r/StocksAndTrading

Why do some microcaps get ignored until they suddenly move?

I’ve noticed a pattern where people only start discussing certain small caps after massive volatility hits. Meanwhile companies like Troops, Inc. quietly build out multiple business segments with barely any real discussion around the fundamentals. Makes me wonder how many names people overlook simply because they aren’t trending yet.

reddit.com
u/caesatra — 3 hours ago
▲ 76 r/StocksAndTrading+32 crossposts

Hey guys, if you missed it, CytoDyn just settled $500K with investors over claims it misled the market about its drug leronlimab some time ago. And they have already sent the agreement to the court for final approval.

In a nutshell, in 2021, CytoDyn was accused of overstating the effectiveness and regulatory progress of leronlimab. In short, the FDA later said the company’s claims were not supported by data, revealing no clear benefit. 

After this news came out, the stock dropped 25%, and investors filed a lawsuit for their losses.

The good news is that the company recently agreed to settle $500K with them, and already sent this agreement to the court for final approval. So, if you invested in $CYDY when all of this happened, you can check the details and file your claim here.

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

u/EducationalMango1320 — 12 hours ago

Beginner, please teach me

Hello everybody, I want to start investing in stocks. Before I dive into this I would like to ask for everyone to teach me beginners tips & guide. More like what is the best apps or website, what is best to invest in?
Everything like that I want to secure a better a future for myself not only that but to have more knowledge. At least to have a little comprehension on this specific topic. Please I would love to learn and begin a journey of the world of stocks.

reddit.com
u/rookie_drawer — 17 hours ago

The QQQ versus SPY ratio shows the tech market's incredible ascent

But does the Dot Com peak serve as a historical warning?

Custom composite chart made on TrendSpider.

u/shift2future — 14 hours ago

In this kind of market, do you dare to add when stocks are red?

The market is very volatile right now, and many large cap stocks are starting to pull back and turn red. Times like this really test your mindset. Chasing the rally can easily get you trapped, but panic selling could also make you miss the rebound

reddit.com
u/MetalPublicgro — 18 hours ago

When Is a Dip Actually the Right Time to Buy?

Curious how you all handle dips:

  • Do you wait for confirmation before buying?
  • Do you scale in gradually?
  • Or just follow your gut and jump in when it feels right?

Some stocks are down a lot. How do you tell whether it’s just a short-term pullback or a longer-term downtrend?

Lately I’ve seen a lot of people talking about buying DRAM stocks. What do you think is a good entry price?

reddit.com
u/ToughDeskk — 20 hours ago

Where do you see NBIS’s ceiling?

NBIS has been moving really strong lately, but I wouldn’t set a price target based only on market sentiment. What really determines the ceiling is earnings growth, whether AI demand can continue, and whether the valuation can be justified over time. If the fundamentals keep delivering, there could still be more upside. But when a stock runs too fast, a pullback can happen easily too. Where do you think a reasonable high point for NBIS would be?

reddit.com
u/Quiet-Partfu — 15 hours ago

Is aluminium becoming the “less crowded” AI trade?

AI infra trades feel crowded everywhere now. Chips, power, data centers, cooling names… a lot of them already have the hype priced in. But the material layer still feels less talked about, especially aluminium.

That’s where I think Hongqiao (1378.HK) gets interesting. Not because it’s some flashy AI stock, but because aluminium keeps showing up in the boring-but-needed parts of the buildout: grids, lightweight structures, power equipment, EVs, solar frames. China’s output is also close to its long-running cap, so supply growth isn’t exactly free.

The cleaner angle for me is not “AI will pump this stock.” It’s more like: if the infrastructure cycle keeps going, low-cost aluminium producers could quietly benefit without needing the same hype multiple.

Would you rather own the obvious AI names, or the materials feeding the buildout?

reddit.com
u/Serious_Truck283 — 24 hours ago

AI’s real bottleneck may be power, not chips

Most AI infrastructure discussions revolve around GPUs. NVIDIA supply, chip performance, training clusters, compute scaling. But the more interesting bottleneck may be much simpler - electricity.

GPUs are only valuable if the grid can actually power them.

According to S&P Global, traditional server racks typically require around 5 to 15 kilowatts per rack. AI-focused server racks can demand more than 100 to 1,000 kilowatts per rack. At the same time, newer AI chips consume far more energy than previous generations, in some cases 2 to 10 times more.

That changes the conversation completely.

AI is no longer just a software or semiconductor story. It is becoming a physical infrastructure story. Every new AI cluster requires transformers, substations, transmission lines, cooling systems, backup power, switchgear, cabling, and grid upgrades. In other words, scaling AI also means scaling the industrial backbone underneath it.

What surprised me most in the S&P report was the speed of the projected expansion. Their forecast suggests global installed data center capacity could grow 3.6x by 2040. AI training data centers alone are expected to grow around 24% annually, adding roughly 170 GW of installed capacity by 2040 versus 2025 levels.

S&P also estimates that up to 30 GW of new data center capacity could be installed every year through 2030. That is equivalent to building around 15 hyperscale facilities annually, each averaging roughly 2 GW and around $10 billion in capex.

And the power demand implications are enormous. In the U.S. alone, data centers could account for about 14% of total electricity consumption by 2030.

Some argue hyperscalers will solve this independently through renewables, natural gas, nuclear, or behind-the-meter generation. That may be true. But every one of those solutions still depends on physical electrical infrastructure, and all of that infrastructure requires massive amounts of copper.

AI is not weightless.

