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r/Stocks Daily Discussion & Fundamentals Friday Jul 24, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals 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 * …
$Axon may be a 10x bagger opportunity.
Full disclosure I own shares so I'm obviously biased, but hear me out because the numbers are kinda insane. **The Financials & Growth** Last earnings Q1 2026 revenue of $807M, up 34% YoY. That’s literally their 9th straight quarter growing over 30%. They bumped full year guidance to 30-32% growth, …
CXMT Ipo what are your thoughts
Chinese memory chip manufacturer CXMT (ChangXin Memory Technologies) increased its revenue in the first quarter of 2026 to approximately 50.8 billion yuan (about 7.5 billion U.S. dollars) and posted an operating profit of about 35.4 billion yuan (about 5 billion U.S. dollars). Financial Highlights (Q1 2026)Revenue: approx. 7.5 billion U.S. …
CALX -32% YTD despite Strong Buy
**Q2 2026: EPS beat ($0.47 vs $0.41 est), revenue roughly in-line (\~$293M, +21% YoY), but shares still fell 7-12% on gross margin compression (54.8%) from rising memory component costs. Bull case: record software revenue on the Calix One platform, $431M buyback completed, guidance still at high end of 15-20% rev …
FOCPX - Fidelity OTC is now almost 5% Space X
I've had this mutual fund for at least 15 years, and its more than doubled in that time. It's about 17-18% of the portfolio on one of my accounts. It's top holding is NVDA, and the fund popped in April, and since Space X addition, its already dropping. Its a …
AI Bubble or AI Opportunity?
**AI Bubble or AI Opportunity?** One thing I've noticed lately is that every time Google, Microsoft, or Meta announce they're spending even more on AI, the stock gets hit. Which honestly makes sense. They're spending insane amounts of money and nobody really knows what the payoff will be. But here's …
Was everyone freaking out back in March-April when the market took a similar dip as the last month?
I’m fairly new to investing, and based on history, I noticed earlier this year the market was slowing down and dipping, similar to this last month. Theres a lot of uncertainty and panic going on. “the AI bubble bursting” Was there a similar conversation happening then as there is now? …
Shortsighted stock market can no longer brush off war: ‘It’s too hard to ignore $100 oil’
Link: https://www.cnbc.com/2026/07/23/short-sighted-stock-market-can-no-longer-brush-off-war-investors-say.html Key points: U.S. equities fell on Thursday after Brent Crude prices broke above $100 per barrel once again. The rise in oil prices come after the U.S. conducted strikes against Iran for a 12th consecutive night, and reports that a tanker was attacked off the coast of Saudi …
Google Discloses $94.1 Billion in SpaceX Stock, Marking 6% Stake
Full text: Google said it owns $94.1 billion in \\\[SpaceXSPCX 0.57%\\\](https://www.wsj.com/market-data/quotes/SPCX) \\\[increase; green up pointing triangle\\\](https://www.wsj.com/market-data/quotes/SPCX) shares, a roughly 6% stake in the newly public company. The tech conglomerate’s marketable equity securities include $80 billion in SpaceX shares subject to short-term restrictions on the ability to sell and $14.1 billion …
Oklo Receives U.S. DOE Startup Authorization for Groves Reactor, Clearing Way for Fuel Loading and First Criticality
The U.S. Department of Energy (DOE) startup authorization allows Oklo to load nuclear fuel, conduct startup testing, and proceed toward first criticality. In just over 10 months, Oklo progressed from groundbreaking to receiving DOE startup authorization for its first reactor at the Groves site. During that period, Oklo built the …