Latest Activity
- 1MRNAbearish1.7K comments · 12.4K upvotes
- 2NVDAsplit454 comments · 1.1K upvotes
- 3SPYbullish1.0K comments · 2.4K upvotes
- 4METAsplit830 comments · 1.5K upvotes
- 5GOOGLsplit459 comments · 769 upvotes
NVDAsouring fast
Moderna is pulling more chatter than the rest of the board combined, and the mood there is bearish even as its pipeline headlines pile up. Nvidia is souring fast, while traders stay split on Meta and Alphabet and keep leaning bullish on the broad index.
Source: RedditA 960,000-GPU target puts a hard number on Vera Rubin demand before the chip generation even ships broadly, with A5X instances generally available next month and Europe next in line.
GOOGLE CLOUD & NVIDIA PLAN TO SCALE VERA RUBIN INFRASTRUCTURE TO UP TO 960,000 GPUS Google Cloud announced that its new A5X instances, powered by NVIDIA Vera Rubin NVL72 systems, will become generally available next month, with plans to expand availability to Europe. The new https://t.co/iXI9T62epX
- Replies9
- Reposts17
- Likes130
- 1SPYbearish708 comments · 5.0K upvotes
- 2GOOGLsplit1.4K comments · 1.6K upvotes
- 3METAsplit724 comments · 1.9K upvotes
- 4AMZNsplit955 comments · 376 upvotes
- 5NVDAbearish966 comments · 477 upvotes
Retail boards are leaning bearish on the index itself and on Nvidia even as megacap tech dominates the conversation, with Alphabet pulling 1,416 comments. Meta chatter is heating up while Micron talk sours fast.
Source: RedditQuick, everybody post your heaviest bags.
707 comments on a single-stock, 10-year hypothetical, and the top-voted reply is a reminder that these threads surface people's biggest existing positions rather than their best ideas. Google dominates the actual picks, with Berkshire as the sleep-at-night alternative.
- 1BMBLbullish308 comments · 1.3K upvotes
- 2RDDTbullish366 comments · 951 upvotes
- 3GOOGLbullish123 comments · 436 upvotes
- 4METAsplit99 comments · 452 upvotes
- 5MSFTsplit28 comments · 276 upvotes
Retail traders have swung away from the AI trade today: Bumble and Reddit itself are drawing the bullish crowd while Nvidia chatter is souring. Reddit is heating up fast with 366 comments, the busiest thread count on the board.
Source: RedditMad Money w/ Jim Cramer 10/12/26
- Four years from the Oct 12, 2022 bottom: $10,000 in the S&P became $23,061, in Nvidia $197,505
- Cramer traced the Mag 7's birth to the 2023 banking crisis, when balance sheets beat credit needs
- Hardware leadership is fading as enterprise software roars back since the summer hedge fund unwind
- His rule: keep buying through rate scares, tariffs and war headlines
Trading the headlines failed: nothing from the banking crisis to the tariff shock derailed a $40 trillion move. The live call inside Cramer's anniversary scorecard is the rotation, with semis and disk drives losing their shine while software names regain leadership.
- 1MSFTbearish1.4K comments · 4.1K upvotes
- 2GOOGLbullish904 comments · 2.4K upvotes
- 3ADBEbearish657 comments · 2.2K upvotes
- 4METAsplit766 comments · 2.0K upvotes
- 5SPYbullish325 comments · 681 upvotes
Retail traders are piling into Microsoft with 1,367 comments, yet the mood there is bearish, with bullish sentiment going to Alphabet and the broad S&P 500 fund. Nvidia is the notable absence, souring fast after months as the crowd favorite.
Source: RedditNice larp. These are cute but enterprises don't pay for the software, they pay for support. It's like everything running on RHEL. It doesn't do anything special, it just has a strong organization behind it that we know will exist in 10 years. Same with Office and Adobe products. For games. Sure little indie single players. But let's see some GitHub monkey maintain the servers for their fortnite clone.
If AI reverse-engineering commoditizes app software, value shifts to whoever owns distribution and cloud runtime, the bull case this thread is stress-testing before Alphabet's November 4 earnings. The top reply, upvoted more than the post itself, says the moat was never the code.
- 1SPYsplit278 comments · 796 upvotes
- 2MCDbullish204 comments · 720 upvotes
- 3MSTRbullish204 comments · 720 upvotes
- 4SPCXbullish204 comments · 720 upvotes
- 5TSLAbullish232 comments · 743 upvotes
GOOGLsouring fast
Retail traders are split on the broad market even as it draws 278 comments, the most of any name today, while Tesla, McDonald's, MicroStrategy and SPCX all pull bullish chatter. Sentiment on Google is souring fast.
