r/Stocks Daily Discussion & Fundamentals Friday Aug 14, 2026
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The conversation 20 comments and posts from 1 site · verbatim
- Yesterday
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Cashapp won't let me sell beyond meat. 240$ down the drain. Maybe I'll get a sell in Monday but ive lost out on the peak due to their horrible interface.
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i dont want to touch crypto until saylor gets liquidated and a new narrative emerges
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Broadcom is losing market share and Google is working with AMD on a TPU project for the v10 generation, according to SemiAnalysis.
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To me, crypto is a useful idiot. BTC has been testing the low 60s for a few months now, likely slowly burning off it's 2024 support. Volume has been lower than it was in '24 so it'll take a while. Possibly until 1Q27. So I set an alert for when it crosses below $55k. At which point I run for the hills with my main portfolio. And yes at that point…
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You are way too obsessed. Go outside, sit in a nice park, and see the world is not ‘literally’ going up in flames.
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Is it a private network? Certain browser add-ons that get financial data can be requesting from EDGAR
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I don’t know if I’d go this far but I would agree it seems like the fat will get sliced off the market in a brutal brutal way
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AVGO and Oracle are literally the posterchilds for the current debt crisis the big tech companies find themselves in. Both those companies are pretty much pricing in a complete default on their corporate bonds multiple times in the past year then randomly they get short squeezed straight back up so everyone keeps coping and doesnt admit the bubble…
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SEC pages have been acting very funny lately. I posted a link in here the other day and then when I clicked it and looked it was just a blank page that wouldnt load any of the body text. Very suspicious stuff.
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Edit: Angry mass downvotes don't change reality. See for yourself the pattern of declining long bond issuance, https://www.treasurydirect.gov/auctions/announcements-data-results/announcement-results-press-releases/previous-announcements-and-results/ or Fed balance sheet intervention https://www.newyorkfed.org/markets/omo_transaction_data . Bonds…
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I went to EDGAR for the first time today and opened one 20-F. I then tried to open a second one... Your request rate has exceeded the SEC’s maximum allowable requests per second. Your access to SEC.gov will be limited for 10 minutes. Current guidelines limit each user to a total of no more than 10 requests per second, regardless of the number of…
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I own. It's 100% a Brad Jacobs roll-up play. I honestly don't think any other thesis can exist, at least now yet. It's too early in the roll-up. His history in roll-ups can't be challenged. UWS had a CAGR over 50% for the 8 years it existed, United Rentals outperformed the S&P 500 by 2x while he was there (and became a 300-bagger after he left)…
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He either strikes out or hits a grand slam home run at the bottom of the 9th.. nothing in between.
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What the heck is going on with AVGO? I searched and found no news. Also I think that was the bottom. LOAD THE BOAT.
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Nah, I moved most everything left in my 401k to bonds a month ago lol. Bond demand about to go insane when the 30% dip hits.
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Easy to call it after it happens. Tell us, what is the next big breakout in September?
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The more recent cohorts are starting to monetize and it looks like we are just starting to see the big inflection out of Mexico...very bullish.
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Abacus Global Management (ABX) said late Thursday its board authorized a $100 million share repurchase program beginning Aug. 17. The company said it expects to fund the program with ongoing free cash flow, proceeds from balance-sheet transactions, and cash on hand. That's about 10-12% of shares outstanding at current prices.
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I enjoyed watching him lose money more than I made money, but he was a kid who didn't have an elaborate shitty thesis on shadow banking and money pumping that defined his entire world view. He just took a bunch of gambling positions and made braindead posts rooting for them all day like they were a sports team. He wasn't a true believer.
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What a lovely week it has been, great making money with you. And we witnessed the capitulation of one of the biggest bears here.