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Chips, ships and guns: South Korea booms on AI race and global conflict

r/RobinHoodSee Post

Thought on my portfolio? Advice.

r/RobinHoodSee Post

Thoughts on my portfolio? Advice.

r/stocksSee Post

Samsung and SKH employees are reportedly abandoning overseas training to nab up to $400,000 performance bonuses, online dating grades rise

Top stocks hitting 52-Week Highs/Lows - May 19, 2026 📈 📉

r/pennystocksSee Post

Herbal Dispatch ($HERB / $LUFFF) is CRUSHING it on Cannabis Exports to Europe – The Bull Case is Exploding Right Now!

r/investingSee Post

Home Depot ($HD) Earnings Tomorrow - Insider Buying Just Hit

r/smallstreetbetsSee Post

NVDA/WMT/HD Data Center Earnings Play

r/smallstreetbetsSee Post

NVDA / WMT / HD Earnings Play

Top stocks hitting 52-Week Highs/Lows - May 15, 2026 📈 📉

r/WallstreetbetsnewSee Post

The regarded GPRO play

r/WallstreetbetsnewSee Post

Holographic/VR/AR Industry Development Weekly Report, Week 19

r/wallstreetbetsSee Post

-10k loss porn INTC emotionally naked

r/pennystocksSee Post

$ASBP $200M+ Revenue and $20M Adjusted EBITDA acquistion of Dura Driver Control Systems

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Aesthetic Night Wallpapers HD & 4K Free Download 🌌 - Cocodillaa Wallpapers

r/stocksSee Post

Everyone is panic selling NVO while the WHO is literally begging for more supply.

r/wallstreetbetsSee Post

HIMS stock HUGE NEWS!!!!

r/wallstreetbetsSee Post

Novo Nordisk: Wegovy HD (semaglutide 7.2mg) approved by US FDA ($NVO $HIMS 🚀)

r/wallstreetbetsSee Post

Home Depot ($HD) puts YOLO, housing is cooked

r/pennystocksSee Post

Why I Think Jones ($JSDA) is Set Up for a Big Year

r/pennystocksSee Post

$BG big gold - massive volume - CSE

r/stocksSee Post

Korean Shipbuilders' Profits Triple, Near Super Cycle

r/optionsSee Post

Cheapest calls for this week 02/06/2026

r/stocksSee Post

$MX Magnachip Semiconductor - The Turnaround with Hyundai, and new Palantir (PLTR), link.

r/wallstreetbetsSee Post

Palantir inks HD Hyundai deal worth hundreds of millions, CEO bullish on Korea

r/investingSee Post

Rotating out of WMT/TGT, doubling down into AMZN/COST/HD: Is the "Big Box" model breaking?

r/investingSee Post

History of US equities, t-bills, treasuries, gold, and international returns

r/StockMarketSee Post

History of US equities, t-bills, treasuries, gold, and international returns

r/stocksSee Post

History of US equities, t-bills, treasuries, gold, and international returns

r/stocksSee Post

Tax questions regarding short term gains

r/WallstreetbetsnewSee Post

Scienjoy’s “Al Vista Live!” projected grow 32.5% CAGR by 2032

r/WallStreetbetsELITESee Post

Scienjoy's B2B product is projected to grow from $28B to ~$202B by 2032

r/RobinHoodPennyStocksSee Post

Scienjoy is betting physical AI will win adoption as China's AI market expands

r/pennystocksSee Post

Scienjoy to Launch “AI Vista Live!” in China, Targeting a $202B AI Market

r/optionsSee Post

Cheap call options for this week

r/RobinHoodPennyStocksSee Post

$RMXI - This means RMX streams HD video over radio networks while other solutions rely on satellite connectivity. We believe this puts RMX in a differentiated position to deliver real-time video when satellite is unavailable, congested, or cost prohibitive.

r/wallstreetbetsSee Post

Did HD protests actually help stock?

r/WallstreetbetsnewSee Post

GEAT’s Enterprise Use Cases Go Way Beyond “Virtual Lunch With Friends”

r/RobinHoodPennyStocksSee Post

This Tiny Company Just Got an Infrastructure Upgrade That Changes Everything

r/investingSee Post

GEAT’s 8x8 Deal: From Idea-Stage App To Enterprise-Grade Platform

r/RobinHoodPennyStocksSee Post

Why The 8x8 Partnership Gives GEAT A Much Stronger Pitch To Corporate Clients

r/wallstreetbetsSee Post

Home Depot falls 4% pre-market after company cuts full-year outlook as consumers put off home improvement projects

r/wallstreetbetsSee Post

(HD) The Home Depot Q3 2026 Earnings Call | Live Transcript at 9:00am ET

r/wallstreetbetsSee Post

Made my own trading journal just to watch myself lose in HD.

r/wallstreetbetsSee Post

What's up with $AMBA

r/investingSee Post

Yahoo! Finance is BROKEN now!!!

