PortfolioAI · Reddit analysis

Cisco (CSCO) Stock on Reddit: Earnings Beyond Nvidia

The loudest discussion is about a founder. The more useful investment question is which companies can turn AI demand into earnings without depending on someone else’s next financing round.

edition · Market-price cutoff: November 13, 2026 · Discussion observations: November 8–13.

The coverage matters. The requested discussion window is November 7–14. It contains 192 supplied summaries in six dated buckets, including 14 content placeholders. No November 7 or November 14 bucket is supplied; that does not mean there was no discussion on those dates. Counts describe this sample, not all Reddit activity, unique investors or buying conviction.

The investment signal is not the attention ranking

Nvidia: attention leader

63 / 192

Summaries name Nvidia or NVDA: 32.8% of the entire sample. Repetition inside those summaries produces 192 name/ticker occurrences.

Cisco: quieter operating evidence

1 summary

Eleven occurrences are concentrated in one earnings discussion. The company’s November 12 release corroborates its revenue and guidance figures.

AXT: smaller, not automatically cheaper

1 summary

Seven occurrences connect optical demand with substrate supply. Strong reported growth still leaves valuation and export-permit risks.

Nvidia’s prominence is not a clean bullish indicator. The summaries mix dip-buying, options gains and losses, leadership speculation, export-policy arguments and doubts about customer financing. A repeated allegation is not additional independent evidence. This report does not adopt the personal allegations, conspiracy narratives or predicted leadership outcomes as verified facts. A product moat and a favorable entry price are also different questions. Discussion: long-term dip thesis; opposing business-model argument.

The debate has three layers. First, semiconductor demand can remain strong while buyers’ funding becomes more expensive. Second, specialized components may benefit from the buildout without owning the entire data center. Third, a stock can fall sharply and still price in a demanding future. Cisco and AXT supply concrete operating evidence for testing those distinctions; neither receives a buy recommendation here.

Anthropic appears in 15 summaries and 50 named occurrences, but the discussion describes a proposed offering and disputed valuation arguments. Issuer metadata alone does not establish a completed IPO or an executable public price. ANT is therefore segregated from verified ordinary-share candidates. Offering discussion; valuation debate.

Two less-obvious ideas worth a harder look

Cisco (CSCO): distinguish profitable supplier growth from customer credit

The single Cisco summary argues that established hyperscaler customers may offer a more useful read on networking demand than the most financing-sensitive neoclouds. Its specific claims about customer exclusions and conference-call answers remain attributed to that discussion. The broader operating case, however, has support in Cisco’s own results: fiscal first-quarter revenue was $18.5 billion, up 24%, with GAAP EPS of $1.14 and non-GAAP EPS of $1.40. The quarter ended October 24; the release is dated November 12. Discussion; Cisco first-quarter release.

Cisco raised fiscal 2027 revenue guidance to $74.8–75.8 billion and its expectation for AI infrastructure revenue from hyperscalers to $9 billion. That is approximately 12.0% of the $75.3 billion total-revenue midpoint: a meaningful growth engine, but not the entire business. The same release guides to full-year GAAP EPS of $4.38–4.44 and non-GAAP EPS of $5.47–5.53. At the November 13 close of $95.64, those midpoints imply about 21.7 times guided GAAP EPS or 17.4 times guided non-GAAP EPS. These are simple price-to-guidance calculations, not trailing multiples, analyst consensus or a valuation target. Company guidance; price observations.

Why investigate: the favorable thesis can be tested against actual earnings rather than a proposed funding structure. What could break it: delayed energization of customer facilities, competition and weaker order conversion. Cisco’s November 13 close was 6.24% below November 12’s $102.01 close; favorable operating results did not guarantee a favorable next-session return. A later deep dive should examine product mix, cash conversion, remaining performance obligations and how much growth is already reflected in the price.

AXT (AXTI): a substrate bottleneck, with a valuation hurdle

The AXT discussion is narrower: it asks whether strong optical-component demand can coexist with a sharp supplier selloff. The company’s October 29 third-quarter release supports the operating-growth premise. Revenue was $73.4 million versus $28.0 million a year earlier, an increase of roughly 162%; GAAP gross margin was 56.0%, and diluted GAAP EPS was $0.39. Management attributed growth to indium phosphide demand. Those are quarterly results for September 30, not fresh November orders. Paired AXT/Coherent discussion; AXT third-quarter release.

The less-obvious angle is the material substrate rather than the finished accelerator: optical connectivity needs physical components as well as GPUs. But that does not establish pricing power indefinitely. At the November 13 close of $41.84, annualizing one quarter’s $0.39 GAAP EPS would produce a mechanical multiple of about 26.8 times. That is a deliberately limited sensitivity check, not a forecast or a normalized P/E. One strong quarter cannot demonstrate that margins will persist. Price observations.

Why investigate: issuer results substantiate the underlying growth theme, despite only one summary. What could break it: capacity execution, customer concentration, export permits and China-related manufacturing exposure. AXT’s own release identifies export-permit and geopolitical risks. The post’s Coherent supply agreement, prepayment amount and historical drawdown are not treated as independently verified inputs. The next useful work is a through-cycle margin and cash-flow assessment, not extrapolating the headline growth rate.

Interesting leads that do not yet clear the same bar

  • Air Products (APD): one technical-analysis cross-post, three occurrences and a verified November 13 close of $316.53. Its missing image-based setup and Elliott Wave framework do not establish an earnings thesis. Keep it as a secondary research lead, not a confirmed breakout. Discussion.
  • Helus Pharma (HELP): the named issuer is identifiable, but the summary’s clinical response and remission figures are not established here, nor is a current entry price. Binary trial outcomes, financing and the difference between small-study results and pivotal evidence matter more than the promotional tone. Not a verified-price candidate. Discussion.
  • Smith & Wesson (SWBI): one political-momentum anecdote, not corroborated demand or acquisition economics. No current price is established here. Do not turn an election narrative into an earnings forecast. Discussion.
  • Applied Digital (APLD), CoreWeave (CRWV), Nebius (NBIS): discussion of construction finance, contracts and spending remains useful, but proposed debt, booked demand and available cash are different things. A financing authorization is not a closing. Announced power is not commissioned computing capacity. APLD financing argument; CoreWeave debt argument; Nebius spending discussion.

Research candidates: evidence and unanswered questions

These are identity-verified research candidates, not recommendations. Each needs a fuller assessment of cash generation, valuation and risk before an investment conclusion. The available evidence is strongest for Cisco and narrower for the two alternatives.

On narrow screens, swipe within the candidate table to read every column.

Candidate order, evidence and the unanswered question
Priority / securityDiscussion / Nov 13 closeSupported research angleRequired next test
1 · Cisco (CSCO)
NASDAQ · ordinary shares		1 summary / 11 occurrences
$95.64 USD		Nov 12 issuer results corroborate profitable networking growth and higher fiscal guidance.Order conversion, cash generation and guided earnings versus the price. Primary evidence is stronger than the discussion breadth.
2 · AXT (AXTI)
NASDAQ · ordinary shares		1 summary / 7 occurrences
$41.84 USD		Oct 29 issuer results corroborate substrate-demand growth; the post supplies the optical bottleneck angle.Through-cycle margins, export permits, capacity funding and valuation. A concentrated, volatile supplier is not a low-risk substitute for a diversified vendor.
3 · Air Products (APD)
NYSE · ordinary shares		1 summary / 3 occurrences
$316.53 USD		Identity and price established; a technical cross-post supplies a lead, not a fundamental bull case.Fresh issuer results, project economics and cash returns before considering a full report. Lower-priority, evidence-limited alternative.

Price observations: StockApp daily closing observations dated November 13, 2026, in USD. No November 14 price bar is used. Cisco comparison close: November 12, $102.01. The two earnings releases cited above predate the market cutoff. No target return, popularity-adjusted probability or timing signal is implied.

What exactly is counted

A summary count records how many supplied texts contain a named company, ticker or explicitly listed alias, at most once per row per text. Occurrences count every matched name/ticker repetition within those texts. One summary can appear in several rows. The 101-row ledger contains 283 security/asset–summary incidences and 696 named occurrences; neither total is a number of investors. Nvidia’s 192 occurrences happen to equal the sample’s 192 summaries, but those are different measures.

Google, GOOG and GOOGL share one Alphabet common-equity discussion row; that does not make its share classes interchangeable. GOOGM is separate and unresolved as an instrument. Generic references to Reddit as a forum are excluded; Reddit the business is included in company-focused summaries. SPXW is grouped with SPX index/options references. Ordinary lowercase “spy” is not SPY. Contextual “ice” in a list of financial holdings is ICE. A concatenated “andArm Holdings” is counted as Arm; it is not discarded as a spelling boundary. SpaceX/SpaceXAI references are grouped under SPCX, while standalone xAI stays in the separate entity ledger. Product names, executive-only references, images and inferred holdings are not reconstructed as extra company mentions. Citation-only publishers, data vendors, broker estimates and generic market-index names are not reassigned to guessed securities; the ledger covers named investment exposures and company discussions.

Each returned text is retained once; all 192 are distinct texts, but independence of authors is not established. Fourteen placeholders stay in the denominator and add no invented image-only tickers. The summaries do not supply original-thread permalinks, author identities, vote totals or comment histories, so the dated evidence notes below identify the actual text available rather than implying complete threads. Bull and bear columns distinguish arguments in those texts from research questions; “not supplied” means exactly that, not neutral sentiment.

Returned discussion buckets; requested window November 7–14
BucketSummaries
November 820
November 932
November 1024
November 1131
November 1243
November 1342
Total192

Complete verified equity mention table

Counts are exhaustive for the listed named aliases, not an estimate of all platform activity. Company identities are cross-checked against issuer metadata; that does not verify every claim in a post.

On narrow screens, swipe within the table to read every column. Counts: summaries / named occurrences / November 13 summaries.

