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POST
WSJ: Michael Burry Cites ‘Beginning of the End’ With New AI Short Bets
Bullish: https://www.wsj.com/finance/stocks/michael-burry-cites-beginning-of-the-end-with-new-ai-short-bets-50793c12
POST
ZIM: 40% to 300% Gain Potential on Merger Arbitrage
*I'll try to keep this simple and brief.* **NYSE: ZIM** Integrated Shipping Services Ltd. Think boats, oceans, and moving goods. **ZIM** has a **signed merger agreement** from Hapag-Lloyd **for** **$35.00 per Share in Cash** and the stock is currently trading …
POST
Update to Rule 4
We should have done this a long time ago, apologies that we haven't but we sort of assumed that the fad of vibe coding AI tools would wear off. It clearly hasn't and is here to stay. We have also …
TARG
NN Inc. (NNBR) at $3.80, Fair Value $16
This one is interesting. Might need to cool off first though.
Target$16.00
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TARG
PayPal Doesn't Need to Grow – It Needs to Stop Falling – A Mispriced Cash Machine With a Cannibal Buyback
The market prices PayPal like a structurally dying company. I think it's pricing in a scenario the numbers don't support, and I want this thesis attacked before Q2 earnings on July 28. I hold a position, so I'm biased – …
Target$65.00
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POST
MU Question
How could you explain to me the fall of MU these days? I saw the results of Q3 and I assumed that it was going to go up much more than what it went up on the day of the …
POST
POST
One thing I noticed about the latest Wilmac update
The company isn't replacing field geology with AI. It's using AI before field geology. That distinction matters. MetalCore was used to integrate historical exploration information and highlight the new Plume copper-gold-platinum target. The next steps are still the traditional ones: …
POST
I bought a bunch of APPL puts going into next week before market close today
I started trading options last week. I'm down a few hundred dollars total on options (about 3% of my total portfolio) but I was mostly getting the hang of the UI in Robinhood and learning about what to buy and …