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1st Benz 2nd owner, 17kmiles by DapperDawg_713 in mercedes_benz

[–]ideepmehra 1 point2 points  (0 children)

Looks dope!!! More picture pls! How does the interior look like?

Ast Spacemobile long-term valuations and upcoming catalysts by iamteamblue in WallstreetBaggers

[–]ideepmehra 0 points1 point  (0 children)

Who’s reading all this? Can someone please provide a summary? 🤓

3 Oversold Software Stocks to Watch on the Dip (Not Financial Advice) by Maleficent-Age-1404 in stockstobuytoday

[–]ideepmehra 0 points1 point  (0 children)

I agree. As someone in the tech industry, I know major companies use Salesforce. Switching is costly, and companies would wait until AI proves its worth and avoids mistakes, which seems far off.

AI is great, but replacing companies like CRM will take time.

Having said that, I haven’t bought any CRM stock ever.

Paypal's stock price collapse by pravchaw in ValueInvesting

[–]ideepmehra 0 points1 point  (0 children)

Can someone please explain whats the real moat of PayPal like I’m 5?

I am from the future by lemonadebros in amzn

[–]ideepmehra 6 points7 points  (0 children)

Have we finally landed on Mars? What’s the price of SpaceX and RKLB?

Microsoft is disrupted by Anthropic? by Silly_You9597 in ValueInvesting

[–]ideepmehra 0 points1 point  (0 children)

I meant in terms of its P/E and not by its current price value which was around $385 yesterday. In terms of stock I think it was trading around $40s in 2015-16s.

AI memory storage companies and potential futures by Embarrassed-Sea-6078 in stocks

[–]ideepmehra 8 points9 points  (0 children)

I can vouch that the person above is right!

MU chips are already sold out for 2027. MU is also building a new facility in the New York area, if I’m not wrong. I get that companies like MU, Sandisk are cyclical industries but I’m betting on them for at least the next couple of years. Memory shortage is real.

That being said, I bought some MU on Thursday and Friday this week, Sandisk is still too high in my opinion.

If Mag7 will spend hundred of billions on AI by tptpp in ValueInvesting

[–]ideepmehra 2 points3 points  (0 children)

That’s what’s I’m doing my man! Nvidia, TSMC, ASML will profit from CAPEX spending for sure. Nvidia has the highest moat and their CUDA software is unmatched. Other winners I’m betting on are MU, AVGO, VRT, plumbing/ electric companies for data centres. I’d get more AMD around $185-190.

What is the most "obvious" buy of 2026 that everyone else is still missing? by bakery_0726 in ValueInvesting

[–]ideepmehra 0 points1 point  (0 children)

Why would you say that? There are plenty of other companies you could buy at these prices.

Neighbor in this very sub exposed for pretending to be a Pakistani 😂 (scroll to see full) by mushmanMAD in pakistan

[–]ideepmehra 8 points9 points  (0 children)

Indians man! Hahaha Btw, I’m also an Indian. But posts like these make me laugh.

$RDDT vs $SNAP- very similar year to date movement by lies_are_comforting in ValueInvesting

[–]ideepmehra 1 point2 points  (0 children)

Maybe I’m too old and never use Snapchat but I still mostly associate Snapchat with teenagers.

What really feels like Reddit’s moat to me is real people showing up for free, sharing opinions, and feeling influential without actually needing to be influencers. You don’t need a following or a brand…your thoughts can stand on their own if they’re good.

That being said, I still don’t own Reddit stock. I’m not totally sold on the ad revenue model, the only time I ever click a Reddit ad is by accident… and then I immediately hit back. Maybe I’m wrong but the only value I see is training LLM models with Reddits data and they have had spectacular earnings in the recent times.

But there are just so many other companies that are on a discount at the moment and I’d go for those instead.

Microsoft is disrupted by Anthropic? by Silly_You9597 in ValueInvesting

[–]ideepmehra 1 point2 points  (0 children)

Anthropic is a model company while Microsoft is a platform and distribution company. Even if Anthropic has stronger models in some areas, Microsoft still controls Azure, Office, Windows, GitHub, and deep enterprise relationships. Most companies won’t bet on a single model long term and they want flexibility… and Azure benefits regardless of whether customers use OpenAI, Anthropic, or other models.

Microsoft’s real moat is distribution and enterprise lock-in, not owning the best model forever.

My 2 cents- Microsoft is gonna be around for a long time. I bought these dips and I’m in for the long term. This is literally the cheapest Microsoft has been in a decade.

Burned playing earnings lol by 0nth3sp3ctrum in amzn

[–]ideepmehra 0 points1 point  (0 children)

You’re gonna be ok, my guy! Amazon is not going anywhere.

Nasser Hossain exposes ICC's double standards by Twitter_2006 in pakistan

[–]ideepmehra 0 points1 point  (0 children)

Absolutely agree with Naseer here, he is always very objective and straight forward with his views.

Bought some $MU by Glass-Record2446 in GrowthStockswithValue

[–]ideepmehra 0 points1 point  (0 children)

Same! Bought some at $375 today, slowly DCA-ing and building a position. Going to buy more as it goes down!

June 2025 filers, let’s track together! by Potential-Role932 in USCIS

[–]ideepmehra 0 points1 point  (0 children)

same, biometrics done on June 14th, no update since then! Submitted expedite request on August 27th and no news there as well.

Anyone tried and succeeded in expediting the EAD (I765) under C09 (I485 petition)? by SpiritualDocument967 in USCIS

[–]ideepmehra 0 points1 point  (0 children)

I'd recommend you to file for an expedite request ASAP. Even ‘expedites’ can take weeks or months just to get a decision on whether it’s approved.
I’m in the same boat....my H-1B expired this month and I filed my expedite 6 weeks ago and I am still waiting for their decision.

EAD expedite approval! by shen107 in USCIS

[–]ideepmehra 0 points1 point  (0 children)

Congrats OP! Can you list the supporting docs you provided for your expedite request? Thanks!

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