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Publicaciones del Canal
Bears praying for some TACOs
https://ift.tt/sENQdbT
Submitted July 10, 2026 at 05:20AM by wendys-member
via reddit https://ift.tt/1DMeE2R
| 2 | Is it a sign?
https://ift.tt/FljvWiB
Submitted July 10, 2026 at 05:32AM by rexmundi1017
via reddit https://ift.tt/2uDsojE | 16 |
| 3 | I was like wtf happened? Then I checked the time... Oh yeah, the Koreans are up.
https://ift.tt/KTBjDAS
Submitted July 10, 2026 at 03:08AM by RJNavarrete
via reddit https://ift.tt/TFjXLaU | 21 |
| 4 | THESE FUCKING KOREANS NEED TO BE STOPPED
https://ift.tt/4BkaIiY
Submitted July 10, 2026 at 03:26AM by Not_Made_by_Design
via reddit https://ift.tt/W1G3h8k | 19 |
| 5 | Volkswagen round 2
Not going to post any DD because none of you understand it anyways. and no one trusts anything anyone posts anyways. But I thought I would mention for the few people who trust or know what is going on. Not 100% on the timing yet, but it seems like it will pop off in the next 6 months. Pressure is building, and they are planning on closing 4 large factories in short order. I expect the price to fall to around $6, but that may not happen. I will be buying both shares and calls at this price level all the way down to $6 if it happens to get there. Should be a fun ride.
Submitted July 10, 2026 at 03:32AM by Jebusfreek666
via reddit https://ift.tt/YJmfh7N | 16 |
| 6 | PATH Massive After-Hours Volume
https://ift.tt/q0mNRDt
Submitted July 10, 2026 at 01:38AM by 0bserverZ
via reddit https://ift.tt/JnK6XWO | 21 |
| 7 | A warning on how a stock hobby can progress
Below outlines my journey:-May of 2025, I moved my 401k to a personal choice account. I got sick of all the dips occuring mid-month. My port had something like 8 holdings, all index ETFs, 70% VOO. I can buy the dips now."I will NEVER buy an individual stock"-October 2025, I bought my first individual stock. One I have a personal connection with, a very stable industrial."Just this one, and only for 6-9 months""I will NEVER trade options."-January 2026, My port now has 25+ holdings, 5-10 individual stocks at any given time, 1-4% allocations."I'm just creating my own ETF, it's not like I'm trading options"-May 2026, my port at one point is 20% SNDK and 20% MU. I did get out of it with a 10% gain on my entire net worth."I will NEVER trade options"-July 8 2026, I bought my first leveraged ETF in the after-hours in my taxable account to sell the next day. 50-50 shot and it paid off.-July 9 2026, I activated Tier 1 options in my taxable account. Planning on trying some 0DTE tomorrow.WSB played a big part in this.TLDR: Boglehead turned into a degenerate.
Submitted July 10, 2026 at 01:49AM by spilledonwhite
via reddit https://ift.tt/xCuwF1f | 18 |
| 8 | Semiconductors semi-conducted me into wealth. 💾⚡”
https://ift.tt/MeWyaCD
Submitted July 10, 2026 at 02:10AM by Lilltoe
via reddit https://ift.tt/wuoyesT | 10 |
| 9 | Micron boosts US investment plan again, commits $250 billion through 2035
https://ift.tt/NfAVphG
Submitted July 10, 2026 at 02:14AM by Presently_Naked
via reddit https://ift.tt/5pF6fdc | 10 |
| 10 | Oracock Yolo
https://ift.tt/jgBHfIx
Submitted July 10, 2026 at 02:29AM by sylphvanas
via reddit https://ift.tt/NTVv2DH | 9 |
| 11 | Robinhood Onchain?
https://ift.tt/IYLZSNW
Submitted July 10, 2026 at 12:56AM by tvywil
via reddit https://ift.tt/4wR6SgG | 17 |
| 12 | They are drawing up another MOU as we speak...
