Reddit Posts
Hyperscaler debt issuance in 2026 is almost 70% of Treasury Bond Issuance as per JPM.
Earnings preview for next week: META's print is really a Muse referendum
CPI, Earnings and the return of the corporate bid
Earnings week watchlist, can't stop staring at TSM next Thursday
$HTZ DD: The $3 wall is structural, not sentimental
BNPL Degen Returns: Why $KLAR will double from here
Iran Headlines, 19 Fed Speakers and Quarter-End Flows Put SPY Under Pressure
JP Morgan gives IREN a double upgrade
$DELL — Am I crazy or is a $20 call actually a steal going into earnings?
NVDA Confirms the Memory Bottleneck, PCE Stays Mechanically Hot & Positioning Turns Bullish Into Jackson Hole
Just handed 100k to my trading agent after running evals
Top stocks hitting 52-Week Highs/Lows - August 12, 2026 📈 📉
Hookers (304) and blow. I checked my clock and it said it’s that time
Capital One ($COF) says it closed Trump Organization's accounts after anti-money laundering probe
Top stocks hitting 52-Week Highs/Lows - July 28, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - July 27, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - July 24, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - July 15, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - July 14, 2026 📈 📉
If hyperscalers like MSFT, ORCL, META, AMZN, etc are down 30-40% semi conductor stocks can’t continue to go up! Says JPM’s Chairman of an investment Strategy Michael Cembalest.
How to pump WEN renevue for free and get some free food in the process
Top stocks hitting 52-Week Highs/Lows - June 25, 2026 📈 📉
SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion
Top stocks hitting 52-Week Highs/Lows - June 17, 2026 📈 📉
Four different Fiserv ($FISV) insiders just bought over $1M in stock on the exact same day.
I pulled this tape from Friday. It reads like a Bay Street directory.
JP Morgan Upgrades from Sell>Neutral and Raises PT from $145>$475 1 Week From the SpaceX IPO
$500 to $5mil Project - NKE $50C Jul17 + ABT $100C Jul17 - Full DDs
The Story of Foxtrot: A Messy Private Restructuring Highlighting Successor Liability Questions
WSB Weekly Outlook | The Week Ahead (6/1/26 - 6/5/26)
AI trade is carrying the entire market on its back again.
JPM boss lady Hajdini counter sues banker Rana for defamation and ruining her life. Also her role is at JPM is "VP of leveraged finance".
Has US Justice system become bribe operated? JPM Research shows, Trump DoJ terminated without prosecution, around three times as many cases of fraud than prior administrations. There was also about 90% increase in terminated cases for white-collar and organized crime.
DD: SK Telecom ($SKM) Gives A Free Stake in $4T Anthropic. Short-Dated Calls
I have a list of energy/industrials companies but each one has their flaws.
Fuck Al - I have a list of energy/industrials companies but each one has their flaws. Would value your perspective.
Wanting to get sexually harassed at JPM is back on the menu!
Calls/Puts on JPM. Bubble About to Burst
POV You’re a new hire at JPM and your manager wants to discuss the terms of your promotion
JPM dude sneaking out of the boss's office after being forced to see cannons
JPM Exec Allegedly Turned a Broker Into Her Personal Sex Slave
Jamie Dimon warns of ‘some kind of bond crisis’ ahead as global debt risks build
NRED at $37M EV vs a Potential 3.3B lb Copper System - Why the Market Might Be Early Here
Updated - J.P Morgan's Top Stock Picks for 2026 - +7.40% YTD
Every $0.50/lb Copper Move Adds $1.85B to a CMM-Scale System. Here Are the Levels.
JPM beat, Citi beat, and the reactions were different. Is earnings season mostly about expectations now?
Are we here yet? Bear huddle 🌈🐻
JPMorgan cites complex economic risk, downward revision for 2026 guidance
My perspective on oil prices from now until the end of 2026. Information compiled from multiple reputable news sources
The Strait of Hormuz Premium: Why the Tape is Trading on Vibes, Not Volumes (CPI 3.3% Breakdown)
Dealing with some regret amidst "missed opportunity" to have invested more a month ago and in the past few weeks. Any constructive thoughts?
Do you think the guys at JPM are worried right now?
Looking to expand my stock picks...are AMZN, PEP and MCD good picks?
Markets are glowing green today… but is this the calm before something bigger?