74 rows · bull/bear arguments are attributed discussion, not recommendations
Security or entityCountsBull argumentBear argumentEvidence / limits
NVDA · Nvidia
Equity		63 / 192
13 latest		Posts argue that CUDA, customer relationships and the product roadmap can outlast headline volatility.Other posts question key-person dependence, customer financing and export-policy exposure.Many posts repeat contested governance narratives. Those allegations and causal trading claims are not established facts here; no sentiment score is inferred.
NASDAQ · NVIDIA Corporation · identity record 2026-11-07
11-08-01; 11-13-41
AAPL · Apple
Equity		12 / 20
1 latest		Posts use the ecosystem and management continuity as favorable analogies.The same analogies cannot establish fair value or predict another company's succession outcome.Most mentions are comparisons, not Apple-focused research; the misspelling 'appl' is included.
NASDAQ · Apple Inc. · identity record 2026-11-06
11-08-05; 11-13-12
GOOGL · Alphabet
Equity		11 / 33
3 latest		Posters point to cloud growth, custom silicon and infrastructure demand.They also question search disruption and the cash cost of the buildout.Company and Google-name references are merged; product mentions are not extra investors or independent theses.
NASDAQ · Alphabet Inc Class A · identity record 2026-11-06
11-09-12; 11-13-12
MSFT · Microsoft
Equity		9 / 18
1 latest		Distribution and Microsoft partnerships are the favorable backdrop in several AI discussions.A focused post fears productivity-software competition; another speculates about an outage.Product-launch, workforce and outage-cause claims are not established here. Mentions in analogies are not independent investment theses.
NASDAQ · Microsoft Corporation · identity record 2026-11-06
11-09-02; 11-13-13
AMD · Advanced Micro Devices
Equity		9 / 15
2 latest		Some posters expect alternative accelerator demand and see earnings growth as support.Sector-wide financing pressure can overwhelm a relative-share thesis.A rival's management headlines do not demonstrate transferred orders; posted revenue and price claims are not independently adopted.
NASDAQ · Advanced Micro Devices Inc · identity record 2026-11-06
11-10-09; 11-13-30
MU · Micron Technology
Equity		7 / 20
1 latest		Posts see strong memory earnings and low headline multiples as an opportunity.Peak margins can make cyclical stocks appear cheapest near the top.Posted multiples, earnings comparisons and drawdowns are unverified discussion claims, not valuation inputs.
NASDAQ · Micron Technology Inc · identity record 2026-11-06
11-09-03; 11-13-36
NBIS · Nebius Group
Equity		6 / 14
1 latest		Posters favor the site pipeline and potential compute-demand growth.They question spending requirements, delivery schedules and financing needs.Campus lists mix operational, planned and unresolved sites; announced capacity is not delivered revenue.
NASDAQ · Nebius Group N.V. · identity record 2026-11-07
11-08-03; 11-13-40
CRWV · CoreWeave
Equity		5 / 21
0 latest		Growth, contracted demand and customer prepayments support the favorable argument.Debt, interest expense and refinancing terms dominate the opposing argument.Posted financial and credit figures are not verified here; a revenue beat alone says little about equity cash returns.
NASDAQ · CoreWeave, Inc. Class A Common Stock · identity record 2026-11-06
11-10-01; 11-11-18
SPCX · Space Exploration Technologies
Equity		5 / 8
1 latest		Space-infrastructure demand and a peer-growth read-through are favorable themes.Other summaries question space economics and founder-related liability.Metadata identifies SPCX; xAI-only references are not attributed to listed shares. Performance and IPO claims remain discussion claims.
NASDAQ · Space Exploration Technologies Corp. Class A Common Stock · identity record 2026-11-06
11-08-10; 11-13-12
AMZN · Amazon
Equity		5 / 5
1 latest		The IPO comparison uses Amazon as a historical example of long-run business growth.The Nvidia thesis notes that customers developing chips could reduce supplier dependence.Amazon/AWS references are contextual; no current Amazon earnings or valuation case is independently established.
NASDAQ · Amazon.com Inc · identity record 2026-11-06
11-09-13; 11-13-08
RKLB · Rocket Lab
Equity		4 / 4
0 latest		The favorable theme is investor interest in space infrastructure.Other posts question hype and regret earlier trading decisions.Anecdotes and stylized 'rctLabz' references are not order, launch or balance-sheet evidence.
NASDAQ · Rocket Lab USA Inc. · identity record 2026-11-06
11-08-03; 11-10-17
RDDT · Reddit
Equity		3 / 15
0 latest		Posts favor logged-in engagement, advertising and licensing value.They worry that AI answers can use discussions without sending visits back.Only stock-centered Reddit-name references are counted; generic references to Reddit as a forum are excluded.
NYSE · Reddit, Inc. · identity record 2026-11-07
11-08-03; 11-11-17
AVGO · Broadcom
Equity		3 / 7
0 latest		A post favors custom silicon as hyperscalers diversify accelerator supply.Order concentration and sector-wide spending restraint could offset share gains.Claims of insulation from export-policy risk are not established; no customer migration is verified.
NASDAQ · Broadcom Inc · identity record 2026-11-06
11-10-09; 11-12-07
BABA · Alibaba Group
Equity		3 / 7
1 latest		One comparison favors commerce, cloud, capital returns and a stated balance-sheet cushion.It flags competition, AI spending and geopolitical exposure.Other occurrences are incidental; no price target, valuation or chip-diversion allegation is adopted.
NYSE · Alibaba Group Holding Ltd · identity record 2026-11-06
11-09-05; 11-13-03
SNDK · Sandisk
Equity		3 / 7
0 latest		Bulls cite storage demand, cash generation and easier options access after a split.Bears question earnings durability and commodity pricing.A split does not create enterprise value; reported split terms and multiples are not independently verified here.
NASDAQ · Sandisk Corp · identity record 2026-11-06
11-08-05; 11-11-19
GS · Goldman Sachs
Equity		3 / 3
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NYSE · Goldman Sachs Group Inc · identity record 2026-11-06
11-09-03; 11-12-26
INTC · Intel
Equity		3 / 3
1 latest		One summary expresses hope for a rebound.A peer comparison describes challenged PC demand.A YOLO position and incidental historical comparisons are not verified operating evidence.
NASDAQ · Intel Corporation · identity record 2026-11-06
11-08-10; 11-13-27
APLD · Applied Digital
Equity		2 / 12
0 latest		A focused post favors project debt over common-equity issuance to fund development.The post itself says maximum authorization is not financing already secured.Two summaries; proposed bond terms, tenant identity and guarantee obligations are not independently adopted.
NASDAQ · Applied Digital Corporation · identity record 2026-11-06
11-10-11; 11-11-13
CBRS · Cerebras Systems
Equity		2 / 8
0 latest		The architecture post favors low-latency inference; a second reports revenue growth and a customer deal.The same architecture post flags competition, utilization economics and disputed durability.Metadata identifies Cerebras as CBRS; benchmarks, customer contract terms and quarterly figures are not independently confirmed here.
NASDAQ · Cerebras Systems Inc. Class A Common Stock · identity record 2026-11-06
11-10-18; 11-12-03
SMCI · Super Micro Computer
Equity		2 / 8
1 latest		Posts favor server exposure, low stated multiples and an operational recovery.The comparison with Alibaba explicitly flags margins, cash burn and working capital.Two summaries; posted multiples, financial claims and short-window relative returns are not independently verified.
NASDAQ · Super Micro Computer Inc · identity record 2026-11-06
11-08-10; 11-13-03
DELL · Dell Technologies
Equity		2 / 6
0 latest		One trading anecdote reports gains and another post compares server demand.The comparison argues exposure to personal computers could weigh on Dell.Reported trading profits and relative returns are unverified; a winning option trade is not issuer diligence.
NYSE · Dell Technologies Inc · identity record 2026-11-06
11-08-10; 11-12-34
META · Meta Platforms
Equity		2 / 6
0 latest		Its model development is discussed as evidence that multiple firms can compete in AI.The same argument implies intense model competition and costly compute.A proposed data-center tenant identification is not independently established here.
NASDAQ · Meta Platforms Inc. · identity record 2026-11-06
11-10-11; 11-10-20
IREN · IREN
Equity		2 / 5
0 latest		Posts point to operating campuses and a peer-demand read-through.They also distinguish conditional power status and future construction from operating capacity.The site inventory is not independently authenticated; gross announced power is not critical IT load or revenue.
NASDAQ · IREN Ltd · identity record 2026-11-06
11-10-01; 11-11-13
SCHW · Charles Schwab
Equity		2 / 3
0 latest		No standalone bull case supplied.One account complains about extended-hours order cancellation.A personal brokerage experience and an IPO-access question are not verified platform mechanics or an equity thesis.
NYSE · Charles Schwab Corp · identity record 2026-11-06
11-09-01; 11-10-10
TGT · Target
Equity		2 / 3
1 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NYSE · Target Corporation · identity record 2026-11-06
11-08-14; 11-13-10
WMT · Walmart
Equity		2 / 3
1 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NASDAQ · Walmart Inc. · identity record 2026-11-07
11-08-14; 11-13-10
ARM · Arm Holdings
Equity		2 / 2
0 latest		No standalone bull case supplied.No standalone bear case supplied.Two leadership/succession references only; no company-specific investment thesis or verified appointment.
NASDAQ · Arm Holdings plc American Depositary Shares · identity record 2026-11-13
11-12-37; 11-12-19
ASTS · AST SpaceMobile
Equity		2 / 2
1 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NASDAQ · Ast Spacemobile Inc · identity record 2026-11-06
11-08-20; 11-13-20
BRK.B · Berkshire Hathaway Class B
Equity		2 / 2
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NYSE · Berkshire Hathaway Inc · identity record 2026-11-06
11-11-28; 11-12-26
CAT · Caterpillar
Equity		2 / 2
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NYSE · Caterpillar Inc · identity record 2026-11-06
11-09-03; 11-09-06
HOOD · Robinhood Markets
Equity		2 / 2
0 latest		No standalone bull case supplied.One account complains about an order-cancellation experience.An anecdotal execution complaint and an IPO-access question do not establish a systemic platform defect or an issuer valuation.
NASDAQ · Robinhood Markets Inc · identity record 2026-11-06
11-10-10; 11-12-23
CSCO · Cisco Systems
Equity		1 / 11
