r/stocks Mar 4, 11:49 PM
UiPath - a contrarian play Tired of posts about Adobe, Novo, PayPal, and whatever other falling knives people are trying to catch? I have an actual deep value play for you. This stock is down 80% since IPO, which has caused Wall Street to ignore it. They’re sleeping on the company’s fairly recent agentic AI business pivot.
UiPath has switched over from robotic process automation to agentic AI. All that stuff everyone is excited about with Claude? UIPath is using Claude, Chat, Gemini etc to design enterprise grade AI agents. You really can’t vibe code your own software if you’re a big company, no matter what Twitter and Reddit tell you. (Comparative advantage and liability reasons, mostly liability reasons)
Fortune 500 companies will NEED enterprise grade agents. They will choose to work with UiPath rather than hire software engineers in house. Oh, and UiPath already works with 60% or so of the F500.
The stock has been consolidating under $20 for months, and recently got hit by the ridiculous SaaS selloff. I opened a long position in mid January and have since averaged down throughout the crash in the share price.
UiPath already has the people, the infrastructure, the customer base, they’re LLM agnostic, and they recently achieved GAAP profitability. Founder CEO who owns over 10% of the stock.
Some more numbers:
- Forward PE of ~15
- YoY revenue growth of 16% as of their most recent earnings report
- Zero interest bearing debt
- $1.8B in ARR
Point72 recently tripled their position. Earnings next week. Don’t say I didn’t warn you.
submitted by /u/JamesSt-Patrick
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r/wallstreetbets Mar 3, 10:47 AM
Stock market today: Dow, S&P 500, Nasdaq futures plunge as fresh strikes intensify Iran conflict submitted by /u/JoLagoni
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r/wallstreetbets Mar 3, 03:50 PM
Oil Spikes, Stock Futures Slide, Geopolitics Back on the Menu The U.S.–Iran conflict just injected pure volatility into the bloodstream of the market. Oil ripped higher on fears of supply disruption (hello Strait of Hormuz), and equity futures immediately went risk-off. S&P 500, Nasdaq, and Dow futures have been sliding as traders reprice inflation risk and geopolitical uncertainty in real time.
When oil spikes like this, it’s not just an energy story, it’s a margin, inflation, and rate expectation story. Higher crude = higher input costs = renewed inflation pressure = not exactly bullish for high multiple tech. The VIX is perking up again, and you can feel the shift from buy the dip to wait and see.
For those who trade volatility instead of fear it, this is a high event environment. Some traders are leaning into stock futures perpetual trading to play directional moves or hedge exposure as headlines drop. With names like TSM, WMT, and COST now available on Bitget stock futures, it adds another layer of flexibility for those who want to trade individual equity momentum without waiting for regular market hours.
Oil is driving the narrative, futures are flashing caution, and this could either be a short term panic or the start of a bigger macro unwind. Size responsibly. Volatility giveth and volatility margin calleth.
submitted by /u/Maleficent-Age-1404
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r/cryptocurrency Mar 4, 07:16 AM
Bitcoin is Ousting the Dollar from Africa Donald Trump sees enormous potential in the global spread of the dollar following the passage of a stablecoin regulation bill. But on the ground, reality tells a very different story — and Africa is the proof.
Stafford Masie, executive chairman of Africa Bitcoin Corporation, says that in parts of Africa, vendors have simply stopped accepting dollars. What they take instead is satoshis.
The numbers back him up. Between July 2024 and June 2025, sub-Saharan Africa saw Bitcoin transaction volumes climb by 52%, making it the third fastest-growing region in the world for crypto activity. March 2025 alone saw transaction volumes spike to nearly $25 billion — a surge that came right on the heels of yet another naira devaluation in Nigeria.
Nigeria processed over $92 billion in crypto during that same stretch — nearly triple the volume of second-place South Africa. Bitcoin accounts for 89% of all crypto purchases in Nigeria, compared to just 51% in dollar-dominated markets.
