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POST
Serve Robotics seems like one of the few “real” robotics use cases out there, so why does the stock still feel dead?
I’ve been looking at **Serve Robotics (SERV)** for quite some time now and this one actually feels like it has a product that makes sense in the real world. Robot delivery for short-distance urban routes doesn’t sound crazy at all, …
BUY
POST
Cerebras (CBRS) 16% drop today - now at IPO price
What do we think about Cerebras? It's now hovering around its pre-market opening IPO price. How much potential does their tech have? Seems like it could be substantial considering their wafer chips reduce connectivity requires and have RAM onboard. Doesn't …
POST
The next AI bottleneck might be intelligence sovereignty
I wrote [a post](https://eastwind.substack.com/p/fable-in-shackles) about something I think investors are underappreciating in the AI trade. Most of the AI discussion the past few years has been about investing in bottlenecks (compute, memory, optics, power, etc.). But the recent Fable / …
POST
Fuck it we ball
Good luck everyone
BUY
Save Wendy’s
Wendy’s has been our (Redditors) back up plan for years when investing following the advices of our fellow regards friends! Owning it is a proof of love for our future job and employer! Still on sale for this price considering …
POST
POST
Wilmac is the asset, but NovaRed is building something wider around it
Two assets, one in the ground, one in the cloud. NovaRed is betting on both - but the real play might be the people connecting them. Wilmac is still the core asset. It is a 16,078-hectare copper-gold project in British …
SELL
SpaceX is trading at twice my sum-of-the-parts value
I previously valued SpaceX at $1.25 trillion based on adding up the value of its businesses. (And I was generous, using conventional analyst valuations for things like xAI.) I predicted the IPO would pop anyway, and it would end around …