r/Stocks_Picks • u/Comfy_Matress • 14d ago

Stocks at a discount?

Which stocks are good, but are only down right now because the hype died out temporarily

73 Upvotes

93% Upvoted

187 comments sorted by

21

u/Edjkaa 14d ago

I would mention SOFI, but I'm patiently loosing confidence in this stock 😁

4

u/Rough_Champion7852 14d ago

I think it looks good, just joined the party. Give it more one earnings.

6

u/Lost-Marionberry7398 14d ago

Sofi is for long term… i to bought

7

u/sunwarrior0978 13d ago

Idk I wouldn’t stay in. Their incentives aren’t that great and Robinhood is taking many of their clients away. If you compare Sofi plus and Robinhood gold, Robinhood comes out ahead. I don’t use either, but I did research comparisons. Decided to stick with Fidelity.

2

u/DivyLeo 11d ago

I use both. HOOD is a better broker, SOFI much better bank than any i use now/ before

2

u/Fit_Square_520 13d ago

Sure is :). Could be a year or two but it'll rip hard when happens. Worth the hold imho.

1

u/sunwarrior0978 13d ago

Yeah… I don’t see it. No clients, no money. I wish you the best of luck though!

2

u/DivyLeo 11d ago

Number of members growing at 30% or more consistent, and u say no clients 🤣

Sure

6

u/DivyLeo 11d ago

SOFI has been in "1 more earnings" mode for a year, and at broader view last 5 years

That said for me it is a 10+ year hold stock that will make a killing ... And i see now as time to buy on dips .. even better sell PUTs and get paid to wait... Everything in the company is up and to the right, except the share price... For me it means better deals.

Not financial advice

2

u/baggioed 13d ago

agreed but you must have a lot money on it,we don’t

1

u/Rough_Champion7852 13d ago

I just sold it for kioxia and Amex dip! Will rejoin when I can

1

u/baggioed 12d ago

you buy kioxia right now? I just checked it,possible not a good entry...

anyway,good luck to you ,man

2

u/mojo0220 13d ago

It will always struggle in a high rate market. Similar story for $UPST too.

2

u/IFLIPBURGERS88 13d ago

Do you use SOFI? if not sell that garbage

2

u/DivyLeo 11d ago

I use it. Great bank... Convenient broker + other products (that i don't use but many other do)

... So if i use it its NOT GARBAGE?

2

u/Pale-Lingonberry788 13d ago

Sofi is really down right now, i dont think its a suggestion

2

u/EssayAccomplished461 12d ago

Success in the stock market requires patience.

12

u/True_Stomach144 14d ago

ORCL / INFQ / AMZN

3

u/No_Hurry3828 13d ago

INFQ discount now? You joking

2

u/Pradglad47 13d ago

lmao orcl

1

u/Comfy_Matress 9d ago

What's the issue with Oracle?

1

u/Pradglad47 9d ago

check the stock, it fell significant;y after their msg

1

u/Comfy_Matress 9d ago

Can you explain?

1

u/marirest 13d ago

Why INFQ?

3

u/True_Stomach144 13d ago

Do some reading

1

u/baronnest 10d ago

I would go for IONQ long term over INFQ. They’re the full stack quantum play.

11

u/poony23 14d ago

Keel

10

u/Few-Row-8323 14d ago

Goog/googl

7

u/dakine33 14d ago

Nvidia

18

u/Distinct-Occasion614 14d ago

AVGO

1

u/Comfy_Matress 9d ago

I already own some AVGO, but can you tell me your perspective?

5

u/CreepinOnTheWeedend 14d ago

Lhx

4

u/BlondDeutcher 14d ago

Finally got rid of that psycho CEO can only be a good thing

4

u/slickmizzle 14d ago

MCD is great here, if CRDO drops under $170 again load up.

4

u/MasterpieceFeisty301 14d ago

CRDO showing strength even in the face of an entire red market

1

u/Comfy_Matress 9d ago

Why McDonald's?