In the West, when people talk about money losing value, they mean 4–5% a year. In parts of Africa, that can happen in a single day. And switching to dollars isn't much of a solution either, given that the greenback itself erodes at roughly the same 4–5% annually.
Masie also points to the demographics. More than a quarter of Africa's population is under 20. For young Africans, Bitcoin isn't some niche interest — it's mainstream. That said, most of them have no interest in wrestling with seed phrases, multisig wallets, or the deeper technical side of things.
The path most users take is the one with the least friction: crypto payment gateways. A clean mobile interface, no need to understand blockchain mechanics, miner fees, or any of that — just send and receive.
The platforms getting the most traction in the region include Yellow Card, which operates in Nigeria and 14 other African countries; Binance, with its mobile money integrations; BitPesa / AZA Finance, based in Kenya and processing around $1 billion a year through crypto payment rails; IvoryPay, which covers all 54 countries on the continent; and Cryptomus, a gateway that's been picking up users across Africa thanks to its straightforward interface, mobile app, and broad support for Bitcoin and other networks.
submitted by /u/tornavec
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r/stocks Mar 4, 08:33 PM
Despite today’s rally, my risk model still points to a transition market (Stage 2) I track the market using a framework that combines macro indicators, volatility and breadth to classify the current risk regime.
Even with today’s upside move, the data still suggests we’re in what I call Stage 2: Transition, rather than a clean risk-on phase.
Some of the current signals:
• ISM Manufacturing: 52.4 (still in expansion)
• 10Y–2Y spread: +0.58
• VIX: ~21 (not panic, but still elevated)
• DXY up ~1.2% over the last 30 days
• Russell 2000 roughly flat over 30 days
• Crypto Fear & Greed: 10 (extreme fear)
So we have growth data holding up, but risk appetite isn’t fully aligned.
In strong risk-on regimes I usually expect to see:
• Small caps clearly leading
• The dollar weakening
• Volatility compressing
• Sentiment recovering from fear
Right now we’re seeing selective leadership rather than broad participation.
That tends to be characteristic of transition phases where the market moves between fear and optimism.
These environments often produce:
• sector rotation
• range-bound markets
• occasional breakout attempts that fail
For my model to move into Stage 3 (risk-on) I’d want to see:
• Russell 2000 accelerating meaningfully
• the dollar weakening
• volatility compressing further
• sentiment recovering toward neutral levels
Until those align, I tend to treat rallies with a bit more caution.
Curious how others here see the current regime.
submitted by /u/InvestmentCompass
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r/investing Mar 7, 02:54 PM
A DD on the Only U.S. Company Building a Domestic Titanium Supply Chain Not financial advice. I hold a position in IPX. Pre-revenue company with significant execution risk. Do your own due diligence.
Overview
Russia and China together control approximately 70% of the world's titanium sponge production. The United States imports roughly 95% of its titanium, with the primary import source being Japan, a country that has no titanium mines of its own and is itself dependent on upstream feedstock from Russia and Ukraine, both severely disrupted since 2022. Russia's largest titanium producer, VSMPO-AVISMA, is owned by a Putin oligarch and state defense corporation Rostec and is under sanction. China has already demonstrated willingness to weaponize critical mineral exports, imposing controls on gallium, germanium, antimony, and graphite.
Every fighter jet, naval vessel, missile, and satellite the U.S. military operates contains significant amounts of titanium. There is no substitutable material that replicates titanium's combination of strength, lightness, and heat resistance. The U.S. currently has essentially zero primary domestic titanium production capacity.
IperionX (NASDAQ: IPX / ASX: IPX) is the only company currently building that capacity on U.S. soil. They have a commissioned manufacturing plant in Virginia, the largest permitted titanium mineral resource in the United States in Tennessee, approximately $309M in committed U.S. government funding, and a financial report expected to be published soon.
