r/Stocks Daily Discussion & Technicals Tuesday - May 05, 2026

[+8] u/dvdmovie1: Former r/stocks favorite PYPL down again after earnings (-10%) [+17] u/Kemilio: Im long MSFT, but I gotta say watching it stagnate while most other big tech stocks rally is starting to wear on my patience [+16] u/_hiddenscout: Wild. Semis are now like 17% of the SPY. [+13] u/FoodCooker62: So Intel reaches 200% of the share price it had about 6 years ago Back then it had about $25B of operating income. Its almost negative now.  Oh and there's 20% more shares outstanding vs 6 years ago What a meme market [+12] u/InternetSolid4166: This rally is melting my face off. [+11] u/SportsGuru4714: WTF is happening with INTC? There's no way sentiment goes from "hmmmm this is a $17 dollar stock" to "$105 sounds about right" in just a few months. This ain't a penny stock. [+10] u/MichiganCarNut: everyone with a nickel to their name is FOMOing this market [+9] u/specialvillain: Every day before I check stocks I log on to reddit dot com and see half a dozen comments either claiming that we're in a generational rally or that the end times are upon us only to find that the market has moved about .5% in one direction or the other. [+8] u/Moddingspreee: You guys remember that guy last year that kept commenting every day how google was his worst investment? I wonder where he is now [+8] u/parsley_lover: This rally is more violent than tarrif relief. [+7] u/InvestigatorPlus3229: Goog Amzn crew enjoying new ATHs [+7] u/JuneFernan: My job might never want to promote me (been denied 4 promotions in the last two years), but who cares, I'll just retire early off my MU holdings. [+7] u/z3r0demize: Why is GOOG moving? Is there news? [+6] u/gamjatang111: Blue sky breakout for RDDT ! [+6] u/Neader: Sold some AMD and AAPL to buy some GOOG, RDDT, and META. Both combined were over 50% of my port so thought I should reduce risk, even though I'm still keeping it in tech. [+5] u/WickedSensitiveCrew: Just realized United States up over 400% on their Intel position. [+5] u/MitchCurry: GOOGL and IBKR ATHs. GOOGL basically just living at ATHs now. [+5] u/StrengthIsWeakness: Keep betting against America [+5] u/Fragrant-East2758: How did we miss MU and SNDK? [+5] u/AnnaSmiled2: SNDK price target raised to $1700. 🚀 [+5] u/Longjumping_Rip_1475: Listening to Bloomberg in the car yesterday, a fund manager said so far S and P earnings are up 28% Q1. If true, good argument for s and p being undervalued at this time. [+5] u/pman6: i should sell my PYPL immediately, and buy INTC selling PYPL at the lowest price, and buying INTC at highest price can't fail, right [+13] u/sunstersun: Google is about to surpass Nvidia for largest company in the world. [+8] u/jnas_19: Alphabet Shares Climb 2.5% on Report of Anthropic Spending [+7] u/FarrisAT: Can we launch a few more of these wars and close a few more Straits? I need SPX 8,000. [+7] u/UnObtainium17: Ryan Cohen gotta be the first evidence of CEOs can be replaced by AI. [+7] u/tachyonvelocity: Semiconductor index up another 1% after hours....what in the world are you waiting for, for your job to get replaced? **Get in semi stocks before society doesn't need you anymore**. [+6] u/BogleDick: Shifting 50% of my broad market position from VOO to SPMO has paid off so far. Anyone else long on momentum factor indexes? [+6] u/macbowes: Why do people ask why markets are up? It's literally their function. They will go up continuously until the end of civilisation. They can literally go up continuously for hundreds of years. There is no reason to believe that stock markets will go up less in the next century than they did in the previous, and that trend should continue ad nauseum. Resources are effectively infinite, and all progress compounds. [+6] u/subpar321: Bubble?!?! Bubble deeze nuts [+6] u/jcpopm: The people who decided that today is the day they should go ahead and buy chip stocks are the guys who just made their 1999 money back from Cisco and Intel. [+6] u/AluminiumCaffeine: AVGO/GOOGL/TTMI becoming public exposure for Anthropic sounds good to me lol, $200B is a good chunk of change [+5] u/UnObtainium17: META is fuckin trash. it's 6% of my non-retirement and i am thinking of just splitting it to GE and LLY. [+5] u/NotGucci: What a day for dram and semi today. [+5] u/toonguy84: AMD Earnings: • Revenue $10.3B vs Est. $9.9B • EPS $1.37 vs. Est. $1.29 • Data Center Revenue $5.8B vs Est. $5.6B [+5] u/Fit_Help_888: I’m up 250% amd now Let’s go [+5] u/UnrivalledPG: MU 1000$ by end of summer. [+5] u/Able_Show_8560: tomorrow looking like the blow off top for semis [+5] u/vacantbay: lol is the entire economy just gonna be data centers and ai agents, what a ridiculous market [+5] u/creemeeseason: SHLS earnings: Revenue increased 74.9%, to $140.6 million, compared to $80.4 million for the prior-year period, driven by strong underlying demand of products, the impact of market share capture initiatives, and an increase in volume of projects in the current year. Gross profit was $41.0 million, compared to $28.1 million in the prior-year period. Gross profit as a percentage of revenue was 29.2% compared to 35.0% in the prior-year period. The decrease in margin is attributable to $3.8 million in additional tariffs paid in comparison to the prior-year quarter, an increase of $1.4 million in right-of-use asset amortization arising from the opening of our consolidated operations facility, along with an increase in material costs. General and administrative expenses were $31.0 million, compared to $21.7 million during the same period in the prior year. The increase in general and administrative expenses was primarily the result of a $6.2 million increase in legal expenses for ongoing matters related to wire insulation shrinkback, intellectual property, and shareholder litigation matters along with $1.6 million in increased cash and share-based incentive compensation expense due to increased headcount in comparison to the prior-year period. Income from operations was $7.7 million, compared to $4.3 million during the prior-year period. The Company has recorded a litigation settlement expense, net of recoveries of $5.3 million for the three months ended March 31, 2026. This is due to the accrual for the expected settlement amount, net of insurance recoveries related to the Company’s securities litigation as disclosed in Form 10-Q. Net loss was $0.3 million compared to $0.3 million during the prior-year period. Loss per share was $0.00 in the current and prior-year period. Adjusted EBITDA1 was $21.1 million, compared to $13.5 million in the prior-year period. Adjusted Net Income was $12.1 million compared to $5.7 million during the prior-year period. Adjusted diluted earnings per share was $0.07 compared to $0.03 in the prior-year period. [+5] u/AluminiumCaffeine: DOCN took out its covid highs lol, I dont own them anymore but I always liked them as a company glad to see their ai cloud strategy working for them [+5] u/AluminiumCaffeine: rough day for me tbh, qqq crushing it while im barely green... too much google, meta, msft and not enough semis [+5] u/jcpopm: We are now at a point where individual chip stocks beating earnings causes every other chip stock to mirror the move, so it's like we get earnings for every chip every week. AMD P/E 80 last year? OMG BUBBLE. AMD P/E 160? Oh that's fine nothing to see here.