DYOR

blueaprontothemoon

SNDL 👀 hidden gem DYOR

Chance-Albatross7809

1 week out is still extremely susceptible, DYOR

DependentPangolin818

"NFA" , "DYOR", as terms make me laugh, I go on this sub reddit and others and buy stocks based on hype, it works 99% of the time. NFA

znightmaree

I used to think about it the exact same way you do. My brother in law put me on. He was absolutely right. You should look into it. Can’t hurt to DYOR. I lease my wife’s Mercedes AMG C43 too. It had engine problems and it was all free to fix. If I bought the car I’d have been fucked.

DeFiNomad1007

You can use brokers like IBKR or find tokenized ETFs like reserve protocol. Taxation and rules/regulations will depend on the country you're in, assuming you'd be investing from that country. A lot of countries have limits of foreign investments + higher taxation so DYOR.

Timbo_85

There is a movement brewing right now Adam Aron POS CEO of AMC is sending Vlad Tenev Robinhood Cease and desist and Vlad shuts him down and tells him what the problem https://x.com/vladtenev/status/2095711439810159027?s=46 so meme coin was created AMC (A Meme Coin) 0x385f4f8ae47651ce5f58f5265395a669f8281e18 since Adam is a POS we are going to #flip the stock in the 5 hours since the creation it is at 100m market cap and rising DYOR but all traders are currently full porting because screw Adam

Low_Plastic363

DYOR

Over-Young8392

tylenol is harsher on ur stomach i think NFA DYOR

AutisticGayBear69

Let’s go GPRO 🚀🚀🚀 NFA DYOR

putinsack

DXYZ the play for coming weeks. 14% anthropic, 57% cash. NAV dropped Friday at 34.3 (valued at 900B anthropic valuation), closed AH at 32.3. Its counterpart, VCX dropped 1/3 of its anthropic stake. It had a huge run up to spacex IPO before it dropped the s-1 filing, I expect on par anthropic, maybe even more considering anthropic should be an even bigger IPO. I like the $60C for December … DYOR 😉

mossydz

DYOR

Outrageous-You-4259

Heavy disagree. Intel is truly a perfect example of this. DYOR.

pingoo26

Excellent , loading up on $DYOR as we speak!

Which_Cost8015

My earnings watchlist this week. I’m holding options on all x 4: NVDA is the main read-through for the entire AI capex cycle. I’ll be watching guidance, Blackwell/Rubin demand, gross margin, China exposure and whether hyperscaler spending still looks strong. MRVL is the more interesting. Custom AI silicon, networking and optics are where I want to see whether the Google deal and broader AI bookings are actually pushing FY27/FY28 expectations higher. IREN is the higher-risk infrastructure test. I’m less focused on the headline EPS number and more on whether contracted ARR is converting, GPUs are getting deployed on schedule, and capex is turning into usable capacity. CRWD gives a different angle. It’s the software/security read on AI. Net-new ARR and FCF matter, but I really want to see whether AI is accelerating actual platform adoption rather than just giving management another talking point. If I had to narrow it down, NVDA tells me whether the AI buildout is still intact. MRVL tells me where the next layer of that spend may be showing up. DYOR.

QuantumLeap2025

It will get very interesting when they reach inside their toolbox and start reengineering Government Finance! They will need to package Government Debt with Precious Metals, Crypto, Land and /or other Assets before AGI kicks in on a larger scale to bail us out of Debt [NFA DYOR]