0 latest		The focused post favors networking growth and an established hyperscaler customer base.It asks whether orders convert and facilities receive power on schedule.One summary. Revenue and guide figures are corroborated by the Nov 12 release; conference-call customer-credit and exclusion assertions remain attributed.
NASDAQ · Cisco Systems Inc · identity record 2026-11-05
11-12-01
CHTR · Charter Communications
Equity		1 / 8
0 latest		The author allows for a rebound and possible operational turnaround.The stated thesis emphasizes leverage, broadband competition and a value-trap risk.One highly personal trading account; its earnings summary is explicitly AI-generated and is not adopted as verified financial evidence.
NASDAQ · Charter Communications Inc · identity record 2026-11-06
11-12-26
NKE · Nike
Equity		1 / 8
0 latest		One author favors brand durability and a turnaround.The post itself concedes earlier price expectations were wrong.Position size, target prices and multiples are anecdotes, not independently verified valuation evidence.
NYSE · Nike Inc · identity record 2026-11-06
11-09-04
AXTI · AXT
Equity		1 / 7
0 latest		The focused post links optical demand to AXT's substrate opportunity.It also acknowledges export restrictions, execution risk and a potentially excessive prior valuation.One summary only. The specific Coherent agreement, prepayment and drawdown are not independently adopted. Issuer results corroborate the broader operating theme, not cheapness.
NASDAQ · AXT Inc · identity record 2026-11-07
11-08-08
CVS · CVS Health
Equity		1 / 7
0 latest		The post asks whether separated retail assets could retain value.Its stated view emphasizes shrink, high pricing and weak standalone economics.The claimed separation and terms are not independently established; retailer comparisons are incidental.
NYSE · CVS Health Corp · identity record 2026-11-06
11-08-14
COHR · Coherent
Equity		1 / 5
0 latest		A post uses optical-demand strength to frame the AXT discussion.Strong end demand need not remove valuation or supplier execution risks.One paired-company summary; Coherent's reported growth and contract terms are not independently verified here.
NYSE · Coherent Corp · identity record 2026-11-06
11-08-08
MSTR · Strategy
Equity		1 / 5
0 latest		The discussion recognizes bitcoin exposure as the economic driver.It questions index eligibility and the volatility of investment-linked earnings.The asserted index decision, holdings and financial figures are not independently confirmed.
NASDAQ · Strategy Inc · identity record 2026-11-06
11-12-09
TSLA · Tesla
Equity		1 / 4
0 latest		No standalone bull case supplied.A post speculates about founder and political liability.No leadership change, legal exposure or causal price effect is established.
NASDAQ · Tesla Inc · identity record 2026-11-07
11-12-21
WOLF · Wolfspeed
Equity		1 / 4
0 latest		The anecdote describes hope for a turnaround around bankruptcy.It also describes panic selling and loss risk.Historical and post-reorganization securities can differ; no current capitalization or continuity is verified.
NYSE · Wolfspeed, Inc. · identity record 2026-11-06
11-09-16
APD · Air Products and Chemicals
Equity		1 / 3
1 latest		The author describes a possible technical breakout.The setup depends on image-based wave interpretation rather than an earnings argument.One cross-post; missing chart detail is not reconstructed. Identity and Nov 13 close are verified; no fundamental thesis supplied.
NYSE · Air Products and Chemicals Inc · identity record 2026-11-13
11-13-07
MP · MP Materials
Equity		1 / 3
0 latest		A post favors a domestic rare-earth supply chain and strategic customers.It questions Chinese competition, political dependence and volatility.No insider-purchase amount, contract counterparty or election claim is independently verified; the post mixes time references.
NYSE · MP Materials Corp · identity record 2026-11-06
11-12-06
MRNA · Moderna
Equity		1 / 3
0 latest		The author reports a successful dip purchase around vaccine optimism.Clinical interpretation and trial risk remain unresolved.The post explicitly forgets the clinical percentage; no efficacy number or trade return is adopted.
NASDAQ · Moderna Inc · identity record 2026-11-06
11-09-25
SKM · SK Telecom
Equity		1 / 3
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NYSE · SK Telecom Co Ltd ADR · identity record 2026-11-12
11-11-16
CORZ · Core Scientific
Equity		1 / 2
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NASDAQ · Core Scientific, Inc. Common Stock · identity record 2026-11-13
11-10-01
HD · Home Depot
Equity		1 / 2
1 latest		No standalone bull case supplied; it is named in an upcoming retail-watch list.The author wants to test big-ticket spending against inflation and margins.Schedule and earnings expectations are discussion context, not independently verified results.
NYSE · The Home Depot Inc · identity record 2026-11-13
11-13-10
LOW · Lowe's
Equity		1 / 2
1 latest		No standalone bull case supplied; it is named in an upcoming retail-watch list.The author wants to test big-ticket spending and margins.An incidental watch-list reference, not issuer-level valuation evidence.
NYSE · Lowe's Companies Inc · identity record 2026-11-13
11-13-10
MSCI · MSCI
Equity		1 / 2
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NYSE · MSCI Inc · identity record 2026-11-06
11-12-09
SNAP · Snap
Equity		1 / 2
0 latest		The poster sees monetization, subscriptions and a possible profitability turn.The same post flags regional user weakness and voting control.Reported users, revenue growth, market value and product plans are not independently checked.
NYSE · Snap Inc · identity record 2026-11-06
11-10-24
AMAT · Applied Materials
Equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NASDAQ · Applied Materials Inc · identity record 2026-11-06
11-11-11
APP · AppLovin
Equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NASDAQ · Applovin Corp · identity record 2026-11-06
11-09-13
BLK · BlackRock
Equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NYSE · BlackRock Inc · identity record 2026-11-06
11-08-02
BULL · Webull
Equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Webull is mentioned only as the venue for a claimed successful trade, not a stock thesis.
NASDAQ · Webull Corp · identity record 2026-11-06
11-10-17
C · Citigroup
Equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NYSE · Citigroup Inc. · identity record 2026-11-06
11-12-26
CME · CME Group
Equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NASDAQ · CME Group Inc · identity record 2026-11-05
11-11-28
DG · Dollar General
Equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NYSE · Dollar General Corporation · identity record 2026-11-06
11-08-14
DLTR · Dollar Tree
Equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NASDAQ · Dollar Tree Inc · identity record 2026-11-06
11-08-14
FIG · Figma
Equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NYSE · Figma, Inc. · identity record 2026-11-06
11-10-02
GEV · GE Vernova
Equity		1 / 1
0 latest		Equipment scarcity is the implied favorable end-market backdrop.The SoftBank post raises the risk that reservations do not become durable orders.An incidental supplier reference, not verified company guidance or a standalone recommendation.
NYSE · GE Vernova LLC · identity record 2026-11-05
11-11-05
GME · GameStop
Equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NYSE · GameStop Corp. · identity record 2026-11-06
11-11-29
ICE · Intercontinental Exchange
Equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NYSE · Intercontinental Exchange Inc · identity record 2026-11-13
11-11-28
LRCX · Lam Research
Equity		1 / 1
0 latest		The recovery discussion cites equipment suppliers and capital returns as a favorable contrast to borrowers.Dependence on customer spending remains the question to test.One incidental company reference; stated buybacks and valuation claims are not verified.
NASDAQ · Lam Research Corp · identity record 2026-11-06
11-09-03
MA · Mastercard
Equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NYSE · Mastercard Inc · identity record 2026-11-07
11-11-28
MRVL · Marvell Technology
Equity		1 / 1
0 latest		A post includes Marvell as a custom-silicon beneficiary.Customer concentration and a shared AI-capex cycle are the research risks.No transfer of Nvidia orders is verified; the single named occurrence is not a standalone company thesis.
NASDAQ · Marvell Technology Group Ltd · identity record 2026-11-07
11-12-07
NFLX · Netflix
Equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NASDAQ · Netflix Inc · identity record 2026-11-06
11-09-15
ORCL · Oracle
Equity		1 / 1
0 latest		The Cerebras post describes a potential future distribution channel through Oracle.Implementation timing and inference economics would need confirmation.One contextual reference, not verified Oracle guidance or an issuer-specific investment thesis.
NYSE · Oracle Corporation · identity record 2026-11-05
11-10-18
SWBI · Smith & Wesson Brands
Equity		1 / 1
1 latest		The author speculates about political momentum and an acquisition.Acquisition economics and sustainable demand are the questions, not demonstrated conclusions.One position anecdote. Issuer identity is verified, but transaction claims and a current entry price are not established.
NASDAQ · Smith & Wesson Brands Inc · identity record 2026-11-14
11-13-15
TJX · TJX Companies
Equity		1 / 1
1 latest		No standalone bull case supplied; it is named in an upcoming retail-watch list.The post asks whether sales growth is price-driven rather than volume-driven.No company-specific results or earnings schedule are independently verified.
NYSE · The TJX Companies Inc · identity record 2026-11-13
11-13-10
TSM · Taiwan Semiconductor Manufacturing
Equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NYSE · Taiwan Semiconductor Manufacturing · identity record 2026-11-06
11-10-09
TTWO · Take-Two Interactive
Equity		1 / 1
1 latest		The author seeks a short-term upside move.No standalone bear case supplied.A one-line YOLO and target are not operating evidence; target not endorsed.
NASDAQ · Take-Two Interactive Software Inc · identity record 2026-11-13
11-13-21
V · Visa
Equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NYSE · Visa Inc. Class A · identity record 2026-11-06
11-11-28
WEN · Wendy's
Equity		1 / 1
1 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NASDAQ · The Wendy’s Co · identity record 2026-11-13
11-13-22
WFC · Wells Fargo
Equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
NYSE · Wells Fargo & Company · identity record 2026-11-06
11-12-26
MS · Morgan Stanley
Equity		1 / 1
1 latest		No standalone bull case supplied.No standalone bear case supplied.Named as the source of a TPU-sales estimate, not as an investment thesis; the estimate is not independently verified.
NYSE · Morgan Stanley · identity record 2026-11-13
11-13-12

