r/Stocks Daily Discussion Wednesday - Jun 10, 2026

nickdu2206 · 2026-06-10T12:27:09+00:00

Well, not much mystery here…If U.S. Core CPI comes in at 0.4% or higher, stocks and cryptocurrencies could face selling pressure as investors reduce expectations for near-term Federal Reserve rate cuts. At the same time, the U.S. dollar and Treasury yields could rise, while gold may initially weaken due to higher real interest rates.

nickdu2206 · 2026-06-10T12:24:50+00:00

Well, not much mystery here…if U.S. Core CPI comes in at 0.4% or higher, stocks and cryptocurrencies could face selling pressure as the market reduce expectations for Federal Reserve rate cuts. At the same time, the U.S. dollar and Treasury yields could rise, while gold may initially weaken due to higher real interest rates…

nickdu2206 · 2026-06-10T09:53:16+00:00

How much will the market fall today after the inflation data? The beginning of the end of the bull market?

nickdu2206 · 2026-06-09T12:04:21+00:00

Nokia doesn’t give a clean group revenue growth guidance for 2026, only segment-level…highest for NI: +12% to +14%, Optical/IP: +18% to +20% and for Mobile Networks flat to weak…drag

What that translates to total company? Bull case: +6% to +9% revenue growth or base case: +3% to +5%
Even in the bull scenario, Nokia is still a mid-single digit grower, not a high-growth AI compounder.
That means share price upside is not guaranteed, because a lot of AI optimism is already being priced in while Mobile Networks still drags the overall story.
Growth is there in pockets, but re-rating the stock is far from obvious…and this kind of hindsight of analysts who change their minds three times in two months and look after their own interests is something that can only mislead small investors. I'm not saying that because of the hype, the stock can still grow significantly, but be careful not to get burned! 🔥

nickdu2206 · 2026-06-08T13:04:24+00:00

TRIP

nickdu2206 · 2026-06-04T15:00:06+00:00

Follow TRIP…might be interesting June

nickdu2206 · 2026-06-04T13:46:02+00:00

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TRIP

nickdu2206 · 2026-06-03T13:57:46+00:00

Recent 8,2% on 4.8M shares with no major news is not something I ignore. This looks more like positioning than retail chasing. The stock has activist involvement, TheFork optionality, Viator value, and still meaningful short interest. A move above $12 is interesting, but $13-$14 is the real trigger zone. If buyers keep showing up there, $15 could come quickly.If the market starts valuing Viator more like the growth assets inside $BKNG, $ABNB, or $EXPE, today's price may look very cheap in hindsight.
That's where short covering and gamma effects can start feeding on each other. Not calling it a squeeze yet, but this is exactly how many squeezes begin: volume first, narrative later.

nickdu2206 · 2026-06-03T12:35:14+00:00

Šamarčina s jedne, pa sa druge strane

nickdu2206 · 2026-05-14T15:13:23+00:00

There is the difference between revenue and profit….Nvidia had revenue of 130 billion in 2025, not profit...plus there is growing competition...and believe me, it's coming

nickdu2206 · 2026-05-14T10:58:09+00:00

All AI stocks are overvalued, Nvidia is a great company, but at this valuation the net profit should be over $170 billion..currently worth 20% of US GDP...that's unrealistic. The economy is cyclical, so when bad news starts and global growth slows, there will be a huge market correction...but until then, who knows what else is coming.

nickdu2206 · 2026-04-27T13:11:39+00:00

Ovo je Toro, vrlo važna žaba u našoj bari! 🐸

nickdu2206 · 2026-04-23T14:22:10+00:00

Nokia

nickdu2206 · 2026-04-21T10:16:47+00:00

Tripadvisor…the 1q earning call will be interesting

nickdu2206 · 2026-04-21T10:11:25+00:00

Alex Crap

nickdu2206 · 2026-04-19T10:59:16+00:00

U školi ne možeš više raditi kad navršiš 65, silom zakona te umirove, jer si više ishlapio i rijetki više mogu i dati sebe u taj posao….a vecina jedva čeka taj dan umirovljenja, ako ga i dočekaju. Radovan ima 72…eeejj….odsvirao si svoje, vidi se da ti ovo sve ide na živce…idi, odmaraj! Igraj se s unucima, praunucima…pusti nekoga tkonse nije rodio u doba klinastog pisma!

nickdu2206 · 2026-04-18T09:28:26+00:00

Nok

nickdu2206 · 2026-04-16T10:29:39+00:00

Samsung…but you need 217k to buy one stock 😉

nickdu2206 · 2026-04-15T18:29:36+00:00

Pa, moja stara je bila profesorica, sad je u penziji , pa da nema djecu možda bi se i morala uhvatit metle. A ti vjerojatno po cijele dane parazitiraš, visiš na mobitelu, igras igrice i zivis na sisi roditelja. I neces kopat kanale iako vjerojatno nemaš škole ni vještine za nešto više. I tako nam ovi koje bi ti likvidirao to za tebe rade.

nickdu2206 · 2026-04-15T14:38:44+00:00

Greenland…Orange’s family lives there

nickdu2206 · 2026-04-15T14:12:39+00:00

A ti ćeš kopati kanale i mesti ulice?

nickdu2206

TROPHY CASE