Posts
Meta's earnings are coming this Wednesday. Will strong ad numbers beat capex fears or does AI capex overshadow the numbers
Meta will report it's Q2 earnings after the close in the coming Wednesday, July 29, and the stock has already fallen about 2.5% while we head into it. The exact same pattern happened last quarter, Meta grew revenue 33%, (fastest since 2021) and the stock still dropped more than 6-7% …
Turn around story
Recently lost 30K I was heavily concentrated on a few certain stocks Arvn Cai amongst others I still have high convictions for Arvn and Cai but want to protect my principal. I was fortunate to turn a small amount into 200k+ now I want to create wealth. I’m 36 and …
Could AI Efficiency Become a Headwind for Micron?
I’m still very bullish on Micron and memory in general , but only main concern I have around MU’s long term bull case is the thesis rests a lot on AI models needing more and more memory. When you look at what Kimi 3 and deepseek have managed to do …
Intuit is going to go up soon
Hello people. I wanted to share some thoughts on Intuit because the recent selloff after their q 3 2026 earnings report in may was a massive overreaction in my opinion. People panicked over TurboTax losing some cheap DIY filers, but if you actually dig into the Q3 10-Q and recent …
/r/Stocks Weekend Discussion Saturday - Jul 25, 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: * …
SaaS is about to explode once people fully realize the OpenAI and Anthropic debts are never going to get paid
We are slowly reaching that point where everyone is starting to learn that AI doesn't create enterprise software, it also doesn't create safe robust systems, it costs far more than people want to admit. Once those prices start going up and people heavily scale back usage or use cheap versions …
Nvidia, SK Group unveil $500 billion-plus AI data centers initiative, memory partnership
SAN FRANCISCO, July 24 (Reuters) - Nvidia and South Korea's SK Group on Friday unveiled a more than $500 billion AI initiative spanning large-scale AI data centers and next-generation memory, Nvidia said. The initiative includes a long-term partnership with SK Hynix [(000660.KS),](https://www.reuters.com/markets/companies/000660.KS) to secure next-generation memory supply for Nvidia and …
Am I wrong that free cash flow doesn't mean what it used to for the AI capex names anymore?
Alphabet and Tesla both posted negative free cash flow this week because of AI capex and got hit for it right away, Alphabet down over 6% Thursday. Then the market mostly shrugged it off by Friday. Meanwhile Intel raised its own capex guidance in the same window and got rewarded …
SAP Second-Quarter Revenue Up on Cloud Business Results (stock up almost 10%)
SAP posted higher revenue in its latest quarter, but lowered its operating profit guidance for the current fiscal year citing a sequential deceleration in growth. Reporting on a non-IFRS basis, the German business-software company said second-quarter revenue rose 9.4% to 9.88 billion euros ($11.24 billion) from a year earlier. Revenue …
Rotating sectors into Healthcare - LLY and GENB
All this drawdown has made me realize I don't hold anything in healthcare. So I started buying LLY this past month and now this week started getting into GENB. $LLY - solid long-term stock, kind of overvalued in a P/E to EV/EBITDA sense compared to its market comparables, but if …