Xtreme One Entertainment Secures Temporary Restraining Order Against Lender Williamsburg Venture Holdings, Halting Alleged Fraudulent Transfer and Sale of $XONI Stock
Big bank earnings are coming up and prediction markets look pretty bullish on the group
Market Screener: BAC, JPM, and MRK looking cheap? 📈
Where can I track BofA / JPM / GS index targets (S&P 500, Gold) in one place?
Where can I track BofA / JPM / GS index targets (S&P 500, Gold) in one place?
Dow Jones & NASDAQ Composite close in -10% correction territory
Dow Jones & NASDAQ Composite close in -10% correction territory
$GRAB: The "Super App" Finally Breaks Out of its Cage
An Exodus of Money Endangers Wall Street’s Private-Credit Craze
Morgan Stanley restricts redemptions at private credit fund after withdrawals surge
CRCL 150 6/18/26 Calls I forgot I had
Sky Harbour Group (SKYH) Update: Asset-Level Inflection, Debt Arbitrage, and Valuation Upside
Sky Harbour Group (SKYH) Update: Asset-Level Inflection, Debt Arbitrage, and Valuation Upside
The Payrolls Bomb, the Oil Shock, and the Wall Street Shouting Match That Followed
HIMS Leadership Just Pulled Off the Greatest Corporate Bear Trap in Modern Healthcare History 🚀🐻
Honest question: what's your actual process for forming a rates view before a Fed meeting?
What to Invest in from the following - portfolio breakdown I want to diversify from Tech
Looking for a calculator/ website to tell me the approximate closing price of proprietary mutual funds ahead of the close
JPM Earnings: Big Profit, Big Warning
Mentions
Calls on GS MS JPM if true
It’s a very complicated financing deal involving Delta hedging with a note holder who was sold the debt contract by JPM, just google it if you don’t believe me, but it’s true
i still have a shitload of FRC.B shares because some investment advisor told me that 20b JPM gave them would mean they were fine
They pay google, amzn for compute with cash and financial instrument black magic. Only the cash part of the expense gets included in operating profit. The rest they get to wave away as one time balance sheet shit etc and pretend it doesn’t exist. And then we say yes operating margin looks great and this company is worth more than 2 JPM. Give me stonk. I like this. I no dumb ber. Company good. Market healthy.
JPM and GS both refused to underwrite the loans for data centers chip portion of financing and only financed physical buildings and utilities build out.
CRWV can die for all I care it’s contagion. So is Open AI and Anthropic JPM will call it a bubble and then own 10 % of the company when all the blood is in the streets. Short it! I’m shorting to and have covered calls on my NBIS shares to soften the way down. But make no mistake this is massive fud and my baby NBIS will be a diamond you wish you bought. Just watch out for those green dildos when it bounces.
K. JPM also calling it a bubble, just like every other advisor trying to play both sides. I'm already riding leveraged CoreWeave short straight to hell.
Well it’s from JPM and has nothing to do with demand from Anthropic. This has nothing to do with LLM’s at all. I’m buying NBIS buddy, all the way down because I know that smart money wants it. How many times does a market over react to something only for the stock or sectors they were bearish on be the one that they wanted the most. Come back in April and let me know if I was right.
Will they tho? Low rates also mean lower lending margins. I ran an analysis on 5 banks (JPM, BAC, C, PNC, WFC), and there doesn't seem to be any correlation between rates and returns. 2 have positive correlation, 2 have negative correlation, and C has basically 0 correlation.
Since you absolutely suck at trend reading, you have to stop gambling and simply invest. Buy at least 5 different stock, equal amounts to start and go away. They can be V AMZN SPCX MSFT META JPM SHOP NBIS CRWD GOOGL AAPL etc. It is so hard to lose money over a few year time period with stocks like those. My longest hold is AMZN since 1998 with a cost of $.78/share. Stop gambling, continue investing. There, that's your advice. Anything to do with trying to outsmart the market (like options) is doomed to fail yet again. Please learn.
Market panic for new war, $CRWV bond, AI-theme. Many times past 2 years, we saw scary DC news, like 48hr warnings After 12000 Iran target attacks last 6month, how much new war impact US GDP? Earnings strong $NVDA $MU $META $JPM $GS $SPCX $TSLA & all BigTech have big cash flow, it’s earnings time.
