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r/Stocks Daily Discussion & Fundamentals Friday Oct 02, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals 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 * …
VICR sell or hold?
VICR is up 50% since a few months ago. The news and growth are good, but not 92 PE good. Even the Forward PE is around 50. Still seems really expensive. Wondering why it's pumping so hard. I honestly don't have a deep knowledge of the company. I bought the …
Twilio $TWLO is set to join the S&P 500 on October 6. What an incredible journey for this company
[https://finance.yahoo.com/markets/stocks/articles/twilio-join-p-500-p-222951025.html](https://finance.yahoo.com/markets/stocks/articles/twilio-join-p-500-p-222951025.html) Twilio has had one of the most remarkable turnarounds and is now set to join the S&P 500. This sets the stock up for more growth ahead. The future looks bright for 2027 and beyond as tailwinds for agentic AI, and their own AI products released this year come …
South Korea Announces $120 Billion Plan For Eight Large-Scale Nuclear Power Plants In US
https://asia.nikkei.com/economy/trade-war/trump-tariffs/south-korea-to-build-8-nuclear-power-plants-in-us-invest-120bn This is the first time SK is exporting their nuclear power plant to the US: Investment is for six Westinghouse AP1000 reactors and two South Korean APR1400 units. The Westinghouse units are also built by Korean nuclear contract manufacturers such as Doosan Enerbility. A Westinghouse AP1000 nuclear power plant …
Considering selling my ethereum and investing in rocket lab instead
Previously had £2k in ethereum for about 2 years. I’ll be honest it was a safe option for me ( when I was into crypto). I’ve made some me profit however I think I’m getting less and less into crypto and more into stocks. Majority of my investments are now …
SEC proposes [accredited] investor exam to expand private market access [60 days for comment]
Why Backtest on "on market open" show drastic difference from actual trades made at market open
The context is that I have a signal for short term stock trades (5-10 days), the signal is created after the market is closed, and it tells me whether to enter or exit a position on the next day. I did my backtest using the open value of the next …
Another record quarter from MU, down 2%: why estimates are not expectations
edit: uhh I know it closed up 3%. my point is that the reaction to epic results was pretty much nothing. I'm a professional analyst, started covering semis this year, though I have over a decade of experience in equities. I've seen a number of posts/comments about how companies could …
I have been DCA’ing into VOO since 2012 and now I’m rich.
Never went to college, I have no pension and no inheritances. I recently sold my house ($300k starter home that I never upgraded) and nearly everything in it and I now travel the world in perpetuity for leisure. I’m 45 years old. It’s possible for you to get rich slowly …
Another Huge Flag: S&P 500 returns are signalling markets are at a very critical stage
We all know that the treasury market and global bonds as well are spiraling out of control. Of course, extreme bond swings in either direction also influence the stock market, or one could argue that maybe it is the other way around. Regardless, bonds selling off(or bond yields soaring) does …