The company is pre-revenue.
The Policy Context
U.S. titanium import dependency has been formally identified as a national security vulnerability by two consecutive administrations:
2017: President Trump issued Executive Order 13817 directing federal agencies to address critical mineral supply chain vulnerabilities
2021: President Biden issued Executive Order 14017, which led to a formal review concluding that reliance on foreign sources for critical minerals including titanium posed risks to national and economic security
February 2026: President Trump announced Project Vault, a $10 billion U.S. Strategic Critical Minerals Reserve, and hosted a 54-country Critical Minerals Ministerial in Washington
Current Congress: The bipartisan PRIMED Act (Slotkin/Ernst) has been introduced to reduce permitting timelines for domestic critical mineral production. A bipartisan group of senators has proposed a new $2.5 billion agency for domestic rare earth and critical mineral production
The Technology
IperionX has two patented technologies, HAMR (Hydrogen Assisted Metallothermic Reduction) and HSPT (Hydrogen Sintering and Phase Transformation), both of which replace the Kroll process that has been the standard titanium production method since the 1940s.
A key distinction that most coverage misses: HAMR works from either recycled titanium scrap or raw titanium mineral concentrates as feedstock. The Kroll process (the process currently being used) requires titanium sponge, an intermediate product produced primarily i
r/cryptocurrency Mar 3, 11:47 AM
Crypto Winter or Bull Trap? Analyst Makes Fresh Predictions As Bloodbath Persists submitted by /u/kirtash93
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r/cryptocurrency Mar 3, 12:10 PM
I am a software developer, and have created an interesting side project called Paradox. Hey guys, hope to catch your attention for 3 solid minutes. I wanna share something interesting in the Polygon Network, a new development that is fresh of the Mint as of 12 noon yesterday. Its Called Paradox.
Paradox is a real crypto currency available on Uniswap, KyberSwap, and others. It also has verified contracts, a liquidity pool and self governing token release from vault maintaining self regulated inflate/deflation. That tells you a lot, but what it doesn't tell you is that - Paradox, is a on-chain behavioral social experiment. The Paradox (PDX) timeline is split into slices called epochs, each of which last exactly 30 days. During each epoch participants are to obtain some quantity of PDX, then make a decision. The choices in the decision are as follows: Hoard , Burn , Exit.
Hoarders simply hold their tokens, and earn yield and LP rewards. Burners make a dedicated sacrifice and burn a portion of their bags eliminating them from the total supply forever. If you wanna just stay liquid and passively exit that's fine too. The catch is a algorithm that monitors these decisions made and create an index called "CCI" or Collective Conviction Index - a simple gauge of the state of Paradox not from a market perspective, but rather a conscious perspective reflected from the participants actions. As users burn more tokens, reducing the supply, the index rises increasing both the supply value (FDV + Market Cap) and the higher the index the higher reward multiplier. When users hold it, it decreases the CCI, reducing rewards to burners, but hold yields to the hoarders. With the token price being so low, initial supply will be swallowed up fast. Increasing the value, but also scarcity - creating tension between new participants seeking tokens, and the existing Hoarders and Burners. The Experiment ends if and when the supply is completely dissolved or burned.
If your interested in learning more or participating, check it out at -https://paradox.d31337m3.com and grab some tokens. Even a few cents worth, will be enough to make your first decision and permanently shape the future of Paradox forever! You can also drop the paradox prefix on that URL to find out about other projects I'm working on or created.
**** Mod Notice ****
I truly hope I'm not found in violation of rules, I am running a online social experiment with crypto and am just attempting to spread the word so future participants both know the project exists, and how to access it. This is not intended as any form of self promotion, nor is any of the project considered financial or crypto advise. All participants must accept all risks involved with a extremely volatile currency and its protocol. Thank you for reading and look forward to answering any questions.
D31337m3
submitted by /u/d31337m3
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r/wallstreetbets Mar 3, 12:30 PM
Best Buy’s holiday sales disappoint, but retailer shows progress in growing profits submitted by /u/azavio
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r/stocks Mar 3, 05:36 PM
Was Tuesday’s dip just a failed crash? Markets tried to drop on Tuesday. The S&P opened down big. Bear sellers probably felt smart thinking they caught the top. Then mid morning, everything flipped. Sp500 rose 3%, South Korea up over 5, Hong Kong up a bit more than 1, and U.S. futures are up again with the S&P around 1% and Nasdaq over 1%. It’s the classic pattern when fear drives the market. Traders jump in on a bounce, the price drops into the close, then overnight news comes in and the next morning leaves sellers underwater. This does not feel like a clean technical dip. It looks more like distribution disguised as a drop. What are you doing today? Are you buying the dip again or staying in cash until things calm down?
submitted by /u/BogleDick
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r/bitcoin Mar 3, 05:50 PM
71 PUZZLE I am currently considering seeking individuals who can help provide the necessary resources to achieve a scanning speed of 70 billion keys per second (70B key/s). Reaching this speed requires approximately 7 to 12 RTX 5090 GPUs.
The ranges that will be tested will not exceed a space of 3 quadrillion keys. According to the pattern being used, the probability of finding the key within this range is high and significant, but it is not guaranteed to be 100%.
If the key is found, the reward is 7.1 BTC, which is equivalent to $485,737.13 at the time of writing. It is worth noting that the value of 7.1 BTC in October was approximately $852,000.00
Execution Method and Security
Once the key is found, I will create the transaction signature using an Electrum wallet, then execute a private transaction via a private mempool, ensuring that no bot can see the public key in the public mempool.
The purpose of this is to prevent any malicious party from using the Kangaroo algorithm to derive the private key from the public key—especially since 71-bit keys are considered breakable within seconds if the public key is exposed. This could lead to replacing the transaction with a higher-fee transaction and stealing the reward.
After the transaction is executed, the reward will be transferred to my wallet within approximately 5-10 hours.
Profit Distribution
The profits will be distributed as follows:
50% to me: 3.55 BTC
50% to the participants who contributed GPUs
Examples:
If 10 people participate, and each contributes 1 × RTX 5090, each person’s share will be 0.355 BTC, equivalent to $24,286.86.
If only one person participates with 10× RTX 5090 GPUs, that person’s share will be 3.55 BTC, equivalent to $242,868.56.
Project Duration
The expected scanning period ranges from one year to one and a half years.
If the key is not found within this timeframe, the GPUs will be returned to their owners, with no responsibility assumed for any potential damage that may occur.
Regarding Proof of the Pattern
For those who may request proof that I have indeed discovered a pattern that reduces the search difficulty from 71 bits to a range between 66 and 62 bits, I would like to clarify that I prefer to keep this method private. I am not willing to share it, as revealing it would effectively constitute a direct solution to the puzzle.
If anyone has a better idea for achieving a scan speed of 70 Bkeys/s, please contact me.
submitted by /u/Delicious_Owl_9047
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r/wallstreetbets Mar 4, 03:07 AM
All trading halted on South Korean stock market submitted by /u/Foreign-Policy-02-
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r/stocks Mar 4, 02:59 PM
At 3PM ET Today: White House–Big Tech Energy Pledge to Spotlight AI Power Demand Per Reuters, President Donald Trump is hosting major tech executives today at 3PM ET to formalize a “Ratepayer Protection” pledge focused on how AI data centers source electricity ahead of the 2026 midterms.
The core issue is straightforward: AI infrastructure is power-intensive, and utilities in multiple regions have warned about grid strain as hyperscalers scale out capacity. The pledge is aimed at encouraging companies to secure dedicated or incremental generation rather than shifting costs onto retail ratepayers.