Funds, index/options and crypto references

These are not interchangeable with company shares. Leverage, options, distributions and index references need their own risk analysis.

On narrow screens, swipe within the table to read every column. Counts: summaries / named occurrences / November 13 summaries.

16 rows · bull/bear arguments are attributed discussion, not recommendations
Security or entityCountsBull argumentBear argumentEvidence / limits
QQQ · Invesco QQQ Trust
ETF		6 / 6
0 latest		Some posters expect a rebound in technology exposure.Others compare sharp rebounds with earlier bear markets.Comparative history is not a calibrated probability; option anecdotes do not measure fund returns.
NASDAQ · Invesco QQQ Trust · identity record 2026-11-13
11-09-09; 11-12-14
SPY · SPDR S&P 500 ETF Trust
ETF		4 / 10
0 latest		Trading accounts describe tactical gains; a dashboard monitors recovery breadth.The accounts also describe severe drawdowns and leverage.Uppercase fund references only; ordinary spy is excluded. Anecdotal gains are not fund returns.
NYSE ARCA · State Street® SPDR® S&P 500® ETF Trust · identity record 2026-11-13
11-09-09; 11-12-28
BTC · Bitcoin
Crypto		4 / 7
0 latest		Some posts describe holding crypto or compare exposure with stocks.Others emphasize leverage, drawdowns and purchasing-power risk.Bitcoin/BTC mentions are an asset reference, not a listed stock; the five-year return claim is unverified.
Crypto; no verified ordinary-share line.
11-08-11; 11-12-16
SPX · S&P 500 index/options reference
Index/options		3 / 12
0 latest		Trading anecdotes describe gains from index-option rebounds.They also show extreme leverage, timing dependence and large losses.SPXW is normalized to SPX for the index/options family; these are not corporate-stock mentions or independently verified results.
Index/options; no verified ordinary-share line.
11-09-27; 11-12-28
VOO · Vanguard S&P 500 ETF
ETF		3 / 3
1 latest		Summaries favor recurring diversified investment over concentration.A prospective retiree asks about selling growth exposure and the associated taxes.Allocation discussion, not a verified timing rule, dividend projection or return forecast.
NYSE ARCA · Vanguard S&P 500 ETF · identity record 2026-10-09
11-09-15; 11-13-11
VT · Vanguard Total World Stock ETF
ETF		2 / 2
0 latest		It is referenced as a diversified alternative to a concentrated options bet.A separate post points to exposure to a large constituent.The stated portfolio weight and arithmetic-based market impact are not independently verified.
NYSE ARCA · Vanguard Total World Stock Index Fund ETF Shares · identity record 2026-11-14
11-09-26; 11-11-14
SPYI · NEOS S&P 500 High Income ETF
ETF		1 / 2
1 latest		The author considers future distributions for part-time retirement.Taxes, drawdowns and distribution sustainability are relevant allocation questions.A personal allocation scenario, not a verified yield, tax assessment or income guarantee.
BATS · SHP ETF Trust - NEOS S&P 500 High Income ETF · identity record 2026-11-14
11-13-11
ETH · Ether
Crypto		1 / 1
0 latest		No standalone bull case is supplied.A crypto trading account describes losses and liquidation risk.Ether is not a stock; no specific product, price or return is verified.
Crypto; no verified ordinary-share line.
11-08-11
KORU · Direxion Daily MSCI South Korea Bull 3X Shares
Leveraged ETF		1 / 1
0 latest		The author discloses a purchase without a supporting thesis.Leveraged exposure and an absent rationale limit decision usefulness.One unexplained position; no return expectation can be inferred.
NYSE ARCA · Direxion Daily South Korea Bull 3X Shares · identity record 2026-11-14
11-08-19
SOL · Solana
Crypto		1 / 1
0 latest		No standalone bull case is supplied.A crypto trading account describes losses and liquidation risk.Solana is not a stock; no specific product, price or return is verified.
Crypto; no verified ordinary-share line.
11-08-11
VTI · Vanguard Total Stock Market ETF
ETF		1 / 1
1 latest		Named as part of a diversified portfolio.No standalone bear case supplied.The author calls the holdings growth; that description is not a verified fund-style classification.
NYSE ARCA · Vanguard Total Stock Market Index Fund ETF Shares · identity record 2026-11-13
11-13-11
XLE · Energy Select Sector SPDR Fund
ETF		1 / 1
0 latest		The author uses energy exposure to monitor the breadth of a recovery.A rally can fail if oil, yields and equities send conflicting signals.A dashboard reference, not a directional fund recommendation.
NYSE ARCA · State Street® Energy Select Sector SPDR® ETF · identity record 2026-11-13
11-09-09
XLP · Consumer Staples Select Sector SPDR Fund
ETF		1 / 1
1 latest		Used to compare staples with discretionary exposure.The post asks whether higher nominal sales translate into healthy margins.Dashboard reference, not a directional fund recommendation.
NYSE ARCA · Consumer Staples Select Sector SPDR® Fund · identity record 2026-11-13
11-13-10
XLY · Consumer Discretionary Select Sector SPDR Fund
ETF		1 / 1
1 latest		Used to compare discretionary spending exposure.Inflation and margin pressure are the stated concerns.Dashboard reference, not a directional fund recommendation.
NYSE ARCA · Consumer Discretionary Select Sector SPDR® Fund · identity record 2026-11-13
11-13-10
XRT · SPDR S&P Retail ETF
ETF		1 / 1
1 latest		Used to monitor retail-sector breadth.The post questions whether nominal sales conceal weak real demand.Dashboard reference, not a directional fund recommendation.
NYSE ARCA · SPDR® S&P Retail ETF · identity record 2026-11-13
11-13-10
DXY · US Dollar Index
Index		1 / 2
1 latest		No standalone bull case supplied.No standalone bear case supplied.Currency-index comparison only; stated year-to-date returns and the causal argument are not independently verified. Not a stock.
Currency index, not an ordinary-share line
11-13-14

Proposed, historical and unresolved lines

These mentions remain in the count ledger rather than being silently dropped or forced into a guessed tradable security. Foreign provider codes with no usable identity metadata are not presented as verified listing lines.

On narrow screens, swipe within the table to read every column. Counts: summaries / named occurrences / November 13 summaries.

11 rows · bull/bear arguments are attributed discussion, not recommendations
Security or entityCountsBull argumentBear argumentEvidence / limits
ANT · Anthropic (proposed listing; trading status not established)
Proposed symbol		15 / 50
4 latest		Posters see frontier-model demand and enterprise use as the opportunity.They question initial valuation, compute commitments and competition.Proposed symbol only. Listing metadata is not proof of IPO completion, executable price, float or the terms of a pre-market token.
NASDAQ · ANTHROPIC, PBC · identity record 2026-11-12
11-08-07; 11-13-38
Samsung Electronics
Foreign equity		2 / 6
0 latest		A post favors memory demand and a large cash position.Industry cyclicality and investment requirements are the counterweight.Foreign primary-line mapping is issuer context, not a recommendation of a share class; posted cash and capex figures are unverified.
Issuer name only; primary trading-line code not verified.
11-08-06; 11-11-16
SoftBank Group
Foreign equity		1 / 9
0 latest		The discussion implies long-run demand for AI power infrastructure.The post emphasizes the cost of canceling speculative equipment reservations.SoftBank Group issuer context only; stated cancellation and project amounts are not independently verified.
Issuer name only; primary trading-line code not verified.
11-11-05
PSKY · Paramount Skydance
Equity		1 / 7
1 latest		No standalone bull case supplied.The focused post questions leverage, content spending and cost cuts.Paramount Skydance identity is historical: metadata marks PSKY delisted October 5. No current investable successor or combined-company debt total is verified.
NASDAQ · Paramount Skydance Corporation · identity record 2026-10-08 · Metadata marks this line delisted.
11-13-01
HELP · Helus Pharma
Equity		1 / 3
1 latest		The post anticipates a pivotal clinical catalyst.Binary outcomes, cash runway and dilution are necessary research questions.Clinical percentages are not verified. Metadata has conflicting listing context; no current price is established. Not a candidate.
NASDAQ · Helus Pharma Inc. · identity record 2026-11-14
11-13-39
GOOGM · Alphabet Series A mandatory convertible preferred
Preferred		1 / 2
1 latest		The poster seeks income from an Alphabet-linked instrument.Mandatory conversion, price risk and terms would determine the actual payoff.Issuer metadata names Alphabet but classifies the code differently from the post. Preferred terms, yield and instrument identity remain unresolved.
PINK · Alphabet Inc. · identity record 2026-11-14
11-13-04
SK Hynix
Foreign equity		1 / 1
0 latest		The memory discussion allows that the market is underestimating durable demand.The same post questions whether peak-cycle earnings have passed.SKHY is a colloquial issuer label mapped to SK Hynix, not a US ticker; posted drawdowns are not verified.
Issuer name only; primary trading-line code not verified.
11-11-19
Naver
Foreign equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
Issuer name only; primary trading-line code not verified.
11-11-16
HYMTF · Hyundai Motor
Foreign equity		1 / 1
0 latest		No standalone bull case supplied.No standalone bear case supplied.Incidental comparison, customer/supplier, constituent or holdings reference only; no issuer-specific valuation evidence.
PINK · Hyundai Motor Co DRC · identity record 2025-09-01 · Metadata marks this line delisted.
11-11-16
SNDQ · Inverse Sandisk-linked product (identity unresolved)
Unresolved product		1 / 1
0 latest		No standalone long-term bull thesis is supplied.The author describes a tactical short in Sandisk via a named product.Product identity, leverage and reset terms are unresolved; not eligible as a stock candidate.
Unresolved product; no verified ordinary-share line.
11-09-17
VGLA · Unresolved fund label
Unresolved symbol		1 / 1
0 latest		No standalone bull case is supplied.No standalone bear case is supplied.The fund label is unresolved; no correction to a guessed security is made.
Unresolved symbol; no verified ordinary-share line.
11-11-12

Other named entities: do not invent tickers

Private businesses, subsidiaries, historical names and ambiguous labels are counted separately below. They are not independent listed-share candidates; parent-company ownership is not inferred from a product mention.

