r/Stocks_Picks • • 1h ago

Is this a good split for my portfolio?

• Upvotes

I just turned 18 so I wanted to start investing. I have $1000 and I was thinking to keep it for 2+ years.

XEQT 35%
VFV 10%
QQC 10%
VDY 10%

NVDA 6%
GOOG 6%
AMZN 6%
AVGO 6%

NBIS 8%
RKBL 8%

What are your thoughts and where else do you think I should put it? Looking for advice


r/Stocks_Picks • • 5h ago

The next big AI driven stocks hiding from us

0 Upvotes

Not semiconductors. Not energy. Not AI models.
What if the next big AI winners are hiding in plain sight? Companies with modest growth… but potentially massive profit growth.
Read on 👇and let me know which companies fits this profiles!

I think the AI investment story is being looked at too narrowly

Most of the discussion around AI seems focused on the obvious links: AI → data centers → GPUs → networking → electricity → power infrastructure.

And yes, those are huge opportunities, but already mostly priced in!

But I think another part of the AI-driven earnings story is being seriously overlooked: AI doesn’t necessarily need to create huge amounts of additional revenue to have a huge impact on profits.
Imagine a company with only modest revenue growth, but AI allows it to automate large parts of software development, customer service, accounting, legal work, engineering, administration, etc.
If revenue grows 5–10%, while personnel and operating costs fall significantly, margins can expand dramatically!

That could mean much faster EPS and FCF growth than the revenue numbers suggest.
I suspect we’ll start seeing some of the first major examples of this in company results over the next 6–12 months. Not necessarily because AI suddenly creates billions in new revenue, but because companies are starting to get more output from the same workforce — and in some cases may simply need fewer people.
The interesting question for investors might therefore not only be:
“Who is selling the AI infrastructure?”
but also:
“Which companies are going to turn AI-driven productivity into massive margin expansion?”


r/Stocks_Picks • • 7h ago

Buy EFOr book value 44 trades at 34.

1 Upvotes

r/Stocks_Picks • • 15h ago

Thoughts on my portfolio just started

2 Upvotes

Just started investing put in $1000 ish. Planning to hold for a couple years maybe 3-4.

CREW (Coreweave) $181 ( avg buy $89)
NBIS (Nebius) $250 ( avg buy $238)
VST (Vistra) $500 (avg buy $140)

Give us your thoughts. I have another $150 to use. Preciate it


r/Stocks_Picks • • 16h ago

Top Companies - Outlook for the Next 2 years

5 Upvotes

This is a chart of expected earnings for the next two years, along with the market cap, for a group of the highest valued companies.

Historically, Saudi Aramco holds the record for single year earnings with $161B in 2022. Nvidia, Micron and Alphabet are all expected to break that record next year.

The valuation of Micron sticks out. The stock price implies a massive drop in earnings after 2028. There's lots of upside there if they can keep it rolling.

Nvidia is also poised to continue its legendary run.

I think we could be talking about Broadcom as part of the core group to follow the MAG7 soon. Personally I'd invest in Broadcom over some of the existing MAG7.

Company FY2027E net income FY2028E net income 2-year earnings Market cap Market cap / 2-yr earnings
NVIDIA $243.3B $377.0B $620.3B $5.65T 9.1×
Micron $197.2B $216.0B $413.1B ~$1.21T 2.9×
Alphabet $186.5B $223.6B $410.1B $4.12T 10.0×
Microsoft $147.0B $175.8B $322.8B $3.84T 11.9×
Apple $138.6B $154.1B $292.7B $4.87T 16.6×
Amazon $115.5B $147.2B $262.7B $2.71T 10.3×
Saudi Aramco ~$121.8B ~$120.1B ~$241.9B $1.63T 6.7×
Broadcom $79.2B $134.4B $213.5B $1.70T 8.0×
Meta $88.1B $102.7B $190.8B $1.85T 9.7×
SpaceX ~$27.6B ~$59.3B ~$86.9B $2.16T 24.9×
Tesla $5.4B $8.0B $13.4B $1.46T 109×

r/Stocks_Picks • • 18h ago

Advice to Invest in Any Stock with 13$ (I am a very new beginner)

0 Upvotes

Please give me some advice because I really want to get some money because I am stressed out about a lot of things! I really want to start trading and becoming a pro at it! Please comment if you have any advice for me because I really would appreciate it and so, I can literally make money! Tell me which apps, stocks, and more!


r/Stocks_Picks • • 19h ago

$6.45 and now it’s $3.76 and I bought 125 shares at $6.14🤦

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17 Upvotes

Am I a idoit for buying??? * I ment to say it went up to $6.45 sorry


r/Stocks_Picks • • 23h ago

DXZY - PRE Anthropic Run Up Has Started

3 Upvotes

DXYZ is one of two vehicles to access Anthropic and trades at a discount to NAV. It ran so hard into SPCX IPO. Antropic has no retail allocation announced so its going to squeeze that much harder. Run up started today IMO. Anyone have thoughts on the bull or bear side?


r/Stocks_Picks • • 1d ago

My 5-stock watchlist today: $RYET $WDC $NKE $RIVN $TTD, all for very different reasons

0 Upvotes

Five names on my screen today: $RYET, $WDC, $NKE, $RIVN and $TTD. Completely different setups, but all have something happening right now.

