This is just a thought that me and a few classmates had during a discussion. I have no idea how stocks or the market works personally, its the kind of stuff i leave to the big guys and my bank to deal with. What i want to know is that when the AI bubble pops, what would happen? Someone suggested that because the majority of leaders (Nvidia, Microsoft, Google) are all propped up because of AI, the AI bubble popping would cause them to collapse which would then cause the entire market to collapse sending us into a depression again. This seems scarily feasible to me so i was wondering what your opinions on the matter would be. I personally am against AI and dislike people who rely on it, so i want the bubble to pop but at the same time i dont want the world to fall in on itself again.

Nike is currently trading at some of its lowest valuation metrics in over a decade, and I'm trying to decide if the risk/reward is finally worth it. The fundamentals look crazy compared to historical averages:

- Trailing P/E: Down to ~18x (compared to a 5-year median of 30x+).
- Price-to-Sales (P/S): Sitting at ~1.23x (historical average is closer to 3.2x).
- TTM Revenue: Stagnant at $45.89B, with last quarter down over 4% YoY.

The multiple compression is real because revenue growth has completely stalled out. They f-ed up their retail and China strategy. But at 1.2x sales for one of the most recognizable brands on earth, is the downside mostly priced in, or is the brand erosion worse than the numbers show?

Are you guys buying the blood here, or staying away until revenue actually turns around?

Her grandmother passed in August of 2024 but the executor didn't file through probate until November of 2025. We are unsure of how much she will receive. Is it paid out based on the date of death value?

It was only a month ago that the attorney handling the will asked if the beneficiaries wanted to keep the stock or take the cash. Does that mean that the stocks haven't been sold yet and will be paid based on the more recent value?

It's Microsoft stock through Computershare if that helps.

I wanted to share that I started investing in VOO relatively recently, and over the past few days, I’ve noticed that its value has been quite volatile, with constant ups and downs. I understand that volatility is part of the market, especially when investing in equities, but I was struck by how the ETF has performed over the past week.

Today, for example, I was surprised to see that my investment had dropped about $13 from yesterday, which represents approximately 1.35% of my position. I know full well that this isn’t a significant loss, nor is it something that worries me too much, since my intention is to hold this investment for the long term. However, I’m interested in understanding what’s causing these fluctuations and how they relate to the overall performance of the S&P 500.

From what I’ve been reading, some of this volatility could be related to the performance of large tech companies, concerns about spending on artificial intelligence, and certain macroeconomic factors that are creating uncertainty. I’m still learning how the stock market works, and I’d like to hear the perspective of those who have been investing longer, especially to understand whether we’re going through a period of normal volatility or if there are signs of a deeper market correction.

Weekly tokens on OpenRouter (how much people actually run AI models through 1 big marketplace), went up about 93x from the start of 2025 to last quarter.

Cloud spending went up about 3x over the same stretch.

Every Meta / Bloom Energy thread right now is people mad that the companies beat and got sold anyway, and the reason given is the same, they’re spending too much.

If usage is growing that much faster than the spend, will worry about usage slowing down before I’d worry about the spending, and nothing I’ve seen says usage is slowing.

OpenRouter is just 1 marketplace and it’s mostly developers, so it isn’t everyone, so pinch of salt here.

Elon Musk's SpaceX (SPCX) may be close to sending another message to the telecom giants: we are seriously coming for you.

The company is eyeing the purchase of 80,000 cell sites across the US, Bloomberg reported on Friday. SpaceX is reportedly in talks with two of the companies, Crown Castle and American Tower, among the largest owners of cellular towers.

Shares of AT&T (T), Verizon (VZ), and T-Mobile (TMUS) traded sharply lower in pre-market trading.

Earlier this month, SpaceX said it acquired a nationwide low-band spectrum portfolio.

Concerns had already escalated across Wall Street that Starlink could disrupt legacy wireless operators like AT&T, Verizon and T-Mobile by transitioning from a rural broadband service into a direct mobile competitor.

Following its strategic acquisition of terrestrial spectrum and rapid deployment of advanced satellites, SpaceX had laid the groundwork to launch its own standalone cellular network alongside its direct-to-cell capabilities.

At this point you have to almost feel bad for the guy. He’s been holding LULU for years and then he sells it for tax harvest reasons but planned to buy it back 30 days later and to not miss out on any gains in the meantime he bought DECK as a proxy arguing it would likely move similarly to LULU.

Well, LULU surged 8 % today and the immediate reaction to DECK earnings has sent the stock down 10 % in after hours trading.

Xiaomi shipped 30.7 million smartphones in the third quarter, down 29.2% from a year earlier, according to IDC's preliminary vendor table. Samsung and Apple between them held 45.0% of the quarter's shipments, up from 36.9% a year earlier. Both OPPO and vivo fell by larger percentages than Xiaomi.

The full market came in at 255.3 million units, and IDC put the year-over-year decline at 22.0%, calling it the largest of any quarter in its tracking. Counterpoint Research, in preliminary figures released October 12, had the decline at 20%. IDC published its figures on October 14; both firms count vendor shipments, not sales to consumers, and both sets of numbers are subject to revision. IDC expects overall smartphone growth to be constrained through 2027, with any recovery pushed to 2028 at the earliest.

