r/wallstreetbets
Posts
$RIVN: Riding to Valhalla
Alright, degenerates. Rivian isn’t just the dorky little brother of Tesla anymore—it’s the ex-nerd who’s going to show up at the 10-year reunion ripped and in a tux, ready to steal the prom queen. This play has all the makings of a **10x banger** if you’re willing to hold on …
ASML, they make the machines that make the semiconductors, orders have slowed and share price has tumbled, is it now undervalued?
They make the shovels (machines) that mine the gold (semiconductors). Therefore once companies have the machines they don’t immediately need new ones, hence the hype around this company reduced as people realised its profitability isn’t as exponential as Nvidia. However, they lead the market in terms of the size of …
Let it $SNOW
Let's face it, $SNOW has been one of the most disappointing-performing stocks of the year. While $NVDA is riding the AI wave, and $MSTR is riding the BTC boom, $SNOW has been sitting here like a fat child eating cake and shitting himself in the process. But this is all …
How RFK Jr. Could Make $HIMS Great Again
**TL;DR:** Investors are pulling back from pharmaceutical stocks as RFK Jr. has been appointed to lead HHS, creating an opportunity for $HIMS stock while it is still undervalued. If RFK pushes to block Medicare/Medicaid coverage of costly anti-obesity drugs like Ozempic, Wegovy, and Zepbound, people could turn to more affordable …
SMCI a short story.
Christmas is here early and its new name is SMCI, I’ll make this short and sweet. Reasons I’m buying 1.Oversold hella 2.Insider buying 3.Not valued as a multi billion dollar market cap company even though it is. 4.AI stock and NVDA earnings are here. IMO My best guess is we …
betting big on jnpr: waiting for doj’s green light on hpe’s $40/share offer
alright, degenerates, here’s the breakdown. hewlett packard enterprise (hpe) is set to acquire juniper networks (jnpr) for $14 billion, offering $40 per share, which is a solid premium over where jnpr is trading now. the deal has already cleared the uk’s competition and markets authority (cma), and we’re just waiting …
$VRT ➡️ S&P 500: Coming Soon
Vertiv ($VRT) has been ripping all year and is up 190% YTD fueled by continuous AI & data center demand. I think it has a high likelihood of being **added to the S&P 500 during the Q4 rebalancing** which will be announced Dec 6th. I'll share a brief overview of …
$PBI - Turn-Around Trade w/Asymmetric Risk-Reward
**$PBI presents an asymmetric risk-reward turn around trade. NFA and DYOR. Positions below.** *Most people have no idea what this company is but get their packages delivered by them every week :)* # Company Overview Pitney Bowes, Inc. is a global shipping and mailing company, which engages in the provision …
SMCI is not INTC Grandma
300 shares around $25 I tend to add another 700 shares before the end of year.
Quantum Gains with $IONQ 🚀 350% and more upside
IonQ is a quantum hardware company that is popping off rn mostly because it has recently secured a major $54.5M Air Force deal ([source](https://ionq.com/news/ionq-announces-largest-2024-u-s-quantum-contract-award-of-usd54-5m-with)). Also, wtih Trump coming in, he is expected to be more open to quantum for defense compared to the Biden administration, who was pretty hands off. …