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How to optimize long-term gains in my portfolio?

r/investingSee Post

Which of these three retail stocks is the worst long-term play?

r/RobinHoodPennyStocksSee Post

$RMXI - As part of the event, John Dames, a recognized expert in C4ISR systems, demonstrated how VAST™ enhances TAK capabilities by enabling multiple simultaneous HD streams over MANET as well as real-time video streaming over constrained RF networks.

r/RobinHoodPennyStocksSee Post

$RMXI - As part of the event, John Dames, a recognized expert in C4ISR systems, demonstrated how VAST™ enhances TAK capabilities by enabling multiple simultaneous HD streams over MANET as well as real-time video streaming over constrained RF networks

r/pennystocksSee Post

Entertainment Robots Market Set to Reach $114.17 Billion by 2029

r/pennystocksSee Post

$BURU - nice bounce off lows and setting up nicely for next week... The capital raised is expected to unlock $7.5 million of Tekne’s existing orders, potentially generating up to 15% in net profit for the Tekne US JV.

r/wallstreetbetsSee Post

Finally I'm seeing a turtle trade signal, so I'm in for 2% of portfolio on PSIX

r/wallstreetbetsSee Post

$50k+ in GRRR, Bananas out for Harambe Pattern Spotted, $26+ Breakout

r/wallstreetbetsSee Post

$50k+ in GRRR, Bananas out for Harambe Pattern Spotted, $26+ Breakout

r/pennystocksSee Post

🫵🏻 Datavault A.I. DVLT. not a meme stock people.. company holds 72 patents, Web3 / token exchanges,. 2+2=4… I’m not a bot. Who believes DVLT will hit $25m by end of 2025

r/pennystocksSee Post

Datavault AI (DVLT) launching leading tech - Sept 8 and Sept 9 PRs have the key info and as already posted, a CEO-affiliated company just acquired 10M shares at $.32 ($3.2M)

r/stocksSee Post

Mark Zuckerberg unveils $799 Meta Ray-Ban Display glasses

r/pennystocksSee Post

$BURU - Let's see a 14s close... The capital raised is expected to unlock $7.5 million of Tekne’s existing orders, potentially generating up to 15% in net profit for the Tekne US JV.

r/wallstreetbetsSee Post

Datavault AI Inc. (DVLT) - Up 33% Today & 7.5% AH - A Massive Run is Coming !

r/RobinHoodPennyStocksSee Post

$RMXI - As part of the event, John Dames, a recognized expert in C4ISR systems, demonstrated how VAST™ enhances TAK capabilities by enabling multiple simultaneous HD streams over MANET as well as real-time video streaming over constrained RF networks.

r/smallstreetbetsSee Post

Top Oversold/Overbought Stocks - September 9, 2025 📊

r/WallstreetbetsnewSee Post

Barclays said small-caps—especially value names—and homebuilders could be hit hardest if the Fed delivers a hawkish surprise at Jackson Hole

r/ShortsqueezeSee Post

SqueezeFinder - Aug 19th 2025

r/stocksSee Post

What’s on your position adjustment watchlist?

r/WallstreetbetsnewSee Post

The global smartglasses market is expected to surge by 110% in 2025

r/pennystocksSee Post

NVAX catalyst storm

r/WallstreetbetsnewSee Post

This microcap’s revenue jump just caught my eye, and I’m watching a few key dates

r/WallstreetbetsnewSee Post

Capacity, Channel, Catalysts: The Three C’s Behind The Print

r/WallstreetbetsnewSee Post

Margin Inflection: 26.4% Now, 30% Target-The Slope Just Got Real

r/WallStreetbetsELITESee Post

Margin Step + Channel Scale - WKSP’s Playbook Is Working

r/pennystocksSee Post

NexGen Energy to Host Q2 2025 Conference Call on Rook I Project Developments

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$JSDA Jones Soda Co

r/wallstreetbetsSee Post

Home Depot - HD 9 month downtrend breakout!

r/stocksSee Post

Pure homebuilder ETF?

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Expect Stock To Go Down

r/WallStreetbetsELITESee Post

Jones Soda (JSDA) Easy Double via Upcoming "IPO"

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Jones Soda (JSDA) Easy Double via Upcoming "IPO"

r/pennystocksSee Post

Jones Soda Easy Double Opportunity $JSDA

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I don't buy sexy.

r/StockMarketSee Post

(06/20) CRCL Continuing Climb! - Interesting Stocks Today

r/stocksSee Post

(06/20) CRCL Continuing Climb! - Interesting Stocks Today

r/ShortsqueezeSee Post

$TMGID and City of Hope: Tuning into a Cause!

r/smallstreetbetsSee Post

One Stop Systems (OSS): The Overlooked Edge AI Defense Stock Powering Palantir’s (PLTR) Battlefield A

r/wallstreetbetsSee Post

$QURE – Legit Buyout Bait With 3–5x Potential

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$ZENA News - launching Drone as a Service specifically for US Defense and Government agencies

