Posts
The "Clean Slate" Test: Are you lying to yourself?
Here is a classic financial thought experiment to check if you are lying to yourself about your portfolio: Imagine a massive glitch hits your broker tomorrow and automatically liquidates all your positions into cash. If you logged in right now with 100% cash, would you rebuy your exact same stocks …
/r/Stocks Weekend Discussion Saturday - Jul 11, 2026
This is the weekend edition of our stickied discussion thread. Discuss your trades / moves from last week and what you're planning on doing for the week ahead. 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: * …
The next memory trade is still the memory trade (receipts from one year ago included)
For context, I was pitching SK hynix one year ago Jun 2025. I was pitching SK, Micron, SanDisk (and Qualcomm) Jan 2026 again https://www.reddit.com/r/stocks/s/APCJwmjU20 https://www.reddit.com/r/ValueInvesting/s/Luvl4kY8Hy https://www.reddit.com/r/ValueInvesting/s/QcraWYZtJx https://www.reddit.com/r/stocks/s/fILYpK6Ivo (I was extremely lucky with fate and Providence, rather than any skill on my part) I would still pitch the 3 big memory …
Between Aug. 1929 – Jun. 1932 The U.S. Market Lost -83.8%. What would happen if the same happened in Aug. 2026 - Jun. 2029?
Obviously, no one has the crystal ball to answer this question but I feel as though there's some value (albeit possibly only entertainment value) in hypotheticals that test the limits of the current state of the U.S. and global economies. On the one hand, we made it through the depression …
New ETFs are coming $SPNE and $QQNE
These are ETF that will provide investment results that, before expenses, generally correspond to the price and yield performance of the S&P 500 Index and Nasdaq 100 index but without Elon Musk companies which for the S&P 500 means no Tesla and for the Nasdaq 100 no Spacex and Tesla. …
What to buy as a teen?
Hi! I’m 15F and i have 3 shares of APPL currently, and looking to expand more. I was wondering what reccs you guys have, as I’m currently eyeing SKHY but not sure as apparently it’s on the newer side. My parents both participate a lot but my mom isn’t familiar …
Netflix is still a growth stock
The Warner Brothers acquisition was just a distraction and its kinda funny that NFLX got paid a $2.8B Breakup fee. Free money. **They should pay a special dividend out to shareholders.** But back to my original point that NFLX is still a growth stock not just for the United State …
What is going to move/rerate memory stocks?
Us memory bulls all reference earnings and low multiples. We all point to shortages and buildouts. Memory bears say memory is a commodity, that current and near earnings have already been priced in. We reply that Micron, for example, has forward contracts into 2030. We note that the old memory …
Apple sues OpenAI over alleged trade secret theft, says scheme was 'at every level'
“The lawsuit, which was filed in the U.S. District Court for the Northern District of California, accuses Tan of using Apple’s confidential project code names during OpenAI’s recruiting process, asking job candidates to bring in Apple hardware components to their interviews, coaching departing Apple employees on how to evade the …
Mark Zuckerberg said AI was behind schedule last week but Meta's up by 22% in last 10 days.
Meta was up about 6% today and gaining roughly 22% over the last 10 trading days. That's a genuinely interesting move because earlier this week Zuckerberg himself said the company's AI agent progress had been 'slower than expected', and before that the stock had been under real pressure over capex …