Posts
Just sold last NVDA, GOOGL and MSFT
I mean the economics never made sense at these GPU prices, but its just getting so ridiculous that even riding the last hours of the party feels wrong. I mean if hyperscalers want their historical 30% ROIC, they actually need $636 billion annually. 10 times their current run rate (\~$70bn …
JERA, Dell, and RHAELM signed an MoU for a $15B+ AI infrastructure project in Chiba, Japan.
Dell, JERA and RHAELM plan to build a standardized model for large-scale AI infrastructure in Japan, starting with a 400 MW project in Chiba. The first site is expected to exceed $15B in total investment across land, power, construction and AI compute. JERA will provide behind-the-meter power from its existing …
How are my portfolio distributions?
|VOO|58.0%| |:-|:-| |VXUS|10.0%| |VXF|5.0%| |NLR|4.0%| |GRID|2.5%| |PAVE|1.5%| |TAN|2.0%| |SHLD|4.0%| |WDEF|1.0%| |GLDM|4.5%| |Physical gold|1.5%| |BTC|3.5%| |Discretionary|2.5%| It is growth focused, no bonds at this point. As you can see, I am betting on future revamping the US electrical system and full electrification. Let me know if you see any glaring issues. …
r/Stocks Daily Discussion & Options Trading Thursday - Oct 01, 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 …
GOOGL Gemini 4 Argon: Is Google Winning the AI Race?
Alphabet (GOOGL) hit a major milestone with the rollout of Gemini 4 Argon, its most advanced frontier artificial intelligence model yet. The launch is a significant fundamental catalyst: the model is setting records in real-world software engineering benchmarks, tying for first place in cybersecurity defense, and leading the economic-impact Vals …
Advice on assets allocation and stocks to buy
Hey everyone! I’m 32, living in Europe, and about to receive 300k thanks to RSUs from my company. I already have most of my existing money invested: 15k cash 2.4 (\~200k) in BTC 280k in tech stocks (NVidia, Alphabet, Amazon, Apple, Micron, Nebius, Broadcom, Marvell, TSMC..etc). I am aware my …
Micron tops Q4 estimates on top and bottom line, offers strong Q1 outlook
Memory giant Micron (MU) reported its fourth quarter earnings after the bell on Wednesday, beating Wall Street's expectations on the top and bottom lines, and offering a better than anticipated Q1 outlook. For the quarter, Micron reported earnings per share of $33.42 on revenue of $54.23 billion. Analysts were looking …
US senators hit deal on energy project permitting bill, vote seen after November
US senators from both parties said on Wednesday they have reached a deal to reform laws on the permitting of large energy and infrastructure projects, though a vote will not occur before the midterm elections. Talks on the legislation had halted in December when President Donald Trump paused five offshore …
Nike earnings tomorrow- 2 out of 3 scenarios are good for longs
Nike reports earnings tomorrow after the bell and never has the stock been as hated by Wall Street as it currently is. It’s currently down 44 % year to date which I don’t think it’s ever been in any prior year other than for a few days or a week …
Good trackers/radars out there?
Hi, wondering if there are any good resources folks recommend for notifications on big drops/hikes or stocks that move suddenly relative to the market/sector. I feel like these are sometimes actionable, but I'm really bad at tracking them and sometimes find out too late. I'm particularly interested in stocks that …