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Lvwr pump and dump

r/pennystocksSee Post

SAGA METALS $SAGA 🇨🇦 $SAGMF 🇺🇸

r/wallstreetbetsSee Post

Home Depot quarterlies. Meh, I think they're screwed.

r/wallstreetbetsSee Post

Rates are about to blow up. Here's why!

r/ShortsqueezeSee Post

SqueezeFinder - May 20th 2025

r/wallstreetbetsSee Post

The long-awaited Florida real estate correction is here, this is not a drill

r/smallstreetbetsSee Post

NexGen Energy to Host Q1 2025 Conference Call on Rook I Project Developments

r/wallstreetbetsSee Post

Floor & Decor (FND) Short Thesis - Q1 2025 Earnings Call

r/wallstreetbetsSee Post

Short Thesis: Floor & Decor ($FND) - A House of Cards Ready to Fall

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WTF happened during the meeting with Trump and the retail execs? ($WMT, $TGT, $HD?)

r/WallStreetbetsELITESee Post

It Looks Like Netflix Is The Safe Haven Now

Mentions

Bob Nardelli left GE and ran HD for the entire decade of the 90's and the stock stayed stuck, when the big funds finally forced him out they paid him a quarter of a BILLION dollars to buy out his contract, while shareholders made nothing (I sold when I got even after ten years). Chrysler paid him TWICE that to take them into bankruptcy.

Mentions:#GE#HD

HD has the housing market cornered, they sell building materials and cardboard boxes…

Mentions:#HD

Ok I just read all the comments and I don’t think anyone asked what % of your total portfolio is MRVL, ALAB and ASML? That’s important to know. Also, how old are you? This also should weigh on your decision. Personally, I’ve held stocks to 1000% gains (i.e. NVDA) and am still holding. But on the flip side, I’ve held stocks that I was up 100s of % on and thought it would keep going, only to watch it go lower and lower and lower all the while thinking it’ll bounce (it did not). Now at this point I’m holding until/if it recovers but only because it’s about 10% of my portfolio. You don’t want to be in this situation. For example, if ALAB drops 30% next month, are you holding or selling? What if it drops another 30% the following month? And so on. At a minimum, as everyone else suggested, TRIM. In this weird market/Trump era, I take profits when I got them. Do I miss out on some more? Sure. But I’m fine with a few 100% in a few weeks to months. Then when there’s a dip, I buy back in. Rinse and repeat until the dip just keeps on dipping. To be clear, I buy the dip with 2028 calls. I use about 40% of my portfolio for options, the rest is shares in solid companies I’m holding till I retire (AAPL, MSFT, HD, GOOGL, JPM, etc)

I also agree it goes back to the console wars. Who won Beta or VHS.Blu Ray or HD? Porn decided some of the biggest wars

Mentions:#HD

Thanks! It'll be $100+ before long, imo. CLPT easily $50 just on HD approval.

Mentions:#CLPT#HD

just start identifying as a silicone based life form and eat HD TVs

Mentions:#HD

Need to get some in dependent feedback before I fly off the rails. I just sat down with my parents and got a look at their investment portfolio. They are 76 & 71 and using a fee-based investment advisor. I was immediately surprised to see individual stocks in their portfolio and then more surprised to see how many mutual funds the adviser placed them in. My thoughts would be to have elderly clients invested in a mix of index funds and bond funds and should lean towards lower risk. He has them in AAPL, MSFT, PANW, and PLTR along with a couple others that seem more reasonable (such as HD and COST). He then has a large position in QQQ, a smaller amount to SPY and VDE and then about half of the portfolio is in a mix of mutual funds that I do not know anything about. My question is: 1. How crazy is it to have a large percentage of tech stocks for someone past retirement age? 2. Would I be correct to assume this individual is charging a fee to “manage” the funds and then putting half (actually more like 70% if you count the etfs) in mutual funds that then charge another management fee to do the actual investing for him? Any feedback is appreciated!

MCD, MSFT, HD and SPY 2-6 month calls

Your kids, kids grandkids are going to be made up that their great great great grandad back on Earth made this investment for their safe passage to **HD 137010 b**

Mentions:#HD

survivorship bias though, for every HD there's a pile of 80s/90s IPOs that went to zero. Easy to cherry pick winners in hindsight.

Mentions:#HD

Mowed the grass, washed the truck, ran to $HD with the kid, weeded the garden, did the dishes, and swapped out some more old quest with new Pex. Get off your lazy ass and get the chores done.

Mentions:#HD

So the referees at the world cup wear cameras on their heads, cool, but why is the footage from them such shit quality? Do we not have to tech yet to make at least full HD micro cameras on their heads? Couldn't they just stick a GoPro somewhere on their bodies?

