Posts
Another Explosive Nasdaq Rally (+3%) as the S&P 500 Hits Another All-Time High
Remember this post from 19 days ago? [https://www.reddit.com/r/stocks/comments/1uycqbj/another\_nearly\_2\_nasdaq\_selloff\_as\_if\_the\_market/](https://www.reddit.com/r/stocks/comments/1uycqbj/another_nearly_2_nasdaq_selloff_as_if_the_market/) At the time, the comments were predictable. "Until it is actually different." "The party never lasts forever." "The big one could hit anytime." Basically: *sure, maybe it recovered before, but this time is the real one.* Well... 19 days later, Nasdaq is …
Verra Mobility Reaches Framework Agreement with Avis Budget Group
Verra Mobility (VRRM), which provides smart mobility technology focusing on transportation safety systems, commercial fleet toll management, and automated roadside enforcement fell nearly 70% six months ago when news hit that Avis would be terminating their contract with them. Avis accounts for roughly 10% of Verra's revenue. In late July, …
I screened 3,053 companies with 10 years of 10-Ks. 54 of them spent $1B+ on buybacks and still ended the decade with more shares outstanding
Amazon's 10-K shows a nonzero stock buyback once in the last ten fiscal years, FY2022, at $6 billion. Every other year is effectively zero. Over that same decade, stock-based compensation ran up to $109 billion total, and diluted shares went from 9.54 billion to 10.72 billion, up 12.4%. How many …
What if AI CapEx Slows… and Memory Profits Stay High Anyway?
The bear case on memory is easy to understand: “AI CapEx will slow, as it’s not sustainable. New fabs will come online. Supply will catch demand. Prices and profits will collapse, just like every other memory cycle.” This thesis is actually well reasoned and makes sense to many, but it …
US drafting ban on Chinese data center devices - COHR, LITE & AAOI is flying.
The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components, four people familiar with the matter told Reuters, as it seeks to protect the infrastructure that undergirds the AI boom. The Federal Communications Commission, which oversees the U.S. telecom industry, is working …
r/Stocks Daily Discussion & Technicals Tuesday - Aug 04, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not 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 …
Apple and Amazon both got tariff refunds. Are investors backing these out of earnings?
Apple said tariff refunds added about two percentage points to gross margin and $0.11 to EPS. Amazon received another $600M. Obviously the cash is real, but it didn’t come from higher sales or better operations, and it won’t repeat forever. I haven’t seen much discussion about this when people compare …
IonQ Completes Acquisition of Semiconductor Manufacturer SkyWater Technology
" IonQ (NYSE: IONQ), the world’s leading quantum platform company, today completed its acquisition of SkyWater Technology (NASDAQ: SKYT), the largest exclusively U.S.-based semiconductor foundry. “Acquiring SkyWater crystalizes IonQ’s vision to serve as a technology leader, merchant supplier and ecosystem enabler across the entire quantum industry. We are investing in …