Posts
Hecla Mining Co.
How widely known is it that Hecla Mining Co. $HL has a Memorandum of Understanding with NVRO Metals to reprocess the tails pile at Green Creek Mine for Gold, Silver and critical metals. It seems like it would be something that would be public but I've seen barely a smattering. …
Veeco Q2 26' earnings report $VECO
VECO Q2 earnings strong demand, but margins are still the issue Veeco reported Q2 revenue of $193.5M, up about 16% from last year and above both analyst expectations and the company’s own guidance. Adjusted EPS came in at $0.33. Guidance was also solid. Veeco expects Q3 revenue of $200M–$220M and …
Oklo's Groves Reactor Achieves First Criticality in Under a Year
Oklo announced that its Groves Isotope Test Reactor has achieved first criticality after achieving a controlled, self-sustaining nuclear chain reaction at low power. The milestone comes less than a year after groundbreaking and follows U.S. Department of Energy (DOE) authorization through the DOE Reactor Pilot Program (RPP). “Reaching criticality in …
MSFT circular AI revenue
A week ago people were talking about how Microsoft showed ROI on AI and "saved the AI trade". And the stock and others in the tech sector went up greatly. But according to Bloomberg, $24 billion of the $37 billion in 12 month AI revenue came from OpenAI. A lot …
r/Stocks Daily Discussion & Options Trading Thursday - Aug 06, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options 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 …
The Hidden QE
Treasury is running its own liquidity operation and it is substantially increasing liquidity They currently expect to borrow about $739 billion in Q3 and another $628 billion in Q4 or roughly $1.37 trillion during the second half of the year. An increasingly large part of that financing is being pushed …
Your "Short-Term" Strategy is Wall Street's Profit Margin
If you started trading thinking that you will become a millionaire overnight then I have a news for you - you are just giving your money to the market makers, big institutions and hedge funds. The very AI that you are supporting by buying the stocks is also empowering these …
Figma (FIG) reports Q2: Revenue up 48% YoY to $370M, raises full-year guidance
Revenue: **$370.1M, up 48% YoY** • Previous Q2 guidance: **$348M–$350M** • Net Dollar Retention: **136%** • Free cash flow: **$53.2M** • Cash and marketable securities: **\~$1.7B** • $100K+ ARR customers: **1,635, up 46% YoY** • $10K+ ARR customers: **15,964, up 34% YoY** Figma also raised its full-year 2026 revenue guidance …
Major tech investors say Nvidia is still cheap. Is it really?
**Bull case:** * Growth genuinely reaccelerated. Revenue up 85% YoY last quarter, third straight quarter of acceleration, and management called Blackwell "the fastest product ramp in company history." * Its customers are spending *more*, not less. Microsoft, Amazon, and Google all raised their 2026 capex guidance this quarter (\~$175B, \~$220B, …