Mentions:#HD

when she asking for wood at 3am its not from HD homie

Mentions:#HD

Never been to HD because Lowes has Ego tools

Mentions:#HD
r/stocksSee Comment

Fully agree on your points. Interesting that you bring up TVs. It's actually a great example demonstrating why CPI is fundamentally broken as a measure of inflation. When everyone had a big tube TV they paid $200-$300. Then flat screens came out starting at $4,000 going all the way to $15,000. Of course those went way down and show a "decrease" in the price of TVs. At some point the original flat screens could be gotten for $1,000 while HD and LED backlights became flagship at the high end price range. The same cycle repeats and 4K OLED went to $1,000-$2,000 before dropping. According to CPI TV's have gotten 99% cheaper from 1990-2025. This measures "price changes" but not cost of living. No one wants a tube today. It wouldn't even work with other devices or apps you need to watch where most content is.

Mentions:#HD#OLED

You might be right, I'll stick to lowes puts. HD might be doing better.

Mentions:#HD

Might be location. I live in a VHCOL area and HD is quite busy. Their new free shipping feature is also super convenient

Mentions:#HD

and if you want to capture that though in HD graphics, with supreme accuracy, photoshop is ideal.

Mentions:#HD

Nice, up 21% on HD calls is solid. I grabbed some similar plays few months back when they dipped around 300 and worked out pretty well. Housing construction is wild right now - every neighborhood I drive through for deliveries has at least two houses getting work done. People definitely spending money on their homes still even with rates being crazy high. Your expiration gives you plenty time too, not like these weekly YOLO plays that expire worthless in few days

Mentions:#HD

Can I get an HD version ;)

Mentions:#HD

I'm assuming you're referring to Yagi antennas, a bit more complicated to build and you need to point it in the direction of the transmitter, but definitely a higher gain. Although nowadays the TV stations mostly switched to HD signal frequencies, the antennas don't need to be so big anymore, you could possibly build a Yagi that could fit inside.

Mentions:#HD

My defensive portfolio is holding mostly green. PG ABBV BRK-B TGT HD CI UNH PFE and APPL are on the red edge tho

Guess I’m going to start identifying as a silicon based lifeform now since all I can afford to eat are HD tvs

Mentions:#HD

But because it’s more HD, your tv is calculated as costing only 1% of what it did 20 years ago! You just need to buy more TVs to make up your losses in fuel and food.

Mentions:#HD

I have HD and was good for me. Kmb is interesting for sure and might pick some up.

Mentions:#HD

Time to buy some HD I guess

Mentions:#HD

Yes!! Love my TJX, HD and KMB

Mentions:#TJX#HD#KMB

SnDK, NASA, KMB, HD and TJX are my biggest

Mentions:#KMB#HD#TJX

Dropped a bit but my TJX, HD,KMB are helping

Mentions:#TJX#HD#KMB

$HD is killing it for me today… everything else not so much. Lol

Mentions:#HD

The spread on HD puts is 45% wide. Stupid!!

Mentions:#HD
r/stocksSee Comment

A few major conglomerates. That’s right. Samsung – Semiconductors, Electronics Hyundai – Automobiles, Steel LG – Electronics, Batteries, Robotics SK – Semiconductors, Petrochemicals Hanwha – Defense, Aviation HD Heavy Industries – Shipbuilding Hyosung – Electrical, Machinery GS – Petrochemicals POSCO – Steel ...and other large conglomerates are leading the Korean economy. But isn’t that the case in other countries as well? *Translated with* [*DeepL.com*](https://www.deepl.com/?utm_campaign=product&utm_source=web_translator&utm_medium=web&utm_content=copy_free_translation) *(free version)*

Mentions:#HD#GS

Connect my broker? So you can so my loss porn in 4k HD!!

Mentions:#HD

9am est for exec.  I am hitting HD on the way

Mentions:#HD

Passive index investing contributed to the bubble along with the fed always printing money to bail institutions out. Is this going to happen again? Reasons why it may continue to go down: circular investing, Hormuz remains closed and SPR running out in a few weeks, central banks selling US treasuries to buy oil, inflation is going up and people’s spending habits curtailing based on (HD, LOW, MCD), Q1 earnings based on pre-war data, more shares to buy due to multiple IPOs that would dilute total number of outstanding shares traded for the tech sector, and the bond market with rates going up due to everything above.   Why would it rebound? AI spending because AGI is nigh. If you’re not first, you’re last. Super intelligence would wipe out their businesses so they’re all in. The government would nationalize the first company that achieves this goal due to national security. What am I missing?  

That would be interesting. My PFE and LTC boring divi stocks did well too, actually most of my stuff. I missed most of the semi rally which I hate, thought this war thing and oil would be fixed so housing and HD, and LEN , etc might move. Nope...just semis every damn day. I shorted them cuz I hated them

> It's like selling when AMD first released their ATI Radeon HD 2900XT in 2007, we still haven't seen how these chips can be made more efficient, powerful. You mean... Right before Nvidia handed ATI their ass with the 8800GT? You don't even realize what the fuck you're saying, dude 😂 Making the argument it's the PERFECT time to sell.

