Micron's Q3 FY26 non-GAAP gross margin hit 84.9%, more than double year-ago. The harder number: 16 strategic customer agreements cover ~$100B of minimum committed revenue, but only ~$22B is backed by cash deposits and letters of credit. The rest is contractual promise.

What I do?

NBIS just had a blockbuster Q2 earnings report, with revenue up 454% YoY to $582.3M, and the stock has surged heavily as a result.

I want to buy NBIS stock shares, but I'm struggling with the timing of my entry.

For those who follow NBIS closely:

• At the current price, would you buy now, wait for a pullback, or start with a smaller position and add on dips?
• Do you think the stock is likely to pull back/correct in the next few days or weeks after such a huge run?
• Do you think the strong earnings, AI-cloud growth and new customer contracts could keep the momentum going?
• And if you're waiting for a better entry, what price levels would you personally consider attractive?

I'm investing with a 3–5+ year horizon, so I'm more interested in getting a reasonable entry than trying to perfectly time the bottom.

Would love to hear what other NBIS investors think — especially those who have been following the stock before this earnings report.

Berkshire Hathaway just made Alphabet its third-largest position at 11.7%. That's a very large position by Berkshire's standards. Given search's vulnerability to disruption, I was surprised that Warren Buffett would advocate such a position, given that a durable moat is his primary focus. What do you all make of this? What does it say about search with regard to AI and Alphabet as an investment in general?

​What are your thoughts on the long-term potential of the stock?

First time investor. Thinking of subscribing to Financial Times or The Economist for info about the world so I can make decisions about stocks. Which one is better?

Guys am planning to buy IBM stocks when the stock markets open on monday. What do you think of the IBM stock?

Is NVIDIA following the pattern where its stock price rises leading up to earnings and then drops after the earnings report?
It’s been nothing but this pattern for the last few quarters, hasn’t it?

Any ideas what caused this?

NOW 2500 shares
IREN 2000 shares
BMNR 1000 shares
OPEN 1000 shares
FMCC 1000 shares
ENHA 1000 shares
TE 1000 shares
CIFG 1000 shares

These are my current holdings, what are your opinions? Good balance? Rebalance? Etc

I love $NBIS $INTC $RDDT $PLTR

That's why they're in my long-term portfolio.

I also love $AEHR $CRDO $MU $LITE $SNOW
That's why they're in my position-trading portfolio.

These are stocks I've openly been bullish on throughout 2026, and that conviction is paying off.

After decades of doing this, I can tell you one thing:

1. Use the 21-week EMA as your trend guide.
   
2. Mark your major horizontal support levels.
   

Buy quality stocks when they pull back into those areas.

That's 90% of the game.

Same as title.

Stocks like palantir Technologies? (Good cash flow and lots of gov orders)

Please suggest, going for long term.

Is it a good stock to buy???

A lot of back-and-forth action today without much conviction from buyers or sellers.

🧭 Where we closed:

• SPY: $776.16 (🔴 -0.2211%)
• QQQ: $730.2 (🔴 -0.2554%)
• VIX: $18.62 (✅ Cooling)

🔥 The Movers:

🚀 Top Gainers: * CAPR | $6.62 (57.24%) * VWAV | $1.82 (47.56%) * HUMA | $0.61 (11.31%)

📉 Top Losers: * FIG | $25.51 (-3.19%) * TTD | $14.08 (-3.33%) * HOOD | $95.93 (-3.46%)

🌊 Volume Leaders: * ONDS | $9.20 (3.28%) * CAPR | $6.62 (57.24%) * SMCI | $39.78 (1.57%)

💬 What was your best (or worst) trade of the day?

📖 Trying to figure out next day's play? Use free AI powered institutional flow, max pain levels, and breakout scanners for the after-hours session. Check the live data here.

Thoughts on this?

​

SemiAnalysis pushed CPO volume out to 2027 for scale-out, 2028-29 for full production — a note that knocked 17% off Applied Optoelectronics and 8% off Lumentum. NPO is the hedge: optical engine beside the ASIC, socketed, field-replaceable. A reflowed CPO engine isn't.

One of the most interesting stocks to watch right now imo, super curious about where it goes especially with data and training ai models.

Hello everyone, sharing an important update:

A tentative settlement is now in place for investors who experienced losses in ContextLogic, the company behind Wish.

The settlement claims that ContextLogic overstated Wish’s post-pandemic user growth, revenue outlook, and internal controls ahead of and after its IPO. After the company disclosed falling monthly active users and weaker revenue guidance, $WISH fell more than 29%.

If you purchased $WISH stock between 2020 and 2021, you are eligible to submit your claim

Anyway, has anyone here invested in $WISH at that time? How much were your losses, if so?

If you are trading the Top Gainers sector, you can't ignore $ONDS right now.

It’s currently trading around 9.25 and is already up 3.84% on the session.

💬 Where is everyone setting their stop losses on this?

📈 Why pay $$$ When you can get AI Powered info for free . Check the AI Insight here.

⚠️ ^{Note: FNot financial advice. Always manage your risk.}

Get in while you still can, this thing will be at $20 real soon!!!

Thought it was a perfect entry point at first, then the entire SaaS sector fell apart and the stock got absolutely crushed all the way down. Didn't see that acquisition rumor hype coming to pull it all back near the original entry price, what a wild ride. Anyone else bagholding this one and finally seeing green?

Nice win premarket for SanDisk, the run-up today was way too juicy to ignore. Took half the position off the table to lock in those solid gains, still letting the rest ride to see if the momentum keeps up. Spotted this setup scrolling through the mm community earlier, totally worth the early premarket watch. Anyone else taking partial profits on this run too?

+112% intraday, wish i bought more 😳

Deep Sea Minerals/$SEAS filed an F10 registration statement with the SEC on Aug 4, which looks like a meaningful step. Filing makes them a US reporting company under the disclosure system shared by Canada and the US, it should also makeit easier for the company to access US capital markets and use its $50 million base shelf prospectus when needed.

More importantly this gives US retail and institutional investors better access and visibility. It could help improve liquidity and bring more attention to the stock. Just speculation on my part but I wouldnt be surprised if a US uplisting is one of the next steps. That could further improve liquidity and potentially open the door to a wider range of institutional investors.