Hypnot1se

Companies with distribution and scale moats. The ones that own the infrastructure to become the tollbooth once AGI is commoditized. Any of the scalers right now based on reasonable valuations and/or if you like their overall corporate strategy and prospects. I think that the ones that will likely do very well are Google & Meta. In the *longer* term physical AI is going to be transformative for Amazon which could undergo extremely significant margin expansion as they automate their business. AWS is also obviously due to capture massive scale from AWS as time goes on, though the margins are likely not going to be that high and are probably not going to expand that much. MSFT near time is very well positioned in terms of enterprise capture but longer term I am concerned that as AGI becomes commoditized it is going to impact margins which MSFT is quite reliant upon. People won't pay big dollars for something they can just run locally with a free open weights model long term. That's why I see it as being a case of scale + distribution since I'm not counting on margins being particularly high. It'll just be do with traditional software scaling like zero marginal cost as AI becomes vastly more efficient for 'everyday tasks'. I don't think there's any "bubble" even in hardware or memory, by the way. A bubble is speculative and this isn't speculation, it's just in an upcycle. Basically, although I think that companies in the memory industry are going to decline in valuation over the coming year, I don't think it's a "bubble" it's just a normal hardware cycle. Assuming that happens, anyway. *NFA DYOR ETC*

nofatetoday

100%, always DYOR for all investment or speculation

Hypnot1se

I love AMD. I sold all of it at about 515 a while ago and rotated out of semis. They're initiating a kamikaze loop with NVDA. Once they break the CUDA moat, NVDA will lose market share but the margins in the industry overall will take a hit. There is too much uncertainty around future profitability and its sustainability. I made like 200% on AMD and dipped. I might have been early but I'd rather be early then late. Hardware stocks like that you shouldn't be too greedy with and exit once you thesis is validated. My thesis was - AMD will prove itself as a serious competitor to NVDA and re-rate. That happened. It played out. The stock went up to 500 something dollars. I sold and moved on. What you do with it depends on your thesis, expectations and timeframe. Can't tell you what to do. If you're no longer feeling confident I'd consider reducing exposure until I did. *NFA DYOR ETC*

creemeeseason

I'm eyeing SII, just reclaimed all it's moving averages after the metals mania earlier this year. Great tool both on precious metals, copper. And uranium. Not sure if it has a "buy" rating because only 2 analysts cover it. No position yet, DYOR.

ReputationBubbly8112

Thank me later my list below 😄 (DYOR) 1. RXRX 2. CRCL 3. DVLT 4. BTQ 5. NVTS

ReputationBubbly8112

My suggestion is to check on long-term value investing and keep a small portion of 5-10% for 100 baggers if one of the stock goes 100x you will gain so much worst case nothing to loose for 5-10% as your ETF should cover those in the years. So do some analysis and check some stocks. I'm thinking on a few at the moment: BTQ, RXRX , DVLT and CRCL. (DYOR)

ReputationBubbly8112

next financial revolution is coming that is for agentic trnsactions this is the reason bitcoin and eth needs to be pumped - DYOR you will realize what i say

Hypnot1se

Great job on making so much. Drop the leverage in my opinion. You need to play a defensive game of slow compounding. You've enough capital to not need to take extensive risks, and doing so would be unnecessarily greedy/foolish in my opinion. If you want to play with leverage to try to gain some alpha set a very minimal % of your total portfolio's value to do it and stick to the rule. But take enough of it and put it into something safe that you'll never have to worry about your future ever again. That's the move I would personally make. *NFA DYOR ETC*

Hypnot1se

If your risk tolerance is low to medium, please reconsider single stocks in the tech hardware industry. It is extremely punishing, cyclical and can experience devastating multi-year downturns. This is coming from someone who was buying NVDA since $15 and is totally in love with the tech, management and the company. Over a long term horizon, NVDA is *not* a safe position to be holding. Prioritize *not making big mistakes* over *making big wins*. It's a lot easier to learn about hardware cycles when you don't have a huge exposure to them... People putting big amounts of money into tech hardware when they're new investors is like a swimmer starting off by participating in advanced cave diving. Everybody feels like it's easy safe and free money during bull markets but the illusion can shatter fast. Just be careful. If I ask an investor the following questions and they can't answer them convincingly, they've no place having a significant position in hardware in my opinion: 1. Do you know that CUDA is a temporary engineering bottleneck, and not a true structural long term moat? 2. Are you aware of how brutal the cyclicality of hardware is? 3. Are you aware the hardware companies are totally out of control of this cyclicality and that their entire earnings growth depends on external forces (scalers etc.) that are heavily motivated to erode their margins? 4. Are you aware that the technology getting vastly superior doesn't necessarily mean it's going to be more profitable? 5. Are you aware that PE and forward PE are bad metrics to use to value a cyclical hardware manufacturer? Many people were and are still totally unaware of these factors. It doesn't mean that they didn't or won't continue to make big money, but you have to be aware that you're playing essentially blind compared to smart money institutions and are in a high risk asset. NFA DYOR ETC

