In 15-20 years, Intel will likely be the highest valued company in the world. Hear me out 1) AI isn't going anywhere. It is being widely adopted in many industries and is only improving in sophistication and application areas. This …
* SPCX carries 196 million shares sold short, representing 31% of the float, with every $1 move costing bears roughly $200 million. * Shorts briefly pocketed $2.5 billion on paper when SPCX fell 23% post-IPO, but the rebound flipped that …
[Trade idea in NBIS collecting premium from an expensive call sale](https://preview.redd.it/lej951vvhuah1.png?width=432&format=png&auto=webp&s=6c496500fd2e1dd284054fe0c3427998118eb5d1) I got deltas positive again with the market softening so was looking to reduce it. NBIS calls looked very expensive, decided to sell 290 call in August. Below is …
I’ve seen Jeremy Grantham saying the US stock market looks extremely overvalued, especially with all the AI/mega cap tech and that investors should look more outside the US. Is this a genuine warning worth adjusting for, or is it another …
These scumbags have taken $20/month from me for too many years, time to make some of it back. Or lose it all, idgaf either way.
Five weeks back, I posted a basket of small/mid-cap biotech catalyst setups. Enough has happened that I owe a scorecard, and I'm including the one that hasn't worked so this isn't just a highlight reel. Disclosure up front, I'm long …
Meta's excess compute plan spooked the whole AI infra trade and now the stock got dragged back down to what looks like the ground floor. Funny how the same capex that had everyone bullish a few months ago is suddenly …