Posts
How to shift from growth to resilience?
Currently most of my portfolio consists of securities that have seen a lot of growth over the last 24 months. When I got my first disability pension payout after 2 years of waiting my dad suggested I put money into the market to avoid a quality of life downgrade. Well, …
Serious question about AI Capex after google earnings and circular financing.
So Google stock plummeted because their free cash has gone into negative numbers. Okay that sounds fair. But if Google stopped increasing their CAPEX then that means the whole AI boom stops because the circular financing between the MAG7 stops and the AI bubble bursts as hell causing a meltdown …
Alphabet had 82% Cloud growth & higher margins. Tesla delivered 480,126 cars. But market reacted other way because of AI capex & missed EPS
The past couple of weeks the market had been asking and concerning that the heavy AI capex may not be justified by earnings. Alphabet and Tesla, two of the largest AI-spending companies both released their earning reports on Wednesday. The answer turned out to be more interesting than a simple …
Japanese Yen plunges to 163 versus US dollar for first time in over 39 years
NEW YORK (Kyodo) -- The yen briefly hit 163 against the U.S. dollar in New York on Tuesday, a level unseen since December 1986, as investors sought the U.S. unit as a safe asset amid growing uncertainty over the U.S.-Israeli war on Iran. The dollar is perceived as a relatively …
Kospi to 10,000: South Korean equities poised to rebound after brutal sell-off, says Citi
# Key Takeaways * **Semiconductor and Tech-Led Rebound:** South Korea’s Kospi benchmark experienced a sharp surge, gaining over 2.5% during the July 21 trading sessions. The rally was primarily driven by major Asian chipmakers like Samsung Electronics and SK Hynix recovering from previous pullbacks as investors evaluated ongoing global demand …
Short sellers notch $15.5 billion profit as SpaceX shares slide
Short sellers targeting SpaceX shares are sitting on an estimated $15.5 billion in paper profit since the rockets-to-AI firm's mid-June initial public offering, as its stock slipped below the IPO price, according to data through Tuesday from analytics firm Ortex Technologies. Short sellers, who borrow shares to sell them and …
it seems easy to get rich on the stock market
i live with my parents, and make about 10-20k part time, i have the oppurtunity to make 40-50k full time. this year i had a 40% return, and about 20% in the last 3 months, ive been trading more seriously in the last 3 months, and made about 10% from …
CMCSA Earnings Call Summary
Hello all, I'm long on CMCSA with about 9% of portfolio in shares. As such I've been following their developments. Here is a brief summary of their earnings report from this morning: * Revenue: $29.94B, down 1.2% y/y * Net income: $3.5B, down 68.3% y/y * Adjusted EPS: $1.04, down …
Biotech stocks
So for the past 10 days i've been looking into biotech stocks, and what makes them shoot up sometimes more than 1000 % I'm therefore beginning to look into which biotech stocks would be interesting to invest in. I've been trying to look for companies who is waiting or is …
r/Stocks Daily Discussion & Options Trading Thursday - Jul 23, 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 …