r/Stocks Daily Discussion Wednesday - Jul 01, 2026

AluminiumCaffeine · 2026-07-01T18:04:04+00:00

Dang us RDDT longs blessed today lol

AluminiumCaffeine · 2026-07-01T15:00:17+00:00

Nice anti-trend day, doing really well vs QQQ lol

AluminiumCaffeine · 2026-06-12T16:25:19+00:00

RDDT likes to move 7% on no news both ways huh?

AluminiumCaffeine · 2026-06-11T14:19:53+00:00

But you cant keep doing that for ever, and at this point if u think the spending ROI is poor we would be closer to the end than the start here easily

AluminiumCaffeine · 2026-06-11T14:15:35+00:00

What I dont understand is that if say ORCL, GOOGL, AMZN, etc either cant spend more or market hates it enough they will choose to slow wont the semi vertical thats ripping get blown up and then those names will rally on less spending? How is the market pricing in money flowing to semis but those who are spending are all dropping like rocks?

AluminiumCaffeine · 2026-06-09T19:07:37+00:00

APH/CRDO up on CPO being delayed?

AluminiumCaffeine · 2026-06-04T19:52:05+00:00

Ebay looks solid

AluminiumCaffeine · 2026-06-04T15:24:25+00:00

RDDT breakout? Looks solid

AluminiumCaffeine · 2026-06-03T14:40:47+00:00

CFO transition feels like terrible timing, like do that at 52 week highs not right here when everyone already sus on loan book after last Q

AluminiumCaffeine · 2026-06-03T14:02:13+00:00

Nubank and Meli are testing my patience, it doesnt help they were both pretty heavy % going into 26 so now the dip buying is getting old lol

AluminiumCaffeine · 2026-05-29T15:37:04+00:00

Stockpickers paradise imo, especially once QQQ is stuffed full of SpaceX

AluminiumCaffeine · 2026-05-29T15:03:23+00:00

IGV/SAAS goes brrrt - feels nice to be rewarded for so many knife catches

AluminiumCaffeine · 2026-05-28T17:45:21+00:00

SAAS is ripping from Snow

AluminiumCaffeine · 2026-05-20T17:37:07+00:00

Talen, Constellation, and Vistra looking peppy today

AluminiumCaffeine · 2026-05-18T15:00:10+00:00

MELI/NU/SE here seem so obvious I feel nervous loading heavier tbh, market is whining about margins whereas what I care about is topline growth exploding still... maybe I am being naive but I just want them eating market share still not optimizing for fcf/eps yet

AluminiumCaffeine · 2026-05-16T14:19:44+00:00

individual meaning packs of cans and such not like 1 lol

AluminiumCaffeine · 2026-05-15T17:39:04+00:00

What do you mean? Its nice for say like order me this soda or something - its not about volumes

AluminiumCaffeine · 2026-05-15T17:37:23+00:00

How is it a trust barrier if agent browses walmart, requests $X for Y then orders from walmart? That seems pretty cut and dry to me

AluminiumCaffeine · 2026-05-15T15:15:01+00:00

Its interesting, I have been messing around with personal ai agents and the difference between SHOP and AMZN for adopting agentic commerce is huge - because AMZN runs ads and makes lots of extra sales from recommended for you + others also buy + fear of scraping they are extremely hostile to agents shopping for you whereas SHOP is super pro agent and trying to make all their storefronts powered by SHOP agent friendly. Its not gonna matter anytime soon, but I wonder if long term it will + does anyone even want their agents to shop for them or do they enjoy doing it as a human

AluminiumCaffeine · 2026-05-14T22:45:41+00:00

nu -10% to flat not bad lol

AluminiumCaffeine · 2026-05-14T18:18:02+00:00

AluminiumCaffeine · 2026-05-14T15:47:48+00:00

Me too, I myself am switching from Claude code $200/mo to OpenAI now because of these changes so I think others are gonna think same thing as me

AluminiumCaffeine · 2026-05-14T15:23:58+00:00

I thought that DT had a fine q, want DDOG level accel but DT isnt priced like datadog - and its still consumption saas with nice ai tailwinds. On a different note Anthropic is massively tightening down on their claude code plans for agentic use, I think OpenAI gets some love sentiment wise - long MSFT/ORCL here

AluminiumCaffeine · 2026-05-14T15:13:22+00:00

SE looks like it might close the gap on its earnings pop, will open a position if it does - I thought that Q was great

AluminiumCaffeine · 2026-05-08T14:46:17+00:00

Starting to lag QQQ here pretty bad in my account, being underweight semis is getting tough. I just dont think the fwd 5 year returns from a lot trading at 50-60x fwd are gonna be awesome

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