RBC Bearings (RBC.US) Stock Forum, Discussions & Community Posts

DacaiJul 22 at 03:30 AM

It is difficult to tell if this recovery in chip stocks is a dead cat bounce. My gut feeling says no as the AI infrasture demand is real but the market is moved by smart money and what we can do is size our positions according to our risk appetite and set stop losses.

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Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Chips Explode, Tesla & Google Tonight

Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.

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LSB

Rate Of ReturnJul 22 at 03:26 AM

memory stocks still got room to up as previous week drop.

just try buy on dip or hold it if already brought.

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Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Chips Explode, Tesla & Google Tonight

Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.

H

Hardik ShahMay 26 at 01:04 PM

$Albemarle(ALB.US) | RBC Capital maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐀𝐥𝐛𝐞𝐦𝐚𝐫𝐥𝐞, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟓𝟕 𝐟𝐫𝐨𝐦 $𝟐𝟓𝟑

Analyst sees organic growth, cost cuts, and higher lithium prices driving earnings upside, and views the recent stock pullback as a buying opportunity.

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Hardik ShahMay 22 at 12:57 PM

$CloudFlare(NET.US) | 𝐂𝐥𝐨𝐮𝐝𝐟𝐥𝐚𝐫𝐞: RBC Capital reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟒𝟎

Analyst sees AI and agentic positioning emerging as major catalysts, with Cloudflare viewed as ahead of schedule on growth targets

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Hardik ShahApr 21 at 11:37 AM

$Dutch Bros(BROS.US) | 𝐃𝐮𝐭𝐜𝐡 𝐁𝐫𝐨𝐬: RBC reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟕𝟓

Analyst sees Q1 beat & potential guidance raise, with traffic resilience despite competition supporting upside.

Source: Hardik Shah

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Hardik ShahApr 20 at 09:17 PM

$Intel(INTC.US) | 𝐈𝐧𝐭𝐞𝐥: RBC reiterates 𝐒𝐞𝐜𝐭𝐨𝐫 𝐏𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟒𝟖, 'strong Server CPU demand expected to drive beat and raise'

Analyst sees near-term strength in server CPUs, but flags valuation concerns and supply constraints limiting upside.

Source: Hardik Shah

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Hardik ShahApr 20 at 04:37 PM

$Eli Lilly(LLY.US) | 𝐄𝐥𝐢 𝐋𝐢𝐥𝐥𝐲: RBC reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟏,𝟐𝟓𝟎

Analyst sees Kelonia acquisition strengthening leadership in in vivo CAR-T, positioning Lilly at the forefront of transformative biotech platforms.

Source: Hardik Shah

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Hardik ShahApr 20 at 12:07 PM

$GitLab(GTLB.US) | 𝐆𝐢𝐭𝐋𝐚𝐛: RBC 𝐝𝐨𝐰𝐧𝐠𝐫𝐚𝐝𝐞𝐬 𝐭𝐨 𝐒𝐞𝐜𝐭𝐨𝐫 𝐏𝐞𝐫𝐟𝐨𝐫𝐦, cuts 𝐏𝐓 𝐭𝐨 $𝟐𝟓

Analyst sees near-term headwinds keeping stock range-bound, despite solid long-term DevSecOps opportunity.

Source: Hardik Shah

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DvdLTWFeb 2 at 01:37 PM

Wow 😮 such contrasting take on $Palantir Tech(PLTR.US)PLTR

G greeeedy options

$Palantir Tech(PLTR.US)reports after the bell TODAY. The setup is intense!

The stock’s down ~12% this month, but the street expects $1.34B revenue (up 62% YoY) & EPS of $0.23. They’ve beaten estimates every quarter for 2 years. The real debate? Whether the crazy commercial growth (especially from AIP) can keep up, or if it’s slowing down like the bears say.

📌 The big divides:

- Commercial vs. Government: Gov biz is stable, but can commercial customer growth accelerate?

- AI Hype vs. Reality: Any concrete numbers on AIP adoption?

- Cash Use: Huge cash pile—any hints on buybacks to make shareholders happy?

- Analysts are literally worlds apart: Citi Bull target $235 vs. RBC Bear target $50.

Guidance for 2026 will matter more than the Q4 print. Strap in!

So… What’s your actual play and why?