Source material behind every call on the tape.
EDIT: GUH I’ve decided to double down on my original position going into NFLX’s earnings. If you want the DD and to see the original position check my previous YOLO post: [here…](https://www.reddit.com/r/wallstreetbets/comments/1ut7wgf/450000_usd_on_msft_nflx_funded_entirely_by_meta/) But TLDR: I made the decision to invest …
Is this a good buying opportunity? There was massive appreciation over the last year but it's starting to feel a little over-sold, and maybe this is a good entry point for a long term (5-10+ years) hold. I'm wondering if …
I still think the memory name all will 2-3x from here comfortably. Models are rapidly commoditizing, which will only increase demand. Inference isn't really a compute issue it's a memory issue. The timeline to bring on more capacity is years. …
For a long time I wanted the perfect entry. I'd wait for one more pullback... One more red candle... One better price. Half the time the move happened without me. Now I'm much happier entering after a trend starts to …
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