From a market standpoint, this reinforces a broader theme that’s been building- AI is no longer just a semiconductor story. It’s a power story. Reliable, dispatchable electricity is becoming a gating factor for data center expansion, and Washington signaling that energy sourcing is now a policy priority adds another layer of visibility to that dynamic.
That backdrop is structurally constructive for segments that can provide firm, always-on capacity under long-term contracts. That includes traditional generation, but also emerging areas like advanced nuclear. Companies such as Oklo Inc. ($OKLO), which are positioning around small, dedicated reactor deployments for industrial and data center customers, fit into that broader conversation as hyperscalers evaluate grid-independent solutions.
Even if today’s event is largely symbolic, the message is clear: AI growth and energy infrastructure are increasingly linked at the federal level. Watch headlines around 3PM ET- policy alignment around power supply tends to have second-order implications across the energy and infrastructure trade.
https://www.reuters.com/sustainability/climate-energy/trump-meet-tech-giants-energy-pledge-ahead-midterms-2026-03-04/
submitted by /u/C130J_Darkstar
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r/stocks Mar 4, 03:55 PM
What stocks do you think are currently on a discount, despite having great fundamentals? I've became a dip lover (lol) recently, and invested in a few things purely out of information from this subreddit, that have turned out very good, or rather very lucky and fortunate.
I bought:
- Netflix at $77, unfortunately for me it was an unsafe bet regarding the WB, so it was a small sum, but it's 30% up within a few days now. Funny thing, it was purely luck, because I bought it because I thought WB deal is what will make the price go up, and it turned out the price went up so much because they DID NOT take the deal, so the opposite of my main fundament of why I bought it xD this how stupid I am. Not sure when to sell it, because the urge to panic sell of 30% up in a week or two is strong - but I also saw a nice thesis, that this has created a very overpriced deal for Paramount who is buying an expensive shit with bad financials atp, and that Netflix will buy them both in the coming years, which kinda resonates with my logic of the probability in this situation. So a good stock to hold for the next 2-5 years even.
- Mix of cybersecurity stocks - CRWD,PANW,DDOG,ZS as a pie, about 15% up within 2-3 weeks. They have been one of very few cyber stocks that for some reason went down 20-30%, and instead of investing in broad, versatile cyber ETF (and most of them are near 52w high), I created a cyber dip pie and it has turned out better
I also bought Novo Nordisk at $39, that's a bigger wait tho for any profits, 1-3 years maybe.
All bought on very big dips. I'm a very safe guy, so til now I was like nope, all in all world ETF and don't touch it, you're too stupid for this, but buying bigger dips of well established companies and strong fundamentals is working out so far, and seems like a bet on the safer side - hence this post, I'm wondering if there are any sectors or stocks that are currently at a disadvantage, but have strong fundamentals 2-3 years forward.
Although I'm not sure if the recent events are what moves the needle, because most stocks did not overreact I think, at least not by a massive ups or downs
submitted by /u/ferero18
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r/wallstreetbets Mar 4, 07:10 PM
Nvidia will not be able to invest $100 billion in OpenAI due to IPO, CEO Huang says submitted by /u/kharkovchanin
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r/cryptocurrency Mar 4, 07:23 PM
Most positions above $10M are long. Will the pump continue? submitted by /u/LividReserve3520
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r/wallstreetbets Mar 4, 09:26 PM
3 $TSLX insider make open-market purchases in a week Sixth Street Specialty Lending Inc (TSLX) recently saw a cluster of 3 insider open market purchases (an MD, a VP, and a Co-Founder + Co-President) over about a week's time, and the latest purchase by an insider, Co-Founder/Pres David Stipleman amounted to $356,530 spent on 20,200 shares (for an average price of $17.65) on Monday March 2nd, and +365%'d his original position
https://www.sec.gov/Archives/edgar/data/1515134/000119312526091473/0001193125-26-091473-index.htm for the filing, no outlet has reported on this purchase yet but it seems like it's the largest purchase of the recent 3 by far
No clue what the fuck TSLX actually does, but decided to pick up $1000 worth of shares because if it's good enough for three insiders to buy then it's good enough for me
submitted by /u/thenelston
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r/wallstreetbets Mar 5, 02:53 AM
Trump admin has to pay back tariffs. Time to rally! Here’s hoping for a green tmw somehow. This should spark a bullish rally no? Over $100 billion stimulus??
