Posts
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 …
Big bank profit engines expected to roar into earnings as Main Street keeps spending
Few examples better capture the resurgence of big banks than Jamie Dimon's special retention award, which has swelled in value over the last five years to more than $280 million today. As Dimon's bank, JPMorgan Chase, heads into earnings season, analysts expect the country's largest lender and its rivals to …
AMR (Alpha Metallurgical Resources) - thesis on a possible re-rate from depressed ROE, curious what people think
AMR (Alpha Metallurgical Resources) - thesis on a possible re-rate from depressed ROE, curious what people think Been working on a thesis for AMR and wanted to put it out there. Right now it’s trading at a price to book of about 1.24x, and ROE is sitting around -2%, so …
EOLS (EVOLUS) thoughts on profitability story here, curious what people think
Been looking into Evolus for a while and figured I’d put my thinking out there. The injectable aesthetics space is changing a lot with the newer products being much more subtle than old school Botox, which used to give people that frozen look. That’s pulling in a younger crowd too, …
Do you think cyber defence stocks are going to have a really strong run in the future?
I feel like my bullish thesis for cyber defence stocks is "obvious" but maybe someone can chime in with their thoughts. Whether you agree or disagree. Mythos has proven that even the most robust open source software and presumably hardware, is still full of exploits and vulnerabilities. So if open …
Do you ever consider switching brokers?
Every now and then I get an offer in the mailbox or my inbox. A couple of thousand dollars to switch brokers. Do you ever consider switching even if the rival brokerage doesn’t have as good of a trading platform? I know what I own and am mostly just reinvesting …
An important reminder about forwards guidance and the second derivative of earnings
I see a lot of confusion on Reddit about why AI hardware stocks can fall in price per share when their metrics look great. Growing is not enough, growing quickly is not enough to keep a company's stock price growing. Reported growth is a lagging indicator while stocks are forwards …
Rocket Lab is buying Iridium Communications for $8 billion. This might turn a rocket company into an owner of a global satellite network.
Rocket Lab announced a definitive agreement to acquire Iridium Communications for approximately $8 billion in enterprise value, structured as $27 in cash plus Rocket Lab stock per Iridium share, working out to about $54 per share total. The announcement happened on Jun 29th. The boards of both companies unanimously approved …
SK Hynix CEO sees worst memory shortage in 2027, demand to outstrip supply beyond 2030
SK Hynix Chief Executive Kwak Noh-jung said the global memory industry is heading for its worst-ever supply shortage in 2027, forecasting that demand for memory will continue to exceed the company's ability to produce it well into the next decade despite aggressive capacity expansion. UBS likewise expects the global DRAM …
r/Stocks Weekly Thread on Meme Stocks Saturday - Jul 11, 2026
The meme stock scheduled posts will now run weekly and post Saturday afternoon and won't be a sticky; you're probably seeing this because automod sent you here! [Full list of meme stocks here.](https://www.reddit.com/r/stocks/wiki/meme-stocks) This will be updated every once in a while. ------ Welcome traders who just can't help them …