r/StockInvest

The earnings report of NVDA is in a few hours' time, but if you are investing or you have invested, these are things you should know, and their positive or negative outcome will affect the stock.

The first one is Revenue and Future Guidance. This talks about how much money they made and how much more they may make in the future. Although Nvidia already told investors that they should expect around $78B revenue, Wall Street is expecting around $87B next quarter.

Secondly, another thing is about the US sending advanced chips to China, which was one of the biggest markets for NVDA before it was cut short. Although I have asked Google and GetAgent about the possibility of how it could go, I now know that if any of these reasons go the right way, then traders and investors will make good earnings from this Q1 earnings result.

Its not a bubble! Its backed by earnings. Full ported today.

I live in Phoenix. My life isn’t anything special. I bought my house before mortgage rates skyrocketed, I own a paid-off truck, I got divorced a few years ago nothing fancy about my life. Most people around me probably think I’m just a middle-aged guy working at an ordinary company.

To be honest, that’s pretty much how I’ve lived most of my life.

A few years ago, when everyone online was calling PLTR a meme stock, I started building a position. I remember buying in at a low of around $10, and every time the stock dropped another 10%, I’d get anxious. Friends told me it was dead money, and half the internet said its valuation made no sense.

But I could never shake the feeling that, whether people liked the company or not, governments and big corporations would eventually become increasingly reliant on AI-driven data systems.

I currently hold just over 18,000 shares.

Even saying that still feels absurd to me, because there was a time when I genuinely believed I’d made a huge mistake.

Before I knew it, thanks to PLTR, NVDA, and a bunch of boring index funds I’ve been steadily buying, my net worth broke the $3.5 million mark this year.

No yachts. No Rolex collection. To be honest, my biggest bragging right is probably waking up and realizing I no longer worry about bills.

This is the part nobody tells you when your money starts piling up. This emotional shift is far stranger than the material changes.

I used to dwell on every day the market went down. Now I’m more focused on not doing something stupid that could ruin what has already changed my life.

Believe me, I’ve made plenty of mistakes before this.

Selling winners too early. Holding junk stocks for too long. Chasing hype. Panic-selling during pullbacks.

PLTR just happened to be the one I was patient enough to hold until the very end.

I’m curious how many people here are currently holding a stock and genuinely believe that if they just leave it alone for another 5 to 10 years, it will completely transform their future.

(Cannot say Nvidia 😉)

If you could only choose one stock the one you’d keep holding no matter what, even if the market’s down, your portfolio is in the red, and nobody seems optimistic about it in the short term which one would it be?
Not a short term trade. Not a speculation. I’m talking about that one stock you genuinely believe in the kind you’d keep holding, and even keep adding to on the dips.
I think everyone has a stock like that. Maybe it’s not doing much right now. Maybe you’re even down on it at the moment.But deep down, you still believe its future will eventually prove you right.
To me, the stocks truly worth holding long term aren’t the ones that make you excited when they’re going up they’re the ones you’re still willing to stand behind when the market feels weak and sentiment turns negative.
It could be a tech stock, or something more traditional.
It could be a profitable blue chip company, or a high growth company you really believe in.
So what’s your pick?
What’s the story behind why you believe in it?
Curious to hear what everyone’s holding onto maybe we’ll all discover a few great companies worth keeping on our radar for the long run.

Which ETFs do you think have the biggest upside over the next 6–12 months?

Semis and AI already exploded, but could ETFs tied to semiconductors, uranium, crypto miners, robotics, space, or defense still do +40%, +70%, even +100% from here?

Curious what people think are the very strong upside ones going forward.

What’s interesting about NovaRed Mining (NRED / NREDF) right now is that the company is evolving on multiple fronts at the same time instead of relying on a single narrative.

Over roughly the last 12 months, the stock moved from around C$0.05 to above C$2 at peak levels depending on the session, representing one of the stronger speculative reratings in the junior copper space. Multiple market trackers now show yearly gains measured in the thousands of percent.

Usually when a junior miner runs this hard, the story becomes purely momentum driven. But NovaRed keeps layering in additional pieces that make the company look more sophisticated than a typical exploration microcap.

