Daily Discussion Thread for August 4, 2026

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Guys the train isn't stopping

Since the AI boom started there is the following sequence Blowout earnings/new discoveries -> After a month AI bubble talk from Burry and old school economists-> Face ripping earnings-> Denial it can…

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🌾wheat production is down

wheat crop wasn't great this year and you can expect prices to rise starting next month. down 7 million bushels from june and the shortage we are seeing now is similar to the 2022 bad crop / sh…

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Forward P/E is a bad metric to use when valuing cyclical stocks.

So you've all heard that Micron (MU) has a forward P/E multiple of 4. Four! Sounds crazy undervalued, right? How is no one else seeing this, you might think? Well, it's because forward P/E multiples …

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LEO still made billions

submitted by /u/Dismal-Access7599 [link] [comments]

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Memory Crisis Expected to Worsen

Samsung's latest report suggests the RAM crisis is only just getting started — could we be looking at a new normal? Tldr; RAM shortages expected to worsen next year and 2028. More capacity not …

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Snap's stock jumps 8% on earnings beat and strong sales forecast

submitted by /u/Force_Hammer [link] [comments]

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Arrived just in time

submitted by /u/LiveLaughLibor [link] [comments]

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Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture

Looking at you, AMZN, MSFT & GOOG 👀 submitted by /u/tearsareover [link] [comments]

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If I lose it all, at least it’s in Japan.

submitted by /u/Tjeckster [link] [comments]

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Citadel Securities Says Bull Market Drivers Are ‘Firmly Intact’

submitted by /u/SharkSapphire [link] [comments]

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Koreans now all in on 2x inverse ETF

You can’t make this shit up. Sold 1T in long leverage ETF, half of that money immediately went to short leverage ETF to circumvent the new Korean rule, same day the Korean exchange went up 17% larges…

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Never give up, always keep gambling

submitted by /u/Electrical_View1512 [link] [comments]

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Price analysts to Micron investors

submitted by /u/Key_Category_8531 [link] [comments]

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The market on ceasefire news

submitted by /u/Father_of_Lies666 [link] [comments]

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Had a hunch

submitted by /u/iSkip [link] [comments]

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eating good thanks $amc

submitted by /u/mjupnexttt [link] [comments]

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THE CRASH IS CANCELLED

submitted by /u/beholdthemoldman [link] [comments]

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YOLO - Market Doesn't Understand SoFi (SOFI)

Welcome back to regarded takes with pretty pictures. Last time we looked at a banner with He-Man which was enough to get some regards in. Now we have a lovely SoFi stadium backdrop and some lit…

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Biggest Gain (so far) ~+300k

Taking a break here. Sold around 2.40, was too busy selling to take a screenshot of the peak🫡 Going to get ravaged by Uncle Sam now 😭 Also long $WEN 👀👀👀 submitted by /u/Goldinismyname […

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Can you guys keep buying NVDA Tuesday?

We did good Monday, let us get 27 consecutive green bars. submitted by /u/silicon_replacement [link] [comments]

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I am not sure if I’m doing this thing right

I thought stocks would only go up. submitted by /u/TyronetheWise [link] [comments]

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Thursday - The SPCX Bloodbath of 2026

The current float for SPCX is approximately 5% of the total shares. It is a miniscule number which was released at an absolutely eye-watering $135 ipo, or about 77 times earnings… a valuation that fo…

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I think the AI bottom is in

Few points: - SPY almost at ATH, QQQ curling up on the daily/weekly - QQQ MACD just about to cross on the daily - QQQ weekly holding 20 EMA, practically wiped off all of last weeks loss so far and on…

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Duality of 0DTE’s

submitted by /u/leftbrained_ [link] [comments]

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Lost 107k in 15 mins doing SpX 0DTE

Thankfully I didnt blow up my account. But this hurts. Took me a year to go from $460k to $570k and 15 mins to blow it. I turned off level 2 options. Any advice on how to get it back in a year …

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Full ported Google with margin at $320

submitted by /u/lmvaughan [link] [comments]

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Palantir posts blowout Q2 numbers, with U.S. commercial revenue soaring nearly 150%

submitted by /u/ProudMatter9227 [link] [comments]

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Made back my 5 year losses today trading only spy0DTE.

Adios, withdrawing tomorrow morning and not looking back and closing account after filing taxes. It’s been a good run. You miss 100% of the shots you don’t take #gambling submitted by /u/…

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Palantir raises outlook on blowout Q2 numbers, U.S. commercial revenue soaring nearly 150%; Karp calls business sales 'otherworldly'

submitted by /u/Anteater_Able [link] [comments]

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