Not me. I'm buying things near the bottom of their 12m range in a number of sectors that are not part of the semiconductor bubble such as CEG, CHWY, DG, HD, NVO, SMR, and SOFI. It's too late to chase things that have bubbled to ATH and I don't believe that sector can deliver results at their current valuations and capex burn rates.

New leadership for one. The new head has already started making changes to streamline experimental drugs. It's why biotech has done so well this week. March wasn't even a disapproval, they just wanted a full double blind study. QURE and HD groups want to use known HD progression as a base and give patients the drug and gather data that way.

Mentions:#QURE#HD

That's because back in his day they didn't have cameras so no one knew who committed the arson. Today, they've got HD cameras everywhere and will drone strike you before you light the match.

Mentions:#HD

When QURE released their three year data last year, the stock went to $71. Four year data starting to come out now. Approval probably gets it well over $100. Also, FDA meetings today for HD groups. Love this.

Mentions:#QURE#HD

Puts on HD. They don't sell left-handed screwdrivers.

Mentions:#HD

Holy shit congrats man! Looking forward to your celebratory post and next plays, I was already in Keel from last year that's 100% but was scared to put more in after breaking even from HD through the last drawdown. Your conviction is inspiring 🫡

Mentions:#HD

on the bright side at least HD seems to care about its investors as of latley, they deemed it necessary to update their investors as to why q1 was dismal. in previous months I heard ppl complaining they only are doing 22% margins, well this is them responding to that. high hopes for Q2

Mentions:#HD

Some stocks seem expensive BUT NOT ALL. HD and FNMA are screaming buys at these levels.

Mentions:#HD#FNMA

Other notable posts were DD on ORCL calls and INTU puts. I joined in on those and got out with 100% gains. I could have stayed longer and got 500% and 900% but there will always be other plays. And of course there are also DD that don't work out. I followed DD on PATH calls, MNDY calls, HD puts, and those resulted in losses lol. So not everything will work, but hey, you really just need one big one.

How am I supposed to play mina the hollower on an HD TV. This shit hurts my eyes

Mentions:#HD

I also generally avoid it, other than established players. Did well on VRTX a.few years ago. QURE is sort of a special case I read about. It seems pretty solid and the fact that HD patients are actually protesting and lobbying Congress on its approval....seemed worth a small position. CLPT is a platform. I do love a good platform business.

r/stocksSee Comment

$DELL Red wing hedge funds pumping, to divert all from war and 4% high inflation Look just 3.44 Billion Net income, pumping 30% $ZS $INTU crash 30% $COST $WMT $TGT $HD earnings pain

r/stocksSee Comment

$DELL Red wing hedge funds pumping, to divert all from war and 4% high inflation Look just 3.44 Billion Net income, pumping 30% $ZS $INTU crash 30% $COST $WMT $TGT $HD earnings pain

PG +5, HD +10, V +4, UNH +6, ARM -15, ASML -35....seems like rebalancing is underway.

HD, WMT, BA, PFE... Housing, consumer goods, building supplies. All that stuff is moving as it was hit hard by oil prices

HD just pulled back as much as it did in 2022 when hiking rates.

Mentions:#HD

Dual 80mb HD and your rocking

Mentions:#HD

It’s brutal I’ve been there. Broke no job couldn’t afford rent or gas. Financial crisis and had to live off my investment account for a year and a half till I got another job. Now I’m 50 wife kids >$3 million in cash and a $1.25 million home. Learn from your mistakes it’s all right there. Go back and look at the trades. See what you needed to do differently. Make the time investment in yourself. You have years for it to pay off. You can do it without margin and if you’re going to use options take a few free courses on how to use them well. They are for trades not investments. Use Charlie Mungers rule of looking at great companies below their 200 moving average and buy them. You only need to hold them till they are back to the 200 day and scalp the profit, or decide if the reversal is real. I did this 10 days ago with CEG around $250-260. HD in the $290s. Some of those are good cases to buy a call or two to define your risk if it doesn’t bottom. You can usually make 5-8%+ quick in a week or so and move on. Charlie was the public market investment brains in that operation. Warren was the personable one who is a good relationship builder. Warren wasn’t a good stock picker without Charlie. Probably why Berk is sitting on record cash since Charlie died.

Mentions:#CEG#HD

People are going to have to come to terms with the fact that NVDA is literally a WMT, HD, BA, etc type stock now and no longer a meme hype stock. Boring 0.50% to 1% swings and you'll never see the massive 12% jumps any longer. They've become so successful and so large and they have so many shares, it's very hard to get any real movement except for catastrophic bad news that sends it down.

