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/r/Stocks Weekend Discussion Saturday - Aug 08, 2026
This is the weekend edition of our stickied discussion thread. Discuss your trades / moves from last week and what you're planning on doing for the week ahead. 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 news: * …
Wall Street mispriced Twilio as legacy SaaS. Here’s why this week’s earnings beat is only the beginning
**TL;DR** Earlier this week, Twilio ($TWLO) recently reported $1.50B in Q2 revenue (up 22% YoY, 17% organic) and raised its full-year guidance across revenue, operating income, and cash flow. Wall Street is still underestimating this company. We are not even in the first inning of the Voice AI revolution, and …
This is strange, view from Australia
Many people are talking about the high equity valuations of global markets and how it's beginning to look almost irrational. Well let me tell you about how bizarre Australia is getting. Unlike US markets where companies are known for incredible growth, the big companies in Australia are known for modest …
SK Hynix to Invest 54 Trillion Won in Semiconductor Facilities. New Plants in Yongin, Cheongju to Produce Next-Gen DRAM, NAND by 2029
SK Hynix will invest a total of 54 trillion Korean won to build new semiconductor production facilities in Yongin and Cheongju. SK Hynix announced on August 7 that its board of directors decided to invest 35.2 trillion Korean won in Y2, the second fab (semiconductor production plant) at the Yongin …
Cipher Mining (How Significant is the Demand for Energy?)
Suppose Amazon or Google try to buy them out for total ownership of their power. Would Cipher likely agree to this? Cipher has long-term 15-year leases with Amazon AWS, Google and Fluidstack. What would prevent these giants in say, 2-years, canceling their agreements with Cipher and simply developing their own …
Are we actually in a broad bull market, or just a Mag 7 market?
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Twilio crushes earnings and soars by 30%
Twilio grows by 22% in q2 and soars 30% today. I am shocked by how little discussion there is on this company in this sub. TWLO is now worth 36 billion dollars and is up 74% YTD, 96% in 12 months and up over 500% from its low in 2023. …
Applovin tanked on earnings. Justified or not?
Tanked yesterday after Q2 earnings. The CEO said the miss was temporary, caused by a lack of model improvement during the quarter, and claimed they already have a better model that is working in Q3. **Pros:** Sales growth, margins (around 80 percent), and free cash flow are all strong. This …