Posts
SK Hynix debut is a bet that AI breaks boom-and-bust chip cycle
South Korean memory chipmaker SK Hynix just pulled off the largest public listing by a foreign company in US market history. Shares soared 13 per cent on their first day of trading. Behind this historic debut is a simple bet: that the artificial intelligence boom has fundamentally reshaped the decades-long …
Micron Technology: a value trap?
Hi everyone. I just wanted to share my ideas about Micron Technology because I’ve been really fascinated by it lately. This might be a bit of a long one because I want to give a fair chance to bull case and actually address the points often made. I know those …
What are you're thoughts on the Texas Stock Exchanges??
Texas Stock Exchange (TXSE) aka “Y’all Street” challenges NYSE & the Nasdaq by offering lower listing fees, fewer regulations, and a haven for companies looking to dodge ESG policies. TXSE officially opened its trading floor on July 6th. Trading is rolling out in phases, starting with test symbols before expanding …
In three months I have swing traded SNAP from 36,200 to 49,000 shares.
SNAP stock is under a lot of scrutiny and especially following the unveiling of the AR Specs glasses the stock took a massive hit. I bought a lot of shares in March when it dipped below $4 for the first time in history. There’s been a lot of SBC’s ie …
Got $10k saved up. Is MSFT at $385 an absolute steal right now?
Hey guys, I finally cleared up $10k in cash to invest and I'm looking closely at MSFT. It’s currently down roughly 19% YTD and trading around $385 down from its peak of $555. The market seems to be panicking over their $190b projected 2026 AI spending budget but their core …
Have we entered a new era of retail interest in the stock market?
Have we entered a new era of retail interest in the market or has it always been like this? The past few months in particular have been to levels I have never seen before, or I have been oblivious to the subject my entire life. I can't get away from …
When is the price of a stock actually tied to the underlying company?
Okay, so I know that the price of a stock rises when there are more buyers than sellers, and this generally happens over time because the company itself is growing over time. But my question, that I can't find a clear answer to, is why does the growth of a …
PAYX: what do you think about this dip
analyst est upside about 80-90% after recent revision increase. absolute bargain compared to peers. 23% below average. in same category as INTU for payroll automation, human resources, etc crowd isnt in yet. 66% short float but shorts sellers are exhausted on the down side. primed for a short squeeze. plus …
What are your expectations with the upcoming Planet Fitness (PLNT) quarterly report?
For those of you who don't know: PLNT stock went from around $65 per share to a ATL of $37 after its Q1 2026 earnings report. This was attributed to low member counts and postponing membership price increases. The company started experiencing a dip by January from around $100 to …