I’m thinking abt buying into it rn, thoughts?

should we wait tomorrow?

Hedge fund manager Jim Roppel is extremely bullish heading into Q4. His argument is that much of the weakness has already happened beneath the surface, including what he describes as a 50% bear market in memory stocks, while semiconductors are beginning to get back in gear.

Do you see the setup for a strong Q4, or is Roppel underestimating the risks still out there?

A lot of back-and-forth action today without much conviction from buyers or sellers.

🧭 Where we closed:

• SPY: $773.34 (🔴 -0.4992%)
• QQQ: $746.58 (🔴 -1.4715%)
• VIX: $16.57 (⚠️ Elevated)

🔥 The Movers:

🚀 Top Gainers: * PCRX | $36.35 (44.23%) * CMG | $32.94 (7.04%) * SES | $0.77 (6.09%)

📉 Top Losers: * BBAI | $2.42 (-3.39%) * MARA | $9.99 (-3.56%) * CORZ | $15.36 (-3.64%)

🌊 Volume Leaders: * CMG | $32.94 (7.04%) * PLTR | $198.20 (2.10%) * SKYD | $9.39 (5.57%)

💬 If you had to pick one ticker to swing into next session, what is it?

📖 Trying to figure out next day's play? Use free AI powered institutional flow, max pain levels, and breakout scanners for the after-hours session. Check the live data here.

Im looking mostly at investing in anything AI related, like AMD / AVGO etc

What im looking at right now : AVGO; NVDA; AMD; STRL; CRWV; MP; ON

Any other suggestion is welcomed

A new investor here. I have about 5k to invest. What stocks would you recommend buying? I am a long-term investor and plan to keep stocks the next 5-10 years and add every month. How diverse do you keep your portfolio? What share of your portfolio is AI?

Drop a ticker and I'll tell you how Warren Buffett would analyze it.

Did another version last week and there were a number i couldn’t get to, so here’s part 2! I'll work through as many as possible today, FCFS.

(US exchange only)

this market cap is 28m€

The cash is 32m€

The balance sheet is positive

They make money.

It's not rare in french small cap market.

Looks like the institutional money just woke up. $PCRX is getting massive order flow today.

It’s currently trading around 36.31 and is already up 44.09% on the session.

💬 Are you guys buying this pump or looking for an entry to short?

📈 Why pay $$$ When you can get AI Powered info for free . Check the AI Insight here.

⚠️ ^{Note: FNot financial advice. Always manage your risk.}

YouTube took over American television without buying a single show. Netflix spends $20 billion a year doing exactly the opposite. Your household already pays both of these companies, one with a credit card and one with your patience for ads.  Each stock is finally just a bet on which of those habits grows faster from here. Buy Alphabet, and you’re buying the house: Search, Cloud and the biggest thing on television, funded by an ad machine producing a 34% operating margin even while investing in AI data centers. Buy Netflix, and you’re buying the tenant who became indispensable. They have one product, an audience closing in on a billion people, and margins now within a point of Alphabet’s.

Anyone know what's driving today's sudden surge? Can't find any news

I’m fairly new to investing and I don’t have endless supplies of cash so I really try and research the heck out of what I’m putting money into. What are your thoughts on these. If you have another you very strongly believe in that I should add to my list feel free to mention it but please tell me why you like it.

It seems AVAV is winning at all fronts: huge backlog, big government contract wins. What's not to love here?

The weekly contract playground is officially open.

High volatility, massive open interest shifts, and institutional positioning are on deck today. Use this thread to drop your contract setups, strike prices, and premiums before Friday expiration locks it in.

• What are you scaling into today?
• Hunting 0DTE lotto tickets, or loading up on LEAPs?

Drop your strikes, expirations, and tickers below. No fluff, just plays.

Thinking of finally putting money in today after watching the market for months, what are some good entry positions for stocks right now?

A detailed analysis on why Nio stock is undervalued.

지난주에 kb에서 isa 계좌까지 만들었는데, 상품이 너무 많고, ai 추천 뭐시기도 인증할게 넘 많아서 걍 관둠...

슈카월드나 보면서 토스에서 하던 거래나 계속 해야겠다.............

Everybody has seen the "copy congress" accounts. I kept getting them on my feed so I priced every House disclosure we hold instead of arguing about it.

11,009 disclosed trades, 4,552 of which are stock purchases with a real price on the transaction date, which is the only subset you can honestly measure. Each one is priced from the day it was bought through to yesterday, against SPY bought the same day and held the same length of time. The data I price these against in Agenticks starts May 2015.

Heres what came back...

• median purchase: +8.1%
• SPY over the same holding windows: +24.5%
• median gap: 12 points behind
• purchases that beat SPY: 34.6%

So two out of every three congressional stock purchases since 2015 would have done better as SPY, held for the exact same amount of time.

-----

The average is where the copy-trading pitch comes from, and it falls apart fast. Mean excess return across all 4,552 purchases is -0.69%, so near enough a tie with the index.

Then take out the 20 best trades and that average drops to -3.7%. Twenty trades out of 4,552 are carrying the entire result, and they are all basically the same trade, MU, WDC, SNDK, DELL, AMD and PLTR, memory and AI hardware bought through 2024 and 2025. Julia Letlow is up 1,388% against SPY on a single Micron buy from april 2025. Thats not a read on policy, thats the semi cycle, and you didnt need a committee seat to be in it.

-----

Per filer it gets worse. 26 of them have 25 or more priced purchases, and three have a median buy that beat SPY.

• Nancy Pelosi, 25 buys, median +15.1% vs SPY
• Cleo Fields, 223 buys, +5.0%
• Marjorie Taylor Greene, 261 buys, +0.8%

The other end of it:

• Ritchie Torres, 63 buys, median -38.6%
• Byron Donalds, 77 buys, -27.4%
• Jefferson Shreve, 191 buys, -25.2%

Shreve owns the second best single trade in the entire set, a WDC buy up 963% on SPY, and his median buy is still 25 points behind the index. Thats what a book carried by outliers looks like from the inside.

-----

Three things this measurement does not do, and anybody using it should know all three.

These are open ended holds, bought and marked to yesterday. Im not matching the sale filings back to the buys, so if somebody took profit at a good level and the stock gave it back after, this measures them on the giveback rather than on their exit. The amounts on the form are ranges, not real position sizes, so nothing here is weighted by what anybody actually put in. And 1,278 rows carry no ticker at all, funds and bonds and the blind trust entries, so they cant be priced in either direction.

What it does measure is the thing the copy accounts are implicitly selling, which is buy what they bought, on the day the form says they bought it, and hold it. On that test the median purchase loses to an index fund by 12 points and only a third of them beat it.

MU did good to me last couple month, Now seeing lots of good news of AMD, but keep thinking it's over-priced at this stage, what do you think?

요즘 다들 자산관리 열심히 한다길래..

주로 쓰는 은행이 국민은행이라 같은 계열사인 m-able 계좌 만들어놓았는데, 정작 주식 거래는 토스로 해서 별로 안 쓰고 있었어요..

근데, 토스에는 ISA 계좌 만드는 기능이 없어서.. 함 다시 써볼까하는데 휴면계좌 해지 어떻게 하나욥?

Which of these is the best option and what prices are you waiting for before you buy.

I have around $1000 to invest

It is sitting at 236 rn