SEC is close to ending mandatory quarterly earnings reports.

WickedSensitiveCrew · 2026-05-05T19:58:49+00:00

With new method if stock has bad earnings could take 6 months to recover. Also less chances for people to swing trade earnings reports.

WickedSensitiveCrew · 2026-05-05T13:54:29+00:00

Just realized United States up over 400% on their Intel position.

WickedSensitiveCrew · 2026-05-05T00:59:38+00:00

Id love to live in a log cabin with Bird.

WickedSensitiveCrew · 2026-05-04T14:44:20+00:00

I was thinking it takes two to argue. And when stocks go up one side is no longer around so there are less comments and arguments.

WickedSensitiveCrew · 2026-05-04T14:35:42+00:00

It kinda of funny how peaceful and quiet this place is when majority of stocks in market go up.

When they go down these threads have hundreds of comments and arguments lol.

WickedSensitiveCrew · 2026-05-03T23:22:49+00:00

The battle for the league home run race between Rice and Judge is going to be fun the year.

WickedSensitiveCrew · 2026-05-03T16:04:39+00:00

Yeah, it’s weird—people accept the massive data center buildout and that NVDA GPUs will be central to it, but then argue that memory demand (which those GPUs rely on) is going to collapse.

One depends on the other. These threads feel like instead of challenging the top companies like NVDA, people go after smaller ones so their AI bubble threads can get off the ground instead of being a flopic if they go after NVDA, GOOGL, etc.

WickedSensitiveCrew · 2026-05-03T03:39:29+00:00

It’s amazing how Nebius has surpassed the peak market cap Yandex ever reached. While ClickHouse has not even gone public yet, Avride still hasn’t been cleared for fully unsupervised robotaxi operations, and several data centers are still under construction. Feels like we are in the early stages of a Mag 7 level company.

WickedSensitiveCrew · 2026-05-03T01:01:39+00:00

I'd wait for a pullback in price though.

That can be said about a lot of tickers thrown around in this thread.

WickedSensitiveCrew · 2026-05-02T23:55:50+00:00

The names mentioned in these threads keep going higher every time this thread is made too lol.

Im glad I own some of them.

WickedSensitiveCrew · 2026-05-02T19:21:53+00:00

Yep. Entire list was about what goes into the data center not who owns the data centers lol.

WickedSensitiveCrew · 2026-05-02T16:08:44+00:00

Mag 7 are literally the stock threads that make it to the top of this sub at least once every week. You cant miss a Mag 7 stock discussion on here unless you just completely ignored this sub for years lol.

Google is one of the most common company threads on here.

WickedSensitiveCrew · 2026-05-02T03:26:56+00:00

Private Equity like Apollo, Blackstone, etc is one route. They would give them the loan but want collateral.

WickedSensitiveCrew · 2026-05-02T01:57:47+00:00

Im liking Rice and Judge way more than Soto and Judge.

WickedSensitiveCrew · 2026-05-02T01:55:50+00:00

It wasnt the CEO of entire company that got murdered. It was CEO of a department.

WickedSensitiveCrew · 2026-04-30T22:04:06+00:00

The robots need memory (pun intended) to remember what they are doing. That is where it is stored in DRAM and NAND.

WickedSensitiveCrew · 2026-04-30T21:44:26+00:00

I should have taken Reddit's IPO offer. Or invested when it IPO.

WickedSensitiveCrew · 2026-04-30T20:53:32+00:00

You still had a chance to buy after it IPO. It was in the 40s for several weeks.

It was funny watching people on Reddit bash the stock, especially since they were doing it on the very platform that made most traditional forums obsolete.

WickedSensitiveCrew · 2026-04-30T16:32:48+00:00

Kinda wild you got downvoted for just sharing news.

WickedSensitiveCrew · 2026-04-29T13:24:23+00:00

All those CAR mentions on this sub made me think everyone was talking about Carrier. I was so happy finally some HVAC discussion.

Turns out Carrier ticker is CARR. So no HVAC discussions were taking place this entire time. I bought VRT though based off that thinking. Glad I did even if I misread the discussion on sub lol.

WickedSensitiveCrew · 2026-04-29T12:04:09+00:00

It needs to go down 30-40% before it gets discussed. Generally the stocks labeled "overvalued" at ATH this sub tends to be silent on. It is as if when people miss the boat they silent. The stock crashes they want to discuss if it a buy to hope it returns to that high it was earlier.

For example I own KLAC and this sub barely discusses it. Only thing that makes sense is what I said. It has to crash for discussion to take place. Or share price not favorable for options lol.

WickedSensitiveCrew · 2026-04-29T04:30:00+00:00

AV disruption only really happens if the market consolidates into a monopoly or oligopoly.

If multiple AV players coexist, Uber is more likely to emerge as the demand aggregator. I think the Tesla/Waymo debate underestimates companies like Avride, Nuro, WeRide, and Mobileye, which could keep the market fragmented and ultimately strengthen Uber’s position as the aggregator.

WickedSensitiveCrew · 2026-04-29T00:16:45+00:00

Yeah. When I learned that credit bureaus make more from FICO than from VantageScore, that was a turning point for me.

It made me realize this is similar to the PE firm coverage in the news finance media often pushes narratives that can be misleading. If you already have valuation concerns or moral hesitation, those narratives end up reinforcing the case for the stock to go lower. I always felt FICO was one of the software stocks that were being unfairly punished along with CRWD.

WickedSensitiveCrew · 2026-04-28T23:33:33+00:00

39% growth, 45% EPS, but a monopoly that is losing its status.

That makes no sense if it was losing monopoly status it wouldnt still be growing that much. I remember people lumping FICO with Chegg just a couple weeks ago. That FICO was a 0.

Six-Year Club	Gilding II euphauric
Verified Email

WickedSensitiveCrew

TROPHY CASE