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Grayscale's head of research says Strategy has a $1.5 billion cash-flow problem and might be building a "death spiral."
Why is $gety overlooked?
Can someone explain to me the bear case for Getty images please, am I wrong to think $gety is currently undervalued? $400m market cap with a 2026 target revenue of $968m and expected EBITDA of $287m they have $3.2b in assets and have deals with OpenAI, perplexity, and NVIDIA. