Posts
(IBRX) another banger after my last banger call
I'm sure many of you saw that I was immediately correct on my nintendo call, despite how many negative things were said about my thesis and my pick. Well, I'm back again with another play that'll make you money in short-order. IBRX - Immunity Bio. I've been playing 2300 shares …
What ETF to invest long-term in 18
I got 300$ on VOO and 100$ on VTI since the last 6 months. I can add 100$ a month but due to fees i'm thinking of adding 300$ every 3 months or 600$ every 6 months or something in between. Is there a better alternative to buy at my …
What quality compounders fit this portfolio?
My portfolio currently consists of the following companies: GOOG, IOT, TOST, LIN, WM, CTAS, COST, UBER, PH, UNH, SHL, SYK, ROL, MA, NOW, DHR, HIMS, ZETA, MSCI. I have already asked AI models for recommendations, but they keep suggesting the same generic, mainstream mega-caps that don't capture the specific nuances …
Kospi stabilisation at the horizon = > nasdaq pain may be over
Hi guys My take: Kospi pe ratio is 15.77 today. The 5 and 10 yr avg of pe is 10.7 and 10.3.. that was before the AI premium. So, the pe ratio today is around the area that should be given the AI premium ( samsung and skhy increased earnings …
Your picks...but no tech, no space, no oil.
Whenever stock picks are being posted, it's always the same bunch. There are entire sectors that never seem to get love and attention. Is anyone keeping a firm eye on the stocks that don't have tech, space and oil t their core? And what's your thesis about why it's good, …
r/Stocks Daily Discussion & Options Trading Thursday - Jul 30, 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 …
SK Hynix at below $130 seems low especially after CXMT's historic IPO
SK Hynix (SKHY) under $130 looks interesting to me. The relative valuation gap TO CXMT feels surprisingly small. After its first trading day, China’s CXMT closed roughly 466% above its IPO price, giving it a market cap around $484B. At a sub-$130 SKHY price, SK Hynix is worth roughly $730–750B. …
Measures put in place by the Korean government will help kospi to recover.
The Koreans are putting in place **measures that are designed for Kospi to recover in time**. In particular pt.4 in the attached which is the infusion of liquidity. Once the leveraged accounts are liquidated and measures take effect, incl. pt 4, I can see kospi up again. **If kospi is …
MSFT vs GOOG given their recent earnings?
Both companies delivered excellent results in their most recent earnings reports. But Google massively increased CapEx while Microsoft's CapEx ended up being slightly below expectations, reflecting their differing AI strategies. MSFT has obviously been on a losing streak that now seems to be reversing, while Google's price trend is less …
Msft could go on a run here.
I know... It's up 7% AH... But I think MSFT could go on an extended run over the coming weeks. This was a huge quarter for the company but importantly, their relative out performance vs other hyperscalers is significant. Not only was the msft result great, but it came at …