r/Stocks Daily Discussion & Fundamentals Friday Apr 24, 2026
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Reddit — r/stocks
· April 24, 2026 at 09:30
· ⬆ 10 pts
· 💬 27 comments
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AI Summary
Summary
The thread contains only two top comments, both discussing the relentless rally in semiconductor stocks over 17 consecutive days.
Sentiment is cautious and bearish: one comment fears an inevitable massive crash across the board due to the prolonged chip run.
No earnings, specific tickers, or detailed analysis are mentioned; the discussion is purely macro-level frustration.
AI Summary
Summary
Main themes: Semiconductor index extreme rally (17 straight up days) sparking bubble comparisons; energy equities perceived as undervalued ahead of earnings; AI hardware stocks driving euphoria.
Dominant sentiment: Mixed – many see froth and unsustainable moves, but also see continued upside from trade deals and earnings catalysts.
Key earnings discussed: Moog (MOG.A) beat and raised guidance; HAL and BKR reported strong results and surged.
Score10
Comments27
▶ Full Post Text
[+6] u/AltruisticDBS: semis 17days in a row, just when you thought there can be some pause. Somehow another pumps it up.
[+5] u/jcpopm: Sigh. Chips are just ensuring that at some point we are going to get a massive crash across the board now. Fun while it lasts I guess.
[+12] u/jigglyjohnson13: remembering that I sold AMD for a loss at $10 a share back in 2016 😅
[+10] u/subpar321: I remember when it was referred to as Advanced Money Destroyer. Congrats to those that held
[+8] u/FarrisAT: Sold my Intel I bought at $26 years ago.
Sold some of my AMD. I think its valuation has reached a level which requires earnings surprises to be even higher than before.
[+8] u/FoodCooker62: Who up paying nearly 600 billion fucking dollars for AMD making 4B of operating income
[+8] u/_hiddenscout: Came across this on x/twitter
>"SOX working on its 17th straight up day, an all-time record. It’s now 43% above its 200 DMA, the widest spread since June 2000. Of course into the March peak it got much more extreme at over 100% above its 200 DMA, but that was largely considered the biggest bubble in the modern era. Outside of that we are in extreme/unsustainable territory.
>17-day rate-of-change over 42%. This is perhaps the wildest stat because it exceeds the move into the March 2000 peak. It is only exceeded by the move out of the Oct. ‘02 bottom, which came after an -80% bear market. So this is the biggest such move into a new high in the history of the semiconductor index."
[+8] u/IvoryTowerResident: Stop it the bears are already dead why they keep doing this
[+7] u/DryState8984: Ppl r warning against buying now at the top but frankly any positive news on the final deal might push the index further
[+7] u/parsley_lover: It's gonna be more expensive shovels and less gold to find.
[+7] u/Love-for-everyone: Those who sold in March must be gut wrenching right now... Get in before too late...
[+7] u/Lost-Cabinet4843: Congrats to Intel bag holders, you just got your money back " buying and holding" from the dot com crash.
[+6] u/_hiddenscout: Didn’t even realized moog announced this morning.
Moog Inc. (NYSE: MOG.A) reported 2Q 2026 sales of $1.05B (+13%), segment profit of $141M (+21%), and adjusted EPS of $2.64 (+40%).
Reported EPS was $2.63. Moog raised 2026 adjusted EPS guidance to a midpoint of $10.60 and reported a record 12-month backlog of $3.3B (+33%); results were driven by significant margin expansion in Space & Defense and a sharp inflection in free cash flow to $98M.
[+5] u/MutaliskGluon: Time to start buying some Puts.
IWM
[+5] u/fakemedicines: This is the first time I have actually felt like we are in a bubble. Making money is not supposed to be this easy.
[+5] u/jrex035: Genuinely hilarious price action in energy equities these days. On the whole they keep dumping despite the energy crisis growing worse by the day.
Until of course they report earnings, then they skyrocket, because of course they do, energy equities are ridiculously underpriced right now.
Go look at the price action of HAL and BKR (both of which reported earnings this week) compared with etfs like XLE and XOP and you'll see what I mean.
A ton of energy companies will be reporting earnings in the next 2 weeks, now is a great time to pick up quality companies at low prices
[+5] u/Grouchy_Youth_7607: SP500 is going insane
[+5] u/AltruisticOwl156: Intel is the weirdest stock. -60% in 18 months, then +300 in 6 months haha. What a comeback.
[+5] u/Cozyteammate: AAOI AEHR carrying my portfolio so hard
Up +148% YTD already
Is this what people call euphoria?
[+5] u/Love-for-everyone: Guess war is really good for the stock market. Holy jeez…
[+5] u/Direct_Remove509: A great way to end the week. Have a great weekend everyone.
[+5] u/WickedSensitiveCrew: Selling KNSL and using that cash to go all in on AI hardware/bottleneck stocks was best decision I ever made.
Stuff like VRT, BE, GEV, SNDK have done so well. PWR also has done well too.
Community highlights that energy equities (XLE, XOP) keep dumping despite a worsening energy crisis, then spike on earnings (HAL, BKR this week). With many energy companies reporting in the next two weeks, the current low prices offer a buying opportunity before positive earnings surprises. Go long energy ETFs or quality stocks to capture expected earnings-driven re-ratings. Energy crisis resolution or recession could pressure prices; some argue the sector is structurally challenged.
A top comment notes AMD’s market cap (~$600B) vs. operating income (~$4B) – an extreme valuation. Another user sold AMD, saying valuation now requires earnings surprises. The community consensus is that AMD is overpriced relative to fundamentals, making further upside dependent on perfection. Avoid AMD or consider protective puts; the risk/reward is unfavorable. Semiconductor momentum could continue; AMD may deliver strong earnings surprises.
A highly upvoted comment explicitly says "Time to start buying some Puts. IWM", reflecting a bearish view on small caps as market euphoria peaks. With the broader market at extreme levels and bubble warnings growing, small caps (IWM) could be first to correct if sentiment shifts. Buy put options on IWM to profit from an expected pullback. Positive trade deal news could push markets higher; shorts may be squeezed. SMH / SOXX - SHORT | confidence: 0.60 | sentiment: -0.80 Speaker: r/stocks community Thesis: SOX recorded 17 straight up days, 43% above its 200 DMA – the widest spread since June 2000 (outside that bubble peak). Rate-of-change beats March 2000. Such extreme momentum is historically unsustainable; the semiconductor index is in “extreme/unsustainable territory” per the community. Short a semiconductor ETF (e.g., SMH, SOXX) to bet on mean reversion. AI demand could continue to drive parabolic moves; short squeeze risk is high.
Moog reported Q2 sales +13%, segment profit +21%, adjusted EPS +40%, and raised full-year guidance to $10.60. Record backlog $3.3B (+33%). Strong margin expansion in Space & Defense and sharp free cash flow inflection indicate sustained growth trajectory. Buy on the earnings beat and upward revision; momentum likely to continue. Aerospace/defense budget cycles; already reflected in price after announcement.
This Reddit post, published April 24, 2026,
features r/stocks community
discussing XLE, AMD, IWM, MOG.A.
4 trade ideas extracted by AI with direction and confidence scoring.