Holy cow JPM gave SPCX a $500 price target lol
I'm kind of staying away from retail completely. Why WMT, and not TGT or DG or DLTR or Five. Similar type stores and I have often found difficult to parse? Griffin reminds me a lot of Jeff Gundlach who so wanted to be called the BOND KING after Bill Gross retired. Notice how Griffin shows up a lot after JPM and GS are on the media radar
$SPCX PT raised to $500 from $240 at $JPM - keeps Overweight rating
Time to sell my JPM shares
Bloomberg: JPM sees Bitcoin beating stocks :ahyes:
If it wasn't for the fact that the finance sector as a whole is definitely secondary-order affected by the AI issues I'd have a LOT more conviction in SCHD. As it is right now I'm not sure who will be the ultimate debt-owner of the buildout, because JPM/BOA are both very heavily wrapped up in it and will likely be the next to be merged into another
guess JPM holding some crwv bags?
For the second part, not to be pedantic, but Schedule AB II, not AL, governs public ABS reporting. If some future reader comes by, I need not for them to be unnecessarily confused. And this does present a real but only "philosophical" problem. Bridgecrest, a related party wholly owned by the Garcia's, control Bridgecrest. Bridgecrest has full discretion in servicing. This is part of the not-quite-but-we-claim-we-are-vertically-integrated selling point of Carvana. I have to view the formal recorded extensions with some degree of skepticism given the related parties. In part 1, recall I presented some metrics for "support". That was done because once you added in one month cycles where the balance didn't change, the percentage of "stealth" modifications was not zero. Stealth modifications are a very real thing and part of the extend-and-pretend ABS lifestyle, if a originator takes that lifestyle. In comparison, Ally public prime ABS are, quite frankly, a beautiful thing to examine with sharp cut offs and quick resolutions. If I were an ABS investor with a low risk appetite, I'd fill myself with Ally. But the return is lower. Trade-offs. As for resolution, you get 12 sampling points per year, no more, no less. Clustering for the most part goes out the window and you can only examine trend lines. Even then there are hard choices to be made for presentation and interpretation since the population only decreases and consolidates stressed borrowers with a survivorship bias. Converting these "philosophical" problems into hard numbers with some meaning is quite hard. I'm spending hopefully enough time explaining my position so the choices I make are not as easily brushed off by JPM with the quick "significant misrepresentation of facts" by explaining the difficultly. It's also what I'm looking for. And I switched the balances. If there is one thing these ABS do reveal, you want to pay your car off as quickly as you can.
$PLAY by multiple. JPM paid better but I was already rich.
Yeah I am fucking the JPM algos that manipulate the market sentiment
Apple closed green KO closed green JPM closed green. BP closed green LLY closed green Just a sample of what i own that closed green.
It can be worth it for chasing bonuses and relationship benefits which is the only reason I also use Merrill and JPM, but other than that makes taxes more annoying.
For my speculative money, I try to focus on where the market is actually outperforming, not which ones I want to perform well. For the past 5 days, the following sectors have outperformed: * Consumer Staples: up 5.04% * Health Care: up 3.98% * Energy: up 3.64% * Materials: up 3.40% * Financials: up 2.16% Meanwhile, these 4 sectors are down: * Information Technology: down 5.24% * Consumer Discretionary: down 0.62% * Communication Services: down 0.44% * Industrials: down 0.11% So, for this week, my trades in V, JPM, WMT, and TJX have all done pretty well.
With the cost of capital rising, investors have been moving money from stocks relying on borrowing to stocks generating profits and cash. For the past 5 days, the following five sectors have been outperforming: * Consumer Staples: up 5.04% * Health Care: up 3.98% * Energy: up 3.64% * Materials: up 3.40% * Financials: up 2.16% Meanwhile, these 4 sectors are down: * Information Technology: down 5.24% * Consumer Discretionary: down 0.62% * Communication Services: down 0.44% * Industrials: down 0.11% Since the S&P 500 is currently less than 5% of all-time highs, the overall market's clearly very healthy. I'm continuing to like names like V, MA, KO, WMT, COST, TJX, JPM. They're not sexy, but they don't have to be....
Lol on a JPM call. Earned.
Woke up feeling cute and generous. Checked $HOOD and didn't even bother with $JPM nor $WFC. Print. I feud the best course of action was to expense $35.00 USD as lunch donations at my local Wendy's.... She says they: "Drop dem tendies, fresh!".
JPM is involved in AI investments
JPM is a power house and not going anywhere. Buy the dip.
It's possible. JPM got got by that chick for overstating users
When the hyperscalers starts acquiring smaller company due to insolvency, thats when the bubble pops. Kinda like JPM buying Stearns and BOA buying Merill.
Based on JPM I’m not touching banks.
JPM, COF, and GS aren’t sexy tech trades (so most traders will probably ignore them), but they all look poised to recover from recent dips.
