Source material behind every call on the tape.
People keep talking about AMD like it's just "the #2 GPU company," but that's missing the bigger picture. AMD isn't a one-product company. It has growing businesses in AI accelerators, EPYC server CPUs, client PCs, gaming, and embedded chips. The …
Not your keys, not your coins. But here’s the next level: Not your policy, not your protection. Bitcoin vaults could make self-custody safer by adding what private keys alone don’t give you: Time. A stolen key should not mean instant …
Saw the post about Hughes Satellite bonds trading at a discount and figured I’d share what I’ve been looking at. EchoStar has two big FCC-approved spectrum transactions: roughly $23B with AT&T and a large deal with SpaceX that includes cash …
Punted a long few hours ago in anticipation of the bb earnings call today.
I've been following crypto for a while, but it still feels like there are major barriers to everyday cryptocurrency payments. Between volatility and pricing concerns, payment speed and fees, and the overall crypto wallet usability experience, paying with crypto often …
Position: NFLX 7/17 $75C NFLX sucks - blah blah blah. I’m frankly sick of the narrative. Since when do we care about long term investment advice? This is a 3 week play. NFLX reports in 7/15. The stock often catches …
Keep seeing two completely different takes on the 0 cost basis 1099-DA thing and honestly can't tell which is right. Some people treat it like a non-event, you just attach your real basis and move on. Then there's a steady …
[https://group.softbank/media/Project/sbg/sbg/pdf/ir/investors/shareholders/2026/shareholders-meeting\_46\_05\_en.pdf](https://group.softbank/media/Project/sbg/sbg/pdf/ir/investors/shareholders/2026/shareholders-meeting_46_05_en.pdf) duck me baffled
In 2026, the AI hardware spotlight has shifted from compute to storage capacity. As U.S. AI equities wobble, **MU’s print is fast becoming the new bellwether.** Micron posted results after hours on Jun 24 (FQ3 FY26, quarter ended May), delivering …
Thoughts on my drop box thesis? I estimate that it is 33% undervalued and can generate a 16% IRR over the next 7 years. \- over 18 million paying users. \- Priced as though the company is bleeding users when …