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[+17] u/iamatoad_ama: They should simply set all stocks to 12% annual returns. Feels like a simpler system.
[+16] u/zdsmel: Feel like we haven’t had a green day in a week
[+15] u/FarrisAT: AI gonna kill multiple industries but also the AI Cloud providers are gonna go bankrupt. Market very smart.
[+15] u/jrex035: Man this market is the worst. Indices just keep bouncing around without any major movement up or down, despite huge movements under the surface.
No sectors or individual stocks feel particularly safe or grounded and frankly the market on the whole is overpriced.
Still somehow up ytd but this is incredibly frustrating to trade or invest in
[+15] u/creemeeseason: It's very obvious from these threads how many people have started operating under the assumption that big tech should always just outperform and have positioned accordingly.
[+12] u/_hiddenscout: I think we get new 13F's today. Should be interesting to see some of the moves.
[+11] u/wynveen: Fuck another red day…
[+10] u/xixi2: Had a 3 day break from losing money but start again today! =(
[+10] u/Junpei_desu: feels like a never ending nightmare of $680-690 chop
[+10] u/VoidMageZero: That’s a nice V… uh, it’s a W actually
[+9] u/standapokeman: Very cultural appropriate of stocks today. It's chinese new year, so everything is red.
[+8] u/Embarrassed-Sea-6078: Everything is so red, red everywhere
[+8] u/Peresviet: Damn NFLX in the mid 70s, added more, only have a 300 share position and that's as much as I'm willing to spend currently
[+8] u/seeking-health: Wtf is wrong with msft
[+8] u/_hiddenscout: Looks like Stanley Druckenmiller bought a lot of GOOGL and AMZN.
[+8] u/_hiddenscout: Palo Alto Networks (NASDAQ: PANW) reported fiscal Q2 2026 results for the quarter ended Jan 31, 2026.
Revenue rose 15% YoY to $2.6B. Next-Generation Security ARR grew 33% YoY to $6.3B and RPO increased 23% YoY to $16.0B. GAAP net income was $432M ($0.61/diluted) and non-GAAP net income was $732M ($1.03/diluted).
Management cited platformization and AI security adoption and provided guidance with strong ARR, RPO, revenue, and non-GAAP EPS ranges for Q3 and fiscal 2026.
[+8] u/InvestigatorPlus3229: wheres pam bondi, i wanna talk about 50k dow
[+7] u/Dazzling-Compote-394: Market barcoding for months. Not allowed to sell off or break out. And I'm sure the useless SCOTCUS will continue to kick the can down the road on tariffs.
[+7] u/_hiddenscout: Berkshire Hathaway Q4 2025 13F:
Slashed $AMZN -77% (\~$1.7B sold), trimmed $BAC -9% (50.8M shares), new $NYT position ($352M), added $CB +9%, $CVX +7%, $DPZ +12%.
[+6] u/FarrisAT: Saw some good data showing that Google tends to decline after earnings reports because of how SBC is paid out to employees.
Still doesn’t explain a 20% crash after the stock pumped on earnings release. Seems like the entire AI ecosystem is shitting itself now whether good or bad earnings.
[+6] u/AntoniaFauci: Loop lowered their price target on META from 940 to 930. Thanks, analysts.
[+6] u/NotGucci: Jeez, bought some msft here, Google is tempting would like lower but I do feel like it's a good time. Nflx I added here and done, RDDT I'll buy more too
[+6] u/Puzzleheaded-One-607: What a weird day already
[+6] u/AluminiumCaffeine: Flying V shape, my favorite. VST/CEG looking snappy too today
[+6] u/jnas_19: Why are we swinging so dramatically man relax
[+5] u/toonguy84: How you boys like that V?
[+5] u/DietFoods: Weak bounce. Tech still lagging.
[+5] u/drew-gen-x: The $IGV might have put in a bottom at $79. I might just get out of my small position and just move the cash over to $EWJ. If software breaks below it's 200 WMA and $79 doesn't hold I don't see any support for the $IGV until maybe $64.
[+5] u/_hiddenscout: Bel (Nasdaq: BELFA) reported strong fourth-quarter and full-year 2025 results:
Q4 net sales $175.9M (+17.4% YoY) and full-year net sales $675.5M (+26.3% YoY).
GAAP Q4 net loss was $5.4M (includes $13.1M impairment); full-year GAAP net earnings were $61.5M. Adjusted EBITDA was $37.6M in Q4 and $142.9M for 2025.
Q1 2026 guidance: net sales $165–180M and gross margin 37–39%.
[+5] u/Primary-Day-8466: Any hope on Palo Alto? After the recent acquisition of Cyberark by PANW I am unsure whether to hold or sell.
[+5] u/MitchCurry: Really interesting [paper](https://correctcontext.com/the-enterprise-ai-revolution-20-saas-and-ai-trends-redefining-corporate-america-in-2026/) on SaaS and the AI revolution. The below stats are something (emphasis theirs, not mine)
>The numbers paint a stark picture of this new reality. The global SaaS market is on a trajectory to soar past **$793 billion by 2029**, propelled by an insatiable demand for cloud-based solutions. Meanwhile, AI adoption has hit a critical mass, with **78% of organizations** already integrating it into their operations. Yet, a dangerous gap is emerging between ambition and execution. While executives are captivated by the promise of AI, a staggering **95% of generative AI pilots are failing to scale**, and only **14% of CFOs report measurable ROI** from their AI investments.