Separate entity ledger; no addition to the 101-row security/asset totals
Entity / interpretationSummariesOccurrencesDiscussion evidence
OpenAI9192026-11-10-18
xAI (standalone)362026-11-10-20
Ant Group (not Anthropic)112026-11-12-04
Rebellions192026-11-11-16
Canva112026-11-10-02
Megaspeed (including source typo)692026-11-08-01
Waymo (Alphabet subsidiary)132026-11-13-12
Rite Aid112026-11-08-14
Walgreens112026-11-08-14
Groq112026-11-10-18
SambaNova112026-11-10-18
Physical Intelligence112026-11-12-04
Skild AI112026-11-12-04
Robbyant222026-11-12-04
Evergrand (source spelling)112026-11-09-07
Enron (historical)152026-11-10-22
SK Group (not automatically SK Hynix)112026-11-11-16
General Electric Motors / ge motors (ambiguous)122026-11-12-06
Cox122026-11-12-26
Savage112026-11-13-15
rANT (pre-market label; not verified ANT shares)112026-11-13-38
looneer (unresolved space-company label)112026-11-08-20
Silicon Valley / Signature / First Republic (historical bank references)132026-11-09-07
G42122026-11-13-30
World Liberty Financial112026-11-13-30
Bitget112026-11-13-38
Kalshi112026-11-13-12

Dated discussion evidence notes

Each reference below identifies one supplied summary by its observation bucket and ordinal position. These excerpts document subjects and coverage, not verified allegations, complete threads or endorsements. The original-thread links are not supplied. Counts use the full supplied text, not just the short excerpts shown here.

