Source material behind every call on the tape.
**TL;DR:** Memory chips are in an AI-driven boom, and some of these stocks look "cheap" on *next year's* earnings (\~10× forward while AI peers sit at 40×). For a commodity cyclical, that forward-cheap is often a late-cycle *warning*, not a …
When tokens become more like commodities and most workflows can be sufficiently done with 10x cheaper open source models instead of the latest frontier model.... or when enterprises are okay with using a 10x cheaper open source model and post …
Value has struggled for quite some time now. I'm curious as to why people still cling to it? The AI trade, for example, has left value in the dust. And this is really just a continuation of a trend that …
So i've been using Bisq and got some btc in electrum wallet, and i wanted to buy some XMR. I had sent myself the exact amount of BTC Bisq displayed as needed to be sent, but electrum wallet told me …
These indexes are being influenced by a few stocks. The original use of these indexes was a sentiment of how the stock market in general was doing during a time period. Now these indexes basically tell you how 8 stocks …
Ackman and Burry recently went long on Microsoft and they are both a lot smarter than me. There’s a reason u keep seeing MSFT come up in here and other social media. It’s at its cheapest valuation in a very …
For those who understand volatility, this July/August expiry chart is genuinely strange. Implied volatility on SpaceX has been crushed since IPO — the market is currently pricing in daily moves of under 5%. But has the market already forgotten the …
Four point three million cases processed. Seventy percent cleared without a human typing a single request letter. Salesforce just priced these at $2 per resolved issue. No compute tokens. No assist pools expiring early. You pay when the agent fixes …
Hey everyone I've been active on this sub a long time and this is my first post. This was posted 11 days ago on the sub and since then things in my eyes have only improved. \- Difficult to get …