r/Stocks Daily Discussion Wednesday - Jun 10, 2026
u/AutoModerator ·
Reddit — r/stocks
· June 10, 2026 at 07:01
· ⬆ 2 pts
· 💬 7 comments
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AI Summary
Summary
Community highlights that software stocks like SAP and ServiceNow are trading at historically low PEG ratios (~1.0), signaling extreme undervaluation amid a broader semiconductor-led selloff.
Dominant sentiment is that the software selloff is overdone and presents a buying opportunity, though the "semi bubble" is blamed for dragging down the sector.
Only one highly-upvoted comment analyzed; no earnings or other tickers discussed.
AI Summary
Summary
Dominant theme: CPI data in line but core CPI seen as “cooked”; inflation still high, market selling off
Sentiment is mixed but leaning bearish: celebration of “expected” inflation mocked, geopolitical risk (Iran), red day across board
[+6] u/NoobOnTour: SAP PEG ratio almost hitting 1 which is extremely cheap. The software selloff is completely overdone.
ServiceNow also at 1.15
This stupid semi bubble is taking everything down with it.
[+16] u/Lost-Elephant-6628: Crazy everyone is celebrating inflation being at 4.2% because it was “expected” 😂
Remember that at the grocery store when it’s $100 for half a bag of food “well at least the inflation was correctly expected and predicted at 4.2%”
[+15] u/jrex035: Love that the core CPI magically came in under estimates. How? Car insurance dropping 1.7% MOM defying expectations of a 0.1% to 0.2% drop. Without that, core would've actually come in *above* expectations.
Don't call the numbers cooked though
[+14] u/Foreigntragedy: microstrategy needs to get delisted from the market. Saylor is a joke
[+14] u/goldtank123: Not a single podcast bro is saying they are excited about spacex ipo. This might be the turning point.
[+13] u/456M: US MAY CONSUMER PRICES RISE 0.5% M/M; EST. +0.5%
US MAY CONSUMER PRICES RISE 4.2% Y/Y; EST. +4.2%
US MAY CORE CPI RISES 0.2% M/M; EST. +0.3%
US MAY CORE CPI RISES 2.9% Y/Y; EST. +2.9%
[+12] u/millerlit: The premarket doesn't mean much. Market will move on the cpi report.
[+11] u/papichuloya: Lordt.. i hope my job give me a raise of 4-5% this year
[+11] u/cooldreamhouse: Trump just said “I love the inflation”
[+11] u/LanceX2: Donald loves inflation!!
[+8] u/Maga1498: Trump on Iran: "We're gonna hit 'em hard again today"
[+7] u/mhblbion: Ok, thise whole red thing is starting to become boring, can we be green again? Pretty please?
[+7] u/livefromheaven: A little more and we can investigate Epstein again
[+7] u/JabCrossE4E5Quark: This is like late 2021 and 2022 except.
The energy crisis is much worse now than 2022.
Valuations are SIGNIFICANTLY more extreme (look at cash flows, not bullshit EPS with accounting BS all over the place)
Interest rates are higher already so fed cant really raise rates to cool things down.
The economy is much weaker overall.
Fun times
[+6] u/Narrow_Vacation1443: Oh my lord. Grant me more money to buy all of these juicy discounts.
[+6] u/wynveen: What is this crap about stealing Iranian oil in the dead of night?
[+6] u/Puzzleheaded-One-607: Going to be long term inflation so doesn’t make intuitive sense to be selling gold here. Bought some today.
[+6] u/InvisibleEar: And I'm down 10% on my ICLN position almost instantly. Why do people go to restaurants when you can lose money trading?
[+6] u/creemeeseason: Anyone think SFM looks like a decent bottom setup? Long consolidation on the monthly, and rising food prices as a catalyst. Bonus if traders trade AI for consumer defensive names? Maybe 2-3 month calls on it?
[+5] u/Final_Ad9418: Fuck msft , and double fuck amazon
[+5] u/InvisibleEar: Is it finally Berkshire's time to shine? Probably not
[+5] u/joe4942: Uh oh, Magnificent 7 (MAGS) now below the 200 SMA.
[+5] u/UnrivalledPG: Dumping again . Will we give all the YTD gains back by end of summer or nah ?
[+5] u/Much_Candle_942: Zrump bought Adobe, right?
Adobe reports tomorrow, right?
Two rights don't make a wrong, right?
[+5] u/joe4942: Market quite unhappy at the moment. Best gains likely over for a while.
[+5] u/creemeeseason: Insider buy at KNSL, and it's by a Chief Accounting Officer, which tends to be a higher quality inside buy to track. Worth watching.
SAP’s PEG ratio is nearly 1.0, which the community considers extremely cheap for a quality software company. Historically, PEG ratios below 1.5 are favorable; near 1.0 suggests the market is pricing in excessive pessimism, creating a mean-reversion opportunity. Buy SAP on the software sector weakness, expecting a re-rating as the “semi bubble” mania subsides and fundamentals reassert. The semiconductor selloff could persist longer, dragging SAP lower; macro headwinds (e.g., rate concerns) may keep tech under pressure.
Community heavily upvoted (+14) calls for MicroStrategy to be delisted, with Saylor called a “joke”. Intense bearish sentiment reflects disdain for management and Bitcoin exposure, likely to pressure the stock further. Short MSTR based on strong community consensus against the company and its leadership. Bitcoin could rally, forcing short squeeze; no counter-arguments in thread.
A Chief Accounting Officer made an insider buy at KNSL, considered a high-quality signal. Insider buying by key officers often precedes positive stock performance due to informational advantage. Monitor KNSL for upside as insider accumulation suggests management sees value. Insider buys can be misleading; no other catalysts mentioned; market may ignore.
User notes SFM has long monthly consolidation + rising food prices as a catalyst, suggesting a bottom setup. Potential rotation from AI into consumer defensive names could lift SFM if food inflation persists. Watch SFM for possible breakout; rising food costs and long consolidation create a favorable risk/reward. Only one user’s opinion; no broader community confirmation; consumer spending could weaken.
A user bought gold today, arguing long-term inflation makes selling gold illogical. With core CPI still sticky (2.9% Y/Y) and headline at 4.2%, gold remains a classic inflation hedge. Long gold via GLD based on persistent inflation narrative and community’s positive view on the metal. Rising interest rates could pressure gold; not a unanimous view; geopolitical surprises could reverse.
The Magnificent 7 ETF (MAGS) has fallen below its 200-day SMA, a widely watched technical level. Breakdown below the 200 SMA signals weakening momentum in large-cap tech leaders, which have driven the market. Short MAGS on technical deterioration as community notes market is “unhappy” and best gains are over. Tech could bounce; no strong consensus; the 200 SMA may act as support.
This Reddit post, published June 10, 2026,
features r/stocks community
discussing SAP, MSTR, KNSL, SFM, GLD, MAGS.
6 trade ideas extracted by AI with direction and confidence scoring.