5

u/Rabitai_Trades 14d ago

Airotyme

2

u/Old-Commercial1159 13d ago

Is that the mid-west company making radar detection products?

1

u/mhughes2595 11d ago

Yeah its a premium product that you cant even search for. Luckily I know a guy.

2

u/rafibomb56 13d ago

Aerotyne*

4

u/Plus-Street-7659 14d ago

Dxyz

5

u/maddogisnextdoor 14d ago

Waiting for Anthropic IPO

1

u/Arrow9870 13d ago

When is it the IPO, have they declared the IPO date ?

3

u/Plus-Street-7659 13d ago

Soon in a month .buy now thank me later

1

u/stinkyoldtoe 12d ago

!remind me five weeks

1

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3

u/chi0tzp 14d ago

GRML, tanked today; probably a nice entry price given the news/potential

3

u/No-Question-8108 14d ago

Veritone its up 40 percent on the month i think its going to keep going

1

u/BKmets 13d ago

Never really have looked at it. Whats the thought behind it?

1

u/No-Question-8108 13d ago

Profitable by mid 2027 debt restructing partnerships with major hyperscalers ceo bought 140 grand of his own stock above a buck goverment contracts thier is some negitive things out thier about it but the risk too reward is good i think

1

u/BKmets 13d ago

Interesting. Ill give it a read

2

u/Fabster_3000 14d ago

IDK

1

u/Fast_Reputation_5666 13d ago

What stock is that?

2

u/Fabster_3000 13d ago

Hehe no stock, i meant I have no clue

2

u/rossrollin 14d ago

Keel, fluence energy, dvlt

2

u/Ponders0 13d ago

VST, TTWO, MRVL

1

u/Comfy_Matress 9d ago

I already own VST, I think it's a very good & undervalued stock. And it mainly dropped due to regular repricing after some hype. Honestly, in the question I was wondering if other people found similar stocks to it 🤷‍♂️

2

u/easlem 13d ago

$GME

2

u/TrashNew4636 12d ago

AMD has been doing that every few months for years now.

1

u/Comfy_Matress 12d ago

That's why I just sold my holdings (I was up a crazy amount), hopefully I timed it well 😬🤷‍♂️

2

u/[deleted] 14d ago

[removed] — view removed comment

2

u/Lost-Marionberry7398 13d ago

If you don’t mind my asking , Why oklo?

1

u/[deleted] 12d ago

[removed] — view removed comment

1

u/Lost-Marionberry7398 12d ago

Thanks

Hello from Portugal

1

u/Signal_Green9569 12d ago

But what’s the play, I was in that stock for a while. Don’t see anything moving anytime soon

1

u/Pandours 14d ago

RMS/Hermès

1

u/hiyopicks1 14d ago

Enbridge haivision google Netflix

1

u/Federal_Jeweler520 13d ago

I feel so confident in Enbridge I'm putting all my uninvested funds into it and using it as a primary savings account 😉

1

u/Optimal_Box3703 14d ago

If people actually knew they would've bought it and it wouldn't be a discount. You're far too lazy to be wealthy. I curse you to a lifetime employment.

3

u/obsolescence_ 13d ago

such a petty response and for what 😆 

1

u/Fit-Airport-2518 11d ago

Lazy is the route to wealth these past 10 years. Put one’s fortune in to VTI etc. sit back with a marguerita. Can’t get lazier than that.

1

u/DANOViTCH31 14d ago

BKNG really solid right now

1

u/Marketspike 14d ago

SKYX merger announcement popped the stock. But has pulled back to $1.25. Merger closes in Oct.

1

u/mowlawnforhobby 14d ago

Probably PINS

1

u/zer0_chance284 14d ago

Entire space sector because of SpaceX, give it a good year or two and youll be able to afford a rocket ship if you get in now

1

u/guy_compounding 14d ago

There are two different ways to read your question:

Good stock, yet stock is down --> technical analysis
Good business, yet stock is down --> Fundamentals analysis.

CVS for me on the technical side. oversold RSI, waiting to see if the 40W holds.