The further AI scales, the more it collides with the realities of electricity, industrial capacity, and power delivery. Copper increasingly looks like the material connecting digital ambition to the physical world.

u/jndxiv — 1 day ago

Is a bear market really coming?

The market has pulled back over the past couple of days, and many people are starting to worry again about whether a bear market is coming. Honestly, I don’t think one or two red days are enough to prove that the overall trend has completely changed. It feels more like the market cooling off after a strong run. Do you think this is just a normal pullback, or a warning sign of a bear market?

reddit.com
u/Quiet-Partfu — 1 day ago
▲ 3 r/StocksAndTrading+1 crossposts

Musk’s OpenAI Lawsuit Rejected After Jury Finds Claims Filed Late

A California jury just rejected Elon Musk’s claims against OpenAI, Sam Altman, and Greg Brockman after a three-week trial. They didn’t even get to the main arguments about whether OpenAI strayed from its original nonprofit setup. The jury found the claims were filed too late under the three-year limit.

Microsoft was also named in the suit for its investments and partnership with OpenAI. Those claims got dismissed on the same timing issue. For MSFT, this removes a layer of legal noise around one of its biggest AI bets. The company has poured significant resources into the relationship since 2019, and this ends the risk of being tagged as helping breach any founding terms.

OpenAI itself stays private for now, but the ruling clears one distraction while it keeps raising capital and pushing its roadmap. On the broader side, names tied to the AI buildout like NVDA don’t have to price in extra courtroom drama for a while. The focus shifts back to actual product cycles, capex, and competition instead of governance fights from years ago.

Musk can still appeal, but the statute of limitations call looks decisive. I’ve been watching MSFT and a few other AI-related names through futures, and this kind of overhang clearing usually lets the tape breathe a bit.

How are you reading it, does this change anything for how you look at Microsoft’s AI exposure or the competitive dynamics going forward?s

coinedition.com
u/Woodpecker5987 — 1 day ago

Should I take a break after NVDA earnings?

The market has been pretty wild over the past month. Blue-chip tech and AI positions have done well, but after reading too much news, it’s easy to get FOMO and start chasing semiconductor and options plays. After NVDA reports earnings, I may cut back on short-term trades and move more of my portfolio back into long-term holdings. After earnings season, are you guys still pushing hard, or taking a step back to cool down?

reddit.com
u/MetalPublicgro — 1 day ago

5/18 Daily Market Summary

We could see this higher volume pullback accelerate if 7,338 is breached. I'm thinking sellers want a little breathing room before NVDA earnings on Wednesday. The bulls will try and spike it for sure no matter what the earnings say.

u/Same-Chemistry6118 — 1 day ago

Brand new

So I have never bought stocks or traded I have zero idea what I am doing no investments nothing. I find I am spending money on dumb shit constantly. I’d rather invest and make a few dollars a day. Are there videos or apps anyone can recommend? Pointers? Say I put in $200 here and there instead of buy new shoes? Is that worth it?

reddit.com
u/Numerous_Two_1730 — 3 days ago

What’s the biggest mistake you’ve made in investing?

The biggest mistake I’ve made in investing wasn’t buying the wrong stock, but not having a plan ahead of time. Many times, I already had decent profits, but because I gotgreedy and didn’t want to sell, I watched the gains disappear. Other times, I got scared by short-term volatility and sold good companies too early. Later, I realized investing can’t be based only on feelings.

reddit.com
u/Quiet-Partfu — 5 days ago

I have $90,000 set aside to invest in high-return stocks. I'm not worried about the risks; I just want to hear everyone's advice.

Are there any experienced investors in this group who can offer some guidance? I currently have $90,000 in idle funds. Given the high inflation rate, keeping these funds in the bank with only basic interest is simply unsustainable, so I'm planning to officially enter the market and focus entirely on high-yield/high-return stocks.

reddit.com
u/Hot-Jeweler-9460 — 6 days ago

How Do Long-Term Investors Stay Rational During Geopolitical Selloffs and AI Market Hype?

I am still relatively new to long-term investing, and the recent market volatility has honestly been a learning experience for me.

Over the last year, it felt like AI stocks could only go higher. Every dip was bought quickly, and the narrative around semiconductors, data centers, and AI growth seemed unstoppable. But after seeing markets react sharply to rising Treasury yields, oil spikes, and Iran conflict fears this week, I realized how quickly sentiment can change.

What surprised me most was seeing stocks, bonds, gold, and even silver all struggle at the same time. I used to think diversification automatically protected you during volatility, but now I’m realizing markets can behave very differently during stress periods.

I’m not panic selling or anything, but I do feel like I underestimated how emotional investing becomes when headlines turn negative fast.

For experienced long-term investors here:

* How do you personally handle geopolitical fear and sudden market selloffs?
* Do you continue buying normally during these periods?
* How do you tell the difference between temporary fear and something that actually changes your investment thesis?

Would genuinely appreciate hearing how more experienced investors think through these situations.

reddit.com
u/mahend72 — 4 days ago
▲ 135 r/StocksAndTrading+3 crossposts

Thoughts on this article? "Micron Technology Stock Will Skyrocket to $2,000 in 1 Year"

While all the institutions are raising the target price of MU with re-pricing (1000-1500), new article on motley suggests that MU stock can reach 2000 by next year if supply shortage persists.

Per DRAM CEOs and executives, they can't close the supply/demand gap in the foreseeable future, and HBM are sold out into last year while companies like MU are actively seeking to expand manufacturing capacity. 2000 Seems pretty high though... Thoughts?

https://www.fool.com/investing/2026/05/11/prediction-micron-technology-stock-will-skyrocket/

u/No_Conversation_9424 — 6 days ago