Posts
r/Stocks Daily Discussion Monday - Jul 27, 2026
These daily discussions run from Monday to Friday including during our themed posts. 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: \* \[Market Check\](https://www.streetinsider.com/Market+Check) - Possibly why the market is doing what it's doing including sudden spikes/dips …
ChatGPT, Claude, Gemini etc "stock is priced for perfection"
Please don't just downvote the post because I'm talking to AI about stocks, I want you guys to comment about it. Basically there are some fantastic companies out there that I am invested in but whenever I ask the AIs to value the company based on it's revenue, growth, products, …
HSBC Started Covering SpaceX With a $115 Price Target 5, along with a conclusion that the price already reflects much of the company's long-
HSBC built its valuation as a sum of the parts, adding up what it believes SpaceX's businesses are worth. Then it did something unusual. It applied a 2x premium to account for CEO Elon Musk's track record of commercializing disruptive technologies. In other words, the bank built a 2x innovation …
What do you think of this LEAPs strategy?
Hello all I was hoping to get some guidance and more information on this LEAPs strategy below. I am looking at buying deep ITM call options on December 15 2028. I am looking at $700 or $710 strike price. I plan on buying this and leaving it in my Roth …
The Democrat focused fund DEMZ was featured in the New York Times on Friday
Jeff Sommer wrote about how DEMZ has been kicking the shit out of the MAGA fund, Trump Media, Elon’s companies, and even the market since Trump got reelected in 2024. background: Goods Unite Us created DEMZ on Election Day 2020, ironically it was approved to trade by Trump’s SEC and …
CoreWeave - the compute rental business is booming
I think CoreWeave is undervalued, they're in a position to rocket higher as we have a massive compute shortage. 1. NVIDIA owns a little over 11% of CoreWeave. This is a huge vote of confidence and this makes them a majority shareholder. Jensen is a AI visionary and has direct …
What stocks would benefit if the U.S. stock market goes 24/7?
With more brokers offering overnight trading, do you think the U.S. stock market eventually goes fully 24/7? If that actually happens, what public companies would benefit the most? Are there any other stocks or ETFs that would be a good long-term bet on that idea? Or do you think 24/7 …
Outlook for $MU and $DRAM
What's the consensus on Micron and the memory sector right now? Full disclosure, I'm holding DRAM at $61 and MU at $780, so I’ve had a solid run, but the recent price action is giving me pause. The fundamental bull thesis still looks intact on the demand side like Alphabet …
Rebellions Successfully Runs SK Telecom's Hyperscale AI 'A.X K1' on Domestically Produced NPU Server
I think the world is sleeping on Korean NPU companies, namely, Rebellions, FuriosaAI, and DeepX. Rebellions and Furiosa are looking to IPO in the latter half of the year, with Furiosa looking to IPO and NASDAQ. NPUs, or inference chips, could drastically reduce the demand for HBMs and GPUs. Korea …
SK hynix expected to post record $43.7 bil. in Q2 operating profit: report
SK hynix is expected to post an all-time high operating profit of 64.1 trillion won ($43.7 billion) in the second quarter, driven by its leadership in the high bandwidth memory (HBM) market amid an artificial intelligence (AI)-led semiconductor supercycle, a report showed Sunday. A consensus estimate compiled by Yonhap Infomax …