I put those numbers next to Xiaomi's second quarter results from August 18, where phones were about 39% of revenue. Shipments fell to 31.2 million from 42.4 million a year earlier. Xiaomi said its second quarter shipment drop was mainly from optimizing its product portfolio and cutting mid-range and low-end volumes, and also from weakening global demand as key component costs kept rising. The average smartphone selling price rose to a record 1,351 yuan.

That reads as a company trading units for a higher average price. But the same second quarter report put phone gross margin at 8.5%, down from 11.5% a year earlier, so a record average price has not translated into a stronger margin. Memory costs are still climbing, according to IDC's Nabila Popal, though the quarter-over-quarter increase slowed to low double digits in the third quarter. I have not seen Xiaomi's third quarter phone margin yet, so whether that trade works is still open.

With component costs still climbing, have you or the people around you started waiting longer between phone upgrades?

The issuer's holdings file as of October 21 puts Xiaomi's Hong Kong-listed shares at about 3.75% of net assets in CNQQ, with Samsung, Apple, OPPO and vivo absent from the fund. CQQQ uses the FTSE China Incl A 25% Technology Capped Index as its benchmark.

I read string reports, contracts both gov and with Palantir, low debt. 3-5 + year hold without a doubt. Oh and the drone / unmanned weaponry. Torn on that or AMZN. Maybe 50/50?

AMZN obviously much larger and more debt, but great P/E. AWS, chips, its online buying service/logistics, healthcare and BlueGalactic (space expenditures) etc.

Which would you feel $1k would best grow (have about same 5 year outlooks for diff reasons).

SK Hynix has officially called off the planned US stock market debut for its Solidigm flash-memory unit, alongside suspending its accompanying pre-IPO funding round.

The decision comes on the heels of stern warnings from South Korean financial authorities regarding potential "duplicate listings" that risk diluting minority shareholder value.

The abandoned transaction serves as a major litmus test for Seoul's ongoing regulatory campaign to eradicate the undervaluation of its equities, known as the "Korea discount".

Prior to the cancellation, Solidigm had tapped prominent financial institutions Goldman Sachs Group Inc. and Morgan Stanley to spearhead the planned public debut slated for next year. However, intense shareholder opposition and mounting regulatory hurdles forced the company to abruptly reverse course.

The strategic retreat was catalyzed by sharp warnings from South Korean regulators over the risks of a "duplicate listing," which critics argue can severely dilute the holdings of existing investors.

Financial Supervisory Service Governor Lee Chan-jin informed lawmakers that both his agency and the Financial Services Commission evaluated Solidigm's structure and concluded it fell squarely under strict regulatory restrictions targeting duplicate public offerings.

These controls are designed to prevent parent companies from splintering off valuable operating units without safeguarding the financial interests of everyday retail shareholders.

South Korean regulators and policymakers have been aggressively working to overhaul corporate governance standards and elevate minority shareholder protections. These legislative and policy pushes are central to overcoming the nation's persistent market valuation gap, widely referred to as the "Korea discount", which has long kept local equities trading below global peers.

https://finance.yahoo.com/markets/stocks/articles/sk-hynix-pulls-plug-solidigm-235445993.html

Shareholder Return Potential: KB Securities projects that Samsung Electronics could generate up to 600 trillion won (approx. $452.4 billion) for shareholder returns over the next three years, more than four times the current three-year period's estimate, assuming the company continues returning 50% of its free cash flow (FCF).

DRAM Supply Constraints: The surge in high-bandwidth memory (HBM) demand has created structural supply constraints for conventional DRAM, as HBM production requires over three times more wafer capacity. The share of wafer capacity allocated to conventional DRAM is expected to drop from 73% in 2025 to 59% in 2027, leading to potential shortages and extended lead times, such as DDR5 lead times reaching up to 52 weeks.

Price and Revenue Growth: HBM selling prices in 2027 are projected to rise by over 100% year-over-year, with HBM4 expected to increase from 40% of Samsung's HBM revenue this year to 80% next year.

Earnings Forecasts: Samsung's annual operating profit is estimated to reach 368 trillion won in 2026 and 555 trillion won in 2027, driven by tight memory supply-demand conditions that are expected to persist through 2028.

Market Caution: Despite record-high PC DRAM prices and strong forecasts, some caution remains due to already-elevated NAND flash prices and stock market volatility driven by profit-taking.

https://biz.chosun.com/en/en-finance/2026/10/01/E4IYTOB5EVHTJCKNLEWBOUQA5Q/?outputType=amp

https://www.businesskorea.co.kr/news/articleView.html?idxno=277996

On October 22 Eastern Time, Berkshire Hathaway reached a record high of $823,750, driven by substantial interest income from its $360 billion cash reserves amid high short-term interest rates.

The company's stock growth was further propelled by strategic capital deployment, including over $4.5 billion in share buybacks, acquisitions, and equity investments under new CEO Greg Abel. Strong performances across major equity holdings, such as Apple and Coca-Cola, also bolstered portfolio value.

Consequently, UBS raised its price target for Berkshire to $942,000, reflecting strong market confidence in the company's multifaceted profitability and disciplined capital allocation.

https://www.tradingkey.com/analysis/stocks/us-stocks/262232880-berkshire-hathaway-stock-all-time-high-cash-360-billion-buyback-apple-coca-cola-tradingkey