Hypnot1se

DYOR

RJNavarrete

Got into Keel over these last two days. 2,500 shares to start. To my happy surprise, I'm up 11% on the position as of today's close. Planning on accumulating significantly more shares in the next several months. Notable investors in Keel (NFA, DYOR): • Situational Awareness LP / Partners: The AI-focused fund run by researcher Leopold Aschenbrenner took a major stake in KEEL, significantly increasing its holdings. • BlackRock, Inc.: Holds one of the largest institutional positions in the company. • Jane Street Group, LLC: Maintains a substantial multi-million share allocation. • Diameter Capital Partners LP: Holds a sizable block of shares following recent institutional filings. • Citadel Advisors LLC: Owns a notable multi-million share stake. • Point72 Asset Management, L.P.: Listed among the significant hedge fund holders. • Invesco Ltd.: Holds positions via direct equity and blockchain-focused fund allocations.

RJNavarrete

**Notable investors in Keel (NFA, DYOR)** **• Situational Awareness LP / Partners:** The AI-focused fund run by researcher Leopold Aschenbrenner took a major stake in KEEL, significantly increasing its holdings. **• BlackRock, Inc.:** Holds one of the largest institutional positions in the company. **• Jane Street Group, LLC:** Maintains a substantial multi-million share allocation. **• Diameter Capital Partners LP:** Holds a sizable block of shares following recent institutional filings. **• Citadel Advisors LLC:** Owns a notable multi-million share stake. **• Point72 Asset Management, L.P.:** Listed among the significant hedge fund holders. **• Invesco Ltd.:** Holds positions via direct equity and blockchain-focused fund allocations.

Alactrical

I mean. Dogecoin is down 96% against gold since may 2021. Down 90% in usd. In terms of assymetric plays if it works, there is no better setup. Why buy something like nbis already moved 14$ to 260$ when you can buy something that is at the lows. My 2 cents. NFA DYOR. Like lets say you have a 100k port, even apeing 5k (5%) is enough imo, because if im right that 5k could easily 2x your port.

Strict-Drama-3973

I was just about to come here and say heads-up since ONDS did this last earnings: This time SI is higher, and when the stock runs like this a lot of shorts will get re-called from the owners wanting to sell. ONDS is going to blow up the earnings because of bolt-on acquistions and therefore also needs to raise guidance. Analysts are aiming for 63-69M up from 6,3M a year ago. That is a headline that will pull in momentum movers no matter what! NFA DYOR :D https://preview.redd.it/twunxl6uswih1.png?width=897&format=png&auto=webp&s=c6a49976dc201e93c58b66f4fe1b84435a73eb78

DeFiNomad1007

maybe a better approach is owning several layers of the AI supply chain rather than guessing which component becomes the next constraint? there are teams working on experimenting with this onchain through tokenized ETFs such as BUILDOUT for broader infrastructure and PHOTON for optics, which can rebalance as constraints shift. (if anyone is interested the one I'm talking about is called reserve protocol - I'm sure there are others doing a similar thing too) since it's tokenised it has different legal and liquidity risks, so it isn’t equivalent to an ETF or a recommendation. Interesting model for this problem, though. NFA, DYOR.

FrankCastle2020

I'm adding to the list as requested by Redditors. This doesn't mean every stock here is poised to squeeze, the higher the rating the higher the probability but never a sure thing. NFA DYOR.