First, there’s the Wilmac copper-gold project in British Columbia, positioned in a known porphyry belt near Copper Mountain. Then there’s the AI angle through MetalCore and the company’s recently announced provisional patent filing tied to artificial intelligence-driven mineral exploration systems.

Now they’ve added Jake Amsterdam to the advisory board, bringing experience in ESG, governance, anti-corruption strategy, international investigations, and stakeholder engagement. That’s a very unusual combination for a company at this stage.

To me, the market is starting to recognize that modern mining companies will probably need three things simultaneously over the next decade: strong copper exposure, technology integration, and credible ESG positioning. NovaRed seems to be trying to build all three at once.

That obviously doesn’t remove exploration risk. The company is still pre-resource and pre-production. But structurally, this feels much more like an emerging "critical minerals + AI + governance" story than a standard junior explorer.

Contact me for more stock codes

1. Nvidia (NVDA): $31.5 billion (3.62%)

2. Apple (AAPL): $27 billion (3.11%)

3. SPDR S&P 500 ETF (SPY): $23.8 billion (2.73%)

4. Microsoft (MSFT): $22.7 billion (2.60%)

5. Alphabet Class A Shares (GOOGL): $16.6 billion (1.91%)

6. Amazon (AMZN): $14.1 billion (1.62%)

7. Broadcom (AVGO): $11.2 billion (1.28%)

8. Tesla 9. TSLA: $10.9 billion (1.25%)

9. Meta Platforms (META): $10.7 billion (1.23%)

10. Alphabet Class C Shares (GOOG): $9.1 billion (1.05%)

Source: Goldman Sachs Q1 2026 13F Report

According to the latest 13F report, Goldman Sachs manages a large 13F portfolio with assets under management (AUM) exceeding $870.9 billion.

Because Goldman Sachs files as an integrated institutional investment manager, the portfolio represents a collection of U.S.-listed stocks, options, and ETFs managed by multiple Goldman Sachs entities.

Goldman Sachs' top ten holdings account for 20.41% of its total 13F portfolio.

Nvidia is the largest holding in Goldman Sachs' portfolio, accounting for 3.62% of its total 13F holdings, with a market value exceeding $31.5 billion. Apple ranked second with a market capitalization of $27 billion, and SPY ranked third with a market capitalization exceeding $23.8 billion.

Other top ten holdings included Microsoft, Alphabet Class A shares, Amazon, Broadcom, Tesla, Meta Platforms, and Alphabet Class C shares.

About Goldman Sachs:

Goldman Sachs is an American multinational investment bank and financial services firm founded in 1869. By revenue, it is the world's largest investment bank and the world's seventh-largest asset manager, managing over $3.6 trillion in assets.

I’m gradually becoming less interested in flashy concept names and more interested in businesses that at least have some operational foundation.
TROO caught my eye partly because it doesn’t look like a pure narrative story.

Am I the only one shifting this way?

As an investor, I have recently been closely monitoring the performance of Micron Technology (Ticker: MU). Given its pivotal position within the semiconductor industry coupled with the market's sustained demand for memory chips and storage solutions many are beginning to speculate on whether MU's share price could eventually break the $2,000 mark.

Whether MU can indeed surpass $2,000 in the near term hinges primarily on its own operational performance as well as the broader market environment. While potential challenges certainly exist, the stock retains the potential to achieve such a breakthrough, particularly given the favorable outlook for the industry.

What are your thoughts on MU's future share price trajectory? How long do you think it will take for the stock to reach the $2,000 milestone? I invite you to share your views and join the discussion in the comments section below!

Sometimes the market doesn’t know whether to treat something as growth, value, turnaround, or pure speculation. That confusion can create weird opportunities.
$TROO seems to sit in that awkward middle zone.

I’m currently holding a couple long term stocks for investing and trading a few around in my portfolio as I think that’s a good split for me.

However I noticed that even when making choices I just quickly scan through a company’s statements and earnings and make some connections then pull the trigger.

But then I’d be holding that stock for a few months to years so that makes me wonder how much should and how should I go about researching a security?

Any details are appreciated and your methods and process is more than welcome to be shared.