r/Stocks Daily Discussion & Technicals Tuesday - Aug 11, 2026
Conversation activity · last 5 days peak 9/2h
Clustered from 14 items across 1 source. Not yet parsed — the coverage below is the raw record.
Social posts 4
Voices from the web unedited
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Clear at this point the pump to start last week was a bull trap. Gonna go lower or at least lag hard until they prove everyone wrong again, could be as short as a quarter for the lagging or as long as 6 months. Don't get why I got leaned on hard for my morning take. It was not an "I am mad" take. It was just acknowledging reality.
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Lumentum Revenue: $1.01B, +24.5% Q/Q, +109.3% Y/Y growth vs. ~$984.6M Adj. EPS: $3.23 vs. ~$2.95 Gross Margin (non-gaap): 50.4% / Operating margin (non-gaap) 36.6% Q1 FY2027 guidance is probably more important: Revenue: $1.225–1.275B vs. ~$1.16B Adj. EPS: $4.05–4.35 vs. ~$3.63 Operating margin (non-gaap) of 39.5% - 40.5%
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COREWEAVE Q2’26 EARNINGS HIGHLIGHTS Revenue: $2.6B (Est. $2.56B) Adj. EPS: -$1.14 (Est. -$1.20) Adj. EBITDA: $1.5B (Est. $1.43B) Revenue Backlog: ~$104B Other Q2 Metrics: Adjusted EBITDA Margin: 59% (Est. 55.4%) Operating Income: -$49M (Est. $90M) Adjusted Operating Income: $128M Net Loss: -$626M Need NBIS to next
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Why MELI pumped 6% today? Did they just came to a realization that the most recent earnings was actually great and should inspire confidence for the companies future? I bought heavily around $1.7 - 1.5k and it is nice to see to win a bit. Thought about selling but i have no clue which stock to buy next.
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SE and DLO earnings this week, competitors in the LATAM space, maybe sympathy? either way I don't care, been holding since $2500, I like the pump.
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It’s hard to have a discussion when anyone challenging the sanity of the AI all-in bet are downvoted to oblivion or preventively blocked.
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because the entire thing is a house of cards on vendor financing, circular revenue, and ridiculous capex to force numbers being hit
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If Meta has excess compute that they themselves are trying to rent out as has been reported, why are they a customer of Coreweave?
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I keep debating this one but I still question if ads even lead to purchases anymore. My mind blocks them 🤷
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Google is up 70% in a year. Hard to complain about that when you compare that to the rest of its peers.