Posts
Random thoughts on the stock market.
So… I still feel pretty optimistic about the future of AI revenue. However: Public companies are not cheap right now. ..For example, SpaceX has shown us that a company will have a lot to prove in terms of revenue and profits and still trade at a very high valuation. That …
Power Solutions International PSIX - Sub-1 P/S and 6.7x P/E with Data Center Exposure
I was driving through Wisconsin this past weekend and passed by one of Power Solutions International's (PSIX) manufacturing facilities. Ended up looking up the company and the stock caught my eye. # Business Overview *Who they sell to:* They build engines for other companies, rather than everyday consumers. *What they …
Palantir posts blowout Q2 numbers, with U.S. commercial revenue soaring nearly 150%
Palantir topped second-quarter earnings on Monday and more than doubled commercial revenue growth from a year ago. The stock surged 8% after the numbers were released. Here’s how the company did versus LSEG estimates: * **Earnings per share:** 41 cents adj. vs. 35 cents expected * **Revenue:** $1.94 billion vs. …
SpaceX's first results put Musk's AI spending under Wall Street microscope
SpaceX's first earnings report since its record-breaking IPO will provide an early gauge of whether Starlink's profits can sustain the company's rapidly growing spending on AI and space ventures. Due after the market closes on Tuesday, the results will give SpaceX's limited pool of public investors their first chance to …
How are we feeling about Micron?
I think right now is still a decent opportunity for MU investors who got caught up in the hype to sell and minimize losses or lock in profits What I'm wondering though is if the memory hype narrative is still alive All of July the stock has been dumping. It …
AI Market Correction Doesn’t Change the Long-Term Story But Excessive Leverage Needs to Reset
Last month, I posted here that the leverage in the artificial intelligence sector had become too high and that investors needed to look at this market more rationally. At that time, I also mentioned that the AI sector had already accumulated massive profits, and that any market volatility could potentially …
First Stocks
Hey, I just turned 18 and in my Country it’s the min age for buying stocks independently. I wanted to buy some before but my parents didn’t allow me to and said it would be too dangerous for minors… So I just bought some stocks that match my interest and …
Being right about the long-term trend doesn't mean the market owes you stock performance relative to your cost basis.
The current AI narrative of why AI datacenter stocks such as Nvidia, Oracle, Taiwan Semi, etc. are a "sure bet" and "safe investment" is that "we can only grow from here" and "We will need more datacenters in the future, not less." While this may be true, it doesn't necessarily …
r/Stocks Daily Discussion Monday - Aug 03, 2026
These daily discussions run from Monday to Friday including during our themed posts. 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: \* \[Market Check\](https://www.streetinsider.com/Market+Check) - Possibly why the market is doing what it's doing including sudden spikes/dips …