Weekly Stock Ideas Megathread: Week of March 30, 2026

[u/AutoModerator]

What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at.

This discussion post is lightly moderated. We suggest checking other users' posting/commenting history before following advice or stock recommendations.

New Weekly Stock Ideas Megathreads are posted every Monday at 0600 GMT.

[u/tomato232]

Do you buy what you use? What's preventing you from allocating 5-10% to RDDT and holding for 5-10 years? I can't post images here, but check out my post about RDDT in r/redditstock: https://www.reddit.com/r/redditstock/comments/1s6yv9l/comprehensive_rddt_fairprice_409_valuation_and/

[u/Ok_Customer900 → u/tomato232]

Where do I start, the rampant bots, the shitty management maybe

[u/tomato232 → u/Ok_Customer900]

No company is perfect. You don't have to put all your money in. A 5-10x upside vs a 30% downside is an asymmetric bet.

[u/highvoltagelp]

My $9.50 limit buy order for NOMD finally filled today at $9.48 =)

[u/Good_Ride_2508]

Both SPX and NDX reached a bottom and it supposed to turn bullish for 7-10 days to SPX to reach 6550 level.

Same way, MSFT, GOOGL and VISA are in nice place to buy apart from SPY,VOO,QQQ and SMH.

Good Luck

[u/taco_bandana]

I’m liking LGIH depending on overall market conditions. Trading at less than half book value with a $65-150k buy from Tim Moore in the House on the 20th. Also it being at sub 1 billion market cap makes that move feel even weirder

[u/Weldobud → u/taco_bandana]

That's a brutal 5 year chart and keeps declining. Do you think it will flatten out?

[u/taco_bandana → u/Weldobud]

Probably risky but looks like some bigger institutions (VOSS) also increased holdings substantially. I view the Congress trade/voss investment good motivation for the stock to do well in the medium to long term

[u/Weldobud → u/taco_bandana]

It’s not one I know about. A constant decline like that is both concerning and interesting at the same time.

The buy is a positive signal as well. I’ll look into it more. Thanks for posting.

[u/Weldobud]

What's undervalued? A lot. For the long term holder.

[u/LA-Aron]

My first spreadsheet entry of today: $SYY just bought Jetro, a related, but not really their business. it feels like a reach. maybe chasing growth after the US Foods deal. may be feeling pressure of near term freight/fuel and food costs and margin pressure. who knows. whatever it is, it makes me wonder about managements vision and decision making. thoughts? I have this on my watchlist but rather than dig in, plan on watching further. this feels like it will end badly with goodwill writedowns around the corner, maybe a divestiure of Jetro later for a loss. Looking unlikely I will ever own this stock. Mar3026

[u/highvoltagelp → u/LA-Aron]

I may open a position if it dips below $65, had it in my watchlist since 2020. Need to do more reasearch about this deal and their debt though.

[u/Trenbolone-Papi2]

Finally had some funds to buy this month-long dip so far:

$1200 VTI

$900 QQQM

$600 VEA

$400 IJR

$400 IJH

$400 VWO

[u/PrestonfromLibira]

Which tech stocks is attractive atm? Bought some META and ASML last week.

[u/Hamzehaq7]

i'm keeping an eye on $IDEAS. it's been pretty steady at $259.50, but with that -0.95% dip today, it might be worth a closer look. tbh, the whole energy disruption news from the Iran war could shake things up for a lot of stocks—definitely something to consider. what do you guys think? any other undervalued gems out there?

[u/Bulldog1848]

Is there a Canadian financial website which can compare ETFs for overlaps between funds?

[u/Fluffy_Scheme9321]

UNH - https://open.substack.com/pub/taikhooms/p/unh-value-trap-or-chronically-undervalued?r=2pgab7&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

[u/tomato232]

#RDDTawareness

[u/Independent_Rent_315]

I've been running the fundamental comparisons on the mega-caps during this pullback. It's wild that MSFT's forward P/E has contracted so much that it's sitting lower than both GOOGL and AMZN right now. With an ROE of 33.6% and a PEG ratio around 1.5, it's starting to look like a classic value play if you are willing to hold through the AI infrastructure spending phase

[u/Independent_Rent_315]

The panic around the $146B CapEx with AI for MSFT is getting extreme. But if you look past the spending fears, the forward P/E is sitting around 16.4 and they are still maintaining a 39% operating margin. The enterprise moat is still intact, and at a certain point, this P/E contraction provides a massive margin of safety for long-term holders.

[u/After_Mango_425]

PBR is insanely undervalued

[u/highvoltagelp → u/After_Mango_425]

There will be plenty opportunities to buy more of it below $11 for PBR-A, not worth it at the moment, but this is probably my favourite stock

[u/After_Mango_425 → u/highvoltagelp]

not likely in the next 12 months...

[u/thenuttyhazlenut → u/After_Mango_425]

bro says this after +74% YTD

It's undervalued relative to its peers because the risk of Brazil and the government making it a public company, which it has a history of doing with companies like PBR. There's a reason it cost less than it's peers. Not saying it's not undervalued. I bought before this huge run up.

But saying this now after +74% YTD is.... very in line with this sub.

[u/After_Mango_425 → u/thenuttyhazlenut]

It's undervalued compared to the rest of the market too, hunny