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Source material behind every call on the tape.

REDDIT

AI capex spend and AI-driven revenue

Derpazoid69reddit / Jul 10, 2026 · 22:31

I recently found out about Ed Zitron and read his article "Am I meant to be impressed?" that was deep dive into the problems with AI surrounding the 5 hyperscalers. That got me thinking if there would ever be a …

REDDIT

NU Holdings (NU)

broengineerreddit / Jul 10, 2026 · 21:38 / NU BUY

I am studying NU, and I am still unsure wether it's undervalued or not. I understand that the market is pricing in South America risks, but this growth and those margins are very rare at those multiples. My take is …

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