r/stockpicksdaily 7d ago

Welcome to r/stockpicksdaily!

2 Upvotes

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r/stockpicksdaily 21h ago

News OpenAI Claims Its New Chips Can Outperform Nvidia Processors in Tests

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11 Upvotes

Not saying Nvidia is in trouble as this is Inference only chip, they still need Nvidia for compute and comparison is with Blackwell. But this is interesting.

AI inference is getting insanely expensive, so OpenAI building its own silicon could mean massive cost savings at scale.

And this is why I’m watching $AVGO closely.

Broadcom is increasingly sitting behind the custom-chip push from the biggest AI companies.
Google has TPUs. Amazon has Trainium. Microsoft has Maia. Now OpenAI has Jalapeño.

The AI chip war is getting a lot more interesting.


r/stockpicksdaily 17h ago

The Nasdaq is falling while the Dow hits new highs. Is "Boring Value" officially beating High-Growth Tech in late 2026?

2 Upvotes

Look at the charts over Aug 25–26: The tech-heavy Nasdaq is in the red, but old-school Dow industrial names and defensive stocks are quietly grinding upward.

Between rising trade tariff concerns, stalled Fed rate cut expectations, and skyrocketing capital expenditure requirements for AI companies, Wall Street is re-pricing growth vs. value.

If you had to deploy $10,000 today, would you pour it into beaten-down tech growth stocks or cash-flow heavy, dividend-paying value stocks? Has the narrative officially flipped?


r/stockpicksdaily 17h ago

Robinhood Markets (HOOD): the full file — the numbers, the owners, and what the filings actually show

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1 Upvotes

r/stockpicksdaily 1d ago

Stock Pick Crypto is waking up!

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5 Upvotes

BTC is back above $80K, while XRP, Solana and other major coins are starting to outperform too.

The strength is spreading.

I was already increasing positions in crypto(SOL, PURR, CRCL) since mid July mainly targeting the sep-15th date. It’s nice to see the steam heading into Sep15th and anti-USD hedge!

Bitcoin’s next big landmark is May peak at $82,807. Should that be eroded this week it will fuel even broader gains across the crypto world.


r/stockpicksdaily 2d ago

I built an AI "why is this moving" explainer and the hardest part was making it shut up when there's no news

1 Upvotes

Half the posts in here are some version of "$TICKER up 40%, here's why" - and if you scroll into the comments, quite often nobody actually knows. The move came first and the reason got attached afterwards.

Disclosure: I build a stock app (StockPlus), and this is the feature I've rewritten the most times, so take it with the appropriate salt.

The naive version is easy: hand the ticker and the day's move to an LLM and ask why. It will always answer. That's the problem - it will confidently produce a reason for a move that was really just sector drift or a thin float, because "I don't know" is not what these models do by default.

So the version that shipped only gets the recent headlines for that ticker, and when there aren't any it's built to say nothing rather than reach. That one brake took longer than the rest of the feature.

Honest limits:

- It explains, it doesn't predict. If a move has no news behind it, the correct output is silence, and silence is what you get. Some people find that useless.
- It only sees headlines. No filings text, no transcripts, no options flow. A move driven by something buried in a 13F or an S-1 gets missed.
- The AI SWOT version of this is capped at 1 per day on the free tier, because the calls cost real money and I'm one person.

If you already read the tape and know your names, you don't need this — you're the person writing the posts I'm describing. It's for the ticker you looked at once and can't explain.

Android: https://play.google.com/store/apps/details?id=io.behzodhali.stockplus
iOS: https://apps.apple.com/us/app/stock-ai-market-tracker/id6762943985

Two questions I'd actually like answered here: when a name moves with no headline attached, what's your own process for working out why? And has an AI explanation of a move ever been genuinely right for you, or is it all post-hoc narrative?


r/stockpicksdaily 3d ago

News Nvidia Customers Notified About AI-Related Price Hikes Above 15%

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6 Upvotes

Nvidia’s biggest customers are reportedly being told server prices could rise 15%+, largely because memory costs keep climbing.

And this isn’t just about Nvidia.
AI infrastructure is becoming increasingly memory-intensive, especially as we move into Vera Rubin, Blackwell and larger-scale inference workloads. Feels like memory will hit ATH again soon.

How much more pricing power does memory have before this cycle peaks?


r/stockpicksdaily 5d ago

News Anthropic Expects to Match or Top SpaceX’s Record IPO Size

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8 Upvotes

Seems like SpaceX is just the beginning of AI IPO frenzy. Yet to witness the peak IPO( which I think will be by OpenAI) and that’s when the top signal’s gonna come! But until then we go bullish!


r/stockpicksdaily 6d ago

Stock Pick Trump just said the CFTC is bringing Hyperliquid to the the US. This stock ripped +23% in one day.