Can't he just send the marines to the JPM, Blackrock etc. headquarters and switch the algos to buy?
JPM was like ‘everything is coming up money’ and also ‘our customers are resilient but also they’re maybe spending less this quarter’ followed by ‘I’m not going to point out any particular deals, but we don’t need to chase yields’ And later in the day, announces they’re underwriting the real estate and electricity portion of a 5 billion dollar ai buildout in Europe, only underwriting 1.3 billion with GS, refuses/declines to underwrite the nvda chip portion of the buildout of 3+ billion. A half hour later, nvda announces that they’re going to announce an investment of 2 billion dollars in ai in Europe this week (notice it’s also not the full 3+ billion, if these are the same facility) And then some enron celebrity mentioned Micron is obviously the best because their future pricing on memory contracts is ‘reasonable’ while competitors are extortion’ but in business speak this means they’re lowering future prices already and future earnings will be lower margin/lower profit
$RBLX PT raised to $53 from $40 at $JPM - keeps Neutral rated
Every time Jamie Dimon is warning or lecturing, it's either to distract about something negative that happened at JPM or a mistake he has made. He strategically smears his own shit stains on other people and then talks about how stinky they are.
Yes, he is. These are his thoughts on the matter about where the risks are in the market. As the CEO of a holding bank, it is his job to mitigate risk. He is also stating that this is not investment advice, which is how people on Reddit tend to read it. It’s, informative stuff, but clearly doesn’t change the asset allocation of the wealth management side of JPM. His incentive is to stay the wise shepherd of one of the largest banks on Earth. As such, he is doing an amazing job and his insights are read by all. They are usually very good points.
Is JPM? These banks are more exposed to AI than most people's portfolio.
JPM should be way lower, all things considered
JPM and GS refusing to underwrite loans for overpriced chips
JPM and GS underwrite 1.3 billion (real estate) portion of 5 billion dollar loan at 11%, refuse to underwrite 3.3 billion dollar loan on nvdia chips. For a location in Norway. Later: nvda announces upcoming 2 billion dollar ai investment in Europe this week.
$META Muse, mouse, all media show up before earnings, and ump stocks when cash flow negative after big spending, no ROI. Let’s see how earnings pain spread like banks today $JPM $C $WFC $GS etc
Am I reading this right? JPM had a double miss and yet is green? It's just perfectly aligned with the movement of all the other financials in the sector? Earnings dont mean jack shit any more, its purely about the metanarrative now
JPM miss but green. Makes me think real expectations are met.
The bank bit is the one I'd actually pay attention to today, since JPM, WFC, GS and Citi all reported this morning. "Oversold and cheap" doesn't mean much if the reports show provisions climbing. Banks trade on net interest income, credit costs and guidance way more than the EPS headline, so a beat with a soft NII outlook can still go red. If the calls sound fine on consumer credit and NII guidance holds up with the Fed hiking again, then yeah, the cheap-valuation case gets stronger. If provisions jump, cheap gets cheaper. I'd let BAC and MS tomorrow fill in the picture before reading too much into one morning.
Were you able to read through the JPM earnings release yet?
better than expected guidance from JPM
JPM miss earnings Extremely high leverage punishments soon
Stonks, bonds and so on. Basically JPM saying "if we ignore our core business we're doing fine".
What happened I heard that JPM was cooked and the market is going to crash
What exactly are paper security losses? From JPM: Excluding $658 million in paper securities losses, the bank earned $5.75 per share.
delta, JPM, wells fargo misses b2b2b no bueno
Insiders been dumping JPM since last year at least, wise to get out
WTF is this JPM behavior?
Why is JPM pumping on a miss lol
Hands up if you bought that JPM dip
No,but multiple pharmaceutical companies are searching for a cure for JPM.
holy JPM what just happened
it seems JPM found cure to cancer lmao
Wait did JPM just V to green? LOL
Well at least my JPM put us in the money. If VIX don’t wake up today I’ll never trust bears again
JPM to be renamed Just Put it in Me
JPM just keeps tanking after a slight move up woah
JPM crashing what a surprise, this stonk always dumps on earnings idk why it's a great stonk
JPM crashing what a surprise, this stonk always dumps on earnings idk why it's a great stonk
It would appear Big Lorna's cannons could not save JPM. The poor fish head children will suffer
It's said that when things go wrong the banks are the first to show signs of stress JPM missing earnings in this encironment is concerning
No matter how stupid you think we are, just remember, JPM missed during the most corruption friendly administration of our lives
JPM Adj. EPS: $5.75 vs. $5.90 est. (MISS) Reported EPS: $5.57 Revenue: $50.17B vs. $51.22B est. (MISS) Net Income: $15.31B Net Interest Income: $27.10B ROTCE: 17.0% Credit Loss Provision: $2.74B
I always misremember the ceo of JPM as Jamie Morgan. I dunno why.
