Source material behind every call on the tape.
This might be obvious to people here but it took me a while to see it. Most of my theses were unfalsifiable. I'd write stuff like "great moat" or "disciplined management" but felt that a specific thesis was difficult to …
Would of liked to add some data photos but 22K+ GPUs and 9 data centers. AI infrastructure is going to be the future and this might the the unicorn of 2026-27. Already got one big cloud deal and the CEO …
I am in hs abt to head to college and don't have anything to do this summer. I have around 500 dollars to throw around. I was very into the options space a few years back but have basically forgotten …
Hey folks, been following the memory trade for some time now. With SK Hynix coming to the US exchanges this summer is it a given that it will pop just based on the increase in accessibility? If the "Korea …
Hey guys, Look at what has been happening to Meta stock! It seems like it can't even fight gravity. To be honest, I've lost confidence in this CEO. He burned $80 billion on his own delusionary Metaverse project using investors' …
As far as I know, over the course he has bought PayPal, Adobe, Zoetis, Molina, Veeva, Ali Baba, Lululemon (I saw that this is his largest position), Fiserv, Mercado, FNMA and FMCC. What else?
I watch Bloomberg religiously and today there was a guest from citi group that was asked on what would warsh do in the upcoming meeting? He talked about how oil prices fell and the inflation was only short term so …
I feel like this is something that that often gets missed notice most likely when it comes to major crashes that could last for years or even a decade. Most people tend to panic sell lock in loses. However, this …
I have about 5000 shares of a major company and can sell them for $20 per contract. Seems I can make around 100k year if I sell 1 year LEAPS with strike price about 35-40% greater than current price. What …
To recap today's FOMC report, half of the voting Fed members are calling for rate hikes by end of the year. Year end rate hike odds increased from 60% to 90%, with 2 hikes now being the base case. September …