Posts
Looking to exit Amazon
Hello, I am looking for some guidance and help. I currently have a third of my portfolio in Amazon. However, I would like to take advantage of some tech stocks since I have barely moved on profit with Amazon in the last half a year. I already own some MU, …
STMicroelectronics (STM) is one of the best and most undervalued European stocks - DD update 2.5 years later
This is a follow-up to my December 2023 DD, which you can find here: https://reddit.com/r/stocks/comments/189qrsw/stmicroelectronics_stm_is_one_of_the_best_and/ **My original thesis** Back in late 2023, STM had been trading at ~7-9x earnings despite 47% gross margins, $1B+ quarterly net income, and exposure to EVs, industrial automation, and edge AI. My view was that …
Trade Desk is down 67% from its high while still growing revenue.
Trade Desk runs the largest independent demand-side platform for programmatic advertising. When a brand wants to buy digital ads across streaming TV, podcasts, display, or basically any screen that isn't Google or Meta, they often run it through TTD. The "independent" part matters because they don't own media inventory, which …
Nokia Partners with QuStream to Advance Quantum-Safe Networking: Next-Gen Security on High-Performance Hardware
In a significant step forward for quantum-resistant communications, Nokia $NOK has partnered with QuStream $QST to develop and deploy the QuStream Quantum Safe Network (QQSN) running on Nokia’s advanced high-performance hardware platforms. During Nokia’s Swiss Innovation Day 2026, QuStream’s CEO Adrian Neal presented alongside Nokia and Capgemini colleagues, highlighting QuStream’s …
AI 'chipflation' spreading from data centers to wider economy, Morgan Stanley warns
> June 3 (Reuters) - Soaring memory chip prices driven by massive AI demand risk stoking "chipflation," Morgan Stanley analysts cautioned, as makers of devices from smartphones to PCs are forced to choose between raising prices and settling for thinner margins. > The brokerage said on Tuesday that memory chip …
Sp500 - 100 years of changes - how significant is the mega ipo changes?
A lot of people treat the S&P 500 like it is a passive, mathematical law of nature. It isn't. It is an actively managed, rules-based product run by a committee, and they change the rules whenever the market threatens to break their methodology. Right now in mid-2026, they are quietly …
For those who keep asking for a “one buy and hold for the next 10 years” the opportunity is here: it’s GOOGL.
Every day I see a new post asking for the holy grail of stocks that you can buy at a discount and has 10x potential. Market just gave you the answer today; the stock is Google. Why: Google owns a % of Spacex. Google owns a part of Asts (the …
How do you do due diligence for fair long term value?
I'm in the midst of revisiting Warren Buffet's Interpretation of Financial Statements book in order to be able to do my own due diligence in finding fair value within a company. The book covers fundamentals like; durable competitive advantage, consistent profitability, and efficient capital management, however I'm very green and …
The Importance of Oil to the Economy...and the News?
Currently, oil (light crude futures) is $95/barrel. Depending on which way it goes from here, we can know if the next news cycle will be talking about how close a peace deal is, or if we're threatening to blow up a whole region again. You see, when oil goes under …
Microsoft, Hubspot, Salesforce, Now
All are down and down significantly. Seems to be all centered around the fears of AI being catastrophic to these companies, but every source I consult says the fears are overblown and AI will actually be GOOD for these companies moving forward. Is there any reason to not throw money …