Does anyone actually know what is triggering these wild spikes and dips?

I'm not used to owning stocks this volatile and in a time of major growth. The stock still has relatively little coverage so I am finding it hard to understand the source of the big swings in valuation. It's fluctuating $10Billion in market cap a lot and often is out of sync with the rest of the market.

Hoping to learn 🌝

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u/pizzababa21 — 6 days ago

With Nvidia being under 30x for PE ratio and growing revenue significantly every quarter, why does this sub focus so much on Meta and Microsoft?

Looking to understand the meta and Microsoft bulls. Do you guys just not care if the companies bounce back for a few years or is there an actual angle to this? Is it because their businesses are easier for you to understand?

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u/pizzababa21 — 10 days ago

Hainan airways Beijing change airport transfer on way to Hong Kong: do my bags get sent directly or do I need to take them through customs in Beijing?

I've booked a flight with hainan airways from Dublin to Hong Kong with a layover in Beijing. In Beijing I have to change from airports from PEK to PKX. I've only booked it one way and am considering changing the trip but am wondering if it's possible to just get out in Beijing instead and not getting the second flight. The visa isn't an issue but I'm worried my bags will be sent to Hong Kong.

Can anyone who had done this flight or similar ones tell me if I will have my luggage in Beijing?

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u/pizzababa21 — 29 days ago

Starting to think most of these non growth stocks are not actually under valued but actually just the new standard for ratios because of the redirection of foreign capital out of the US

the inflow of global fund flows fell from 72% in 2024 to 50% in 2025. I know that's still an increase in absolute dollars but US listed companies have also been growing their revenue.

When i heard this earlier in the year i was a bit anxious thinking there would be a market wide correction eventually to account for it, but now I look around at so many seemingly undervalued stocks in sectors outside of the AI stack and I'm starting to think it already happened.

For those unfamiliar with foreign markets, companies listed on other exchanges typically are valued at lowet PE ratios with comparable performance. there's averages by exchange you can check.

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u/pizzababa21 — 1 month ago

How many of you guys use substack for research? Do you think the quality on it is good enough to replace traditional email subscriptions for gaining an edge?

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u/pizzababa21 — 2 months ago