Source: RedditGOOGL Coverage
Live: Will Alphabet Smash Q3 Earnings Tonight After the Market Closes?
Live Updates Alphabet Is Down Over 20% From Highs. Is a Massive Rebound Coming?3:00pm ETAlphabet is set to report its Q3 2026 earnings after the market closes today, with investors closely watching…
Thomas Richmond Alphabet Is Only Up 3% This Year: Will Today’s Earnings Report Make or Break GOOGL Stock?
A quiet 2026 for Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) puts extra weight on the Q3 2026 earnings report the company’s scheduled to release after the market closes today, October 28. Alphabet…
CoreWeave Just Fell 31% in a Month: What Will It Take to Get CRWV Stock Back Above $70?
Debt worries have swept through AI cloud stocks over the past month, and CoreWeave (NASDAQ:CRWV) has taken one of the heaviest hits, falling far below a level it held just weeks ago.…
Optical Stocks Climb as Analysts Flag AI Bottleneck: Lumentum Rises 4%, Applied Optoelectronics and Corning Gain 3%, Coherent Sits Out the Rally
Optics/photonics stocks are extending their rebound as more analysts argue that optics are a choke point in the AI expansion, yet Coherent (NYSE:COHR | COHR Price Prediction) is sitting out the move.…
Meta’s Muse Suite Rollout Makes the Recent Pullback a Buying Opportunity
Meta just dropped 17% in a month while simultaneously launching an AI agent that generated $200 average purchases for millions of new users. Here is why that tension points in only one…
Chip Equipment Stocks Rally as SK Hynix Signals Memory Shortage Into 2030: Lam Research Jumps 5%, Applied Materials Climbs 4%, KLA Gains 3%
Chip equipment stocks are leading a third straight day of gains across semiconductors as SK Hynix‘s (NASDAQ:SKHY) view that the memory shortage lasts into 2030 points to years of fab building. Lam…
Microsoft Reports With Zero Sell Ratings and a Year of Flat Returns, We See 22% Upside
Microsoft's revenue surged nearly 18% last year while its stock sat almost perfectly flat, and that disconnect between earnings momentum and share price tells a story most investors are missing ahead of…
Apple Is at a Record Going Into Earnings. Wall Street’s Target Is Below It
Wall Street's consensus target sits below where Apple already trades, yet our model sees a very different number ahead of the November earnings report. Here is why the Street may have badly…
UBS Thinks the Street Is Too Low on AWS. Amazon’s Quarter Is the Test
UBS is calling out Wall Street for sleeping on how profitable AWS can get, and Amazon's October 29 earnings report will either validate that contrarian view or expose a cloud giant running…
Forget Palantir: This AI Stock Has a Better Setup
Palantir (NASDAQ:PLTR | PLTR Price Prediction) is dominating AI headlines after posting 92.8% revenue growth last quarter and raising its full-year guidance again. The valuation and the timing deserve a closer look.…
NVIDIA, AMD and Broadcom May Invest in Meta, Their Own Biggest Customer. What That Signals
When a company's biggest chip suppliers start buying equity stakes in their own best customer, something unusual is happening in the AI supply chain. The question is whether that bet signals confidence…
SK Hynix Jumps 7%, Micron Rises 3% on Memory Shortage Call Through 2030 While Seagate Slips Despite Upbeat Guidance
Memory and hard drive stocks are splitting, with chipmakers rallying behind a South Korean supplier’s record quarter while a hard drive maker slips despite a strong report of its own. Shares of…
Oct. 27 Has Historically Marked the Stock Market’s Autumn Bottom
Deutsche Bank's top macro researcher flagged a single date on the calendar as the market's historical autumn floor, and stocks moved exactly as the pattern predicted. Whether the Fed, oil above $113,…
Microsoft’s Contracted Backlog Could Grow Into a $1 Trillion Opportunity
Customers are signing contracts with Microsoft faster than the company can build data centers to serve them, and the backlog number that results may be the most important figure most investors have…
Jeff Bezos Says Retirees Should Buy the S&P 500 Instead of AI Stocks — but That Could Be Riskier Than You Think
Artificial intelligence has become Wall Street’s favorite investment theme, helping push stocks to record highs while raising concerns about how long the boom can last. For retirees, the stakes are especially high.…