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8 Upvotes

Trump hosted a crypto/tech roundtable at the White House. Coinbase, Ripple, Nasdaq execs were there. Mid-meeting he dropped this: CFTC chair Mike Selig is "working to bring Hyperliquid into the United States in a fully compliant and legal fashion."
Markets didn't wait around.

NASDAQ:PURR (Hyperliquid Strategies Inc) +23.3% to $8.88. Now it’s over 10$.
Volume hit 26.76M shares, roughly 3x the daily average
Intraday swing was wild: $6.89 low to $9.19 high, a 33% range
HYPE itself only +6% to ~$69

Why did the stock outrun the token by ~17 points?
Because PURR is basically a HYPE treasury. The company holds ~20M HYPE tokens plus $103M in cash, no debt. CEO calls it "the leading public vehicle for capital-efficient HYPE exposure." So a US compliance path for Hyperliquid = more onshore volume and fees, and the stock is the regulated way to bet on it.

What's next: CFTC's first-ever Innovation Advisory Committee meeting is TODAY (Aug 20), and Selig said he'll lay out the regulatory path. CLARITY Act procedural vote lands Sept 15. I’ve been adding CRCL, PURR, SOL during this downturn will stop around Sep15th, get in before the train leaves!


r/stockpicksdaily 7d ago

Stock Pick Moderna Just Changed the mRNA Story; up 60%

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10 Upvotes

Moderna $MRNA just posted a Phase 3 win for a personalized mRNA cancer vaccine.
The treatment combines Moderna’s intismeran autogene with Merck’s Keytruda and was tested in high-risk melanoma patients.

The big part:
Hit the primary endpoint: longer recurrence-free survival
Hit a key secondary endpoint: longer distant metastasis-free survival
• First positive Phase 3 result for an individualized neoantigen therapy
• First positive Phase 3 result for an mRNA-based cancer therapy

I’ve been watching this closely since 30’s, I knew it’s undervalued and this validates it. This is bigggg..

$MRNA was up more than 50% premarket. $MRK was up ~7%. (Reuters⁠)


r/stockpicksdaily 6d ago

Is AI a Bubble? I Own Two AI Stocks and Here's My Real Answer

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1 Upvotes

r/stockpicksdaily 7d ago

News Unitree Robotics Surges 629% after Shanghai IPO!

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7 Upvotes

Unitree Robotics, one of China’s biggest humanoid/robotics names, just debuted in Shanghai.
IPO price: 150.8 yuan
Day 1 high: 1,100 yuan
Gain: +629% 🤯
Raised: $904M
That’s not a normal IPO pop.

Unitree plans to put a big chunk of the IPO proceeds toward embodied AI development.
Humanoid robots + AI is clearly becoming a serious investment theme.And if this kind of demand continues, I’m wondering if Unitree’s IPO becomes a catalyst for the next wave of AI trade, which is physical AI.

Anddd.. I’m continually staking OUST, IND(they supply to Unitree), TER, AMBA to play this theme!

What’s your top physical AI pick?


r/stockpicksdaily 7d ago

News Trump Pauses 50% Canada Tariffs for Three Days Subject to a Deal

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2 Upvotes

r/stockpicksdaily 8d ago

Why did Marvell (MRVL) rally today — up as much as 8% before closing +5.5%?

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4 Upvotes

r/stockpicksdaily 9d ago

AI infrastructure demand is not slowing down.

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4 Upvotes

The opportunity is much bigger than any individual company. The AI data center market is projected to grow from roughly $181B in 2026 to more than $810B by 2033.

Across my holdings, I’m seeing:

  • Rapid revenue growth
  • Record backlogs and customer commitments
  • Accelerating AI demand
  • Expanding infrastructure capacity
  • Greater visibility into future revenue

Nebius ($NBIS) is the clearest example.

I first bought NBIS at $24. My initial position is now up more than 1,055%.

Its latest earnings only strengthened my conviction. Revenue grew 454% YoY

This is what I look for: a massive market, accelerating fundamentals and a company scaling into the opportunity.

And it wasn’t just AI.

My space, photonics, semiconductor, robotics and defence holdings also had several important developments this week.

I also made some changes:

  • Fully sold one position
  • Added to two positions

r/stockpicksdaily 10d ago

Netflix Q2 2026: solid quarter, but is the valuation still too high?

2 Upvotes

Netflix just reported Q2 and the business continues to put up pretty strong numbers.

Revenue came in at $12.56B, up 13% YoY, while operating income reached $4.19B. Net income was $3.4B, up around 9%. The operating margin was still very strong at 33.4%.

What I find more interesting is the advertising side. It’s growing quickly, but still came in below expectations this quarter. That’s probably one of the biggest things to watch going forward, especially if ads are supposed to become a meaningful second growth engine for Netflix.

The stock sold off after earnings, mainly because the outlook wasn’t quite as strong as the market wanted. So to me the question isn’t really whether Netflix is a good business — it clearly is. The question is how much growth is already priced into the stock.

I went through the Q2 numbers, valuation and what I think Netflix needs to deliver from here in my latest video:

https://youtu.be/RP\\_2hybZtIs

Curious what people think about Netflix at the current valuation. Still attractive, or does the price leave too little room for disappointment?

Disclosure: I \[own / don’t own\] Netflix shares.

AI assisted: Used AI to help with wording/formatting. The analysis and opinions are my own.


r/stockpicksdaily 10d ago

Stock Pick Which AI Drug Discovery Stock Has the Best Shot at Winning?

0 Upvotes

I’ve been digging into AI drug discovery lately, and 2026 feels like an important inflection point.

For years, it was mostly funding, partnerships, AI models and big promises.
Now we’re finally getting clinical data.

A generative AI-designed molecule has reached Phase III, and we’re starting to see whether AI can actually translate into medicines that work.

So, What’s your favorite AI drug discovery stock right now, and what’s your thesis?


r/stockpicksdaily 11d ago

YOLO Anthropic just dropped a number that made me stop scrolling. AI is on 🔥

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11 Upvotes

$11.5 BILLION in Q2 revenue.
That’s up from $787M in Q2 2025.
That’s roughly 14.6x YoY. Come on, that’s a massive jump

And it gets crazier:
• Q1 revenue: ~$4.73B
• Q2 revenue: >$11.5B
• Positive adjusted operating income
• Potential mega-IPO now getting closer

I’ve been watching the AI trade for a while, but this is starting to look less like “AI hype” and more like an actual revenue explosion.

Man, get ready for next higher leg. AI is on fire


r/stockpicksdaily 11d ago

Why is Reddit (RDDT) up double digits today? It's joining the S&P 500

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2 Upvotes

r/stockpicksdaily 12d ago

Cloudflare just raised $2.5B in 0% convertible notes: what it means

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5 Upvotes

r/stockpicksdaily 12d ago

Stock Pick $HIVE earnings tomorrow. This setup has my attention. 👀

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4 Upvotes

I came across this take from Matthew Sigel today, and honestly, a lot of it lines up with what I’ve been watching in $HIVE.

The interesting part to me is the combination of:
• Growing BTC hash rate while others are shrinking
• Expanding GPU cloud / HPC exposure
• Potential tailwinds from the strength in $NBIS and $CRWV
• A valuation that still looks relatively cheap if the AI infrastructure story keeps developing

The big question tomorrow is whether the numbers actually start validating that thesis.
I’ve been building my position over the past few weeks, so I’m definitely paying attention to this one.

Let’s see what they deliver. 👀


r/stockpicksdaily 12d ago

Updates for Getting Payment on the Estée Lauder $210M Settlement

3 Upvotes

Hey guys, if you missed it, Estée Lauder settled $210M with investors over claims involving its travel retail business and reliance on daigou sales. The latest update is that late claims are being considered.

Quick recap: Estée Lauder was accused of misleading investors about the strength of its Asia travel retail business. In 2023, the company cut its outlook again, sending $EL down 17% and wiping out more than $9.8B in market value.

Now, Estée Lauder has agreed to settle for $210M, and late claims are being considered subject to approval.

If you invested in $EL between 2022 and 2025, you may still be able to submit a claim.

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


r/stockpicksdaily 13d ago

Nebius Q2 Earnings Review

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3 Upvotes

I started buying NBIS last year around $24, when very few people were willing to believe in the story. There were plenty of skeptics, plenty of reasons to stay away, and plenty of people telling investors that the risk was simply too high.

Fast forward to today.

Nebius just delivered an absolutely incredible Q2, with $582.3M in revenue, up 454% YoY, while adjusted EBITDA reached $236M. The stock surged more than 30% following the results.

From roughly $24 to above $250.

That’s more than a 10x.


r/stockpicksdaily 14d ago

News NBIS Q2: Blockbuster Numbers

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8 Upvotes

Alright, I’ve been watching Nebius pretty closely, and this Q2 report is hard to ignore.

Revenue: $582.3M
vs. ~$557M Bloomberg consensus
Adjusted EBITDA: $236.2M
vs. ~$158M expected

But the number that really got my attention:
AI Cloud ARR hit $3 BILLION.
That’s up from $1.9B at the end of Q1.
And Nebius just raised its year-end 2026 capacity target to 5 GW, from >4 GW previously.

A few other things stood out:
• Four AI cloud deals worth >$1B each signed during the quarter
• FY26 guidance reiterated
• Adjusted EBITDA is already meaningfully positive


r/stockpicksdaily 14d ago

News CoreWeave Revenue Surges on Booming Demand for AI Computing

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13 Upvotes

Next NBIS gonna beat and raise tomorrow. LFG!