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GTA6s AI blackboard system is going to have a vast impact on the AI bubble by starting a conversation on what LLMs really are for the masses
I wrote some of this in another post about the general discussion and now will add more on how it will effect the market and take two (plus why I have so many shares) People that have been following tech …
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WEN Legit DD: A 10x P/E Value Play Sitting on a Massive Powder Keg
WEN is actually a cash generating business and it has great future potential. The price today at $7.xx at 1.4B valuation is actually very cheap today. If you even have the slightest belief the new executives could make a turnaround …
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SpaceX Wireless Push Gets Wilder: Analyst Says T-Mobile Could Be the Target
SpaceX’s Starlink mobile story just got a lot spicier. Investor’s Business Daily reports that a TD Cowen analyst thinks SpaceX could eventually acquire a U.S. wireless carrier, with T-Mobile viewed as the most likely target. That would turn Starlink from …
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Thoughts of Meta’s latest AI effort?
Meta has been a cornerstone of this forum. I want to discuss the elephant in the room. Aside from already existing capex and current historic low valuation, does Meta’s new apps (prediction market, business agent) really make sense to you? …
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My wife doesn’t know how hard I work for her [shitpost]
She’s always nagging me about where our money is going and complaining about having to take out Affirm loans to pay for groceries. She doesn’t know the stress I’m under being unemployed and managing a $10k position in Wendy’s in …
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Bumble Deep Dive
$460M market cap company that did $284M cash flow last year, with only $300M net debt. That's a 1.5x cash flow multiple, compared to 8x for ADBE, 6.5x for LULU. The catch is their users have been dropping 5% every …
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$VWAV close a $7M strategic deal with SaverOne
VisionWave Holdings just made a deal with SaverOne! This means they now own more of SaverOne and they are working together closely on defense technology. This is awesome news for VisionWave Holdings because it makes them stronger in the area …
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