Expand all 192 discussion notes
  1. 2026-11-08-01 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  2. 2026-11-08-02 · Why does tech create wealth so much faster than finance?: Tech (especially software) is a relatively young industry compared to finance, yet many of the world's wealthiest individuals and most valuable companies today come from te…
  3. 2026-11-08-03 · NBIS, RDDT, and RKLB were 3 of Reddit's top 5 most upvoted stocks going into 2026. Now all 60+% off their highs. What did Reddit get wrong?: These 3 companies were among the top 5 most upvoted by Redditors at the end of 2025 as st…
  4. 2026-11-08-04 · What are your predictions for Monday?: After the beating tech took last week, I'm curious what everyone expects Monday to look like. My guess is we get some kind of relief bounce early, but I'd be surprised if people start piling …
  5. 2026-11-08-05 · What's the Bear case or downside for SNDK's 8:1 upcoming split?: Normally I would look at SNDK's earnings reports, its cash position, its debt position, its customer commitments, its industry getting wise to how it can leverage pr…
  6. 2026-11-08-06 · Samsung Electronics to become 1st Korean firm with cash assets of over $146.6 billion: **TL;DR:** Driven by the AI chip supercycle, Samsung Electronics is set to become the first Korean company to surpass 200 trillion won (\~$146.…
  7. 2026-11-08-07 · Anthropic just spent $3.4B securing its own power. Is electricity becoming the real AI bottleneck?: Anthropic reportedly committed $3.4B for roughly 1.7 GW of gas-fired generation for its data centers. What caught my attention is …
  8. 2026-11-08-08 · Coherent says AI data center demand isn't slowing. So why is its supplier AXTI getting crushed?: Something interesting I noticed looking through Coherent's earnings and AXTI's recent selloff. Coherent just reported 85% YoY growth …
  9. 2026-11-08-09 · help me understand implied volatility: if i understand correctly iv gets higher when a stock is getting trendy and getting traded in higher value than usual trade for this stock? and also it gets higher the longer the option is an…
  10. 2026-11-08-10 · SMCI outperforming Dell?: In the last 2 trading sessions, SMCI seemed to have outperformed Dell by falling less and recovering more. Reasons why it is SMCI's turn to outperform vs. Dell: \- It fell much more and is close to its lo…
  11. 2026-11-08-11 · What crypto does to a mf: thanks for playing long positions in btc eth sol Edit: For those unfamiliar with crypto, it's a very different beast from traditional stocks. Markets operate 24/7, volatility is significantly higher, and …
  12. 2026-11-08-12 · Reverse Cramer is undefeated: Yesterday Cramer sends out a strong buy signal, today the CEO torches the stock. Reverse Cramer is undefeated
  13. 2026-11-08-13 · Andddd we’re back 😎 should’ve been 200 shares but I wanted to buy another turbo and rims for my z so I had to prioritize a bit 😂: My thesis is buttcoiners play patty cake w the bears and then they fomo in at a later date. That con…
  14. 2026-11-08-14 · $CVS is spinning off its struggling retail operations due to anti trust concerns, but is it worth anything?: $CVS- They just announced they're breaking themselves up, but their retail pharmacy business is rotten and as a stand alo…
  15. 2026-11-08-15 · Seoul stocks buck gains on Wall Street to open lower: Wallahi we are finished
  16. 2026-11-08-16 · China’s Bad-Debt Collectors Chase After 100 Million Defaulters: When China first allowed banks to package and sell nonperforming consumer loans in 2021, just 18.6 billion yuan ($2.8 billion) was transferred off banks' balance shee…
  17. 2026-11-08-17 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  18. 2026-11-08-18 · What Are Your Moves Tomorrow, November 9, 2026: This post contains content not supported on old Reddit. [Click here to view the full post]
  19. 2026-11-08-19 · KORU YOLO: Bought 4000 shares on Friday. Idk.
  20. 2026-11-08-20 · When I hear space stocks, I just think "Pigs in Space!" (1978) Can someone explain space stocks to me? What is real vs. vapor hype?: Space has never been profitable. NASA was always a cost center. When space stocks started vibing,…
  21. 2026-11-09-01 · Looking for online broker where I can cancel regular hours orders during after hours trading: Right now I am using Schwab (I got there when they bought Ameritrade). I am having a problem with my GTC stop-loss orders tying up my sh…
  22. 2026-11-09-02 · Are you ready for the Anthropic IPO?: Everyone's talking about how Anthropic has a crazy valuation, yet everyone I know is still gonna invest because they think this is the next Apple/Microsoft. Even my barber is following the lat…
  23. 2026-11-09-03 · The AI bubble "burst" lasted one weekend. Here is what actually happened.: Last Friday, half of Reddit was convinced the AI trade was dead and the market was entering a historic crash. Fast forward to today, and the Dow popped 957…
  24. 2026-11-09-04 · People are obsessed with forwarded PE and other metrics. Well, look at MU and NKE. I’m telling you, Nike stock is cheap.: Nike stock is incredibly cheap. I don't care if the forwarded PE is 30 or whatever while MU is 3 or somethin…
  25. 2026-11-09-05 · NY Times - U.S. Commerce Dept. Inquiry Into Megaspeed Was Halted After Nvidia Intervention: Everyone is focused on the cheating. But the real spicy headline is whether NVDA helped coordinate an illegal large scale chip smuggling …
  26. 2026-11-09-06 · Dow rallies 900 points, Nasdaq jumps 2% as stocks climb out of postelection slump: Stocks surged on Monday, boosted by a decline in oil prices as well as gains in technology shares after last week's volatility. The Dow Jones Indus…
  27. 2026-11-09-07 · The title “The Stock Market” is no longer Valid: A market - or at least a free one - has one defining characteristic. It is a place where buyers and sellers come together, and the forces of supply and demand determine prices. For …
  28. 2026-11-09-08 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  29. 2026-11-09-09 · Oil is falling while stocks are recovering. Could this matter more than the tech rebound?: Oil prices are falling today amid hopes of easing US-Iran tensions, while stocks are trying to recover from last week's selloff. I'm paying…
  30. 2026-11-09-10 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  31. 2026-11-09-11 · Nvidia's down but Micron out-earned Apple last qtr and is worth a 6th as much: Nvidia is down more than 5% this morning but the chip number I keep coming back to is Micron's. Its net income for the qtr ended Sep 3 was $37.7B. Appl…
  32. 2026-11-09-12 · Nvidia is now flat for 2026. But if you only held it overnight, you’d be up 54%.: I was digging into Nvidia because of all the recent news and found funny pattern. I know this is a known effect, but what surprised me is how extrem…
  33. 2026-11-09-13 · After trillions of dollars are plucked out of AI stocks where does that money go next? I think I know: We all know by now that trillions of dollars have been wiped out of AI stocks within the past month but the question now is thi…
  34. 2026-11-09-14 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  35. 2026-11-09-15 · Give me the stocks you’re bag holding (down 5 to 50%) that you still believe in and don’t regret (yet…): Give me one of more of your stocks that you're down on but still believe in. If you do regret it and don't believe in the fun…
  36. 2026-11-09-16 · WOLF - 120k paperhanded: Missed potential 120k. Just realised today I once held WOLF and panic sold. Boyfriend who paperhanded RKLB (bought at $6, sold at $9), bought 1k shares of WolfSpeed(WOLF) at the bankruptcy announcement pha…
  37. 2026-11-09-17 · WSB called me regarded for suggesting SNDK would ever fall to 1000 again. So I shorted it from 1800 all the way back to 850. SNDQ gains: No two cyclical tops look the same, but history almost always rhymes. This time was in fact n…
  38. 2026-11-09-18 · This should work right? right?: full ported my portfolio into appl and msft puts. nvda there just to handle my losses dd: yolo
  39. 2026-11-09-19 · Today's up move in QQQ is only the 3rd time in history a -6% down move was followed by a +3% bounce within two trading days.: The two others? September 22 2000, and January 3 2001, smack dab in the middle of an impending bear mark…
  40. 2026-11-09-20 · BLS will omit 12-month CPI, Core CPI figures from October report: Numbers so massaged, they're all out of oil.
  41. 2026-11-09-21 · What Are Your Moves Tomorrow, November 10, 2026: This post contains content not supported on old Reddit. [Click here to view the full post]
  42. 2026-11-09-22 · ONLY ELON CAN SAVE ME: I know I'm a regard I decided to add this one
  43. 2026-11-09-23 · $700 to 122k in 2 days: Started with 700$ Thursday to 100k, withdrew 90k, did one trade Friday but was too tired to continue so I don't really count that. Started with 10k today and turned it to 30k. Reading a lot of comments for …
  44. 2026-11-09-24 · What is the charge? Eating a meal? A succulent Chinese meal?: My boy did nothing wrong to deserve this sell off, load up on calls
  45. 2026-11-09-25 · MRNA is a money printer!: Thanks to whoever made that post on October 22nd about MRNA dropping 25% despite their melanoma vaccine having a 50+% (forgot the specific number) non-recurrence rate. Easiest dip to buy ever. Was so good…
  46. 2026-11-09-26 · Jensen Huang’s wang caused a 0.25% decrease in the global stock market: NVDA is 4.53% of the total world stock index VT. Right now NVDA is down 5.63%. That means the entire world's stock market value has gone down 0.25% because Je…
  47. 2026-11-09-27 · $1300 to $155k, added another $45k today with SPX calls: Follow up from this: Withdrew $18.5k last night. Bought 50 SPX 7500c 0DTE shortly after European market open last night around midnight Pacific Time. Added 20 7550c 1dte at …
  48. 2026-11-09-28 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  49. 2026-11-09-29 · Google unveils new AI chip variants as cloud demand surges: This might be the real reason NVDA is dumping
  50. 2026-11-09-30 · Another NVDA Cuckhold: Insert your best "blackswan event with a twist of scandal" meme below lol
  51. 2026-11-09-31 · Gain/Loss Scoreboard for the Past Week: This post contains content not supported on old Reddit. [Click here to view the full post]
  52. 2026-11-09-32 · Daily Discussion Thread for November 9, 2026: This post contains content not supported on old Reddit. [Click here to view the full post]
  53. 2026-11-10-01 · NBIS might be the best positioned neocloud: # DATA CENTER LOCATIONS **IREN * COREWEAVE * NEBIUS | November 4, 2026** Texas and Ohio * Operating does not mean all expansion permits are secured. # IREN | All 8 named campuses * Sweet…
  54. 2026-11-10-02 · Anthropic Launches Excel, PowerBI, and Microsoft Whiteboard Competitor: Looks like Microsoft is going to get obliterated by Anthropic now that they have released full competitors with Microsofts office suite. I wont be surprised i…
  55. 2026-11-10-03 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  56. 2026-11-10-04 · The Anthropic IPO isn't worth it for the average retail investor and why it isn't going to make you rich.: As a retail investor that doesn't have millions of dollars to spend on the IPO, I just cannot see the appeal of this IPO fo…
  57. 2026-11-10-05 · Data Centers and Tech Deflation: There is a growing sentiment in the United States that Data Center construction is not welcome. A poll from the Washington Post found that "7 in 10 Americans oppose new data center construction in …
  58. 2026-11-10-06 · NVDA Movement: With the recent scandal going on, are we selling Nvidia or are we holding on through the rough waters? Normally I'm a holder through non-financial news but this one feels a bit different. Obviously if Jensen Huang i…
  59. 2026-11-10-07 · Consumer prices rose 0.4% in October, more than expected: Costs for goods and services rose more than expected in October, providing fresh warning signs for the Federal Reserve in its fight to lower inflation, the Bureau of Labor …
  60. 2026-11-10-08 · US Inflation Comes In Hotter Than Expected: October's CPI numbers are out, and inflation came in slightly above expectations. * **Headline CPI:** \+0.4% vs. +0.3% expected * **Core CPI:** \+0.3% vs. +0.2% expected * **September CP…
  61. 2026-11-10-09 · Anthropic sets price range of $70 to $78 in upcoming IPO as AI lab marches toward Nasdaq: Anthropic said it will offer 825 million shares in its upcoming IPO at a price range between $70 to $78 per share, according to an updated f…
  62. 2026-11-10-10 · What are your thoughts on the upcoming Anthropic IPO? Yay or Nay?: Another blockbuster IPO in the making, at least that's what the filing says. How many if you are going to take the plunge? Any concern, red flags? Also is it going…
  63. 2026-11-10-11 · APLD BIG NEWS. Delta Forge 1 in Boyce, LA (where Meta is the tenant) may have over $4.6 billion in public financing via bonds: A potentially major development for Delta Forge 1 that deserves more attention. An official 131-page Lo…
