperature power spec remaining. …
$TTD will be $20+ within a year
I've posted 2 predictions on this sub and they both turned out to be true. my bread and butter investing strategy, which has helped me outperform the market since i started trading back in 2015, has been to find beaten down stocks that i believe have been punished unfairly by …
SK hynix faces dilemma as de facto largest Kioxia shareholder
Summary: * **New Top Stakeholder Status:** SK hynix effectively became Kioxia’s largest shareholder through a special purpose vehicle (SPC2) after Toshiba reduced its stake to 14.12 percent. * **Potential Market Impact:** Converting its convertible bonds into common shares would give SK hynix direct major shareholder control, bringing together the world's …
Trump Media: More than 10 firms pay up to $100,000 a month for fast access to Truth Social posts
[https://www.bbc.com/news/articles/ce3q5nxpgk1o](https://www.bbc.com/news/articles/ce3q5nxpgk1o) $DJT: More than 10 firms pay up to $100,000 a month for fast access to Truth Social posts >More than 10 customers have signed up to Trump Media's controversial service that offers faster access to market-moving posts made on its Truth Social platform. >The service, Truth API, launched at …
CEO of T-Mobile thinks the threat from Starlink has been exaggerated. He questioned the basic premise of the SpaceX pitch
Srini Gopalan, CEO of T-Mobile, said satellite connectivity will stay complementary to terrestrial networks. It will not replace them. "You've got to ask the question of 'What is the gap in the market that they're looking to serve?’. Why would a customer buy a new cellular service? Where do they …
Nebius (NBIS) smashed Q2
Closed four massive AI Cloud deals during the quarter, each averaging more than $1 billion in total contract value. Total contract value nearly x4 QoQ and stronger demand supported higher pricing across both new- and older-generation GPUs. * Revenue reached $582 million, up 454% YoY * ARR increased to $3.0 …
How Do I Short The Anthropic IPO?
How Do I Short The Anthropic IPO? Anthropic is currently #1 but as Kimi just demonstrated, the Chinese are only a few months behind. The Chinese will be able to offer similar services at a fraction of the price. GPT has caught up just announcing a model with Mythos class …
r/Stocks Daily Discussion Wednesday - Aug 12, 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 …
Would you use a capital-loss carryforward to temporarily liquidate a long-term portfolio ahead of the 2026 midterms?
I have a \~$200k investment portfolio with about $15k in unrealized capital gains. I also have approximately $18k in capital-loss carryforwards from previous years. I’m a long-term investor and ultimately intend to hold essentially the same investments for many years. I’m not looking to permanently exit the market. Because I …
SMCI is out of the penalty box
The company has made a few mistakes but they have learned from those mistakes. There is alot to like going forward \-added several hundred enterprise and other customers in the past year \-generated more than $60 billion in new orders \-booked record backlog entering fiscal 2027, forecast fiscal 2027 revenue …