Greedychris

Dunno if any of you have heard but there's talk about the "Original" Pepe $TOAD on Solana. One of Pump funds biggest investors has bought into it and its going pretty crazy right now as theres a war between a new platform called FOMO and PUMPFUN Ticker - $TOAD CA: A13oRB9FFaiUjfi6LdCg6p9ka1u8SfGkUFs4SKvPpump Invest at your own risk DYOR

PaperHandsTheDip

This is about the only bullish thing for HTZ: [https://www.reddit.com/r/wallstreetbets/comments/1vi8hc4/hertz\_guy\_play\_status/](https://www.reddit.com/r/wallstreetbets/comments/1vi8hc4/hertz_guy_play_status/) I'm out and will remain out. DYOR, exercise caution. The guy who instigated the run says he's "still in". You do you.

napatatini

DYOR Hertz (HTZ) stock is surging following a massive second-quarter earnings beat, reporting $2.4 billion in revenue and a much smaller loss than Wall Street expected. CEO Gil West fueled additional hype by stating the company's low valuation makes no sense given its stronger pricing power and operational turnaround

Hairy_Check_4784

Idfk man I threw a couple hundred on it, total gamble play DYOR

BrightLengthiness853

DYOR

systematic24

I called it the other day. Georgina Energy (GEX) on the London Stock Exchange, Main Market. Take a look at the RNS they just dropped - $152 billion in situ resource. Now look at the market cap of 30 million. 7000 bagger potential here. Easy buy. DYOR

LifeForm8449

“DYOR”

soleil---

Major liquidity drain from SPCX IPO. But RKLB has a big opportunity long term to take over a lot of the mid-size launch system market once SPCX starts shutting down the Falcon system (in favor of Starship). RKLB has been super consistent on their launch schedule & total payload delivery to orbit, so they need to keep executing in winning new contracts and growing their own launch capacity. That said, likely space stocks are generally going to chop for a while as continued industry sentiment around SPCX remains unclear + beta names remain under pressure due to macro themes. Rn is probably not the absolute best entry for RKLB/space generally but if you have a truly long term horizon and/or high conviction (DYOR) it could be considered pretty appealing after the sharp sell off.

Hypnot1se

It's not a bubble for AI, it's a dramatic hardware upcycle caused by the AI buildout. The bubble lies in hardware companies, but be advised that this is not some speculative bubble where people are throwing money into random companies making no money. This is a product of cyclicality in hardware. These hardware companies are selling what are essentially either commodities (DRAM) or products that are destined to become commodified over time (GPUs). Right now, hardware companies are enjoying absurd margins due to the land grab in capex from scalers and selling every chip they can produce. This never historically lasts. Digestion periods, supply gluts leading to margin collapse and execution missteps are all inevitabilities that are being priced in via a forward discounting mechanism in hardware. This is why we're seeing extreme multiple compression in companies like MU and even NVDA. The market isn't using a linear model to project the valuation of these companies. Scalers will keep increasing capex over the coming years, but the market prices these supply side cyclicals based on the *rate of change* not on the absolute change itself. Thus, when underlying commodity prices (the canary in the coalmine for cyclicals) begins to decelerate, smart money typically immediately begins exiting and the stock peak is reached up to a year before the earnings actually peak before eventually sliding. This is why the recent collapse in stock prices for the memory industry has occurred in my view. Right now these companies look cheap and like you're paying peanuts for their upcoming earnings (because you are). The issue is that when the earnings peak and they guide for no growth or even a decline in earnings (probably some time next year for the memory industry), people who have gotten stuck in the stock based on the 'fundamentals' of today are going to start to get very nervous and we'll see mass capitulation when the supply glut actually hits and margins collapse. AI is real. It will change the world. It won't change the economics of commodity markets and it won't mean that all companies involved in the AI sector will be printing infinite money with 80-90% margins forever. That just makes zero sense. NFA DYOR ETC.

eromynAwonKtnoDI

DYOR by using LLM so it adds to ai profits.

DDnHODL

How’s the bubble now ? There is no AI bubble and it’s real industrial shift. NFA, DYOR!!!

melvinzee

If SNDK moves green pre-market. It will immediately puke -15% when the market opens. NFA DYOR