  64. 2026-11-10-12 · NVDA 2,000 shares YOLO.... cause Warren Buffet told me to do it: The market gave us a classic 24-hour headline panic today and I decided to take it personally. While the bears were crying over Jensen's latest news cycle, I went d…
  65. 2026-11-10-13 · CoreWeave's debt and interest payment is growing 20%~30% QoQ. Can they increase their price by 25% every quarter?: Here are some numbers I got from CRWV's Q3 earning. CRWV's debt went from $51.2B in Q2 to $66.2B in Q3, a 28% QoQ j…
  66. 2026-11-10-14 · What Are Your Moves Tomorrow, November 11, 2026: This post contains content not supported on old Reddit. [Click here to view the full post]
  67. 2026-11-10-15 · 30k NVDA YOLO: I just opened this position. Catching a knife can be really fun or really dumb. Back to $200 on earnings.
  68. 2026-11-10-16 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  69. 2026-11-10-17 · this has been an insane run the last 2 months, 1.2k-210k: ​ short and simple I just play swings at open and that's it. there is a luck factor but I think with enough information, watching macd and candles you can consistent…
  70. 2026-11-10-18 · Why wafer-scale chips might matter more for AI agents than chatbots: Cerebras is interesting because it approaches the AI inference problem from the opposite direction to most accelerator designers. Instead of connecting thousands…
  71. 2026-11-10-19 · US 🇺🇸 CPI DATA: US CPI DATA: \- Core CPI MoM: 0.3% (Est. 0.2%, Prior 0.3%) \- CPI MoM: 0.4% (Est. 0.3%, Prior 0.6%) No official YoY rates: the 2025 shutdown left no October 2025 index
  72. 2026-11-10-20 · The fair market cap of OpenAI, Anthropic, and every other AI lab is 0: Anyone with access to compute, data, and good architecture is able to train a competitive LLM. This is proven by a myriad of Chinese and American labs launchin…
  73. 2026-11-10-21 · Daily Discussion Thread for November 10, 2026: This post contains content not supported on old Reddit. [Click here to view the full post]
  74. 2026-11-10-22 · Crazy theory about nvidia debacle: Most of you wont remember Enron, hell, most of you arent even born during the enron era. But the CEO of Enron Energy Services, Lou Pai, during the high of 2000, peak of enron, just before the cra…
  75. 2026-11-10-23 · Help me understand overnight trading market.: I've been observing the overnight trading price actions for a few months. My conclusion is that hot tech names are almost always trading at significant premium compared to the actual m…
  76. 2026-11-10-24 · Is SNAP undervalued?: Just want the degenerates' opinion on this. But is SNAP undervalued? I mean.. They just became GAAP positive again in Q3 2026, but there is a lot wrong with their declining North America user base. And yet, w…
  77. 2026-11-11-01 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  78. 2026-11-11-02 · WSJ - Nvidia is Preparing to Oust CEO Jensen Huang: Looks like rumors may have been correct. It's not just cheating which is not enough to fire someone. It's knowingly selling chips to be sent to China through Megaspeed or perhap…
  79. 2026-11-11-03 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  80. 2026-11-11-04 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  81. 2026-11-11-05 · Softbank logs $3.7 billion loss on canceled 13GW of power generation equipment for AIDCs, days after denying Musk’s default claim: SoftBank is taking a **$3.7 billion hit to earnings** after canceling reservations for **13 GW of n…
  82. 2026-11-11-06 · Did we already recover from the AI bubble popping?: Saw a ton of posts in the last month that the jig is finally up with AI. Was surprised to see the market again appraiching all time highs this morning. I am invested in AI somehw…
  83. 2026-11-11-07 · Is there still a possibility of a 0.50% Fed rate hike in 2026?: I've been looking at the current discussion around the Fed's interest rate outlook, and it seems like most people are primarily expecting rate cuts or, at the very le…
  84. 2026-11-11-08 · Can anyone explain wild swings in the market like the one that occurred over the past week?: Last Thursday, QQQ dropped 50 points (over 6%) in a single day on recent bearish AI developments. The biggest drop in decades. The size o…
  85. 2026-11-11-09 · Even if the AI bubble burts, is NVDA still in a good place?: With so many PC owners putting upgrades off due to rising prices and buying 2nd hand cards or lower-end cards , ram, ssd's... it got me thinking... Even if the AI bubble…
  86. 2026-11-11-10 · Real inflation in America seems to be at least 8%...Why isn't this talked about more?: I'm surprised this isn't talked about more but when you look at goods that are actually in demand by consumers in U.S everything seems to be gr…
  87. 2026-11-11-11 · a student with $2000, should I buy Nvidia & AMAT now?: Long story short, I am saving $5,000, and I want to invest $2000 in buying some stocks. Recently, I invested $500 in Nvidia and AMD, and I feel now is the best time to invest …
  88. 2026-11-11-12 · how do you guys have profitable growth on individual stocks?: semi new investor of 3 months but have 500 in google with the rest in VGLA. my question is now that google is low (i got in at 284), how do i capitalise my long term ga…
  89. 2026-11-11-13 · CoreWeave soars 20% on Wednesday morning as CEO reaffirms AI compute demand: CoreWeave shares jumped 20% Wednesday after the neocloud posted quarterly earnings that beat estimates and raised its guidance for the year. "Demand for …
  90. 2026-11-11-14 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  91. 2026-11-11-15 · Anyone else bet against reddit?: I've been on reddit for 10 or so years. I started noticing that the popular opinion on reddit is usually the opposite of what happens irl. Crypto, stocks, btc, anything. I've been betting against i…
  92. 2026-11-11-16 · S.Korea Will Run Its Own Rebellions AI Chips On Nvidia's NVLink Fusion Platform By 2028: **Summary** Nvidia, Rebellions, and SK Telecom announced that Rebellions will connect its upcoming Rebel R200 AI chip to Nvidia's platform us…
  93. 2026-11-11-17 · Reddit’s revenue is up 53%, its stock is down almost 40% and AI might be responsible for both its biggest opportunity and biggest problem: Was looking at Reddit's latest earnings and stock performance and I think there's something…
  94. 2026-11-11-18 · i have no idea what am i doing wrong: i bought nvda call options when it went to 184, thinking it would bounce back to 200, instead it went to 170s and i am losing money i bought crwv puts, because had down trend in 5 out of 6 ear…
  95. 2026-11-11-19 · MU, SKHY, and SNDK are -42%, -35%, and -63.5% below their ATH respectively. What odds do you give the cycle high has already been printed?: Despite the S&P500 being just -4% off its all-time highs, memory stocks remain massively d…
  96. 2026-11-11-20 · Alex Karp on AI regulatory capture: "Its every mark. They don't realize they're the mark... If they don't nationalize every client will sue: Could anyone explain the current situation of Anthropic and if the litigation against the…
  97. 2026-11-11-21 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  98. 2026-11-11-22 · Absolute Cinematic reality we live right now!: This is it lads
  99. 2026-11-11-23 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  100. 2026-11-11-24 · Is this coordinated..?: I can see the argument that Jensen has made some massive mistakes here. If the allegations are true, he has been unfaithful to his wife, his family, his colleagues, and ultimately his shareholders. That's s…
  101. 2026-11-11-25 · Anyone else find the timing of these jensen stories sus?: Not gonna pretend I know what's happening behind closed doors, but this whole Jensen news cycle is getting pretty fucking strange. Having these accusations come out one aft…
  102. 2026-11-11-26 · Nvidia is preparing to oust Jensen Huang: The Board is preparing to meet today
  103. 2026-11-11-27 · What Are Your Moves Tomorrow, November 12, 2026: This post contains content not supported on old Reddit. [Click here to view the full post]
  104. 2026-11-11-28 · It’s been a good year: So after spending the year shorting the student loan market, silver, and semi conductors. I'm back in the long tech position having sold my brkb and visa/mastercard/cme/ice position (also sold Microsoft). I …
  105. 2026-11-11-29 · $1300 to $1M+ in a week. I did it, I won the game.: Follow up from this: Yesterday at about 1 pm ET, I bought 291 SPX 7600c 11/11 for $100 each. I sold 91 of them last night for about $700 each when SPX had bounced back to the Tu…
  106. 2026-11-11-30 · Reverse trade me at this point: This shit makes me rage. Pure anger. No crying at the casino but that doesn't mean I can't rage. Luckily I have apple care so if I smash my phone I can get it replaced for free.
  107. 2026-11-11-31 · Daily Discussion Thread for November 11, 2026: This post contains content not supported on old Reddit. [Click here to view the full post]
  108. 2026-11-12-01 · Cisco (CSCO) Q1 FY27: AI revenue guide raised to $9B, and neoclouds are kept out of it on purpose: Cisco reported fiscal Q1 2027 (quarter ended Oct 24) after the close on Nov 12. Revenue was $18.5B, up 24%, against a $18.14B LSEG …
  109. 2026-11-12-02 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  110. 2026-11-12-03 · Cerebras surges 13% after beating on quarterly revenue and announcing Microsoft deal: Cerebras Systems reported better-than-expected revenue and quarterly guidance in its earnings report on Thursday, and touted a new deal with Mic…
  111. 2026-11-12-04 · With a general model scoring 64.9% in robot control sims, do dedicated VLAs and world models still justify $25B+ robot-brain valuations?: General multimodal models like GPT-6 Astra and Claude Fable 5.2 are posting competitive scor…
  112. 2026-11-12-05 · Trump calls for Tim Cook to replace Jensen Huang at Nvidia: This is pretty crazy to me. Usually Trump will go crazy when he doesn't get his way. And he would defend his matter what they did. but this time when Jensen was removed a…
  113. 2026-11-12-06 · MP Materials Insider Purchase: Hi guys, the mp materials insider have purchased shares worth more than 3 million dollars from the open market. I know this company's stock is highly volatile and yet it has to compete with China for…
  114. 2026-11-12-07 · AVGO is the best play over AMD for Huangs ouster at NVDA: Huangs ouster at NVDA only accelerates hyperscalers demand to custom silicon (produced by AVGO and MRVL) and away from their dependence on merchant silicon (NVDA and AMD). …
  115. 2026-11-12-08 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  116. 2026-11-12-09 · MSCI is dropping Strategy from its indexes. Last quarter it had $125M of revenue and $19.5B of net income: MSCI confirmed on Wednesday that Strategy (MSTR) leaves its global indexes after the close on November 30, under a new rule…
  117. 2026-11-12-10 · Nebius falls 10% as company expects increased 2026 capex spend, issues weak outlook: Nebius shares sank 10% on Thursday as one of the biggest publicly traded neoclouds reported third-quarter revenue that beat analysts' estimates, …
  118. 2026-11-12-11 · Taiwan union ends bonus talks with Micron after 'defeat': A labor union at Micron's Taoyuan, Taiwan plant conceded "defeat" in its campaign for a new profit-sharing deal and pulled out of further negotiations, despite surging AI-d…
  119. 2026-11-12-12 · Buying NVDA This Morning: I'm buying the NVDA dip. Wall Street is panicking over the Jensen Huang headlines, forgetting that great CEOs build the foundation, but the product carries the empire. Look at Apple: Steve Jobs was an irr…
  120. 2026-11-12-13 · OpenAI posts steep losses even as quarterly revenue rises to $10 billion, WSJ reports: Nov 10 (Reuters) - OpenAI's quarterly revenue rose about 50% to $10 billion in the third quarter, but the ChatGPT maker continued to post steep…
  121. 2026-11-12-14 · Couple hundred percent gains on 0dte QQQ puts: Puts. I donno how much I made because my broker doesn't tell me, 80k or so first pictures are from yesterday after market close, bought 15 mins before close got fill at the high point…
  122. 2026-11-12-15 · Everything is going according to plan: All at our expense
  123. 2026-11-12-16 · With a +7.54% return over the last 5 years, Bitcoin has effectively been a worse performer than inflation itself.: Wild times for sure.
  124. 2026-11-12-17 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  125. 2026-11-12-18 · Lukewarm take: Jensen's debacle is great for the frontier AI labs: As per bloombs: In July, he [Jensen] used his first-ever X post to rally America's tech industry behind open-weight AI after fears mounted of a US ban on Chinese o…
  126. 2026-11-12-19 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  127. 2026-11-12-20 · Overnight Spy Puts: Bought for 2.20 each towards the end of day Wednesday just after the top and held for dear life. Woke up at 4:30 am in a cold sweat no joke. Gamble worked out.