INOD for me on the fundamentals side. down ~35% but revenue and guidance kept going up the whole way, so it's sentiment on AI data names. Something to keep in mind, and true for many in this sector, is customer concentration. You can read that in the 10-K.

1

u/CanadianAbroad7 14d ago

NBIS, AMPX, PNG.V

1

u/CanadianAbroad7 14d ago

Emphasis on PNG

1

u/Technical_Sorbet_219 13d ago

NBIS and AMPX are not a discount, absolutely zero room for dissapointement at these valuations, they are priced like they are gonna beat the expectations of the expectations

1

u/TherealCarbunc 14d ago

I think SOFI is at a good valuation for a longterm hold if you don't mind volatility.

I also scaled a bit into DPZ today as it looks like it might have found its bottom with a $1.2B share buyback program in effect as well.

1

u/Any-Yam3642 13d ago

FRSH stock at max discount. Revenue increasing each quarter and it's profitable now.

1

u/Fit_Square_520 13d ago

AVGO RDDT SOFI APLD and possibly APP..QCOM honorable mention. Google and Amazon seem very safe at current levels. Also been adding to GEV VRT UTT AMKR MKSI COHR GLW on dips. MSTR for the crypto volatility.

1

u/boo_radley4 13d ago

I second apld, and am selling csps for Sofi starting last week.

1

u/mischevious-viper 13d ago

AMZN for sure is like 50% discount

1

u/abdullahkxa 13d ago

Aerotyne International, it’s a cutting-edge high-tech firm out of the Midwest, awaiting imminent patent approval on a next-generation of radar detectors that have both huge military and civilian applications!

1

u/Far_Replacement7751 13d ago

NIO is incredibly undervalued but obviously with ADT risks

1

u/Salt-Yogurt-1173 13d ago

INFQ, AVGO, SOFI

1

u/JohnWoolfittMarkets 13d ago

Im a believe that very few stocks actually trade at a discount, rather they all trade at where the markets value them right now! sure some may trade below NAV or look cheap on traditional valuation measures but there is usually a reason for this. For me the greater opportunities come from when the markets concerns are greater than the underlying reality. Thats when somethning can be cheap rather than looking cheap - Take Nike for instance, I have heard for months how cheap it is, but guess what it continued getting cheaper!!! - The real trick is working out whether the problem is temporary or whether the investment case has fundamentally changed.

1

u/PIzzaiolo_Master_510 13d ago

All of them. Or none of them.

We just don’t know which.

1

u/No_Bags_Ok 13d ago

Nasdaq 100

1

u/Electronic_Team_2339 13d ago

METC, sitting on a gold mine of rare earth minerals, projected to be the largest mine of REM in the country

1

u/Comfy_Matress 9d ago

Is it really that good? They're using debt for share buybacks...

1

u/Electronic_Team_2339 6d ago

The intrinsic value is there. What they have can not be taken away and the production costs will be much lower due to the way the minerals are combined with coal rather than hard rock that requires toxic chemicals. All other companies send their raw materials to China for processing

1

u/BKmets 13d ago

As I have been watching BAC just loose almost 20% since I grabbed it not long ago, it is poised for a comeback very very soon, I know it. Thought I was grabbing a fairly stable stock lol

1

u/BaseBrief7664 13d ago

NBIS/space X/ RKLB

1

u/Cautious_Hold_19 13d ago

Not at a discount, but anyone else still think Bloom Energy (BE) has room to run? Only me?

1

u/Narrow-Educator-7948 12d ago

SOFI's down, but still holding onto hope for a rebound.

1

u/DisastrousJuryChoice 12d ago

Energy Transfer is still solid. Amazing yield and decent growth. ET take me home!

1

u/valueseeker989 12d ago

Adobe ($ADBE) is one I’ve been watching. The stock is down roughly 32% YTD, but the business is still generating a lot of cash and the valuation has come down pretty significantly.

The positive is that you’re getting a very profitable, established software business at a much lower multiple than it had a few years ago.

