r/Stocks Daily Discussion & Options Trading Thursday - Jun 04, 2026
u/AutoModerator ·
Reddit — r/stocks
· June 04, 2026 at 09:30
· ⬆ 5 pts
· 💬 37 comments
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AI Summary
Summary
Thread dominated by recovery narrative after a brief intraday dip; semis and QQQ bounced strongly.
Key earnings discussed: Lululemon (LULU) missed Q2 guidance, fell 10%; Broadcom (AVGO) drop considered overdone.
Notable split: bears call AI/neoclouds a bubble, but bulls see semis as a hedge against AI disruption and buy the dip.
AI Summary
Summary
Only one comment was analyzed, quoting Sam Altman’s warning that AI spend intensity has become a major customer concern almost overnight.
Customers are saying they spent their entire 2026 budget in Q1 and are now demanding efficiency, indicating a potential slowdown in AI-related spending.
The thread’s single upvoted comment signals a bearish near-term view on companies exposed to heavy AI capital expenditure, though no specific tickers are mentioned.
Score5
Comments37
▶ Full Post Text
[+7] u/_hiddenscout: Well this doesn’t sound great lol
> Sam Altman: AI spend intensity has become a major customer concern almost overnight
> "Probably the second biggest theme is just around cost. People are really saying, that's kind of become a meme now, but 'my company spent my entire 2026 budget in Q1. Can you make this more efficient?'...that went from, at the beginning of this year, an issue that never came up—I know people were totally happy with the amount they were spending—to all of a sudden a huge issue"
[+11] u/M4cHiin360: did everybody survive the 3 hour bear market6
[+10] u/FarrisAT: We should have fake ceasefire announcements daily. Get the market up infinitely.
[+10] u/joe4942: QQQ about to go green lol.
[+8] u/Outrageous_Tip_2133: Looks like the market has decided that AI won't be collectively punished for AVGO.
[+8] u/elgrandorado: The bubble is growing. I'm getting recruiter in-mails for roles at Neoclouds.... The pay is wild for these roles too.
[+7] u/IvoryTowerResident: \*LULULEMON 1Q EPS $1.69, EST. $1.69
\*LULULEMON SEES 2Q EPS $1.76 TO $1.81, EST. $2.69
\*LULULEMON ATHLETICA - Q1 AMERICAS NET REVENUE DECREASES 3%, DOWN 4% ON CONSTANT DOLLAR BASIS
Garbage stay garbage, sure low P/E ratio
[+7] u/IvoryTowerResident: Shoutout to FarrisAT took his advice sold some semis to buy SOXL already up 8%
[+7] u/dansdansy: Looking into buying land in Spain as a hedge. Worst case, at least I can run away to drink cheap Garnacha wine and take siestas in the hills.
[+6] u/BobWileey: Are we at the top? Schwab actively advertising their mortgage backed security ETF $SMBS
[+6] u/PhasedVenturer: MSFT is such a piece of shit lol
[+6] u/dansdansy: Wow what a bounce back
[+6] u/RampantPrototyping: Mag7 gets punished for overspending on semis and semi companies are getting punished for having great earnings
[+6] u/FarrisAT: So Broadcom dumping made us all buy banks again?
[+6] u/JuneFernan: The semis dip can't even last for 2 days.
[+6] u/dvdmovie1: 5/19: https://www.investing.com/news/stock-market-news/burry-adds-to-beatendown-stocks-buys-lululemon-warns-of-ai-bubble-93CH-4699009
6/4: LULU lowers forecast bigly, down another 10%
[+6] u/Embarrassed-Sea-6078: RDW surges based on being awarded a contract to grow “strawberries and fungi” in space 😂
[+5] u/MaxDragonMan: Nice green day! RDDT especially so far.
[+5] u/gatorjim5: Finally bought into GOOGL this morning. Seems like a decent enough entry point.
[+5] u/zbern: Manchester United PLC (MANU) up 45% YTD
Atlanta Braves Holdings, Inc (BARTA) up almost 25% YTD
Madison Square Garden Sports Corp. (MSGS) - owner of the New York Knicks and Rangers - up 50% YTD
Sports teams going crazy this year.
[+5] u/atdharris: Ofc MSFT can't hold its gain
[+5] u/tachyonvelocity: Dam this semiconductor complete V recovery. I reiterate that there is so much fear around AI job replacement that everyone and their mother will be buying semiconductors just as a hedge on their survival. This makes all semis trade at much higher valuations than you might expect.
[+5] u/HelloTheirCruleWorld: Got 85k in cash (SGOV)— decided to put 15k in VOO and will put 1-5k each Friday for the next few weeks. I missed out on 4% upside (sold end of April). Can’t time the market is the lesson learned.
LULU Q1 EPS in line but Q2 guidance ($1.76-$1.81 vs est. $2.69) crushed; Americas revenue down 3-4%. The guidance miss signals demand weakness in key market, yet P/E appears low – a classic value trap. Avoid. Fundamentals deteriorating despite cheap valuation; further downside likely. Michael Burry added to LULU position (per thread); contrarian value play could work long-term.
Semis experienced a "3-hour bear market" and completely V-recovered within 2 days; SOXL already up 8%. Community sees persistent demand for AI-driven semis, with fear of job replacement forcing everyone to buy chips as a survival hedge. Long SOXL as momentum continues, riding the sector's resilience and FOMO. Overvaluation risk (bubble talk), Mag7 punished for overspending on semis; AVGO drop might not be fully resolved.
Broadcom dumped, but market "decided that AI won't be collectively punished for AVGO" – sector recovered. The initial selloff appears overdone; AVGO may rebound as AI spending fears fade. Watch for entry – community sentiment cautiously bullish on a bounce. AVGO fundamentals not addressed; sector rotation into banks mentioned by FarrisAT.
Multiple comments call MSFT "a piece of shit" and note it "can't hold its gain" – weak price action. Market perception of MSFT as a laggard suggests underlying skepticism about its AI monetization vs. capex. Short-term bearish play; MSFT lacks the momentum seen in semis or other Mag7. MSFT is a large-cap stalwart; shorting carries reversal risk if macro improves.
This Reddit post, published June 04, 2026,
features r/stocks community
discussing LULU, SOXL, AVGO, MSFT.
4 trade ideas extracted by AI with direction and confidence scoring.