  128. 2026-11-12-21 · SpaceXAI and Tesla have an Elon problem: Musk is once again actively aiding the Russian military's invasion of Ukraine. While he fully controls SpaceX and they can't get rid of him, he may be vulnerable at Tesla. A loyalist corpor…
  129. 2026-11-12-22 · NVDA - People are underestimating Jensen's leather jacket: Jensen took a 1993 graphics startup, one of dozens, and buried AMD, Intel and everyone else. Now the guy is ~~fired~~ resigned out of his own company, market already abuzz…
  130. 2026-11-12-23 · Robinhood blocked me from exiting position: I just want to know if anyone else has experienced this and what the eventual outcome was? I had opened a same day long call 4 hours before close and set a limit price which it quickly p…
  131. 2026-11-12-24 · NVIDIA gonna print: Bought 200 shares and 3 calls this week. No way NVDA stays this cheap for long. The fundamentals have not changed. Only up from here \^\^
  132. 2026-11-12-25 · Elon hiring Jensen to run XAI would be the greatest acquisition in American business history.: Jensen single handedly developed CUDA, the system that enabled every single AI company. AI was impossible before CUDA. He created CUDA …
  133. 2026-11-12-26 · There’s something weird going on with $CHTR pt 2: I'm back. I was the retard that said long $CHTR at $109. Well they're $132 now. I would have made some serious bank (60k) but they collapsed to near $100 twice so I sold before ear…
  134. 2026-11-12-27 · What Are Your Moves Tomorrow, November 13, 2026: This post contains content not supported on old Reddit. [Click here to view the full post]
  135. 2026-11-12-28 · 68k -> 6k -> 1m in 7 trading days on 0DTE SPY/SPX: 255-row Fidelity CSV ready for the mods. **$967,566.50 net profit**, **11,362 contracts traded**, **$9,167.69 in commissions**, and **$0 in 2026 taxes** because the whole thing ha…
  136. 2026-11-12-29 · My theory: The AI bubble gets popped by Nvidia's own CFO: Everyone is focused on Jensen's resignation, but I think the bigger story is that Nvidia's CFO, Colette Kress, is now running the company. And that could have massive conse…
  137. 2026-11-12-30 · Thats it boys the outage has begun: worldwide
  138. 2026-11-12-31 · Blew my portfolio: Started with $70 managed to trade my way up to 5,400 at the peak and it was just revenge trade after revenge trade that killed me sadly lol this is the 2nd portfolio this year oh well
  139. 2026-11-12-32 · So where in Jenson going next?: Completely stupid of the board to oust Jenson. First off, who cares who he bangs. Secondly, every company is selling shit to China and there's zero change the USG didn't know about it. However, it's…
  140. 2026-11-12-33 · Mini yolo in gold: Why is this POS crashing? Am I cooked. I bought these today and kept averaging down
  141. 2026-11-12-34 · Just made $10K on DELL calls: I've been making some money on Dell lately. I flipped these calls after 15 minutes this morning.
  142. 2026-11-12-35 · LIFE CHANGING BET: I bought these way out of the money yesterday because I saw the downward trend, but I was NOT expecting this at all! THIS IS ABSOLUTELY INSANE AND LIFE-CHANGING FOR ME. I have a couple grand in the bank. Oh. My.…
  143. 2026-11-12-36 · China having access to Nvidia GPUs is no new news. Why do people care now?: What confuses me a bit about the recent discussions on Huang funneling Huang's juicy chips into China is that this is no new news, and they have been allo…
  144. 2026-11-12-37 · What are the Nvidia board's options?: **KEEP HIM** The board could stand by Huang, betting that his star power and central role in the AI boom will carry the company through the controversy. Several US business leaders, particular…
  145. 2026-11-12-38 · Daily Discussion Thread for November 12, 2026: This post contains content not supported on old Reddit. [Click here to view the full post]
  146. 2026-11-12-39 · IF Jensen gets fired, y-all expect a bit of jump in AMD stock?: I'm not sure whether this is too much of a stretch or not. Would it be fair to expect some jump in AMD stock IF Jensen gets fired? Moreover, to expect a rise in the n…
  147. 2026-11-12-40 · How much of NVIDIA’s valuation is actually tied to Jensen Huang and what do think will happen to the stock if he gets fired?: Jensen Huang might be to NVIDIA what Steve Jobs was to Apple. But how much of NVIDIA's current valuation…
  148. 2026-11-12-41 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  149. 2026-11-12-42 · He is not leaving: The jacket never comes off
  150. 2026-11-12-43 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  151. 2026-11-13-01 · How long does Skydance have left?: The combined company has \~$70B in annual revenue, a market cap of \~$40B and is \~$80B in debt. They want to cut $6B in annual spending, which means firing employees (and apparently blasting for…
  152. 2026-11-13-02 · Who Gets Left Holding the Bag When a Company's Stock Crashes After It Borrows Against Its Higher Valuation?: Here's an interesting question: Suppose a company's stock skyrockets, increasing its market capitalization from $2 billio…
  153. 2026-11-13-03 · SMCI vs. BABA- which one are would you pick?: I'm torn between SMCI and Alibaba Baba and wanted to get the sub's take before pulling the trigger. Both are sitting way off their 52-week highs right now ($SMCI hovering around \~$27 …
  154. 2026-11-13-04 · I would be wary of another big sell off in AI stocks over the next month and here’s why: It's really simple. The US 10yr Treasury yield is now rapidly rising again after dipping to 4.84. Right now it's back to 5.15%, a 30 basis po…
  155. 2026-11-13-05 · Why do people still follow analysts' price targets?: Genuine question. Credit to where it's due - their factual information and insights are very helpful, and how they personally digest the company/macro's direction as well. Somet…
  156. 2026-11-13-06 · Anthropic says its chatbot now beats most AI built for robots. Does that hurt the NVDA robotics story?: I've been looking at NVDA partly for the robotics angle (GR00T, Jetson), so this caught my eye with earnings coming on Nov 17.…
  157. 2026-11-13-07 · Anatomy of a Breakout: $APD (Part I) Cross-Post: **Introduction:** Welcome to my next installment in the technical world of Elliott Wave Theory ("EWT"). The specific discipline discussed is one called "Fibonacci Pinball" and has b…
  158. 2026-11-13-08 · Long-term thesis on buying the Nvidia dip. What risks am I missing?: Apologies if this is a beginner question. I've researched as much as I can, but past a point, Google and AI answers get buried in technical terms. I'd rather hea…
  159. 2026-11-13-09 · Wholesale prices rose 0.3% in October, putting annual rate at 6.5%, the highest in nearly four years: Wholesale prices increased less than expected in October as the Federal Reserve contemplates its next move on interest rates. Th…
  160. 2026-11-13-10 · Retail earnings next week. Are consumers actually spending more, or just paying higher prices?: Next week should give us a better look at how US consumers are holding up. October retail sales come out Tuesday, along with Home Depo…
  161. 2026-11-13-11 · If I'm wanting to partially live off dividends in two years should I be allocating savings now to a dividend etf or continue to buy growth: My wife and I decided in two years we are going to get part time remote jobs and travel in…
  162. 2026-11-13-12 · Is GOOG not the most obvious buy here?: First of all, I know Google has been very popular with this sub for a while now. Obviously I'm not breaking new ground with this post, but just wanted to lay out my thoughts. I break down Al…
  163. 2026-11-13-13 · Widespread outage in Microsoft services: Many microsoft services have been down for almost a full day. The stock has stayed flat during the day and afterhours. Could this be some AI spaghetti code? They don't seem able to fix the …
  164. 2026-11-13-14 · US Markets actually … rallying?: The S&P 500 is up about 11% this year, and the US Dollar Index (DXY) is up about 5%. I think that second number gets overlooked when people say the market has been going sideways lately. Imagine th…
  165. 2026-11-13-15 · $SWBI I been sittin’ waitin’ wishin’..: So... i've been in this for awhile. Up and down and up and down throw your ears over your shoulder like the continental soldier etc. Thought I was down and out but then the blue Tsunami occu…
  166. 2026-11-13-16 · NVDA earnings play: I have no dd, literally decided on this over dinner with friends. If it goes badly at least I can play gta 6 on Thursday.......
  167. 2026-11-13-17 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  168. 2026-11-13-18 · AI Infrastructure's Financing Test: Strong Demand Meets Capital and Power Constraints: AI Infrastructure's Financing Test: Strong Demand Meets Capital and Power Constraints. Demand held up this week, and the market stopped underwr…
  169. 2026-11-13-19 · The true reason Jensen was pushed out in a concerted effort, and why it will juice up Anthropic’s IPO: U.S intelligence is already walking back the claim that she's a spy: The article even quotes a Democrat senator who attended a …
  170. 2026-11-13-20 · ASTS Bet: Heard these guys were sending shit to space. Better take the fucking ticker with them.
  171. 2026-11-13-21 · Half port yolo on TTWO: Looking for $270 by thanksgiving
  172. 2026-11-13-22 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  173. 2026-11-13-23 · Weekend Discussion Thread for the Weekend of November 14-15: This post contains content not supported on old Reddit. [Click here to view the full post]
  174. 2026-11-13-24 · OCC’s Semiannual Risk Perspective Highlights Key Risks in Federal Banking System: It literally says levels have not been reflected like this since.. checks the numbers, 2006.
  175. 2026-11-13-25 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  176. 2026-11-13-26 · $150 -> ~$6,250: Bought about $500 worth of top-tier degenerate 235 calls **yesterday** on Nvidia, decided to buy shorter-dated puts as some sort of hackjob insurance just incase a catalyst came along and wrecked the calls.... Dum…
  177. 2026-11-13-27 · INTC YOLO: What goes down must come up or however that saying goes
  178. 2026-11-13-28 · Without Jensen Huang, NVIDIA is now an appliance company: Losing a founder is never easy. The manner in which Jensen Huang was exited from his position as CEO of NVIDIA has been the subject of much ridicule and speculation. There …
  179. 2026-11-13-29 · NVDA earnings next week: Genuine question. What do you think will happen with NVDA earnings next week? Two reasons I ask. 1. If 20% is slashed off the top of earnings/revenue because those were illegal Chinese sales they may even …
  180. 2026-11-13-30 · the whole Jensen being a 'traitor' for selling chips to China narrative doesn't actually make sense...: I keep seeing people call Huang a traitor over Nvidia chips going to China but there is something that's not adding up,.. and …
  181. 2026-11-13-31 · Weekly Earnings Thread Nov 16 - Nov 20, 2026: This post contains content not supported on old Reddit. [Click here to view the full post]
  182. 2026-11-13-32 · Could it not be so bad for NVDA?: What will happen if earnings reported on Tuesday evening are stronger than expected? Is there a case to be made that Jensen Huang built a franchise that professional management can build upon? Lik…
  183. 2026-11-13-33 · Personal distress and borrowing discussion; no named-security thesis. No trading recommendation is inferred.
  184. 2026-11-13-34 · HOLD THE LINE! HOLD THE LINE! HOLD THE LINE!: This post contains content not supported on old Reddit. [Click here to view the full post]
  185. 2026-11-13-35 · Sold NVDA at $160, just bought back in at $169: I panicked now I'm getting FOMO
  186. 2026-11-13-36 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.
  187. 2026-11-13-37 · Daily Discussion Thread for November 13, 2026: This post contains content not supported on old Reddit. [Click here to view the full post]
  188. 2026-11-13-38 · Anthropic is reportedly 6× oversubscribed at up to a $1.4T valuation. At what point does it all add up?: Saw Reuters reports that Anthropic's IPO has drawn roughly six times the orders for available shares. The proposed offering v…
  189. 2026-11-13-39 · $HELP YOURSELVES: Hello retrads, **TL;DR psychedelic drug company releasing Phase 3 clinical results Q4** $HELP is a company to own, with an incoming event to trade. Helus Pharma is a clinical-stage psychedelic biopharmaceutical c…
  190. 2026-11-13-40 · $NBIS week from 0% to +32% to -2% in 4 days: Jensen:" Nebius will take care of u". Nebius:"Jensen will NOT take care of u" I don't even blame the guy...bro is a genius and should be able to remain in place. Marriage is worse than …
  191. 2026-11-13-41 · NVDA shareholders: can we organise to challenge the board over Jensen's departure?: Positions: \~$30k NVDA, held since before Jensen's resignation. Still holding. I'm wondering whether NVIDIA shareholders should organise some form…
  192. 2026-11-13-42 · Nvidia leadership, governance or headline-driven trading discussion. Personal allegations and speculative explanations are not established by these summaries.