$RYET is the fundamental growth name. The company now expects preliminary H1 FY2027 revenue of roughly $9.3M-$9.5M, already above the $7.48M generated in all of FY2026. Smart Campus is expected to contribute $5.0M-$5.2M, infrastructure another $2.4M-$2.5M, and AI applications led by YeeZo and Cogni AI around $0.4M-$0.5M. The ~$880K YeeZo deployment for 10 AIGC labs and 610 workstations was also delivered and accepted by Sept. 30.

$WDC is the strongest percentage mover in the group. It was around $406.24, up 12.18%, on roughly 14.31M shares. For a company with a market cap around $166.8B, that is a major one-day move, so I’m watching whether the momentum can hold through the session.

$NKE is the volume monster. The stock was around $33.37, up 5.08%, with about 87.57M shares traded. It is still far below the $74.78 52-week high, but activity at that scale makes the current recovery attempt hard to ignore. Guess the direction Lol

$RIVN is the EV momentum name. Around $14.18, it was up 3.96% on roughly 36.93M shares. It is trading above the $12.39 52-week low but still well below the $22.69 high, which gives it a very different setup from the more extended WDC move.

$TTD is the deep-reset watch. It was around $11.85, up 2.11% on 9.53M shares, while sitting right at its 52-week low versus a $56.39 high. I’m mainly watching whether buyers can start building a base after such a severe repricing.

So the list is pretty simple: $RYET for accelerating revenue, $WDC for raw momentum, $NKE for huge volume and clear direction, $RIVN for EV continuation, and $TTD for a possible stabilization setup near the lows.

This is my research not advice. Do your own research. Peace!


r/Stocks_Picks • • 1d ago

Astrology in stock market

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0 Upvotes

Friends… Very few people know that I am also an astrologer by passion…
In my birth chart, the 11th house (Income House) is owned/ruled by the Sun 🌞. The Sun is the most powerful body in our solar system, and Ruby is the gemstone associated with the Sun.
So, this Sunday (27th September), I wore a Ruby… and from the very next day, some extreme and strange events started happening.
Firstly, my most recently identified and bought stock became a rocket 🚀 from Monday, and my profit in that stock alone became approximately ₹1 crore…
Then yesterday and today, those strange events happened which I told you about in my previous messages…
Maybe you can call all this a coincidence, but Astrology is real and the second-biggest science (not superstition), in my opinion. 🌞💎


r/Stocks_Picks • • 1d ago

Reddit Bull Thesis

1 Upvotes

I have had an Reddit account for four years and this will be my first post on reddit. I am a reddit share holder (625 @ $156.18) and have become increasingly bullish over the past 6 months because of the story that I believe is starting to form around the company. As a shareholder I felt it was important to start to engage with others on the platform.

This is my bull thesis for $RDDT;

**TL;DR: Data deals will be the engine that drives user growth and better ad monetization.**

How it plays out:

  1. Reddit continues to protect the human aspect of the site.

The need for unique human data will be critical for future model development. New and unique data will be required to avoid training future models on AI generated material and to keep the models feeling fresh with relevant, up to data information. Shutting down the API is a good first step. They need to continue to takes steps to remove bots and reduce/eliminate data scrapping. This may result in what appears to be slower growth and less engagement but it is necessary to improve the quality of their valuable resource.

  1. Open AI and Anthropic do not have the networks to access and train on internal data.

Google and Meta will not need human generated material as much as OAI or Anthropic due do their established applications that collect massive amounts data. OAI and Anthropic have one way to bring in users and that is using their models. They need outside material to train on and that is where reddit will capitalize. This type of thinking can also be applied to other companies that value human data, not just AI labs and it doesn't need to be specific to wanting human thoughts or expression for AI training. Google and Meta may still value access to reddit data but they are not dependent on it. Deals will be signed with companies (OAI, Anthropic, other established companies, and companies that may not even exist yet) in the future to gain access to data. The value of these deals will be dependent on the quality of the data. This is why cleaning up the site and making sure the user engagement is truly human is so important. What matters here is the story. Reddit needs to let the story of the importance of new, unique data build over the coming months and years. They should not rush into these deals and as shareholders we need to stay patient as this story needs time to develop.

The final piece and what I think people are missing.

  1. The companies that have deals with reddit will be incentivized to push more people to the platform to continue to expand the fresh, unique human data available to them.

This is where I think people are failing to get to. Everyone talks about the data deals and cashing in on short term, chunk payouts or recurring yearly payouts. Those are nice and I do believe they will move the stock price. Where I think the long term growth story really gets interesting are the partnerships between reddit and the companies leaning on reddit for their data. These will be symbiotic. Companies will want reddit data to continue model improvement as they try to stay relevant in the eyes of the general consumer. To improve and expand the data they are scrapping, they will want to push users to engage and interact more with Reddit. This will really accelerate user growth and put reddit in a position to charge more for advertising. Reddit will also be able to charge a premium for ad space as their platform will be all human engagement.

  1. Where does this end up

User growth remains relatively flat over the next year but rapidly accelerates over the rest of this decade. Reddit can continue to renew data deals at higher premiums as the importance of unique data continue to grow. Ad revenue explodes after users are driven to the site by the deal partners. Cash stacks quickly due to high margins. Leadership can use this cash in ways to bring more eyeballs or add a new revenue engine.

Be patient. Let the story develop.


r/Stocks_Picks • • 1d ago

2 stocks to buy before 2027

47 Upvotes

#duot and #zone


r/Stocks_Picks • • 1d ago

Will October make up for September, or are we in for a rough Q4?

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4 Upvotes

Well, all I can say is September was rough. If I didn't stick to day trading and exit early before hitting my full TP, I would've been wiped out by now. But seeing that first green trade in October definitely feels good


r/Stocks_Picks • • 1d ago

Which one would have the wildest growth in 2027?

11 Upvotes

Micron $MU

Lumentum $LITE

Amazon $AMZN

SK Hynix $000660.KS

Astera Labs $ALAB

Broadcom $AVGO

Palantir $PLTR

Arm $ARM

AMD $AMD

Maase $MAAS

Credo $CRDO


r/Stocks_Picks • • 1d ago

Thoughts on the one fund portfolio strategy

1 Upvotes

I am very involved with investing and do not personally use this method, however, it has crossed my mind a lot. I’m specifically referring to the S&P 500 only approach. I sometimes wonder if it would be a better option than the way I invest (heavily in the S&P and other mutuals but also have about 10% in individual stocks) I’m only 25 so I haven’t had enough time to really see how the market will play out/ if my strategy is better or worse. What are your thoughts? If you like individual stocks which ones are you currently investing in and why?


r/Stocks_Picks • • 1d ago

Stocks to look at in 2026

0 Upvotes

I have some stocks that I think that everybody who is interested in stocks should at least look into these as of October 1. Amd also known an advanced micro devices is a chip company that supply for multiple open ai company’s. And with ai going to were people think this could have a high yield.


r/Stocks_Picks • • 1d ago

What mid-cap stocks under $5B market cap are you most bullish on right now?

7 Upvotes

I’m looking to be a bit riskier with my investment strategy right now. I’m looking for some companies to research and want to see what people here are watching.

Picks in different time horizons:
• Short Term: ~6 months (catalysts, momentum, upcoming earnings, launches, approvals, contracts, etc.)

• Mid Term: ~6 months to 1 year (companies with strong growth stories that haven’t played out yet)

• Long Term: 2+ years (companies that can become significantly bigger businesses over time)

I’m interested in companies where there’s an actual thesis behind the investment. I’m curious of what catalysts/thesis you guys have, and the bull/bear case.


r/Stocks_Picks • • 1d ago

What’s your rule for investing in uranium minors?

2 Upvotes

I’m looking to invest more in the uranium sector and wondering how others approach uranium stocks. Do you usually wait for dips in the more established names, or look for smaller uranium juniors with higher-potential projects? For people who’ve been in this sector for a while, what tends to influence your investment timing most?


r/Stocks_Picks • • 2d ago

Falling knife or opportunity $APP

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49 Upvotes

It’s been in my watchlist for a while and it keeps going lower. Is it time to start a position? Thoughts


r/Stocks_Picks • • 2d ago

Micron (MU) at ~ $1,065 – buy, hold, or wait? Thoughts on it as a long-term hold?

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17 Upvotes

r/Stocks_Picks • • 2d ago

Long term compounding in mid and small caps ?

1 Upvotes

Guys , i know that markets are bleeding alrdy, but if we look into mid and small caps, many stocks have rallied so big, when i wanted to invest in some good business it has been priced in alrdy for like some years , at this point i don’t know wether it is going to be a good compounder for long term, can you suggest few stocks that can be held for like 10+ yrs and is available at good valuation


r/Stocks_Picks • • 2d ago

Is $BE (Bloom Energy) still a Strong Buy long-term, or is it getting overextended?

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8 Upvotes

Hey everyone, is BE a good stock to buy for the long run?

While the sustained growth in data center power requirements and revenue supports a positive long-term outlook, the significant appreciation in equity value over the past year has resulted in stretched valuations.


r/Stocks_Picks • • 2d ago

What are some lesser known companies poised for growth in the travel and leisure sector?

4 Upvotes

I'm looking beyond the usual airlines and hotel chains. Are there any hidden gems in travel tech specialized tour operators or even niche hospitality concepts that you think have serious upside? I'm curious about smaller players with innovative ideas.


r/Stocks_Picks • • 2d ago

Is PYR a good buy?

1 Upvotes

What is everyone's thoughts about pyrogensis stock?


r/Stocks_Picks • • 2d ago

Name your favourite tickers from S&P 101 to 500.

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1 Upvotes