JPM. I'm ok with burning the money since they're lottos, but if the rest of the market drops big (and not the banks), I would feel a little sour about it.
Lookin at JPM post earnings, maybe I’ll apply for an internship….
Major earnings expected before the bell on Tuesday include: * Johnson & Johnson (JNJ) * JPMorgan Chase (JPM) * UnitedHealth (UNH) * Citigroup (C) * Wells Fargo (WFC) * Albertsons (ACI) * Domino's Pizza (DPZ) * Goldman Sachs (GS)
How dumb am I for grabbing 1000 shares of JPM today
Do you think JPM’s presenter will keep a straight face when they talk about construction loans tomorrow?
How are feeling about JPM tomorrow?
Just use a treasury ETF - VBIL, SGOV, USFR. Or buy VUSXX in a JPM brokerage account.
JPM is interesting. earnings tomorrow morning.
JPMorgan (JPM): ~7:00 AM ET; call at 8:30 AM ET. JPMorgan Chase Wells Fargo (WFC): ~7:00 AM ET; call at 10:00 AM ET. Wells Fargo Newsroom Goldman Sachs (GS): ~7:30 AM ET; call at 9:30 AM ET. Goldman Sachs Citigroup (C): ~8:00 AM ET; call at 11:00 AM ET.
Right now for trades, I like longer dated calls (12-24 months out) on GOOGL AMZN AVGO JPM & WFC. I will sell way earlier than expiration (at the latest 1-month out). First, the thesis for GOOGL AMZN & AVGO is simple, earnings growth and they have all pulled back nicely. Second, the thesis for JPM & WFC is they are poised to manage rates, grow earnings, and they have pulled back nicely. Third, is a retard trade for the bois, buying 6-18 month dated puts on BRENT (crude oil) into $110-115 (targeting $95-80 strikes) and dca sell the dip. My risk management strategy for this trade is to (stop loss) sell if BRENT breaks out of it's ever growing "cup & handle" on the daily chart dating back to the start of the war on Iran, so \~$122 range (just need to watch it if/when it happens) if you're fine taking the risk. Note: This market is hard to trade, but if you MUST trade options, longer dated options have less risk, can be sold in short duration and solid returns (for this environment) when managed correctly. Don't try to be a hero. God speed.
JPM has been most proactive about rolling up their lines of credit on personal and business lines over the past two years and dimon’s trust has been selling off shares consistently last i checked. I would like to be bullish on them but I’m not confident. Very interested in their results in particular
I’m here for it tbh. MS and JPM may be slightly better buys, but I like SCHW for its margins.
Yes, but I bought a bunch of XOM 2-3 years ago, im up 50% and its been paying 3% per year while doing it. Just because something isn't leading doesn't mean its not a solid investment. JPM is also up 100%. Do some degenerate trading if you want, but not with your entire portfolio.
SOFI feels so held down from JPM and the other big boys. Good earnings each time, yet the stock idles below 20
Imagine being the bank that gets to kick off earnings season. No pressure, JPM 💀
The dude that got harassed by the JPM Lady
noticed the implied move for $JPM listed as 3.58% – that’s pretty tame. in the past a 4‑5% implied move on a bank once exploded into a 12‑15% gap after earnings. i’ve been looking at a modest paper put to protect if the market swings out of the 3‑4% range. might be a decent hedge for a long position.
yes I usually don't play bank earnings for that reason. I mean premiums aren't even bad usually IV for a couple months out is like 25% which is cheap but they don't move enough to justify a play honestly. I played calls and puts on JPM post earnings a couple times tho
idk it's in the name. I think last time JPM poots printed but I forgot, I don't play banks earnings
JPM? enh, sure Stanley? enh no. MS has been struggling, lagging even
Morgan Stanley, Goldman Sachs, JPM, are looking good
Calls. I bought $10 worth on $HOOD. Still probably add exposure on JPM and WFC. Maybe CashApp too.
SPY $767p tomorrow. Also I made a ton of TLT, JPM. Feel like a boomer.
FUCK I gotta pay late payment fee coz JPM didn't process my autopsy? PUTS! :screech: :screech: