news · primary_subject · 1.00
Nvidia, Intuit, Applied Digital, Walmart, Deere, NIO, and More Market Movers - Barron's
2026-05-21T10:42:00+00:00
Nvidia, Intuit, Applied Digital, Walmart, Deere, NIO, and More Market Movers Barron's
Ticker Detail
NIO · NIO Inc.
Score: 0.52
Latest event: 2026-05-21T10:42:00+00:00
WATCHING: 1 active source(s), confirmation 0.89.
Recent Events
Resolver-linked recent activity
reddit · primary_subject · 0.85
Samsung +6% after tentative last-minute union deal averts 50k worker strike planned May 21 to June 7
2026-05-21T01:40:00+00:00
Source: https://finance.yahoo.com/sectors/technology/articles/samsung-reaches-tentative-union-deal-143042907.html In a last-minute reversal, Samsung Electronics Co. reached a tentative deal with its labor union, averting a potentially crippling strike that had been scheduled to start Thursday at the world’s largest memory chipmaker. The South Korean company said in a statement late Wednesday that “labor and management have reached a tentative agreement on wages and the collective bargaining agreement.” The company’s union also confirmed suspension of plans for a strike that had been planned for May 21 to June 7. Samsung’s stock rose about 5% in pre-market trading on Nextrade. The news follows days of back-and-forth brinkmanship and high-pressure negotiations. On Wednesday morning, labor leader Choi Seung-ho said the work stoppage would go ahead after Samsung’s management rejected a proposal from government mediators that the union had accepted. Korea’s government — deeply invested in the outcome because of Samsung’s importance to the country’s economy — made one last appeal as Labor Minister Kim Young-hoon called the two sides together for evening talks. About 90 minutes before midnight local time, the parties reached a tentative deal. Under terms of the proposal, Samsung will begin a special performance bonus system that would reward workers in the semiconductor division based on profitability. The 10-year bonus scheme will include ambitious profit targets of 200 trillion won ($133 billion) per year from 2026 to 2028, and 100 trillion won from 2029 to 2035. Samsung’s union told members they will be able to vote on the proposed 2026 wage agreement from 9 a.m. on May 23 to 10 a.m. on May 28. Global Supplier The truce averts what could have been a damaging strike for Samsung and the tech industry. The Korean giant is the world’s biggest supplier of the memory chips that go into everything from smartphones and electric vehicles to the AI data center servers that power services like ChatGPT and Claude. Shortages in the memory chip sector have already driven prices sharply higher in recent months, and disruptions at Samsung could have exacerbated it. The strains between management and labor showcased simmering tensions across the country as workers push for a greater share of the profits that companies like Samsung and SK Hynix Inc. are deriving from a global AI infrastructure boom. The union had earlier demanded that Samsung scrap an existing bonus cap, allocate 15% of its operating profit to worker bonuses and formalize those terms in employment contracts. Labor leaders pointed to SK Hynix, which last year agreed to allocate 10% of annual operating profit to a performance bonus pool. Samsung had proposed allocating 10% of operating profit to bonuses, along with a one-time special compensation package that exceeds industry standards. Company executives argued that the union’s demands would be difficult to sustain over the long term. Under the new compensation system, Samsung will keep its existing profit-sharing bonuses and add a new scheme for the chip division funded by 10.5% of performance, according to a statement from the union. The bonus pool will be split between different levels of the organization, with 40% allocated to the division and 60% to individual business units. Instead of cash, employees will receive the bonus in stock, after tax. They can sell a third of those shares immediately, while the rest of the shares will have to be held for up to two years. In addition to the new bonuses, Samsung agreed to an average wage increase of 6.2% this year, along with improved child support payments and housing loans. The agreement, however tentative, will likely come as a relief to customers and other business interests. “There are mounting concerns that any significant production disruptions or operational uncertainty at Samsung Electronics could place additional strain on the global memory semiconductor market, potentially worsening supply bottlenecks, price volatility, procurement uncertainty and broader supply chain instability,” the American Chamber of Commerce in Korea said in a statement this month. https://preview.redd.it/joi14srfae2h1.png?width=1574&format=png&auto=webp&s=22b9d419f02b753257ca0c8e83e39882d80c127f https://preview.redd.it/u3uwtiqcbe2h1.png?width=1578&format=png&auto=webp&s=0ec23b1017124a110113b6693053ce43e1164e2a submitted by /u/callsonreddit [link] [comments]
reddit · primary_subject · 1.00
Trust in NIO
2026-05-19T23:20:31+00:00
Hello fellow regards, please do not discredit without your own dd. NIO Most people don't share their insights when they see a play before it hits big, but listen monkeys, I am here to change that sentiment. NIO is ready for a huge breakout and here's why: Stellar Q1 earnings. Up 1.5 billion in revenue, and cooked up delivery numbers throughout the quarter. Their battery swap system is a money machine. Enough said. They are due for earnings thursday morning. This deserves more explanation. -- Nio did not adjust their yearly earnings outlook despite crushing Q1 earnings. This caused investor disentiment, however, it sets them up to potentially crush projections again and Moon 🚀 which leads me to my last point. With earnings due, NIO is currently at a low in a trading pattern that is bullish. Looking at the charts, I could go on and on. The technical analysis is bullish, the financial analysis is bullish, and underrepresented earning are due in 2 days. If you read this and complain about plays that are too late, stay a regard. This gonna moon Truly, Fellow Regard submitted by /u/Jaysus03 [link] [comments]
reddit · mention · 0.63
CATL just dropped six battery platforms in one night and nobody here noticed
2026-05-18T14:54:08+00:00
CATL held its Super Tech Day on April 21 and launched six production ready battery lines in a single evening. The standout is the third gen Shenxing, which charges from 10% to 98% in 6 minutes 27 seconds, peaking at 15C. BYD launched its flash charging a month earlier doing 10% to 97% in 9 minutes. CATL walked on stage and just casually beat that. They also dropped their Naxtra sodium ion battery and said GWh scale manufacturing is solved, with full mass production coming by year end. A week later they signed a 60 GWh deal with HyperStrong, the largest sodium ion order ever. On top of that they're building out their own battery swap network targeting 4,000 stations across 190 cities by end of 2026, basically going after NIO's model but as an open platform any OEM can use. The numbers behind all this are kind of absurd. Q1 revenue up 52.5%, net profit up 48.5%, both crushing estimates. Global market share at 39.2%, second place BYD at 13.4%. Market cap just crossed $300 billion. What's wild to me is that the two most popular US listed China tech ETFs, KWEB and CQQQ, don't even hold CATL in their top positions. They're basically all internet stocks. The one I found that actually owns it is CNQQ at about 6% weight. YTD CNQQ is up around 6.9% while KWEB is down 13.2%. Turns out index construction matters when the hard tech names are the ones carrying the market. Honestly this company is starting to feel like the TSMC of batteries and most of this sub is sleeping on it. submitted by /u/Top-Cardiologist1011 [link] [comments]
reddit · comparison · 0.85
NextEra Energy to buy Dominion in deal that unites two key players in race to power AI data centers
2026-05-18T14:53:40+00:00
https://www.cnbc.com/2026/05/18/nextera-nee-dominion-energy-d-data-center-ai.html NextEra Energy will buy Dominion Energy in an all-stock deal valued at nearly $67 billion, uniting two leading players in the race to meet growing electricity demand from data centers that run artificial intelligence. Dominion is the utility responsible for powering the world’s largest data center market in northern Virginia. It has a market cap of more than $50 billion. NextEra is the biggest renewable energy developer in the U.S. with a portfolio of natural gas and nuclear generation as well. The Florida-headquartered power company is also the largest utility in the S&P 500 at a market cap of more than $190 billion. The deal will create the largest regulated electric utility in the world, the companies said Monday. It will have a market cap of $249 billion and an enterprise value of $420 billion, making it the third-largest company in the energy sector behind oil majors Exxon Mobil and Chevron. “Electricity demand is rising faster than it has in decades,” NextEra CEO John Ketchum said in a statement. “We are bringing NextEra Energy and Dominion Energy together because scale matters more than ever.” NextEra shareholders will own 74.5% of the company while Dominion investors will own 25.5%. They will operate under NextEra’s name and trade under its ticker symbol on the New York Stock Exchange. Ketchum told investors Monday that the company can become the “go-to partner for large load customers,” referring to the tech companies building huge data center projects. NextEra plans to construct more than 30 data center hubs across the U.S. to help meet the demand from AI. submitted by /u/WickedSensitiveCrew [link] [comments]
reddit · primary_subject · 0.85
South Korea court orders Samsung union strike to not impact chip volume
2026-05-18T02:37:22+00:00
SEOUL - A South Korean court granted on May 18 a partial injunction requested by Samsung Electronics ordering the company’s union in the country to ensure its strike does not cut into production volume, a court spokesperson said. The court also said in the ruling that union action must not lead to the degradation of materials used in the world’s largest memory chip maker’s production, the spokesperson said by telephone. The union has threatened to go on strike on May 21 demanding greater profit sharing. REUTERS https://www.straitstimes.com/business/companies-markets/south-korea-court-orders-samsung-union-strike-to-not-impact-chip-volume submitted by /u/self-fix2 [link] [comments]
reddit · mention · 0.75
Opinion: the AI race is almost over. China is winning
2026-05-17T16:48:59+00:00
The AI race is already over. People in Silicon Valley just haven’t emotionally processed it yet. China doesn’t need to “beat” OpenAI feature-for-feature tomorrow. They just need models that are 90-95% as good at 10-20% of the cost. That completely nukes the economics these US companies were valued on. Look at chinese models * Kimi * Qwen * MiniMax * DeepSeek These aren’t toy models anymore. They’re absurdly capable, especially for coding and agent workflows. Cursor literally based their composer 2.0 model on chinese Kimi 2.5 - because developers care about output and price, not patriotic fanfiction from SF VCs. And I would argue - that their best IP - a composer 2.0 model and it apparently based on chinese model And here’s the fatal problem nobody wants to admit: US AI valuations were built on the assumption that after initial user base acquisition they can raise prices. The entire bubble depends on eventually charging enterprise customers massive premiums. But you cannot raise prices when China is shipping near-frontier models for a fraction of the cost. That destroys the “future monopoly margins” story. Anthropic publishing bleating pieces like “ 2028 AI Leadership ” reads less like confidence and more like a cry for help - like positioning for government support because they can see the wall coming. Suddenly everyone is talking about “national security,” “strategic leadership,” and “infrastructure subsidies.” Why? Because the market is realizing open-weight and Chinese competition are compressing margins into oblivion. And notice the timing: * Microsoft already cut Copilot pricing/tiering. * Anthropic adjusted tiers. * Everyone is racing to bundle and discount before the commodity wave fully hits. That’s not what dominance looks like. That’s what margin panic looks like. The US still has incredible research talent. But economically? The moat is evaporating in real time. Software always trends toward cheaper, faster, more available competition. AI won’t magically violate that law just because Silicon Valley wants trillion-dollar valuations. https://www.latimes.com/business/story/2026-05-06/u-s-china-ai-gap-has-closed-and-silicon-valley-is-starting-to-notice https://www.bloomberg.com/news/articles/2026-04-27/why-china-s-deepseek-qwen-and-moonshot-are-a-worry-for-us-ai-rivals the takeaway - I would not invest into US ai companies. edit: China has access to almost free electric and we dont China has firewall and we dont (thus they can use all our content, and we cannot user theirs ) submitted by /u/cranberrie_sauce [link] [comments]
reddit · primary_subject · 0.85
Samsung Proposes 607% Bonus for Memory Unit, Up to 100% for Foundry, Sparking Union Revolt Over "Demotivating" Gap
2026-05-16T19:26:16+00:00
Samsung Electronics has proposed performance bonuses of 607% of annual salary for its memory chip division, compared to just 50-100% for its foundry and System LSI units, reflecting a stark profit divide that has intensified labor tensions. The union argues that the gap, approximately ₩500 million (approximately $333,831) for memory staff versus ₩80 million (approximately $53,413) for foundry workers crushes morale and fuels employee turnover. The two sides are also separated by roughly ₩100 trillion (approximately $66.8 billion) in their respective operating profit forecasts. The union has threatened an 18-day general strike starting May 21, which JPMorgan estimates could erase up to ₩31 trillion (approximately $20.7 billion) in operating profit. Vice Chairman Jun Young-hyun has urged executives to maintain unwavering management and a customer-first approach, while the company internally reiterated employees’ right to freely decide on strike participation. https://finance.biggo.com/news/z41kL54BNl\_\_-4\_G9UaY This is 607% of the workers' annual salary in bonuses, or 12% of annual profits expected this year. The average annual salary for Samsung Electronics employees in South Korea is roughly 158 million won (approximately $115,000 to $118,000 USD depending on the current exchange rate), based on company business reports. SK Hynix workers received 10% of annual profits, or 477K USD, 900K expected next year. Samsung workers are asking for 15%, over 1 million USD next year, a removal of bonus caps, and more stock options. submitted by /u/self-fix2 [link] [comments]
reddit · primary_subject · 0.85
Samsung Elec, South Korea union to resume pay talks on Monday, union says
2026-05-16T14:51:07+00:00
SEOUL, May 16 (Reuters) - Samsung Electronics (005930.KS), opens new tab and its South Korean labour union will resume pay talks on Monday with a government mediator, the union said, in a move that could ease concerns over a potentially disruptive strike at the tech giant. The union said in a statement on Saturday that Samsung Electronics had replaced the company's representative for the negotiations, while the two sides would have a separate meeting later on Saturday. The union did not elaborate on Saturday's agenda. Samsung Electronics declined to comment on either meeting. The announcement came shortly after Samsung Electronics Chairman Jay Y. Lee apologised to customers and the public over the labour dispute in his first public comments on the issue. "I sincerely apologise to customers around the world for causing anxiety and concern due to issues within our company," Lee said in his first public remarks on the dispute, adding that he also "deeply bows in apology to the public". The union leader said the new company negotiator apologised for a breakdown in trust and pledged to engage sincerely in negotiations. He added that he conveyed his frustrations and would make every effort if Monday’s talks prove constructive. After pay negotiations broke down this week, the labour minister met Samsung Electronics management on Saturday and urged the company to take an active role in resolving the dispute through dialogue. South Korean government officials, including the prime minister and finance minister, have voiced concerns that a strike at Samsung should be avoided at all costs, warning it could pose significant risks to economic growth, exports and financial markets. The collapse of the government-mediated negotiations heightened concerns about a strike at the world's biggest memory chipmaker, whose customers include Nvidia (NVDA.O), opens new tab, AMD (AMD.O), opens new tab and Google (GOOGL.O), opens new tab. The union said on Friday it remained committed to a planned strike starting next week, even after the company proposed resuming pay talks without conditions. https://www.reuters.com/world/asia-pacific/samsung-elec-chairman-apologises-customers-public-amid-labour-tensions-2026-05-16/ submitted by /u/self-fix2 [link] [comments]
reddit · primary_subject · 0.75
Opinions on Vistra? The energy company
2026-05-14T17:08:29+00:00
This is what they are: Largest independent power producer in the US. 44 GW fleet across gas (61%), coal being retired (20% → 0% by 2027), nuclear (15%), solar/battery (4%). Also runs TXU Energy retail brand serving 4.3M customers across 20 states. 100% US, no international operations. My first concern comes here. They are super focused on gas and with their next acquisition "Cogentrix" they will have even more gas. No diversification or very little. Plus no international expansion. And here are my bull arguments: Texas electricity demand growing 10-15% annually, highest of any US region. Vistra dominates ERCOT. Coal exits by 2027 replaced by Cogentrix gas. Meta 2,600 MW and AWS 1,200 MW locked in 20-year nuclear PPAs starting December 2026 and late 2027. Cogentrix 5,500 MW gas acquisition closing H2 2026 adds 14% fleet capacity overnight. Buybacks reduced share count 30% at average $37 cost vs $147 today. Nancy Pelosi holds 5,000 shares. Norway sovereign wealth fund just bought $930M position. Forward P/E 16.5x for a company growing EPS 65% in 2026 which js genuinelv cheap. And the analyst price targets have an average upside of 66%. My main concern is the energy mix and the final ruling expected Q3 2026. If FERC rules hostile on behind-the-meter data center deals, analyst targets compress toward $130s which imo could be a pure utility multiple. Then there is 76% earnings miss in Q4 2025 and that the net income collapsed 66% in 2025. Why every stock I look at has problems ahhh submitted by /u/Resident-Paint-8318 [link] [comments]
reddit · primary_subject · 1.00
70k NIO YOLO plus Technical Analysis
2026-05-14T13:47:13+00:00
Positions: https://preview.redd.it/dv6cljhxw31h1.png?width=855&format=png&auto=webp&s=e2e81475f0f3a3d9a0182087fc1bac42d62d6332 Fundamentals: I have it on good authority (some guy on the internet claiming to be Chinese) that Li Bin (NIO's CEO) is so corrupt he'd make Musk and Trump squeal in adoration! We all know in the EV world corruption = good, ergo NIO stonk go up! Seriously, though NIO is a classic turnaround story. Achieved GAAP profitability in Q4 and is on course to do so again. Only Chinese EV maker whose sales have increased. Slashed RD to shift to production. Their E9 SUV got rave reviews. They're branching into Europe with their Firefly model. On top of that they have the battery exchange moat. They just pushed their earnings call to 5/21 from an earlier 6/4 date, so my guess is the stock will zoom during the next 4-5 weeks! Obligatory em dashes:— — — TBH though I don't care about fundamentals. I'm too smooth-brained to understand balance sheets and too regarded to listen to analysts. So let's talk about something more interesting: Technical Anal-lysis: Look! Pretty chart with lines and arrows. Lines went down, stonk went down. Now lines go up, so stonk go up! https://preview.redd.it/j3jofjq7x31h1.png?width=815&format=png&auto=webp&s=1047a8df95e8f450cc14a19418635d95a7cfbd40 A weekly chart with a Gaussian Channel. If you know what that is you may have a wrinkle. I don't. Looks sparkly, though! https://preview.redd.it/8smgdq49x31h1.png?width=815&format=png&auto=webp&s=d546e26392f387bce232b4cd95cdfc0cc2386a06 Seriously, though, both NIO's weekly and monthly chart shows multiple bullish flags. Price action, RSI and MFI break-outs on the monthly. Gaussian channel break-out on the weekly. Triple bottom with higher lows. Golden Cross. etc... First resistance will be at ~$8.50 then another at ~$12.50. If NEO breaks through that though we might see upper twenties or thirties by the end of the year. If you want to double-check go to tradingview. Folks there are even more regarded than us redditors, some even have wrinkles on their brain. If you look any of the analyses posted over the last two months, they're all bullish.. even if they get the company wrong. The only bear case is by a user named unemployeddd.... Lastly: 6/18 Call options are bonkers! Remember GFS options a while back? Well NIO's 6/18 calls are even crazier! A whoopin' 200k calls are already ITM, with another 430k OTM on 6/18. Moreover, the open interest has been increasing by ~10k a week since I tracked it in early April. https://preview.redd.it/fldfialjx31h1.png?width=585&format=png&auto=webp&s=90830b594942d75820268a34441381bb696f7b5a Granted, it's possible a bunch of regards, like myself, went "Oh, cheap options! Shiny. Must buy!" but I'm just going to pretend that I didn't think of that. Instead, obviously the only reason for this can only be: "someone knows something!" Did I mention NIO is corrupt and the concept of insider trading doesn't exist in China? So manipulation is bound happen! I hope... Pleeeaze? Seriously, Xi Xingping, if you happen to read this, please help a brother out and pump this. I'll cover my apartment in communist flags and build a shrine to Chairman Mao if NIO rips to $20+ by 6/18. Tldr: Colorful charts say stonk go up. NIO and CCP are corrupt, so stonk go up. submitted by /u/flumydumdum [link] [comments]
reddit · primary_subject · 0.85
A Deep Dive into NioCorp ($NB)
2026-05-13T17:19:43+00:00
While the broader market remains obsessed with software margins and AI compute cycles, a massive structural shift is happening in the physical world. The reshoring of critical mineral supply chains is not just a talking point anymore. It has become a strict matter of national security. If you are looking for a high-conviction play on American industrial independence to help push a portfolio into seven-figure territory this year, NioCorp ($NB) is arguably the most compelling asymmetric setup on the board right now. Here is the breakdown of why this project is moving from a speculative mining play to a strategic domestic asset. The Macro Thesis: Ending the Chokehold Currently, the United States is entirely import-dependent for Niobium. This is a metal essential for high-strength steel alloys used in everything from jet engines to bridges. Most of the world's supply comes from a single mine in Brazil. China also maintains a near-monopoly on scandium and several magnetic rare earths. NioCorp’s Elk Creek project in Nebraska is the highest-grade Niobium deposit in North America and possesses significant concentrations of Scandium and Titanium. In a world where trade wars are becoming the norm, a domestic source for these materials is no longer a luxury. It is a requirement. The Smart Money Trail If you want to know where a sector is headed, look at the institutional filings. In late April, BlackRock disclosed a 4.8 percent passive stake in $NB and acquired roughly 6.8 million shares. This is not a small-cap gamble for them. It is a calculated move into a critical infrastructure component. When the largest asset manager in the world starts building a position in a sub-$1B market cap company, it is time to pay attention. The company is also not just shouting into the void. They are actively partnered with Lockheed Martin’s Skunk Works to develop aluminum-scandium alloys. Having the premier defense contractor in the world helping optimize a product for fighter jets is a massive vote of confidence in the viability of the project. The Funding Catalyst: The Ex-Im Bank The primary hurdle for any mining project is the massive upfront CAPEX. NioCorp is currently in the advanced stages of a review for an $800 million financing package from the U.S. Export-Import Bank. The government has already telegraphed its intent. They recently awarded NioCorp $10 million through the Department of Defense. Nebraska also just passed legislation to unlock $200 million in state-level tax incentives tailored specifically for this project. The federal government wants this mine built. When the Ex-Im Bank funding is officially greenlit, the current valuation will likely look like a clerical error. Earnings and the Immediate Window NioCorp reports Q1 earnings tomorrow, May 14. While they are still in the development phase and traditional EPS metrics are not the primary focus, the call is critical. We are looking for updates on two main fronts. The first is final permitting milestones at Elk Creek. The second is the status of the Letter of Interest from the Ex-Im Bank. Any clarity on the timeline for construction will be the trigger for a significant rerating. The Bear Case No high-reward play is without risk. For $NB, the risks are the standard mining issues of dilution, permitting delays, and timeline slippage. If the Ex-Im Bank funding stalls or takes another year to materialize, the company may need to go back to the equity markets for operational cash. Given the geopolitical urgency and the BlackRock entry, however, the floor feels significantly firmer than it did twelve months ago. The Bottom Line We are looking at a company sitting on a multi-billion dollar resource that the U.S. military and aerospace sectors desperately need. Analysts have a consensus target near $11.23, which represents nearly 80 percent upside from current levels. For those focused on high-conviction pivots into the next industrial cycle, $NB offers the kind of leverage that can fundamentally move the needle. My Position: Holding 25k shares of NB. submitted by /u/nyjets239 [link] [comments]
reddit · primary_subject · 0.75
Need opinions on selling most of my stocks to buy another. NVida vs SNDK
2026-05-10T06:40:24+00:00
Hello all, with SNDK almost 1600 from this past week. I really would like to buy more but no more free cash. Since some of the bank increased their price targets into the 2000s would you risk your NVida stock to sell and buy more SNDK. NVida has been on a good streak lately but not like it once was. Would you sell all your NVida to make a bigger profit with SNDK with a potential of the stock going as high as 4000? submitted by /u/MauyThaiKwonDo [link] [comments]
reddit · primary_subject · 0.75
UK investor - Opinions and ideas wanted for memory stocks
2026-05-09T14:53:49+00:00
Hello, I am based in the UK with a stocks ISA. Thinking about putting money into a memory stock and wanted to know the community's thoughts to get some baseline ideas. At the moment, I am trying to decide between Micron and SK Hynix, but what are you thoughts when we have these hurdles to overcome? DRAM ETF is not available to UK investors on T212. The SK Hynix (HY9H) gettex stock is not available for the T212 stocks ISA. SK Hynix intend to list on the US stock market later this year (around summer)? Micron stock is obviously simple to purchase, but it has had a huge run recently. SK Hynix has surged as well, but it seems not to Micron's level for now. A lot of information reports that the AI buildout will require a lot of HBM memory, which apparently SK Hynix is superior for (for now at least). Another option is the FLRK Korea ETF, but you must then deal with a large Samsung position, as well as the rest of the Korean market. What are you thoughts? Do you think Micron goes even higher by the end of the year? Does it overtake SanDisk? Do you think a pullback is coming? What price do you think SK Hynix will enter the US market at? I do have a large position in SMGB, which is doing great. Apparently that has a Micron position in it, but the numbers that the memory stocks are putting out are hard to ignore. Basically, I wish to decide which trough to engorge myself at. Thanks submitted by /u/Mr_90 [link] [comments]
reddit · primary_subject · 0.75
Opinion needed on buying semiconductor and chip stocks
2026-05-09T12:13:10+00:00
If this is not the right forum for stocks and ISA advice let me know and I will move it. Thanks. For context I am very new to investing but have learnt a lot quickly. I started a month ago and have always used fixed cash ISA's (stupidly). I earn 60k as a software developer. I have 43k in a cash ISA which matures in Sep with only £1500 gained. I invested 15k in a Vanguard all market index fund a month ago and 5k in T212 ISA just recently. I also have 2k in my T212 invest account which I will add 1k per month. My 'problem'. My Vanguard has earned £825 in a month but the semiconductors industry is booming and the iShares ETF has gained around 40% in a month so I could be earning thousands per month if this continues at even half that rate if I put my full years ISA allocation here. Do you think I should sell my Vanguard and start an ISA transfer which will take at least 3-4 weeks, put the full 20k into the semiconductors ETF, then move my cash ISA into my Vanguard in Sep? Then I would have the index fund as the safe base and the ETF as the high powered earner. Another option is to move my index fund to VGT which will take a couple of days and just invest the 5k into semiconductors. VGT has higher returns than the index fund but has seen lower gains than the semiconductors ETF. In addition, I will use my 2k in my invest account to buy Intel and Micron stock and add to it each month. I've been waiting for a pullback for weeks and have missed out on some big gains which is depressing but better late than never. The reason for taking on more risk is I am about 100k short of being able to buy a house while preserving my savings. submitted by /u/DomiDarko76 [link] [comments]
reddit · primary_subject · 0.75
Small boost fürs Junior-Depot und im Bigboy-Depot mit saferem Hebel auch eine kleine Wette eingegangen
2026-05-07T23:28:48+00:00
Lassen wir beides mal über Q2 laufen bis Ende Juni Earnings sentiment näher rückt - you know the drill ;) submitted by /u/Physical-Material496 [link] [comments]
reddit · mention · 0.85
Opnions on Hexatronic Group AB (HTRO) for Fiber + Data Centres
2026-05-04T10:44:38+00:00
I would like to get a second opinion on $HTRO. It reported softer Q1 earnings last week, which led to a sharp sell-off, but the stock has since bounced as the market digested the news and is trading higher. The company is positioned downstream as a pure passive fibre infrastructure play: cables, microducts, connectors, closures, cabinets, racks + high-density data centre assemblies & structured cabling. Harsh-environment rugged connectivity, too. Data centres and harsh environments are their more profitable segments as the old-school fibre is in decline. And bc of this, HTRO has also been declining since the peak in 2021, as the largest part of its revenue mix had been telecom/FTTH (still the largest but declining). But in the recent quarter, it reported that the data centre segment is now its #1 profit driver, +20% organic YoY growth (~25–30% of sales and 46% of group EBITA, growing fast in the US). Very strong AI passive tailwind. Strong exposure via US-based acquisitions. Serves large-scale data centre operators, including hyperscale and colocation providers. The company has made six acquisitions in the US over the last 10 years and is expanding rapidly, particularly in the data centre segment. Prominent acquisitions: ___ - Communication Zone (acquired Chicago, late 2025): Explicitly stated to have “several hyperscale and colocation customers” in low-voltage/data-cabling projects. - Data Centre Systems (DCS) (acquired 2021, Dallas): Focuses on structured cabling for US data centres serving telecom, financial services, cloud, and technology companies. - USNet (acquired 2023, Texas): Installation, decommissioning, and relocation services for “large-scale data centre customers” and “numerous Fortune 500 companies.” Key metrics: Mcap SEK 7.84B (USD 780M) P/S (TTM) 1.07x P/B (acquisitionsmrq) 2.18x EV/Revenue 1.36x Cash Balance 60m USD Leverage 2.2x adj. EBITDA 1.67B debt ÷ 760M SEK= 2.2x At HUBN multiples, which is a close comparison in terms of product mix in Europe, the stock would be 2-3x higher. Not an immediate candidate for rerating, but IMO a steady compounder. submitted by /u/Creme-Waste [link] [comments]
reddit · primary_subject · 0.85
was sind eure takes zu SAP, Niocorp, Badger Meter und Lululemon
2026-05-02T13:04:59+00:00
ziemlich bullish auf alle aber will mir mal bisschen input von euch holen, was ihr so denkt, vielleicht paar bear 🐻 🏳️🌈 argumen te. these geht wie folgt: -SAP unterbewertet weil KI ersatz narrativ größtenteils eingepreist aber wahrscheinlich falsch + einfach gutes geschäft, gute earnings, schwer zu ersetzen für unternehmen -Niocorp ist nationales sicherheitsinteresse, produzieren seltene mineralien die keine andere minen corp in den us produziert, absolut wichtig für die rüstungsindustrie, schon investments von banken und department of war (dadurch hohe wahrscheinlichkeit dass die ganze sache klappen kann) -Lululemon nach allen metriken extrem unterbewertet zur konkurrenz, sehr sauberes balance sheet, loyale kunden, bären argumente sind hier aber valide... (z.b. zölle oder komplett gesättigte und/oder schrumpfenden us-marktpräsenz) -Badger Meter ist auf allzeittief mit kürzlichen cluster insiderkäufen und sehr schlechten earnings, die, laut unternehmen auf einmalige störungen zurückzuführen sind (die behauptung ist umstritten aber signifikante insiderkäufe stützen sie). die machen wasseraufbereitung, saubere bilanz, niedriges p/e und ev/ebitda im vergleich zu vergangener performance und konkurrenz submitted by /u/Unusual_Reveal_8569 [link] [comments]
reddit · mention · 1.00
Absolutely loving my posistions right now, just jumped in $MSFT
2026-04-22T17:57:10+00:00
Never been doing better in the market, thanks to you guys and other sub Reddit’s pointing out insider info. I can finally relax a little and not work 2 jobs so thank you to everyone that’s helped me over the years, genuinely. Stocks I’m in on quest trade: $AMC @ 264 shares $CPNG @ 1760 shares $GME @ 380 shares $HMC @ 646 shares $MARA @ 4434 shares $MAT @ 123 $NIO @ 109 Stocks I’m in on Webull: $MSFT @ 41 shares $AMC @ 2700 shares (up 38.49%) $HMC @ 500 shares $GOOG @ 90 (up 20%) and my baby $CAMT 100 shares (up 91%) Any thoughts or tips would be greatly appreciated and thank you all again. I’m also not a financial advisor and this isn’t financial advice. submitted by /u/TomorrowLazy [link] [comments]
reddit · primary_subject · 0.85
News for KORU investors - Samsung Workers Union strikes.
2026-04-17T15:02:10+00:00
I am sure it should not be a big problem for EWI long term investors. KORU 3x ETF major holding companies includes Samsung. Here is the brief news. Samsung workers' union is demanding more profit shares while some divisions are struggling. This all started from SK hynix profit share programs and Samsung workers are not so happy with it. Unlike SK hynix, Samsung is not just semiconductor manufacturer. Samsung just paid off world's historical high inheritance tax. Officially, Samsung worker's Union declared a 1-month strike. The news link is below: https://www.chosun.com/english/national-en/2026/04/17/O6NBHGINM5CUFE7K5C6NMZUDNE/ submitted by /u/MyBagsAreMadeInChina [link] [comments]
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news · primary_subject · 1.00
Nvidia, Intuit, Applied Digital, Walmart, Deere, NIO, and More Market Movers - Barron's
2026-05-21T10:42:00+00:00
Nvidia, Intuit, Applied Digital, Walmart, Deere, NIO, and More Market Movers Barron's
reddit · primary_subject · 0.85
Samsung +6% after tentative last-minute union deal averts 50k worker strike planned May 21 to June 7
2026-05-21T01:40:00+00:00
Source: https://finance.yahoo.com/sectors/technology/articles/samsung-reaches-tentative-union-deal-143042907.html In a last-minute reversal, Samsung Electronics Co. reached a tentative deal with its labor union, averting a potentially crippling strike that had been scheduled to start Thursday at the world’s largest memory chipmaker. The South Korean company said in a statement late Wednesday that “labor and management have reached a tentative agreement on wages and the collective bargaining agreement.” The company’s union also confirmed suspension of plans for a strike that had been planned for May 21 to June 7. Samsung’s stock rose about 5% in pre-market trading on Nextrade. The news follows days of back-and-forth brinkmanship and high-pressure negotiations. On Wednesday morning, labor leader Choi Seung-ho said the work stoppage would go ahead after Samsung’s management rejected a proposal from government mediators that the union had accepted. Korea’s government — deeply invested in the outcome because of Samsung’s importance to the country’s economy — made one last appeal as Labor Minister Kim Young-hoon called the two sides together for evening talks. About 90 minutes before midnight local time, the parties reached a tentative deal. Under terms of the proposal, Samsung will begin a special performance bonus system that would reward workers in the semiconductor division based on profitability. The 10-year bonus scheme will include ambitious profit targets of 200 trillion won ($133 billion) per year from 2026 to 2028, and 100 trillion won from 2029 to 2035. Samsung’s union told members they will be able to vote on the proposed 2026 wage agreement from 9 a.m. on May 23 to 10 a.m. on May 28. Global Supplier The truce averts what could have been a damaging strike for Samsung and the tech industry. The Korean giant is the world’s biggest supplier of the memory chips that go into everything from smartphones and electric vehicles to the AI data center servers that power services like ChatGPT and Claude. Shortages in the memory chip sector have already driven prices sharply higher in recent months, and disruptions at Samsung could have exacerbated it. The strains between management and labor showcased simmering tensions across the country as workers push for a greater share of the profits that companies like Samsung and SK Hynix Inc. are deriving from a global AI infrastructure boom. The union had earlier demanded that Samsung scrap an existing bonus cap, allocate 15% of its operating profit to worker bonuses and formalize those terms in employment contracts. Labor leaders pointed to SK Hynix, which last year agreed to allocate 10% of annual operating profit to a performance bonus pool. Samsung had proposed allocating 10% of operating profit to bonuses, along with a one-time special compensation package that exceeds industry standards. Company executives argued that the union’s demands would be difficult to sustain over the long term. Under the new compensation system, Samsung will keep its existing profit-sharing bonuses and add a new scheme for the chip division funded by 10.5% of performance, according to a statement from the union. The bonus pool will be split between different levels of the organization, with 40% allocated to the division and 60% to individual business units. Instead of cash, employees will receive the bonus in stock, after tax. They can sell a third of those shares immediately, while the rest of the shares will have to be held for up to two years. In addition to the new bonuses, Samsung agreed to an average wage increase of 6.2% this year, along with improved child support payments and housing loans. The agreement, however tentative, will likely come as a relief to customers and other business interests. “There are mounting concerns that any significant production disruptions or operational uncertainty at Samsung Electronics could place additional strain on the global memory semiconductor market, potentially worsening supply bottlenecks, price volatility, procurement uncertainty and broader supply chain instability,” the American Chamber of Commerce in Korea said in a statement this month. https://preview.redd.it/joi14srfae2h1.png?width=1574&format=png&auto=webp&s=22b9d419f02b753257ca0c8e83e39882d80c127f https://preview.redd.it/u3uwtiqcbe2h1.png?width=1578&format=png&auto=webp&s=0ec23b1017124a110113b6693053ce43e1164e2a submitted by /u/callsonreddit [link] [comments]
reddit · primary_subject · 1.00
Trust in NIO
2026-05-19T23:20:31+00:00
Hello fellow regards, please do not discredit without your own dd. NIO Most people don't share their insights when they see a play before it hits big, but listen monkeys, I am here to change that sentiment. NIO is ready for a huge breakout and here's why: Stellar Q1 earnings. Up 1.5 billion in revenue, and cooked up delivery numbers throughout the quarter. Their battery swap system is a money machine. Enough said. They are due for earnings thursday morning. This deserves more explanation. -- Nio did not adjust their yearly earnings outlook despite crushing Q1 earnings. This caused investor disentiment, however, it sets them up to potentially crush projections again and Moon 🚀 which leads me to my last point. With earnings due, NIO is currently at a low in a trading pattern that is bullish. Looking at the charts, I could go on and on. The technical analysis is bullish, the financial analysis is bullish, and underrepresented earning are due in 2 days. If you read this and complain about plays that are too late, stay a regard. This gonna moon Truly, Fellow Regard submitted by /u/Jaysus03 [link] [comments]
reddit · mention · 0.63
CATL just dropped six battery platforms in one night and nobody here noticed
2026-05-18T14:54:08+00:00
CATL held its Super Tech Day on April 21 and launched six production ready battery lines in a single evening. The standout is the third gen Shenxing, which charges from 10% to 98% in 6 minutes 27 seconds, peaking at 15C. BYD launched its flash charging a month earlier doing 10% to 97% in 9 minutes. CATL walked on stage and just casually beat that. They also dropped their Naxtra sodium ion battery and said GWh scale manufacturing is solved, with full mass production coming by year end. A week later they signed a 60 GWh deal with HyperStrong, the largest sodium ion order ever. On top of that they're building out their own battery swap network targeting 4,000 stations across 190 cities by end of 2026, basically going after NIO's model but as an open platform any OEM can use. The numbers behind all this are kind of absurd. Q1 revenue up 52.5%, net profit up 48.5%, both crushing estimates. Global market share at 39.2%, second place BYD at 13.4%. Market cap just crossed $300 billion. What's wild to me is that the two most popular US listed China tech ETFs, KWEB and CQQQ, don't even hold CATL in their top positions. They're basically all internet stocks. The one I found that actually owns it is CNQQ at about 6% weight. YTD CNQQ is up around 6.9% while KWEB is down 13.2%. Turns out index construction matters when the hard tech names are the ones carrying the market. Honestly this company is starting to feel like the TSMC of batteries and most of this sub is sleeping on it. submitted by /u/Top-Cardiologist1011 [link] [comments]
reddit · comparison · 0.85
NextEra Energy to buy Dominion in deal that unites two key players in race to power AI data centers
2026-05-18T14:53:40+00:00
https://www.cnbc.com/2026/05/18/nextera-nee-dominion-energy-d-data-center-ai.html NextEra Energy will buy Dominion Energy in an all-stock deal valued at nearly $67 billion, uniting two leading players in the race to meet growing electricity demand from data centers that run artificial intelligence. Dominion is the utility responsible for powering the world’s largest data center market in northern Virginia. It has a market cap of more than $50 billion. NextEra is the biggest renewable energy developer in the U.S. with a portfolio of natural gas and nuclear generation as well. The Florida-headquartered power company is also the largest utility in the S&P 500 at a market cap of more than $190 billion. The deal will create the largest regulated electric utility in the world, the companies said Monday. It will have a market cap of $249 billion and an enterprise value of $420 billion, making it the third-largest company in the energy sector behind oil majors Exxon Mobil and Chevron. “Electricity demand is rising faster than it has in decades,” NextEra CEO John Ketchum said in a statement. “We are bringing NextEra Energy and Dominion Energy together because scale matters more than ever.” NextEra shareholders will own 74.5% of the company while Dominion investors will own 25.5%. They will operate under NextEra’s name and trade under its ticker symbol on the New York Stock Exchange. Ketchum told investors Monday that the company can become the “go-to partner for large load customers,” referring to the tech companies building huge data center projects. NextEra plans to construct more than 30 data center hubs across the U.S. to help meet the demand from AI. submitted by /u/WickedSensitiveCrew [link] [comments]
reddit · primary_subject · 0.85
South Korea court orders Samsung union strike to not impact chip volume
2026-05-18T02:37:22+00:00
SEOUL - A South Korean court granted on May 18 a partial injunction requested by Samsung Electronics ordering the company’s union in the country to ensure its strike does not cut into production volume, a court spokesperson said. The court also said in the ruling that union action must not lead to the degradation of materials used in the world’s largest memory chip maker’s production, the spokesperson said by telephone. The union has threatened to go on strike on May 21 demanding greater profit sharing. REUTERS https://www.straitstimes.com/business/companies-markets/south-korea-court-orders-samsung-union-strike-to-not-impact-chip-volume submitted by /u/self-fix2 [link] [comments]
reddit · mention · 0.75
Opinion: the AI race is almost over. China is winning
2026-05-17T16:48:59+00:00
The AI race is already over. People in Silicon Valley just haven’t emotionally processed it yet. China doesn’t need to “beat” OpenAI feature-for-feature tomorrow. They just need models that are 90-95% as good at 10-20% of the cost. That completely nukes the economics these US companies were valued on. Look at chinese models * Kimi * Qwen * MiniMax * DeepSeek These aren’t toy models anymore. They’re absurdly capable, especially for coding and agent workflows. Cursor literally based their composer 2.0 model on chinese Kimi 2.5 - because developers care about output and price, not patriotic fanfiction from SF VCs. And I would argue - that their best IP - a composer 2.0 model and it apparently based on chinese model And here’s the fatal problem nobody wants to admit: US AI valuations were built on the assumption that after initial user base acquisition they can raise prices. The entire bubble depends on eventually charging enterprise customers massive premiums. But you cannot raise prices when China is shipping near-frontier models for a fraction of the cost. That destroys the “future monopoly margins” story. Anthropic publishing bleating pieces like “ 2028 AI Leadership ” reads less like confidence and more like a cry for help - like positioning for government support because they can see the wall coming. Suddenly everyone is talking about “national security,” “strategic leadership,” and “infrastructure subsidies.” Why? Because the market is realizing open-weight and Chinese competition are compressing margins into oblivion. And notice the timing: * Microsoft already cut Copilot pricing/tiering. * Anthropic adjusted tiers. * Everyone is racing to bundle and discount before the commodity wave fully hits. That’s not what dominance looks like. That’s what margin panic looks like. The US still has incredible research talent. But economically? The moat is evaporating in real time. Software always trends toward cheaper, faster, more available competition. AI won’t magically violate that law just because Silicon Valley wants trillion-dollar valuations. https://www.latimes.com/business/story/2026-05-06/u-s-china-ai-gap-has-closed-and-silicon-valley-is-starting-to-notice https://www.bloomberg.com/news/articles/2026-04-27/why-china-s-deepseek-qwen-and-moonshot-are-a-worry-for-us-ai-rivals the takeaway - I would not invest into US ai companies. edit: China has access to almost free electric and we dont China has firewall and we dont (thus they can use all our content, and we cannot user theirs ) submitted by /u/cranberrie_sauce [link] [comments]
reddit · primary_subject · 0.85
Samsung Proposes 607% Bonus for Memory Unit, Up to 100% for Foundry, Sparking Union Revolt Over "Demotivating" Gap
2026-05-16T19:26:16+00:00
Samsung Electronics has proposed performance bonuses of 607% of annual salary for its memory chip division, compared to just 50-100% for its foundry and System LSI units, reflecting a stark profit divide that has intensified labor tensions. The union argues that the gap, approximately ₩500 million (approximately $333,831) for memory staff versus ₩80 million (approximately $53,413) for foundry workers crushes morale and fuels employee turnover. The two sides are also separated by roughly ₩100 trillion (approximately $66.8 billion) in their respective operating profit forecasts. The union has threatened an 18-day general strike starting May 21, which JPMorgan estimates could erase up to ₩31 trillion (approximately $20.7 billion) in operating profit. Vice Chairman Jun Young-hyun has urged executives to maintain unwavering management and a customer-first approach, while the company internally reiterated employees’ right to freely decide on strike participation. https://finance.biggo.com/news/z41kL54BNl\_\_-4\_G9UaY This is 607% of the workers' annual salary in bonuses, or 12% of annual profits expected this year. The average annual salary for Samsung Electronics employees in South Korea is roughly 158 million won (approximately $115,000 to $118,000 USD depending on the current exchange rate), based on company business reports. SK Hynix workers received 10% of annual profits, or 477K USD, 900K expected next year. Samsung workers are asking for 15%, over 1 million USD next year, a removal of bonus caps, and more stock options. submitted by /u/self-fix2 [link] [comments]
reddit · primary_subject · 0.85
Samsung Elec, South Korea union to resume pay talks on Monday, union says
2026-05-16T14:51:07+00:00
SEOUL, May 16 (Reuters) - Samsung Electronics (005930.KS), opens new tab and its South Korean labour union will resume pay talks on Monday with a government mediator, the union said, in a move that could ease concerns over a potentially disruptive strike at the tech giant. The union said in a statement on Saturday that Samsung Electronics had replaced the company's representative for the negotiations, while the two sides would have a separate meeting later on Saturday. The union did not elaborate on Saturday's agenda. Samsung Electronics declined to comment on either meeting. The announcement came shortly after Samsung Electronics Chairman Jay Y. Lee apologised to customers and the public over the labour dispute in his first public comments on the issue. "I sincerely apologise to customers around the world for causing anxiety and concern due to issues within our company," Lee said in his first public remarks on the dispute, adding that he also "deeply bows in apology to the public". The union leader said the new company negotiator apologised for a breakdown in trust and pledged to engage sincerely in negotiations. He added that he conveyed his frustrations and would make every effort if Monday’s talks prove constructive. After pay negotiations broke down this week, the labour minister met Samsung Electronics management on Saturday and urged the company to take an active role in resolving the dispute through dialogue. South Korean government officials, including the prime minister and finance minister, have voiced concerns that a strike at Samsung should be avoided at all costs, warning it could pose significant risks to economic growth, exports and financial markets. The collapse of the government-mediated negotiations heightened concerns about a strike at the world's biggest memory chipmaker, whose customers include Nvidia (NVDA.O), opens new tab, AMD (AMD.O), opens new tab and Google (GOOGL.O), opens new tab. The union said on Friday it remained committed to a planned strike starting next week, even after the company proposed resuming pay talks without conditions. https://www.reuters.com/world/asia-pacific/samsung-elec-chairman-apologises-customers-public-amid-labour-tensions-2026-05-16/ submitted by /u/self-fix2 [link] [comments]
reddit · primary_subject · 0.75
Opinions on Vistra? The energy company
2026-05-14T17:08:29+00:00
This is what they are: Largest independent power producer in the US. 44 GW fleet across gas (61%), coal being retired (20% → 0% by 2027), nuclear (15%), solar/battery (4%). Also runs TXU Energy retail brand serving 4.3M customers across 20 states. 100% US, no international operations. My first concern comes here. They are super focused on gas and with their next acquisition "Cogentrix" they will have even more gas. No diversification or very little. Plus no international expansion. And here are my bull arguments: Texas electricity demand growing 10-15% annually, highest of any US region. Vistra dominates ERCOT. Coal exits by 2027 replaced by Cogentrix gas. Meta 2,600 MW and AWS 1,200 MW locked in 20-year nuclear PPAs starting December 2026 and late 2027. Cogentrix 5,500 MW gas acquisition closing H2 2026 adds 14% fleet capacity overnight. Buybacks reduced share count 30% at average $37 cost vs $147 today. Nancy Pelosi holds 5,000 shares. Norway sovereign wealth fund just bought $930M position. Forward P/E 16.5x for a company growing EPS 65% in 2026 which js genuinelv cheap. And the analyst price targets have an average upside of 66%. My main concern is the energy mix and the final ruling expected Q3 2026. If FERC rules hostile on behind-the-meter data center deals, analyst targets compress toward $130s which imo could be a pure utility multiple. Then there is 76% earnings miss in Q4 2025 and that the net income collapsed 66% in 2025. Why every stock I look at has problems ahhh submitted by /u/Resident-Paint-8318 [link] [comments]
reddit · primary_subject · 1.00
70k NIO YOLO plus Technical Analysis
2026-05-14T13:47:13+00:00
Positions: https://preview.redd.it/dv6cljhxw31h1.png?width=855&format=png&auto=webp&s=e2e81475f0f3a3d9a0182087fc1bac42d62d6332 Fundamentals: I have it on good authority (some guy on the internet claiming to be Chinese) that Li Bin (NIO's CEO) is so corrupt he'd make Musk and Trump squeal in adoration! We all know in the EV world corruption = good, ergo NIO stonk go up! Seriously, though NIO is a classic turnaround story. Achieved GAAP profitability in Q4 and is on course to do so again. Only Chinese EV maker whose sales have increased. Slashed RD to shift to production. Their E9 SUV got rave reviews. They're branching into Europe with their Firefly model. On top of that they have the battery exchange moat. They just pushed their earnings call to 5/21 from an earlier 6/4 date, so my guess is the stock will zoom during the next 4-5 weeks! Obligatory em dashes:— — — TBH though I don't care about fundamentals. I'm too smooth-brained to understand balance sheets and too regarded to listen to analysts. So let's talk about something more interesting: Technical Anal-lysis: Look! Pretty chart with lines and arrows. Lines went down, stonk went down. Now lines go up, so stonk go up! https://preview.redd.it/j3jofjq7x31h1.png?width=815&format=png&auto=webp&s=1047a8df95e8f450cc14a19418635d95a7cfbd40 A weekly chart with a Gaussian Channel. If you know what that is you may have a wrinkle. I don't. Looks sparkly, though! https://preview.redd.it/8smgdq49x31h1.png?width=815&format=png&auto=webp&s=d546e26392f387bce232b4cd95cdfc0cc2386a06 Seriously, though, both NIO's weekly and monthly chart shows multiple bullish flags. Price action, RSI and MFI break-outs on the monthly. Gaussian channel break-out on the weekly. Triple bottom with higher lows. Golden Cross. etc... First resistance will be at ~$8.50 then another at ~$12.50. If NEO breaks through that though we might see upper twenties or thirties by the end of the year. If you want to double-check go to tradingview. Folks there are even more regarded than us redditors, some even have wrinkles on their brain. If you look any of the analyses posted over the last two months, they're all bullish.. even if they get the company wrong. The only bear case is by a user named unemployeddd.... Lastly: 6/18 Call options are bonkers! Remember GFS options a while back? Well NIO's 6/18 calls are even crazier! A whoopin' 200k calls are already ITM, with another 430k OTM on 6/18. Moreover, the open interest has been increasing by ~10k a week since I tracked it in early April. https://preview.redd.it/fldfialjx31h1.png?width=585&format=png&auto=webp&s=90830b594942d75820268a34441381bb696f7b5a Granted, it's possible a bunch of regards, like myself, went "Oh, cheap options! Shiny. Must buy!" but I'm just going to pretend that I didn't think of that. Instead, obviously the only reason for this can only be: "someone knows something!" Did I mention NIO is corrupt and the concept of insider trading doesn't exist in China? So manipulation is bound happen! I hope... Pleeeaze? Seriously, Xi Xingping, if you happen to read this, please help a brother out and pump this. I'll cover my apartment in communist flags and build a shrine to Chairman Mao if NIO rips to $20+ by 6/18. Tldr: Colorful charts say stonk go up. NIO and CCP are corrupt, so stonk go up. submitted by /u/flumydumdum [link] [comments]
reddit · primary_subject · 0.85
A Deep Dive into NioCorp ($NB)
2026-05-13T17:19:43+00:00
While the broader market remains obsessed with software margins and AI compute cycles, a massive structural shift is happening in the physical world. The reshoring of critical mineral supply chains is not just a talking point anymore. It has become a strict matter of national security. If you are looking for a high-conviction play on American industrial independence to help push a portfolio into seven-figure territory this year, NioCorp ($NB) is arguably the most compelling asymmetric setup on the board right now. Here is the breakdown of why this project is moving from a speculative mining play to a strategic domestic asset. The Macro Thesis: Ending the Chokehold Currently, the United States is entirely import-dependent for Niobium. This is a metal essential for high-strength steel alloys used in everything from jet engines to bridges. Most of the world's supply comes from a single mine in Brazil. China also maintains a near-monopoly on scandium and several magnetic rare earths. NioCorp’s Elk Creek project in Nebraska is the highest-grade Niobium deposit in North America and possesses significant concentrations of Scandium and Titanium. In a world where trade wars are becoming the norm, a domestic source for these materials is no longer a luxury. It is a requirement. The Smart Money Trail If you want to know where a sector is headed, look at the institutional filings. In late April, BlackRock disclosed a 4.8 percent passive stake in $NB and acquired roughly 6.8 million shares. This is not a small-cap gamble for them. It is a calculated move into a critical infrastructure component. When the largest asset manager in the world starts building a position in a sub-$1B market cap company, it is time to pay attention. The company is also not just shouting into the void. They are actively partnered with Lockheed Martin’s Skunk Works to develop aluminum-scandium alloys. Having the premier defense contractor in the world helping optimize a product for fighter jets is a massive vote of confidence in the viability of the project. The Funding Catalyst: The Ex-Im Bank The primary hurdle for any mining project is the massive upfront CAPEX. NioCorp is currently in the advanced stages of a review for an $800 million financing package from the U.S. Export-Import Bank. The government has already telegraphed its intent. They recently awarded NioCorp $10 million through the Department of Defense. Nebraska also just passed legislation to unlock $200 million in state-level tax incentives tailored specifically for this project. The federal government wants this mine built. When the Ex-Im Bank funding is officially greenlit, the current valuation will likely look like a clerical error. Earnings and the Immediate Window NioCorp reports Q1 earnings tomorrow, May 14. While they are still in the development phase and traditional EPS metrics are not the primary focus, the call is critical. We are looking for updates on two main fronts. The first is final permitting milestones at Elk Creek. The second is the status of the Letter of Interest from the Ex-Im Bank. Any clarity on the timeline for construction will be the trigger for a significant rerating. The Bear Case No high-reward play is without risk. For $NB, the risks are the standard mining issues of dilution, permitting delays, and timeline slippage. If the Ex-Im Bank funding stalls or takes another year to materialize, the company may need to go back to the equity markets for operational cash. Given the geopolitical urgency and the BlackRock entry, however, the floor feels significantly firmer than it did twelve months ago. The Bottom Line We are looking at a company sitting on a multi-billion dollar resource that the U.S. military and aerospace sectors desperately need. Analysts have a consensus target near $11.23, which represents nearly 80 percent upside from current levels. For those focused on high-conviction pivots into the next industrial cycle, $NB offers the kind of leverage that can fundamentally move the needle. My Position: Holding 25k shares of NB. submitted by /u/nyjets239 [link] [comments]
reddit · primary_subject · 0.75
Need opinions on selling most of my stocks to buy another. NVida vs SNDK
2026-05-10T06:40:24+00:00
Hello all, with SNDK almost 1600 from this past week. I really would like to buy more but no more free cash. Since some of the bank increased their price targets into the 2000s would you risk your NVida stock to sell and buy more SNDK. NVida has been on a good streak lately but not like it once was. Would you sell all your NVida to make a bigger profit with SNDK with a potential of the stock going as high as 4000? submitted by /u/MauyThaiKwonDo [link] [comments]
reddit · primary_subject · 0.75
UK investor - Opinions and ideas wanted for memory stocks
2026-05-09T14:53:49+00:00
Hello, I am based in the UK with a stocks ISA. Thinking about putting money into a memory stock and wanted to know the community's thoughts to get some baseline ideas. At the moment, I am trying to decide between Micron and SK Hynix, but what are you thoughts when we have these hurdles to overcome? DRAM ETF is not available to UK investors on T212. The SK Hynix (HY9H) gettex stock is not available for the T212 stocks ISA. SK Hynix intend to list on the US stock market later this year (around summer)? Micron stock is obviously simple to purchase, but it has had a huge run recently. SK Hynix has surged as well, but it seems not to Micron's level for now. A lot of information reports that the AI buildout will require a lot of HBM memory, which apparently SK Hynix is superior for (for now at least). Another option is the FLRK Korea ETF, but you must then deal with a large Samsung position, as well as the rest of the Korean market. What are you thoughts? Do you think Micron goes even higher by the end of the year? Does it overtake SanDisk? Do you think a pullback is coming? What price do you think SK Hynix will enter the US market at? I do have a large position in SMGB, which is doing great. Apparently that has a Micron position in it, but the numbers that the memory stocks are putting out are hard to ignore. Basically, I wish to decide which trough to engorge myself at. Thanks submitted by /u/Mr_90 [link] [comments]
reddit · primary_subject · 0.75
Opinion needed on buying semiconductor and chip stocks
2026-05-09T12:13:10+00:00
If this is not the right forum for stocks and ISA advice let me know and I will move it. Thanks. For context I am very new to investing but have learnt a lot quickly. I started a month ago and have always used fixed cash ISA's (stupidly). I earn 60k as a software developer. I have 43k in a cash ISA which matures in Sep with only £1500 gained. I invested 15k in a Vanguard all market index fund a month ago and 5k in T212 ISA just recently. I also have 2k in my T212 invest account which I will add 1k per month. My 'problem'. My Vanguard has earned £825 in a month but the semiconductors industry is booming and the iShares ETF has gained around 40% in a month so I could be earning thousands per month if this continues at even half that rate if I put my full years ISA allocation here. Do you think I should sell my Vanguard and start an ISA transfer which will take at least 3-4 weeks, put the full 20k into the semiconductors ETF, then move my cash ISA into my Vanguard in Sep? Then I would have the index fund as the safe base and the ETF as the high powered earner. Another option is to move my index fund to VGT which will take a couple of days and just invest the 5k into semiconductors. VGT has higher returns than the index fund but has seen lower gains than the semiconductors ETF. In addition, I will use my 2k in my invest account to buy Intel and Micron stock and add to it each month. I've been waiting for a pullback for weeks and have missed out on some big gains which is depressing but better late than never. The reason for taking on more risk is I am about 100k short of being able to buy a house while preserving my savings. submitted by /u/DomiDarko76 [link] [comments]
reddit · primary_subject · 0.75
Small boost fürs Junior-Depot und im Bigboy-Depot mit saferem Hebel auch eine kleine Wette eingegangen
2026-05-07T23:28:48+00:00
Lassen wir beides mal über Q2 laufen bis Ende Juni Earnings sentiment näher rückt - you know the drill ;) submitted by /u/Physical-Material496 [link] [comments]
reddit · mention · 0.85
Opnions on Hexatronic Group AB (HTRO) for Fiber + Data Centres
2026-05-04T10:44:38+00:00
I would like to get a second opinion on $HTRO. It reported softer Q1 earnings last week, which led to a sharp sell-off, but the stock has since bounced as the market digested the news and is trading higher. The company is positioned downstream as a pure passive fibre infrastructure play: cables, microducts, connectors, closures, cabinets, racks + high-density data centre assemblies & structured cabling. Harsh-environment rugged connectivity, too. Data centres and harsh environments are their more profitable segments as the old-school fibre is in decline. And bc of this, HTRO has also been declining since the peak in 2021, as the largest part of its revenue mix had been telecom/FTTH (still the largest but declining). But in the recent quarter, it reported that the data centre segment is now its #1 profit driver, +20% organic YoY growth (~25–30% of sales and 46% of group EBITA, growing fast in the US). Very strong AI passive tailwind. Strong exposure via US-based acquisitions. Serves large-scale data centre operators, including hyperscale and colocation providers. The company has made six acquisitions in the US over the last 10 years and is expanding rapidly, particularly in the data centre segment. Prominent acquisitions: ___ - Communication Zone (acquired Chicago, late 2025): Explicitly stated to have “several hyperscale and colocation customers” in low-voltage/data-cabling projects. - Data Centre Systems (DCS) (acquired 2021, Dallas): Focuses on structured cabling for US data centres serving telecom, financial services, cloud, and technology companies. - USNet (acquired 2023, Texas): Installation, decommissioning, and relocation services for “large-scale data centre customers” and “numerous Fortune 500 companies.” Key metrics: Mcap SEK 7.84B (USD 780M) P/S (TTM) 1.07x P/B (acquisitionsmrq) 2.18x EV/Revenue 1.36x Cash Balance 60m USD Leverage 2.2x adj. EBITDA 1.67B debt ÷ 760M SEK= 2.2x At HUBN multiples, which is a close comparison in terms of product mix in Europe, the stock would be 2-3x higher. Not an immediate candidate for rerating, but IMO a steady compounder. submitted by /u/Creme-Waste [link] [comments]
reddit · primary_subject · 0.85
was sind eure takes zu SAP, Niocorp, Badger Meter und Lululemon
2026-05-02T13:04:59+00:00
ziemlich bullish auf alle aber will mir mal bisschen input von euch holen, was ihr so denkt, vielleicht paar bear 🐻 🏳️🌈 argumen te. these geht wie folgt: -SAP unterbewertet weil KI ersatz narrativ größtenteils eingepreist aber wahrscheinlich falsch + einfach gutes geschäft, gute earnings, schwer zu ersetzen für unternehmen -Niocorp ist nationales sicherheitsinteresse, produzieren seltene mineralien die keine andere minen corp in den us produziert, absolut wichtig für die rüstungsindustrie, schon investments von banken und department of war (dadurch hohe wahrscheinlichkeit dass die ganze sache klappen kann) -Lululemon nach allen metriken extrem unterbewertet zur konkurrenz, sehr sauberes balance sheet, loyale kunden, bären argumente sind hier aber valide... (z.b. zölle oder komplett gesättigte und/oder schrumpfenden us-marktpräsenz) -Badger Meter ist auf allzeittief mit kürzlichen cluster insiderkäufen und sehr schlechten earnings, die, laut unternehmen auf einmalige störungen zurückzuführen sind (die behauptung ist umstritten aber signifikante insiderkäufe stützen sie). die machen wasseraufbereitung, saubere bilanz, niedriges p/e und ev/ebitda im vergleich zu vergangener performance und konkurrenz submitted by /u/Unusual_Reveal_8569 [link] [comments]
reddit · mention · 1.00
Absolutely loving my posistions right now, just jumped in $MSFT
2026-04-22T17:57:10+00:00
Never been doing better in the market, thanks to you guys and other sub Reddit’s pointing out insider info. I can finally relax a little and not work 2 jobs so thank you to everyone that’s helped me over the years, genuinely. Stocks I’m in on quest trade: $AMC @ 264 shares $CPNG @ 1760 shares $GME @ 380 shares $HMC @ 646 shares $MARA @ 4434 shares $MAT @ 123 $NIO @ 109 Stocks I’m in on Webull: $MSFT @ 41 shares $AMC @ 2700 shares (up 38.49%) $HMC @ 500 shares $GOOG @ 90 (up 20%) and my baby $CAMT 100 shares (up 91%) Any thoughts or tips would be greatly appreciated and thank you all again. I’m also not a financial advisor and this isn’t financial advice. submitted by /u/TomorrowLazy [link] [comments]
reddit · primary_subject · 0.85
News for KORU investors - Samsung Workers Union strikes.
2026-04-17T15:02:10+00:00
I am sure it should not be a big problem for EWI long term investors. KORU 3x ETF major holding companies includes Samsung. Here is the brief news. Samsung workers' union is demanding more profit shares while some divisions are struggling. This all started from SK hynix profit share programs and Samsung workers are not so happy with it. Unlike SK hynix, Samsung is not just semiconductor manufacturer. Samsung just paid off world's historical high inheritance tax. Officially, Samsung worker's Union declared a 1-month strike. The news link is below: https://www.chosun.com/english/national-en/2026/04/17/O6NBHGINM5CUFE7K5C6NMZUDNE/ submitted by /u/MyBagsAreMadeInChina [link] [comments]
reddit · comparison · 0.85
Nvidia went from 95% to 0% in China's AI chip market and here's who's filling the vacuum
2026-04-17T10:20:55+00:00
Jensen Huang said it himself at the Citadel Securities event back in October: "At the moment, we are 100% out of China. We went from 95% market share to 0%." That's not bearish speculation, that's the CEO of the world's most valuable chip company publicly quantifying what happened after rolling waves of export bans since 2022. And the IDC numbers from 2025 tell you exactly where that share went. Chinese domestic chipmakers now control 41% of the local AI server market, shipping 1.65 million AI GPUs out of roughly 4 million total units. Nvidia still technically leads at 55% with about 2.2 million cards, but that's a massive collapse from 95%. Huawei is the biggest domestic winner at roughly 812,000 chips shipped, about 20% of the whole market. Alibaba's T-Head came in second with 256,000 units, and Baidu's Kunlunxin and Cambricon each shipped around 116,000. What's really caught my attention lately is the IPO wave that's building around this shift. Moore Threads listed on Shanghai's STAR Market on December 5 and closed up 425% on day one after raising $1.13 billion. That was the biggest first day pop for any IPO over $1 billion since China's 2019 STAR Market reforms. Then MetaX debuted on December 17 and did even better, closing up 693% after raising $596 million. MetaX was founded in 2020 by three former AMD engineers and its retail tranche was oversubscribed more than 4,000 times. Biren Technology became the first Chinese GPU company to list in Hong Kong on January 2, raising HK$5.58 billion at the top of its range. Institutional demand was 26x oversubscribed and the retail portion was 2,348x oversubscribed. Then on the same day, Baidu announced that its AI chip unit Kunlunxin had confidentially filed for a Hong Kong IPO. JPMorgan analysts have forecast Kunlunxin's chip sales to increase sixfold to 8 billion yuan by 2026. On the hardware side, Huawei is executing a pretty aggressive roadmap. Bloomberg reported that Huawei plans to produce about 600,000 units of its Ascend 910C chip in 2026, roughly doubling this year's output. Including other Ascend models, total production could reach 1.6 million dies. The 910C delivers about 800 TFLOPS of FP16 performance, roughly 80% of an H100, and it's manufactured by SMIC on an enhanced 7nm process. Huawei also launched the Ascend 950PR in Q1 2026, which is the first chip to integrate Huawei's in house HBM memory at 128GB and 1.6 TB/s bandwidth. A training focused variant called the 950DT is expected in Q4 with 144GB memory and 4 TB/s bandwidth. Major customers reportedly include Alibaba, Baidu, Tencent, and DeepSeek, which plans to deploy its V4 model on the 950PR. I've been looking at ways to get exposure to this shift without trying to pick individual Chinese chip startups, most of which are unprofitable and listed only in Shanghai or Hong Kong. One thing I noticed is that CNQQ has a pretty different composition compared to the usual China tech ETFs like KWEB or CQQQ. KWEB is basically all internet stocks with zero A share exposure. CNQQ allocates about 8.5% to semiconductors and 10.2% to telecom equipment, and its top holdings include names like Cambricon at 2.3%, ZTE at 1.1%, NAURA Technology at 1.3%, and Zhongji Innolight at 3.5%. It's roughly 50/50 between A shares and Hong Kong listed stocks with about 100 constituents. The underlying index returned 39.7% in 2025 in USD terms. Worth noting, Chinese tech names have been catching a bid again recently. On April 16 the Nasdaq Golden Dragon China Index was up 1.74%, with NIO gaining 7%, Alibaba up over 4%, and Baidu and XPeng both up more than 3%. CNQQ closed at $23.48 that day, up 1.57%, with after hours pushing to $23.99 which would be +2.17%. For comparison, CQQQ closed at $49.10, up 1.93%. Both have bounced off their March lows but CQQQ is still well below its February highs near $55 while CNQQ has recovered closer to its earlier range. Not a pure semiconductor play by any means, but CNQQ is the closest thing I've found to a broad China tech basket that actually includes the hard tech and chip ecosystem names rather than just Tencent, Meituan, and PDD. The question I keep coming back to is whether this domestic chip buildout is actually investable from outside China, or if it's mostly a story that benefits companies you can't easily access. Huawei is private. Moore Threads and MetaX are on STAR Market. Most of the supply chain is buried in A shares. Curious if anyone else has been tracking this and how you're thinking about positioning. submitted by /u/After-Condition4007 [link] [comments]
reddit · primary_subject · 0.85
Kleiner Bruder (14) bespart A2PKXG im ING Junior Depot mit 80€/Monat – Fragen zu Ordertag und Sparrate
2026-04-14T19:43:18+00:00
Hallo zusammen! Ich kenne mich beim Thema Investieren leider (noch) gar nicht aus, frage hier aber mal stellvertretend für meinen kleinen Bruder (14 Jahre alt). Er hat sich in letzter Zeit extrem gut ins Thema eingelesen, sich umfassend informiert und letzten Monat angefangen, sein Geld anzulegen. Das Ganze läuft natürlich ganz offiziell und legal über ein ING Junior Depot (über unsere Eltern). Er bespart jetzt den Vanguard FTSE All-World (A2PKXG) mit 80€ im Monat. Sein eingestellter Ordertag beim Broker ist aktuell der 15. des Monats (seine allererste Ausführung war jetzt am 16., weil der 15. ein Sonntag war). Da ich ihm keine schlauen Tipps geben kann, dachte ich, ich hole mal Meinungen von euch ein: Welcher Ordertag ist bei der ING am besten? Bei der ING kann man beim Sparplan ja aus mehreren Tagen wählen (1., 7., 15., 23. des Monats). Er hat jetzt den 15. genommen. Macht das langfristig gesehen einen Unterschied, oder ist ein anderer Tag schlauer? Sind 80€ okay oder sollte er mehr investieren? Er ist 14, hat also "nur" Taschengeld und ab und zu Geld von Verwandten zur Verfügung. Ist das für sein Alter ein solider Start oder sollte er versuchen, jeden Cent reinzustecken und die Rate noch zu pushen? Vielen Dank schon mal für euer Feedback – ich richte es ihm dann aus! submitted by /u/Lebkuchen_Mann [link] [comments]
reddit · primary_subject · 0.75
Hi, i need your opinion.
2026-04-14T16:17:51+00:00
So i bought 16k€ in data centers last year: - IREN - CIFR - BITFARMS (now KEEL) - SOLUNA. They did a 2x but i didn’t sell. When the war broke out in Iran i sold at the local bottom last week wich was a break even for me. Now everything has risen almost +50/ +70% couple last days wich makes me feel the FOMO. i believe in data centers. What should i do? Especially with the current geopolitical situation? submitted by /u/LittleMinute5424 [link] [comments]
reddit · primary_subject · 0.85
Sonida Senior Living, Inc. SNDA
2026-04-13T12:38:05+00:00
I've been building a position in Senior Living companies. BKD is the obvious one, but I've have a basket including NHI. The industry has a powerful setup: an aging population is driving demand, while years of underbuilding have tightened supply and improved pricing power. I think that makes senior living an attractive long-term themes. Sonida Senior Living SNDA is a better buy I think. It has an aligned sponsor, a highly incentivized management team, (recent grants with a tiered threshold up to $66!! ) and a recent transformative merger with CHP that should improve scale, synergies, and operating leverage. Is anyone involved or invested in the space that has a view ? submitted by /u/ShowMeTheIncentives [link] [comments]
news · primary_subject · 1.00
NIO Reshapes Workforce As Record Deliveries Meet Ongoing Financial Risks - Yahoo Finance
2026-04-12T10:04:19+00:00
NIO Reshapes Workforce As Record Deliveries Meet Ongoing Financial Risks Yahoo Finance
reddit · primary_subject · 1.00
NIO - Long?
2026-04-09T13:39:13+00:00
Ich sehe aktuell bei NIO ein ziemlich spannendes Setup – vor allem mit Blick auf die letzten Quartalszahlen und den Ausblick: Der wichtigste Punkt zuerst: NIO hat im letzten Quartal (Q4 2025) überraschend den Turnaround geschafft und erstmals profitabel gearbeitet. Statt eines erwarteten Verlusts wurde ein Gewinn gemeldet – unter anderem durch stark gestiegene Auslieferungen und bessere Kostenkontrolle. ([Public][1]) Gleichzeitig ist der Umsatz massiv gewachsen (über +70 % YoY), was zeigt, dass die Nachfrage weiterhin da ist – trotz brutalem Wettbewerb im chinesischen EV-Markt. ([IT-Times][2]) Was ich noch interessanter finde: Für Q1 2026 erwartet NIO weiterhin starke Zahlen mit ~80k+ Auslieferungen und solidem Umsatzwachstum. ([Barron's][3]) Und die tatsächlichen Delivery-Zahlen aus Q1 sehen schon jetzt extrem stark aus (+98 % YoY). ([NIO Inc.][4]) Heißt: 👉 Wachstum ist intakt 👉 Margen verbessern sich 👉 Skalierung beginnt zu greifen Zusätzlich kommt: * Kosten sinken (R&D bereits deutlich reduziert) * Neue Modelle kommen 2026 → weiterer Demand-Treiber * Europa-Expansion läuft weiter Natürlich gibt’s Risiken: * China EV-Preiskrieg * Konkurrenz (BYD, Tesla etc.) * Politisches Risiko bei China-Aktien Aber genau hier liegt für mich der Punkt: Der Markt preist NIO immer noch wie ein dauerhaft defizitäres Unternehmen – obwohl die Zahlen gerade anfangen, das Gegenteil zu zeigen. Für mich wirkt das aktuell wie ein klassischer “early turnaround play”. Wie seht ihr das – ist das der Beginn eines echten Re-Ratings oder nur ein kurzfristiger Bounce? [1]: https://public.com/stocks/nio/earnings?utm\_source=chatgpt.com "NIO (NIO) Earnings: Latest Report, Earnings Call & Financials" [2]: https://www.it-times.de/news/durchbruch-bei-nio-elektroautohersteller-knackt-die-gewinnschwelle-178644/?utm\_source=chatgpt.com "Durchbruch bei Nio: Elektroautohersteller knackt die ..." [3]: https://www.barrons.com/articles/nio-earnings-stock-price-0bfad271?utm\_source=chatgpt.com "NIO Stock Jumps After Earnings. How the EV Maker Delivered a Surprise Profit." [4]: https://ir.nio.com/?utm\_source=chatgpt.com "Investor Relations | NIO Inc." submitted by /u/Ok_Fruit5458 [link] [comments]
reddit · primary_subject · 0.85
Opinions on BLS truthfulness...
