Posts
Buying opportunity for Best Buy? (my thesis)
I typically steer clear of brick-and-mortar retail but BBY looks like a diamond in the rough at current levels. I would say the thesis is 50% near-term sales boost and earnings beat likelihood, 30% tariffs overreaction, and 20% structural. Specific tailwinds: * \[near-term\] Nintendo Switch 2 pre-orders sold out in …
I need an app to look at stock charts without news
I am looking to find an app that allows me to look at stock performance in real time, something like yahoo finance but without news. I dont want to read any news on that app/platform. Only minimalistic UI with real time charts for stocks. I would really appreciate any apps …
Alphabet (Google) Search At Risk
Analyst on CNBC just now: In Alphabet 's earnings announcement they stated that the AI summary that now appears at the top of search results monetizes at the same rate so they are not seeing a reduction in ad revenue. I DON'T BELIEVE THIS! My own experience suggests this is …
President Donald J. Trump Unleashes America’s Offshore Critical Minerals and Resources
REVITALIZING AMERICAN DOMINANCE IN DEEP SEABED MINERALS: Today, President Donald J. Trump signed a historic Executive Order to restore American dominance in offshore critical minerals and resources. https://www.whitehouse.gov/fact-sheets/2025/04/fact-sheet-president-donald-j-trump-unleashes-americas-offshore-critical-minerals-and-resources/
Magnificent Seven
For those who own Mag 7 stocks in their portfolio, out of curiosity, which ones do you own and why? In my opinion, besides Tesla, the remaining 6 are exceptional businesses and are all worth owning. However, you wouldn’t want your portfolio to be too overweight in them either, in …
Who to follow for 1y+ investments?
I’m looking to get better at this, I’m no day trader but I like to make 1-2 year (or longer) investments. Who do you guys follow on social media for tips? Any news outlets you would recommend? Just got turned onto stocktwits and biztoc
Fundamentals analysis question. Companies with High Gross margin, but low Net margin.
In analyzing the fundamentals of a company, some of them have a big difference between Gross margin and Net margin. I have seen down stocks in the Dow 30 that have Gross margin of near 70%, but their Net margin is under 10%. Large gap. I have seen others that …
Beijing accuses Washington of 'misleading the public' about trade talks
BEIJING, April 25 (Reuters) - China's foreign ministry urged Washington on Friday to stop "misleading the public" on bilateral tariff negotiations, and said it wasn't familiar with reports on whether Beijing was planning to exempt tariffs on some U.S. imports. "The United States and China are not engaged in consultations …
r/Stocks Daily Discussion & Fundamentals Friday Apr 25, 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 * …
TradingView Premium - A Game Changer
I've been using the free version of TradingView for a while, but getting TradingView Premium through [r/TVFreeHub](https://www.reddit.com/r/TVFreeHub/) has been a total game changer! The ability to use multiple chart layouts in one window is incredible - I keep it open all day. Thanks to [r/TVFreeHub](https://www.reddit.com/r/TVFreeHub/), I got it for free! …