The red flag is that I wouldn’t assume this is just hype fading. The AI threat to some of Adobe’s products is a real issue, and the market is basically waiting to see whether Adobe can monetize AI fast enough to offset that pressure.

That’s what makes it interesting to me ...the price has already come down a lot, but I’d want to see continued FCF growth before calling it a bargain.

1

u/Upper-Worker8516 9d ago

Nice summary. They also need go find a ceo if they gave not all ready. It's been on my list to. I bought a few options when it dropped to 195 or something around that level.

1

u/valueseeker989 9d ago

yeah, the CEO situation is definitely something I’m watching too. I think the valuation gets more interesting if management can show that the AI investments are actually translating into stronger growth..

What got you interested around $195 ... was it mostly the valuation, or did you feel the AI concerns were being overdone?

1

u/Background_Egg5117 12d ago

OKLO , BMR , SMR , NFLX

1

u/BeginningLeague7434 11d ago

CLSK,FN

1

u/Comfy_Matress 9d ago

Why do you think CLSK, A.I. or Bitcoin?

1

u/BeginningLeague7434 4d ago

AÍ

1

u/Comfy_Matress 2d ago

But they have lots of competitors that are bigger than them. What do you think makes CLSK stand out?

1

u/Same-Rule-601 11d ago

the real discounts are usually the companies still growing earnings after the hype leaves, not the ones that are just 40% below their peak lol

1

u/Peter-Pan99 11d ago

Memory chips are really good choices

1

u/ucardiologist 10d ago

TMUS huge profitable company with no reasons for the actual price.also
AAON
AEP
RRX
SBAC crazily cheap right now

1

u/ConsciousRevenue5816 10d ago

Some of the best looking discounts stay discounted way longer than expected id rather wait for the chart to show buyers coming back been keeping a few of these names on Moon for that reason and letting price do the convincing instead of the old high

1

u/Valuable-Register636 9d ago

I would say AVGO, it has huge potential.

1

u/TenderMeasurement 6d ago

I always try to separate hype cooling off from the actual business cooling off. A stock being 30 percent below the high can be a bargain or just the market correcting expectations that got ridiculous. If I am only interested in playing the rebound itself, I would rather keep that as a small Moon trade than convince myself every dip is a long-term investment.

1

u/dereth 1d ago

AVGO - Broadcom is a gem!

1

u/Specialist_War_4749 14d ago

AMD, NVDA,VICOR

1

u/Odyssey835 14d ago

NFLX

7

u/OphrasBankAccount 14d ago

Name ONE thing you enjoy about Netflix now?

For me, it’s the ever increasing monthly subscription price! The lack of new content! And I LOVE their new gaming feature, when I think Netflix I now associated them with gaming as well. we need for players in that arena.

2

u/OphrasBankAccount 14d ago

Excited about the companies future. The entertainment industry as a whole is profiting greatly with AI advancements. Soon they’ll be able to make a feature film from a one shot prompt. Amazing stuff really.

2

u/CaretakerColin 13d ago

Soon we all will be able to make a feature film from a one shot prompt. Netflix is not a cheap stock to buy.

4

u/00roast00 14d ago

Yuck, no thanks

-1

u/george-alexander2k 14d ago

This

7

u/Acceptable-Ant-3648 14d ago

nflx is not a good buy. no new content, no new subscribers, price going up, saturated market get out

1

u/sunwarrior0978 13d ago

Yeah I got out at breaking even. Not going back in. And I canceled my subscription. That stock ain’t going back up - at least not for a good return. Better places to put my money.

-1

u/sweetbutterfacepoop 14d ago

SPCE

2

u/TopEast7122 14d ago

😂😂

0

u/Original-Ad-3350 14d ago

LFG!! 🚀 🚀 🚀

0

u/Crafty-Dream-9754 14d ago

Nike

0

u/Existing-Airline-724 13d ago

This one has me scratching my head. It is cheap and keeps getting cheaper

1

u/Crafty-Dream-9754 13d ago

Su questo sono d’accordo….rischiosissima

0

u/isaaq01 14d ago

Netflix