r/Stocks Daily Discussion Monday - Feb 23, 2026

[+18] u/jrex035: People don't want to hear it, but things are looking *rough* this year. The AI bubble is currently letting out air and might blow up completely (rising public resistance to data centers, circular financing deals falling through left and right, costs of building and connecting new data centers rising rapidly, OpenAI falling apart, etc), the economy is dogshit and Trump's tariff fiasco isn't helping, and private credit may very well blow up everything this year. Luckily we're probably going to invade Iran soon, so that should help improve all these problems... [+16] u/iamatoad_ama: Does MSFT have no floor? [+16] u/LanceX2: I cant believe people voted for this. So dumb [+11] u/sNeKbIt99: Only thing reliable about the USA right now is its unreliabIlity. Buy GLD. [+11] u/elgrandorado: Software getting hammered again lol because checks notes.... AI is going to distrupt heavily entrenched hard to displace niche cyber security software. I mean at this point, it's hard not to buy hard into the best software has to offer. I say this as someone who has full confidence in the capabilities of AI, it's going to take something different than Agentic AI to displace some of these firms. [+11] u/UnObtainium17: Everything so expensive now, we don’t need a pill to not eat. [+9] u/PhasedVenturer: Yeah I think I’ll start cutting my losses with NVO. This stock is going nowhere. [+9] u/InvisibleEar: Ram red candles up my ass [+8] u/ZamianX: The ai hype is beyond reality. Claude taking out cyber security stocks is insanity. [+8] u/FarrisAT: Stocks dumping? Perfect time for TACO. [+7] u/bingo1105: Thinking about starting a support group called Knifecatchers Anonymous... [+7] u/UnObtainium17: Buying NOW on the dip might have been the worst decision i did in the past 3 years. Sold half around -15% and the remaining half is currently down -43%. whew. it is a small % overall but still terrible to lose 5 figures. [+7] u/dvdmovie1: Software ETF IGV down another 5%, -25% YTD. People running back to WMT at 45x p/e. [+6] u/Able_Show_8560: NFLX is a screaming buy right now imo. This DOJ probe, this Trump tweet against their board member... the new paramount bid. It's all culminating right now. The media wants you to sell and I'm just starting to buy. Some news drops this week and I see this gapping to 90 easily [+5] u/DryState8984: So now the concept of bubble is that anything outside AI should be decimated such as software even banks hit hard... the irony is that even AI stocks are not pumping that hard [+5] u/deevee12: The army of PYPL bagholders just got bailed out lol Buyout is coming from an undisclosed company. Stock up 7% [+16] u/seeking-health: Those who told me to buy MSFT at 400, I want my money back [+14] u/CRM300NOW200: MSFT approaching 200 week.. the last time it lost the 200 week was 15 years ago. [+11] u/ConsciousScar7821: I’ve never seen so many significant companies down so much (overall, not just today), with the market still being so close to all-time highs. [+9] u/_hiddenscout: >Anthropic says Chinese firms DeepSeek, Moonshot AI, and MiniMax created 24,000+ fake accounts to extract data from its Claude model. >The companies reportedly made over 16 million queries to train their own AI systems using a method known as distillation. >Anthropic warns this could speed up rival development at lower cost—and raises U.S. national security concerns if such capabilities are reused in military or surveillance systems. [+9] u/helloworldalien: I’m a simple man. I buy VOO, VXUS, and FTEC on red days. [+7] u/x992607: The only upside to all off this is that crypto is crashing right along with everything else with a 4 fold multiplier. [+7] u/pman6: so what's the consensus? they just bullshitting about AI to bring prices down so they have a good dip to buy? aint no one believe V and MA will be replaced by stablecoins ? really [+7] u/_hiddenscout: >Amazon said Monday it plans to spend $12 billion on new data center campuses in Louisiana and the infrastructure to power artificial intelligence and cloud computing. The campuses will be built in the Caddo and Bossier Parishes, in northwestern Louisiana. Amazon said it expects to create 540 full-time jobs at the data centers and support about 1,700 other roles that will serve the sites, such as electricians, HVAC technicians and security specialists. [+7] u/jnas_19: ANTHROPIC SAYS CLAUDE CODE CAN AUTOMATE COBOL MODERNIZATION IBM go bye bye [+7] u/FinallyArt: Seriously cannot believe we're having a repeat of last year so far [+7] u/AluminiumCaffeine: The citrini article bear case on MA/V is just the old crypto bear case in new trappings no? No, the entire US consumer base is not going to start using coins instead of the networks by 2027... [+7] u/smokeyjay: The Citrini article read more like a thought case of worst scenario. Anyways added 3 shares to my $V holdings. I am kind of getting fucked by buying the dip here the past two weeks. [+6] u/InvestigatorPlus3229: Imagine being one of the hot shot employees at these SAAS that just saw your equity get trashed for 7 figures. lol, first world problems. [+6] u/InvestigatorPlus3229: we might see a sub 4 ten year bond soon. [+6] u/creemeeseason: IBM getting killed because Claude can apparently upgrade COBOL. [+5] u/undisputed_truth: MSFT 1 month from going out of business [+5] u/joe4942: The only plausible explanation for MSFT selling off so much is that the market thinks a ton of white collar workers are going to lose their jobs and businesses won't need as many Office 365 subscriptions. [+5] u/CRM300NOW200: Bloomberg is saying that this selloff in American express, V, and SaaS is caused by the AI fear from Citrini article. How legitimate is this? [+5] u/_hiddenscout: It's been interesting having some names on your watchlist for so long and still have them not hitting the levels you want to buy. BMI is getting really close. [+5] u/subpar321: Going to start a substantial position in Microsoft… someone talk me out of it [+5] u/pman6: either software collapses more, or this is the dip buy of the century. IBM got killed. gave back a whole year. $200 pt ? [+5] u/ComprehensiveKiwi489: It's interesting that we have these plunges in SAAS / Software names again, right before they report earnings (the vast majority of them are reporting this week). [+5] u/allstarrevenant: Enjoy the "crash" today. Last chance to buy before Taco Tuesday and then the market lambos when they realize how powerless trump truly is. This will probably be the final push needed for spy to rocket to 700 BULLISH [+5] u/MaxDragonMan: Everything I own (except NVDA) down. Yeesh. [+5] u/creemeeseason: Alright, pitch your undisputable physical asset stocks: CAAP. AI can't replace airports. WBI. Waste water pipeline infrastructure. AI ain't AIing that.