https://ift.tt/gChes3x
Submitted July 10, 2026 at 12:57AM by Critical_Thinking369
via reddit https://ift.tt/A4mGHoQ | 15 |
| 13 | Nervous about SK Hynix IPO tomorrow
https://ift.tt/F4OhpGb
Submitted July 10, 2026 at 01:02AM by HopefulPlace7146
via reddit https://ift.tt/Kiu4bHL | 11 |
| 14 | Palantir says UK police contract wrongly blocked over perceived 'values'
https://ift.tt/ybVIi0v
Submitted July 10, 2026 at 01:16AM by Several_Print4633
via reddit https://ift.tt/l4qjVat | 11 |
| 15 | Skin in the game (allowance from wifes bf)
$SOUN (SoundHound AI) – Real AI Growth Play Meme Fuel Degens who love explosive setups with actual numbers behind them. High conviction narrative, scaling revenue, big catalysts coming. Here’s the breakdown.Fundamentals That Actually Matter:Revenue exploding: Q1 2026 hit $44.2M (+52% YoY), beating estimates. Core auto/IoT AI up ~88% organically.2026 Guidance: Reaffirmed $225–260M full year — massive ramp from last year.Balance sheet: Strong cash position (~$200M+), zero debt, runway to execute.Business: Voice + agentic AI platform powering cars, restaurants, IoT, and enterprise. They ship product and win deals — not just hype.This isn’t a story stock with zero traction. Revenue is compounding, margins improving with scale, and the platform has real enterprise pull. 38–41% of the float short (Fintel data), with days to cover around 5–6. Borrow rates have roughly doubled recently.. That pressure builds on any positive volume or news.The Catalysts That Can Send It:LivePerson Acquisition (expected close H2 2026): Adds digital messaging/chat scale to SoundHound’s voice AI. Combined 2027 revenue target $350–400M. This creates an end-to-end conversational AI beast and accelerates growth.Starbucks / Retail Potential: Voice ordering and customer service in drive-thrus and stores is a perfect fit. Any meaningful retail win (Starbucks-style partnership) would be massive for revenue and narrative.Upcoming Earnings Run (Q2 ~Aug 6): History shows these setups often build momentum into prints. Another beat + guidance update or acquisition progress could spark the next leg.Bottom line: Real fundamentals (revenue ramp, cash, deals) + AI narrative, catalysts. Not pure hopium — the numbers are showing up. Watch volume and news flow closely. High risk, high reward. Size smart, frens. This one has legs if execution continues. NFADYORhttps://preview.redd.it/xpc95euw5ach1.png?width=1436&format=png&auto=webp&s=33cff39c4fae714d4857a0d58dc02dcbac922765
Submitted July 10, 2026 at 01:29AM by 70H3LLW17HY0U
via reddit https://ift.tt/RfJpPTZ | 11 |
| 16 | Temasek lifts China exposure by $7.7b, commits to doubling AI bet
https://ift.tt/p74G3KU
Submitted July 10, 2026 at 01:29AM by Status_Commission264
via reddit https://ift.tt/kGqZAHj | 10 |
| 17 | $MSOS might be the ugliest setup I actually like
I’m long 3,546 shares of MSOS across 3 accounts, so yes, I am already in the weed stock dumpster with the rest of the bagholders.This is not a short squeeze post. The short interest is not the thesis.The thesis is simpler: I think the market is treating cannabis rescheduling like nothing meaningful can happen soon, and I’m not sure that’s right.Current consensus seems pretty obvious:Schedule III is slowJuly 15 is just processDEA takes forevercannabis always disappointsMSOS holders are permanently cookedHonestly, fair. This sector has been a graveyard.But the part I think people are underpricing is 280E.For anyone who has not followed this garbage sector, 280E is the tax rule that has been wrecking U.S. cannabis operators for years. They pay taxes like drug traffickers and do not get normal business deductions. It is one of the main reasons these companies can have real revenue and still look financially cursed.If Schedule III eventually kills 280E going forward, that is already bullish.But the real grenade is retroactive 280E relief / protective refund claims.If Treasury or IRS guidance gives MSOs a real path to retroactive relief, this stops being a weed-stock vibes trade and becomes a balance-sheet trade.That could mean refunds, reduced tax liabilities, better liquidity, less debt panic, and a fast rerate across the U.S. MSO basket.The important part is timing. This does not necessarily need to arrive on a clean court schedule. Tax guidance can just drop. The market seems to be pricing this like delay is guaranteed and surprise is impossible.Could this still go nowhere? Obviously.Cannabis has blue-balled traders for years. July 15 does not automatically mean final rescheduling. Guidance could be narrow. The IRS could tell everyone to pound sand. MSOS could keep doing MSOS things and bleed out while everyone argues about federal process.That is why I’m in shares instead of weeklies. I do not trust myself, the government, or weed stocks enough to time this with options.I’m not saying this is guaranteed. I’m saying the setup looks ugly enough, hated enough, and weird enough that I actually like it."Be fearful when others are greedy, and greedy when others are fearful."Position: 3,546 shares of MSOS across 3 accounts. No calls right now.