2026-04-01T13:33:30+00:00
Today's Big Picture Iran Threatened To Attack 18 U.S. Tech Companies Today The IRGC named Nvidia, Apple, Microsoft, Tesla, Boeing, and 13 others as "legitimate targets" starting 12:30 PM ET. This isn't hypothetical posturing. Iranian strikes already hit Amazon Web Services data centers in the UAE earlier this month and caused real outages. Stocks Are Pricing In Peace. Oil Is Not. Stocks are rallying everywhere on Trump's "two to three weeks" exit timeline. But Brent settled at $118 during yesterday's rally and the Strait of Hormuz is still closed. The war has already taken 12 million barrels per day off the market, more than the 1973 and 1979 oil crises combined. The IEA (International Energy Agency) says April's losses could be double what March saw. Until that strait reopens, the energy problem isn't going anywhere. Consumer Is Spending Two big economic reports dropped this morning and both came in stronger than expected. Retail sales showed people are still spending. Private hiring beat forecasts by a wide margin. That sounds like good news, but here's the problem: if the economy looks this healthy, the Fed has no reason to lower interest rates. Before the war, Wall Street expected two rate cuts this year. Now they expect zero. Borrowing costs are going up, not down. Mortgage rates just hit 6.57, the highest in seven months. I find it hard to believe that people are still spending and private hiring beat forecasts. I think his BLS sycophant are fudging the numbers. Things are not as rosy as we are being led to believe... Opinions? submitted by /u/grateful908 [link] [comments]
news · primary_subject · 1.00
NIO, Li Auto Stocks Rise as Deliveries Defy Chinese EV Slump. BYD, XPeng Suffer. - Barron's
2026-04-01T12:20:00+00:00
NIO, Li Auto Stocks Rise as Deliveries Defy Chinese EV Slump. BYD, XPeng Suffer. Barron's
news · primary_subject · 1.00
NIO, Li Auto Stocks Rise as Deliveries Defy Chinese EV Slump. BYD, XPeng Suffer. - Barron's
2026-04-01T12:20:00+00:00
NIO, Li Auto Stocks Rise as Deliveries Defy Chinese EV Slump. BYD, XPeng Suffer. Barron's
news · primary_subject · 1.00
NIO, Li Auto Stocks Rise as Deliveries Defy Chinese EV Slump. BYD, XPeng Suffer. - Barron's
2026-04-01T12:20:00+00:00
NIO, Li Auto Stocks Rise as Deliveries Defy Chinese EV Slump. BYD, XPeng Suffer. Barron's
news · primary_subject · 1.00
NIO, Li Auto Stocks Rise as Deliveries Defy Chinese EV Slump. BYD, XPeng Suffer. - barrons.com
2026-04-01T12:20:00+00:00
NIO, Li Auto Stocks Rise as Deliveries Defy Chinese EV Slump. BYD, XPeng Suffer. barrons.com
reddit · primary_subject · 0.75
The bear case on DUOL is valid, but the bull case, in my opinion deserves equal attention
2026-03-30T16:59:18+00:00
I am not long or short Duolingo. TLDR: The strength of Duolingo lies in the whole product offering that creates a sticky platform and happy users, this is not easily replicated by companies like Google simply because they'd need to invest billions to compete. Replicating a function like translation, is not the same as replicating a system which would be a bundle of features, not just translation. So let's complete this case study between Duolingo and Google with focus from the product offering of both companies as it relates to online education. One of the apps that Google recently launched is called "Little Language Lessons" and this is basically what the bears are talking about when they say Duolingo doesn't have a moat: any company can integrate LLM to build a new Duolingo, from scratch. What bear thesis is true? Google AI, Gemini, can replicate the same function as Duolingo. This is done through Google's Little Language Lesson's ("LLL") product launch. It's an experimental set of small AI tools for situational language practice. What does that even mean? If you want to learn Spanish, type in "ordering coffee in a cafe" as a prompt and Gemini proceeds to provide you with vocabulary, tips and phrases to learn as if you're in a cafe. You log in, you try to remember the sentence construction and words, and you're done. Where the bear case is weak "Google can just build Duolingo from scratch", or even worse, "any company can build a Duolingo" But I don't believe that to be the case from a business perspective. Duolingo's Structured Progression vs. Google's Ad-Hoc Queries: Duolingo is a system, with a whole product offering that all work together seamlessly. It provides a full curriculum with leveled skills, adaptive paths, and long-term tracking (daily goals, unit completion, and multi-year streaks), this enables it to be a habit-forming app, key for product stickiness. In contrast, LLL relies on adhoc prompts for tools like Tiny Lesson (situation-specific phrases) It does not provide a cohesive and systemic progression Gamification and Retention Mechanisms vs. Minimal Engagement Hooks: Duolingo's ecosystem builds STICKINESS through gamified elements like leagues, badges, friend challenges, motivational reminders, and interactive storylines which encourages daily return and social competition. Little Language Lessons offers no such ongoing incentives, and functions more as quick-reference app without streaks or community-driven motivation Ecosystem Integrations and Multi-Subject Expansion vs. Isolated Tools: Duolingo delivers a whole product with integrations like LinkedIn score exports, school programs, English proficiency testing, and extensions into music/math/chess, creating a versatile platform for real-world application and credentialing. Little Language Lessons remains limited to Gemini's core multimodal capabilities, without broader ecosystem ties or non-language subjects, making it a supplementary tool rather than a standalone solution. In other words, it's not something you'd get attached to, because Google hasn't even developed it for stickiness. Also consider that even without LLM's, any company could have launched a meaningful competitor against Duolingo in previous years. But they'd need both the engineers, product leaders, scientists and funding to compete. So the issue isn't exactly about the "LLM replacing Duolingo as a product", but the issue is more about can Duolingo's whole product offering, be compelling enough for users that they don't just use it for adhoc learning, but rather continous usage. An easy counter to my above point is that Google can expand its product offering to create a systematic ecosystem like Duolingo. Sure, but consider the CapEx, investment and how non-traditional this will be for Google. It already has multiple failed experiments ranging from Google Glass(remember?) to Social media so competing from this angle risks losing the core competency race for Google. They don't need to do this, because the ROI for a multi trillion company is low Add to all of this, Duolingo sits on $1B in net-cash after accounting for debt, 40% net-income margin, PE of 11, and all the while being down 70% in past one year. I write all of this because Duolingo to me seemed ridiculous at >$150 share price, but now, attractive. submitted by /u/PositionJournal [link] [comments]
reddit · primary_subject · 0.75
Pacific Market Outlooks and Opinions
2026-03-28T13:55:24+00:00
I’m wondering what people think of Asian stocks and ETFs given the current geopolitical climate. Personally I bought a good bit around a year ago when tariffs were put in place from the US. It has gone up dramatically over the last year but I have some concerns around chip inputs and oil flow to Asian countries. If anyone is invested in pacific stocks or indexes what trends and news are you looking at, are you buying selling or holding? submitted by /u/ethanbwinters [link] [comments]
Alerts
Ticker alerts
NIO · early_signal · 0.50
Nvidia, Intuit, Applied Digital, Walmart, Deere, NIO, and More Market Movers - Barron's
2026-05-21T10:42:00+00:00
NIO: Nvidia, Intuit, Applied Digital, Walmart, Deere, NIO, and More Market Movers - Barron's (early_signal, score 0.50)
Risk flags: rumor
NIO · early_signal · 0.70
NIO Reshapes Workforce As Record Deliveries Meet Ongoing Financial Risks - Yahoo Finance
2026-04-12T10:04:19+00:00
NIO: NIO Reshapes Workforce As Record Deliveries Meet Ongoing Financial Risks - Yahoo Finance (early_signal, score 0.70)
Risk flags: no_catalyst
NIO · early_signal · 0.61
Accenture Stock (ACN) Opinions on Quarterly Earnings - Quiver Quantitative
2026-04-11T17:35:00+00:00
NIO: Accenture Stock (ACN) Opinions on Quarterly Earnings - Quiver Quantitative (early_signal, score 0.61)
Risk flags: no_catalyst
NIO · contagion_watch · 0.63
Opinion: Teaching kids how to manage money is now a reality in New Hampshire - Concord Monitor
2026-04-11T10:00:00+00:00
NIO: Opinion: Teaching kids how to manage money is now a reality in New Hampshire - Concord Monitor (contagion_watch, score 0.63)
Risk flags: no_catalyst
NIO · early_signal · 0.61
Stock Market Today, Apr. 9: Nio Erases Early Gains Following New Electric SUV Launch - The Motley Fool
2026-04-09T21:53:32+00:00
NIO: Stock Market Today, Apr. 9: Nio Erases Early Gains Following New Electric SUV Launch - The Motley Fool (early_signal, score 0.61)
Risk flags: no_catalyst
NIO · contagion_watch · 0.66
Stock Market Today, Apr. 9: Nio Erases Early Gains Following New Electric SUV Launch - The Motley Fool
2026-04-09T21:53:32+00:00
NIO: Stock Market Today, Apr. 9: Nio Erases Early Gains Following New Electric SUV Launch - The Motley Fool (contagion_watch, score 0.66)
Risk flags: no_catalyst
NIO · early_signal · 0.61
NIO - Long?
2026-04-09T13:39:13+00:00
NIO: NIO - Long? (early_signal, score 0.61)
Risk flags: no_catalyst
NIO · contagion_watch · 0.66
NIO - Long?
2026-04-09T13:39:13+00:00
NIO: NIO - Long? (contagion_watch, score 0.66)
Risk flags: no_catalyst
NIO · early_signal · 0.55
Wednesdays of Finance: Innovative Finance for Climate, People & Nature - International Union for Conservation of Nature
2026-04-08T15:21:46+00:00
NIO: Wednesdays of Finance: Innovative Finance for Climate, People & Nature - International Union for Conservation of Nature (early_signal, score 0.55)
Risk flags: no_catalyst
NIO · early_signal · 0.57
Opinion: Google just sucker-punched these highflying tech stocks — don’t let the relief rally fool you - MarketWatch
2026-04-06T11:50:00+00:00
NIO: Opinion: Google just sucker-punched these highflying tech stocks — don’t let the relief rally fool you - MarketWatch (early_signal, score 0.57)
Risk flags: no_catalyst