When Cerebras Systems doubled on its Nasdaq debut, I started wondering about something: Is there still an AI infrastructure play that the market hasn’t fully priced in yet? I missed the Nvidia run. I missed the Cerebras IPO. By the time I got into China’s AI chip names like Cambricon Technologies and Hygon Information Technology, valuations were already through the roof. Same story every time — watching everyone else make money while I sit there holding cash. Last week, I was screening Nasdaq-listed small caps tied to AI using keywords like “edge computing” and “AI inference.” That’s when one ticker caught my eye: $MAAS. One phrase in the announcement stood out immediately: “edge AI computing,” alongside a RMB 5 billion investment. So I dug deeper. And after researching it, I came away thinking this might be much bigger than it looks. I’m writing down my thought process here — you can decide for yourself. First, let’s talk about Cerebras. Last week on Nasdaq, CBRS opened up over 100%, pushing its market cap past $65 billion. Wall Street lost its mind. Why? Because of one chip: the WSE-3 — 4 trillion transistors, an entire wafer without cutting, 21 PB/s of on-chip SRAM bandwidth, and inference speeds reportedly 21x faster than Nvidia’s H100. That’s real engineering. No argument there. But here’s the thing: Who exactly does Cerebras solve problems for? Microsoft. Google. Sovereign AI funds in the Middle East. A single CS-3 system consumes 23kW of power, requires specialized liquid cooling infrastructure, and costs a fortune. This isn’t infrastructure for ordinary businesses. It’s infrastructure for OpenAI-scale players. So where’s the opportunity for regular investors? In China. Specifically, in edge AI computing. First, understand why deploying AI in China is still difficult. Have you noticed something strange? Foundation models keep getting more powerful, but AI applications inside factories, toll stations, logistics hubs, and remote mining sites still struggle in real-world deployment. The issue isn’t the model. It’s the architecture. Centralized cloud computing runs into three major walls that keep AI trapped inside data centers: The first is the latency wall. Industrial quality inspection often requires decisions within 50 milliseconds. Autonomous driving systems need obstacle response times below 100 milliseconds. If data has to travel to the cloud, get processed, and come back, network round-trip time alone can exceed the threshold. At that point, it doesn’t matter how fast the chip is — the accident has already happened before the inference result returns. The second is the bandwidth cost wall. Imagine dozens of HD video feeds streaming from a factory to the cloud 24/7. Dedicated network costs alone can run into millions annually. At scale, bandwidth costs destroy the business model. The third is the data sovereignty wall. China’s Data Security Law places strict limits on sensitive data leaving local environments. Industrial formulas, smart city data, power grid scheduling information — a lot of it simply cannot be freely uploaded to centralized clouds. Cerebras doesn’t solve any of these problems, because that’s not the battlefield it’s fighting on. Now look at this company. Huazhi Future, under MAAS Intelligent Technology, partnered with China Electronics Computing Power and Zhongwai Zhiyu to launch a project called the “Xingchen Edge AI Computing Cluster.” Total planned investment: RMB 5 billion. Its first edge computing node reportedly delivers 4000P of computing power and is directly powered by renewable energy, positioning itself as a zero-carbon AI infrastructure benchmark. What does 4000P actually mean? It means a single edge node can simultaneously handle dozens of mainstream inference workloads. This isn’t traditional edge computing anymore. This is basically a mobile AI supercomputing center packed into containers and deployed directly where inference is needed. What’s smart about the Xingchen architecture? Let’s break it down. Layer One: Dual-core AI computing centers. One in Yinchuan, Ningxia, with 512 servers. Another in Yiwu, Xinjiang, with 256 servers. Why those locations? Cheap renewable power. Low land costs. Full alignment with China’s “Eastern Data, Western Computing” initiative. Western China’s computing costs can reportedly run 30–40% lower than eastern regions. That’s not software optimization — that’s geographic arbitrage. The two centers operate in active-active redundancy mode, meaning if one fails, the other takes over instantly. Enterprise-grade disaster recovery with near-zero RTO. Layer Two: 50–100 distributed edge nodes. Each node contains 10–16 edge servers delivered in containerized form — plug-and-play deployment with elastic scaling. Traditional data centers can take 12–24 months to build. These nodes can be deployed almost immediately after delivery and power connection. Technically, each node does three things: * Localized inference execution, reducing latency close to zero * Nearby data processing, cutting bandwidth demand by up to 90% * Local data residency, keeping customer data fully compliant with China’s regulatory framework Layer Three: Unified scheduling platform. One centralized platform orchestrates all nodes nationwide, handling resource pooling, intelligent workload scheduling, AIOps maintenance, and granular FinOps billing. In plain English: Compute resources become something like an electrical grid — centrally coordinated, consumed on demand, and billed dynamically. That’s what a true national computing network looks like. And policy alignment? This is where MAAS may have positioned itself extremely well. “Eastern Data, Western Computing” — check. “Xinjiang Compute Serving Chongqing” — check. China’s upcoming 15th Five-Year Plan shift from infrastructure construction toward operational efficiency and controllable security — also check. The Xingchen platform seems almost purpose-built for that transition. Three national-level policy trends, all aligned at once. That’s not luck. That’s strategic positioning. Huazhi Future has also reportedly established partnerships with Chongqing active-active data centers, the Ya’an AI Computing Center in Sichuan, and the Beijing Super Cloud Computing Center, while appearing on CCTV as a representative example of practical “Eastern Data, Western Computing” deployment. One final thought. Cerebras, at a $65 billion valuation, is solving the compute bottleneck for the world’s largest AI companies. Huazhi Future’s Xingchen project is trying to solve something very different: the real-world deployment bottlenecks of AI inside China — latency, bandwidth, and regulatory compliance. Its target market isn’t frontier model training. It’s manufacturing, smart cities, low-altitude economy infrastructure, and industrial AI deployment across China’s trillion-dollar industries. Cerebras’ logic is: Push centralized compute to the extreme so models run faster. Huazhi Future’s logic is: Bring compute directly to the edge so AI can actually be deployed. Both models make sense. But over the next five years, the second one may end up being far more important for China’s industrial AI rollout. Edge AI computing could become the final piece of China’s AI infrastructure puzzle. And Xingchen appears to be moving early. After finishing my research, I added $MAAS to my watchlist. I’m not telling anyone to blindly jump in. In fact, if you’re already opening your trading app to check the chart, hold on a second. This is how I’m thinking about it: First, catalysts. The first Xingchen node has already landed in Chongqing. Every future deployment phase could become a market-moving event: new node launches, customer contracts, policy endorsements, strategic partnerships. Since MAAS is Nasdaq-listed, material developments would likely require public disclosure, which improves transparency. Second, valuation anchors. Cerebras is already valued at $65 billion. Cerebras focuses on cloud-scale inference infrastructure. MAAS is positioning around edge AI deployment. Different markets, but both are fundamentally AI infrastructure plays. And the edge AI market opportunity may ultimately be just as large as centralized cloud inference. Compare the valuations yourself. Third, policy tailwinds. “Eastern Data, Western Computing,” “Xinjiang Compute Serving Chongqing,” and China’s next-generation national computing infrastructure strategy all point in the same direction. Historically, when policy, infrastructure, and AI narratives align in China, entire sectors can rerate very quickly. Of course, there are risks. Small-cap stocks can be highly volatile and heavily sentiment-driven. The RMB 5 billion figure is a phased investment plan, which means execution risk is real. And Chinese ADRs listed on Nasdaq always carry geopolitical and regulatory risk. But here’s the reality: When we missed Nvidia, we told ourselves it already looked too expensive. When we missed Cerebras, we said we heard about it too late. This time, while the Xingchen project is still early and before the market fully reacts, I’d rather study it seriously now than regret it later after the move is over. Manage your own position sizing. Set your own stop losses. But personally? I think this is a name worth putting on your radar.

Mentions:#PB#HD#RTO

Thanks for the HD quality photo bro 🫡

Mentions:#HD

These people who make these throwback 2d pixel games that are like 16 or 32 bit or whatever - how the fuck are you supposed to play these on HD TVs? This shit hurts my eyes

Mentions:#HD

Personally I think it has about bottomed out. I’ve been trading HD for 25 years and see it rising from here.

Mentions:#HD

So... HD is at a 3 year low and you want to get puts now? Where was this DD last year?

Mentions:#HD#DD

this is so HD wtf

Mentions:#HD
r/stocksSee Comment

Perhaps when an Actual photo from space is created that shows the Earth without them doctoring the image or applying filters. Why don't they post the HD version of the videos they make from space when they return to Earth? Do they not have hard drives in the rockets? Valuation - where are the tangible results?

Mentions:#HD

NU, WMT, HD, MCD, MSFT with leaps on most of them

r/stocksSee Comment

The FDA is wanting a full double blind placebo test. A few problems with that process in this case. 1) AMT-130 is delivered via injection into the brain. So for the placebo group you need to open the skulls of HD patients and do.... nothing. Very few doctors want that risk. 2) HD had no course of treatment. So of you spend 4-5 years doing a double blind test, tons of people go without treatment. On too of that.... 3) AMT-130 has a specific window in the progression of HD in which it can be administered. After that, nothing. So if people that are eligible don't get it now, it's a death sentence. You're literally asking people to die so that we can get 4-5 years of data. So what QURE is asking for (and this isn't a new class of test) is to start administering their drug. Start collecting data using baseline data on existing HD patients in lieu of a placebo group. This allows HD patients to start getting treatment now. If it works, great. If not, those patients have literally lost nothing since there already was no treatment to do anything meaningful for them.

Mentions:#AMT#HD#QURE

I work in corporate at HD. I am not buying HD shares and won’t be for the foreseeable future.

Mentions:#HD

Seems reasonable to me. Builders First Source trades as a more volatile version of HD if you're interested. You'd benefit from price and vol expansion of it went up.  

Mentions:#HD

I love idiots like you, when EQNR was trading at 22-24 I bought 24Cs several months out in anticipation of war. Same idiots like you said "you're buying illiquid options". I bought well over 200 contracts, they were very liquid when eqnr hit 34. Maybe mind your own business? And yes the moment you said HD is consumer defensive is the moment I stopped readi g what you wrote. Because I knew you were an idiot

Mentions:#EQNR#HD

yea a second massive sell off by volume in two days. Institutional move. You are retarded if you think HD has a chance in this economy. You are retarded because you think consumer cyclical is the same as consumer defensive and you're retarded because you think that just because a stock is at a low price point that it cant tank further

Mentions:#HD

HD Sept calls because bitches love flowers 🍻

Mentions:#HD

Brother, you responded this morning off of a move in the first 15 minutes. Absolute troll mentality to then say I am reacting to intraday moves. Again, buying options on HD is dumb because of the lack of demand. Why would I buy calls when I could make 10x on calls that actually move. I don’t think you have any idea what you are doing.

Mentions:#HD

I regret not buying more HD calls, they are up 30% in the last 2 days

Mentions:#HD

HD pumping like a meme because of all the covered calls sold I think.

Mentions:#HD

Well, did you close your position green because that bid is in the mid $12s now??? Look, you have plenty of time left on this play man but the bid/ask spread is always shit on HD and Lowes options along with there being very little demand for the contracts. In the current climate we could get a market crash at any moment that would be pay off for you, but as I stated multiple times there are so many other plays that would be far more lucrative then shorting a blue chip stock, with large gaps in bid/ask, while they are already down 20% in the last year. What exactly did you think you were correct about this morning???

Mentions:#HD
r/investingSee Comment

HD is a fair company entering a fair market value territory. Every time I run the numbers I get a value at \~$280. Deduct a margin of safety puts it at $240. How this firm ran to over $400 absolutely baffles me... happy to just sit on the sidelines until then.

Mentions:#HD

Honestly HD looks good too

Mentions:#HD

HTF is HD and LOW flat and BLDR down 5%.

Mentions:#HD#LOW#BLDR

Jesus man, do you. I honestly hope you hit, I have no reason not to. I am just telling you as someone in this industry that I believe that you are shorting the bottom. Money rotates out of Lowes and HD when the market gets hot and bothered for something new (currently everything around AI). At some point that money will flow back into these safe havens and it will probably slowly chip back up $30 or so. Again, you have stocks moving at insane rates daily right now and you are betting against a massive company, that is already down 20% in the last year. I just can’t fathom why this would be the battle to take up. Intel a year ago made plenty of sense. This doesn’t.

Mentions:#HD

They can gaslight you all they want, but take a look at IP and tell me we aren't deep in a recession. You can't. Chip stocks are making retards rich on this forum and in some hedge funds, but the actual economy is boned. Same with RVs (WGO) and homes (HD). All the building you see is just black rock creating apartments for 15 minute cities. We are not in a good place in this country right now and it's about to get worse before it gets worse.

Mentions:#IP#WGO#HD

Why is HD and LOW green and BLDR is down 3%

Mentions:#HD#LOW#BLDR

HD beat means indicator for recession is over lololol

Mentions:#HD

The only thing saving me right now are the HD calls I bought right after their earnings

Mentions:#HD

HD bottom. Earnings barely in line, waiting for oil and rate cuts, housing. Green. All signs say it's as low as it's going to go unless something drastic happens

Mentions:#HD

Cramer was almost crying about HD and now it’s recovering. Bottom in?

Mentions:#HD

Nvm HD puts were the move

Mentions:#HD

Always. I stopped at both Lowe’s and HD midweek and tripped over people shopping for a lawnmower. It’s a bad play.

Mentions:#HD

HD puts were not the play but not nuked. Onto the next one

Mentions:#HD

Bad call on HD on my part, sorry bros

Mentions:#HD

HD $350!

Mentions:#HD

Fingers crossed that the HD satellite data parking lots empty guy was right and it misses big

Mentions:#HD

I thought of different things like HD and CAT

Mentions:#HD

HD earnings will decide if we see SPY +/-2% on SPY.

Mentions:#HD#SPY

HD gif is crazy work

Mentions:#HD

Going to fall asleep to the sorcerers apprentice and wake up to HD drilling after a bad beat 😮‍💨

Mentions:#HD

Maybe ur HD… I spend bazillions of dollars at mine and they pretty much suck me off every time I go in that place

Mentions:#HD

Just popped a Xanax, sweet dreams. I'm going to wake to HD being up +22% on earnings, I just know it 🙏🚀

Mentions:#HD

I'm really scared about HD. I don't want to still be holding through earnings, I never do that. Dammit. Hold me someone, preferably female

Mentions:#HD

HD gonna crush it and markets going to fly.

Mentions:#HD