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[+5] u/Homeless_User32: Feels good to have ignored all the gibberish people said about MSFT and bought while it was at 400ish.
[+14] u/creemeeseason: Iran terminated any messaging with the US. Barnacles in shambles.
[+12] u/elgrandorado: Rumors of software's demise were greatly overstated. It seems pretty fast for the market to change course on it's re-rating but I'll take it. Some of these companies were never really exposed to this iteration of AI to begin with.
Edit: It's pretty funny how this comment got upvoted but every single comment I've made on what I'm investing in or my thoughts on SaaS got downvoted. People just upvote where the market is going as opposed to using critical thought.
[+11] u/AltruisticOwl156: Software is back boys!
[+9] u/FoodCooker62: "Iran talks are going well" markets rally
"Iran talks break down" still up
[+9] u/RampantPrototyping: MSFT finally green on the 1 yr chart lol
[+8] u/ResearcherSad9357: So, no deal, largest energy crisis in history, earnings propped up by stonk gains, yeah you've been trapped up here.
[+8] u/Maga1498: Don't expect a deal anytime soon; we have some of the most inept people leading the negotiations at the White House.
[+8] u/StrengthIsWeakness: The doomers lost again. They missed the Liberation Day dip, and they missed the latest pullback too. Now prices have moved higher and they're stuck on the sidelines. At this point, their only hope for an entry is literally ww3
[+7] u/_hiddenscout: Kind of an interesting name, but ATMU is looking interesting to me here.
The company basically sold off since the thing was running hot and in the earnings report, they only said they are planning on hitting guidance, but not raising it. Also some slowness in the heavy trucking segment, which the management said was due to the war.
At these levels, valuation is starting look decent.
[https://finviz.com/stock?t=ATMU&p=d](https://finviz.com/stock?t=ATMU&p=d)
PEG is 1.6, P/FCF is at 23, and Foward PE of 14.
Also asset light company so the ROIC/ROE is pretty solid.
Description of the business:
>Atmus Filtration Technologies Inc. designs, manufactures, and sells filtration products under the Fleetguard brand in the United States and internationally.
>It offers fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters and coolants and other chemicals for on-highway commercial vehicles and off-highway agriculture, construction, mining, and power generation vehicles and equipment.
>The company also develops filtration technologies, including filtration media, filter element formation, filtration systems integration; and service-related solutions, such as remote digital diagnostic and prognostic platforms, and analytics.
They spun off from cummings and recently bought Koch, which does the HVAC filters for data centers, which should be a good growth component of the company. Also some EPA rule changes around emissions is changing next year, so could see a lot more orders coming in early next year.
Earnings Presentation:
[https://s201.q4cdn.com/431306011/files/doc\_presentations/2026/May/v2/Atmus-First-Quarter-2026-Earnings-Presentation-vFinal\_1.pdf](https://s201.q4cdn.com/431306011/files/doc_presentations/2026/May/v2/Atmus-First-Quarter-2026-Earnings-Presentation-vFinal_1.pdf)
[+6] u/Maga1498: Trump is spoon feeding trading algorithms again:
"Talks are continuing, at a rapid pace, with the Islamic Republic of Iran. Thank you for your attention to this matter! President DONALD J. TRUMP"
[+6] u/jrex035: Trump is the weakest president in history, hands down.
He started a war he can't win, and now he's too chickenshit to restart the conflict, but he's also too afraid to accept the Iranian demands and the domestic blowback they would bring, so now we're stuck in limbo with the world rapidly depleting its stockpiles of oil and refined goods.
Iran isnt giving in, they know time is on their side. So either Trump needs to man up and try to change things kinetically or he needs to humiliate himself and the US and accept Iranian demands. The longer he dithers the worse the damage will be.
[+6] u/selesnyaTroll: CRSR out here creating new bagholders in 2026, some things never change
[+6] u/NotGucci: 8K by end of June.
Really hoping Sandisk, and MU announce a stock split during ER.
[+6] u/InvestigatorPlus3229: Looks like top is in for intel
[+5] u/Viking999: Big dog is getting ready. Time to call the brokerage.
Anthropic said it confidentially filed its IPO prospectus with the SEC, setting up a potentially historic share sale for investors ready to jump into AI.
With its announcement, Anthropic is getting out ahead of rival OpenAI, which is readying its own confidential filing.
[+5] u/tachyonvelocity: Buy US AI and tech stocks to become part of the ownership class or get left behind as humanoid robots, the next AI frontier, completely replace you
[+5] u/FarrisAT: Sold my DDOG today. Made a nice 100% in a couple months. I’m slowly rotating out of my biggest winners the longer this “deal soon” phase goes on.
We cannot print molecules. Inflation is coming.
[+5] u/joe4942: So annoying how like 70% of ETFs are just S&P 500 with a different name and higher fees lol.
[+5] u/Outrageous_Tip_2133: wow, BTC really struggling to keep up with stocks.
[+5] u/Junpei_desu: Why don't I hear about BTC or see laser eyes profiles regurgitating MSTR in my feed anymore lately?
Checks BTCUSD\* oh that's why.
[+5] u/Necessary-Book-9282: The doomers continue to doom and gloom, continuing to be completely delusional while the market keeps going up.