r/wallstreetbets

Some Regard said to buy so I did - 10k shares of First Watch

Bought $300k worth of $SPOT calls, not selling til $SPOT doubles

Spotify is still being valued like a mature music-streaming app when it’s increasingly becoming the dominant global audio platform. Pricing power is finally showing up, margins have inflected hard, FCF is scaling, and they still have multiple under-monetized levers across …

The Heating Oil Short

As I expect some sort of deascalation/ good news from the Middle East, I have opened a short position in heating oil as it offers qutie a bit more downside if the energy complex begins to unwind. The physical crude …

One Week Left - What is the Best Way to Get into Anthropic Pre-IPo

Anthropic’s S1 will be publicly disclosed after Labor Day. Pre-IPO investment choices include: AMZN, GOOGL, ZM, SKM and DXYZ. My preference is DXYZ, especially this week. Here is why: 1. It currently trades for less than its NAV when it …

SEC Preps Plan to Widen Investor Access to Private Markets

Dell is printing money

At the market open today, I had a feeling Dell would drop before its earnings report. It turned out exactly as I expected I’m currently sitting on a profit of $149k

TTWO: Everyone knows GTA 6 will sell. They’re missing the bigger upside story.

GTA Online is going to be a massive upside driver + call option on adult Roblox user generated content platform + CEO Strauss Zelnick likely to ride into the sunset with a sale post GTA release. 1) Starting with the …

South Korea proposes record $597 billion 2027 budget to supercharge AI investment 🔥

DRAM fundamentals still look bullish: massive capex, tight supply, and strong AI/HBM demand. Yet Micron, SK Hynix keep trading sideways. My copium is that Iran war is weighing on sentiment. Otherwise, is the supercycle already priced in with memory cycle …

TTWO YOLO - GTA VI Play

In GTA VI and Chris Camillo’s social arbitrage we Trust!

HUT 8 deal: NVIDIA / Lambda / Anthropic

WSJ reports Anthropic signed a $35B cloud computing deal with Lambda. The capacity will run at Hut 8’s Nueces County, Texas data center. NVIDIA holds the lease on the HUT capacity. Lambda will install NVIDIA GPUs and provide the compute …