submitted by /u/glorifindel
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r/stocks Mar 7, 06:40 PM
Novo and Hims to sell obesity drugs together as feud ends, Bloomberg News reports Short float is around 40% are we going to see a GME style SS?
March 6 (Reuters) - Wegovy maker Novo Nordisk plans to sell its weight-loss drugs on Hims & Hers Health platform, bringing an end to a dispute between the two companies that escalated into a legal battle last month, Bloomberg News reported on Friday.
Hims shares surged 39% in after-hours trading after the report.
Novo and Hims to sell obesity drugs together as feud ends, Bloomberg News reports
submitted by /u/Old-Fold8644
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r/cryptocurrency Mar 3, 06:14 AM
My veteran story Hello. I Am a 76 custom veteran here vietnam. 👋. Nice to see you. I share my story to help others even that dont want to listen. It is about excepting your self. I went in to the war and did not. And there i got to train for something big and have a lot of big boys around me for the first time. So Imagine my surprised when I jump out. Im not surprised I actually trained for that. Surprised? But the real surprise comes next. When the parachute catches to a tree and i have to cut it for a fast and crash landing. But i also was blown off course to the unintelligent zone where we did not have intel. So maybe thats why the surprise happens and i hit a spike that damaged my b hole.
Anyways... moving on i get picked up by some veitnamese and they take me in and feed me. Basically its a jail but i just kind of hung out and it was probably better than having to fight and i still get to seem like i did something big. Then when something happened that i didnt notice i was out of there with americans who really welcomed me even though before they just made fun of me before the jump. That really changed my attitude. All of these guys and even the veit that i had to say good bye to affected me in ways i could not really understand they taught me a lot about life and death and everything in between even.
Back home i was welcomed and even there was a BIIIIIG ceremony in witch i got my award. But that is when everything changed. Poopie wiggled out of my B and slipped down my legs down to my feet when i wws getting my medal with a smile spreading across my face. I was taken away where i was put in diapers due to my injury people thought it was cool. Something clicked in that moment and i felt i could be cool and warm at the same time. But that ran out. Soon my phamily was done with me and my diaper shit and they stopped talking to me but by then it was too late..i had already axcepted myself. Thanks for looking and dropping your "tip" in the comments. Ok
submitted by /u/bigB3235
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r/wallstreetbets Mar 3, 11:41 AM
The mf who bought GDX/GDXU Gold Miners on Friday https://preview.redd.it/u263eyfuhtmg1.png?width=1024&format=png&auto=webp&s=f6187d04425d77fbf3cf4b39222fbde08d8f66bd
submitted by /u/ItsJakov
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r/cryptocurrency Mar 3, 11:48 AM
Billionaire Google CEO on Bitcoin 12 years ago: "It is a remarkable achievement." He knew ✨ submitted by /u/rizzobitcoinhistory
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r/wallstreetbets Mar 3, 02:18 PM
COVID and policy have set us up for failure The last 2 presidents we have had - and the COVID pandemic - have depleted our SPR (Oil reserves) by nearly 50%.
The policy of wanting to increase supply from the reserves by the current administration has meant that we did not rapidly stockpile oil as we should have been at low prices to prepare for the actions taking place right now geopolitically.
submitted by /u/f00dl3
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r/wallstreetbets Mar 3, 01:36 PM
$UCO 3-3-26 pre-market, Bloomberg Crude 2x technical look premarket support-resistance
submitted by /u/TransparentDime
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