Submitted July 9, 2026 at 11:53PM by HowieDerin
via reddit https://ift.tt/luCHYPj | 23 |
| 18 | I imagine that if ENOVIX batteries work...shorts get a shock
https://ift.tt/QOiKbSR
Submitted July 10, 2026 at 12:12AM by GenFokoff
via reddit https://ift.tt/WkcsP6t | 19 |
| 19 | Buy Semiconductor CapEx Instead of Memory You Monkey (DD on $VECO)
Dear regards,I am writing to you to inform you on the next best degen ticker for the most restarted regards. No financial advice here buddy, invest at your own risk. I gave you BITF at $2.2 last year, KEEL (the new ticker) peaked at $7.37 (+235%).Now, I present to you Veeco Instruments (VECO) at a measly $3.5b market cap.First, some background on the market dimension. According to SemiAnalysis, Samsung is expected to add 175k in additional DRAM wafer capacity, Micron is expected to add 235k, and SK Hynix with 210k in the coming 3 years. China is expanding rapidly into memory – CXMT will have 235k in additional capacity. Elon’s new fab is expected to cost $119b – Elon is a fantasy man living in dream land but this has been verified to be real by reports of channel checks.So how do you capitalize on this without taking on the risk of memory prices collapsing? By investing in companies that make equipment fueling this buildout. And this is where VECO comes in. VECO is the leader of laser spike annealing (LSA) equipment used in the most cutting edge fabs.LSA improves the density, bandwidth, yield, and power per bit for memory -> incredibly necessary for newer generations of GPU as there is no signs of the needs of memory decreasingLSA solves the challenge of increasing the number of DRAM stacks for HBM, directly enabling next generation memoryMemory CapEx, as previously established, is only increasingThey are the "Tool of Record" for laser annealing, aka rated as the standard for this type of tech by 2+ leading companiesAxcelis merger pending approval from only China (approved in other jurisdictions)Exposure to China revenue -> VECO can capitalize on CXMT and YMTC buildouts At a their current FWD P/E, they are incredibly undervalued. Using AMAT, LRCX, KLAC, ONTO, FORM, ACMR, and ACLS as comps, I get to a sexy $145 blended valuation.Can VECO 10x? Yes, it can. Can VECO go to bag-holder land? Yes, it can. Invest at your own risk.Have funRegards,Checazzohttps://preview.redd.it/sgzqs765c9ch1.png?width=538&format=png&auto=webp&s=ebbac656147cb7ddbcdd371d2fd79ab4d593bb12
Submitted July 9, 2026 at 10:46PM by checazzo01
via reddit https://ift.tt/3miVU1X | 30 |
| 20 | What Are Your Moves Tomorrow, July 10, 2026
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Submitted July 9, 2026 at 11:00PM by verified-trader
via reddit https://ift.tt/TcjM6Ss | 17 |
