This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options aren't your thing then just ignore the theme. Some helpful day to day links, including news: * …
As you all know, Google recently made decision to issue shares in ballpark of 80b usd to raise capital for AI investment. It’s so huge that they didn’t sell existing shares, they issued new. They are starved. Berkshire followed thru …
I don't want to come to bat for the guy, but I don't understand the significance of buying $1 million in Dell in Q1. Trump is said to be worth more than 6.5 billion dollars (I would guess a lot …
I think this means another AI deal or partnership is upcoming and could be bullish. He said this in today’s AMA. Thoughts? “If you talk to any of the early engineers from any of the major LLMS, they’ll all tell …
Broadcom pumped today but if you map out the hops it’s so obvious it hurts. Hyperscalers don't just buy chips out of nowhere, they need the freaking infrastructure locked in months before. Arista (ANET) gets massive order momentum for high-bandwidth …
https://www.bbc.com/news/articles/cvgz237n40jo >In a filing with the US Securities and Exchange Commission detailing its plans for an initial public offering (IPO), SpaceX said its shares should go for $135 (£100) each, ratcheting up its own valuation of the firm to roughly …
Siemens recently launched an industrialized reference design built specifically for Nvidia’s next-generation DSX Vera Rubin NVL72 AI supercomputer clusters [https://press.siemens.com/global/en/pressrelease/siemens-and-partners-develop-reference-architecture-purpose-built-nvidia-ai-data#:\~:text=Siemens%20%E2%80%93%20together%20with%20NVIDIA%20and,controls%20architecture%20for%20hyperscalers%2C%20colocation](https://press.siemens.com/global/en/pressrelease/siemens-and-partners-develop-reference-architecture-purpose-built-nvidia-ai-data#:~:text=Siemens%20%E2%80%93%20together%20with%20NVIDIA%20and,controls%20architecture%20for%20hyperscalers%2C%20colocation) Fluence is the only battery energy storage system (BESS) vendor integrated natively into this pre-engineered blueprint. Fluence's financial outlook is …
My port is bodied about 17% from past Wednesday highs I think it was (AH). Im heavy in rklb, rxlx and astx... and have some sndk, mu, snxx and muu salvaging the port. My intel is almost breakeven (could have …
Hi I am a university student from Korea and I recently invested in Broadcom Inc but, today they released their performance for their Fiscal Q2 2026 financial earnings report and to me it seems really good and shows that the …
> June 3 (Reuters) - CrowdStrike reported a 15% jump in its first-quarter operating expenses on Wednesday, as the cybersecurity company ramps up investments in AI and product development. > Shares of the company fell 8% in extended trading. > …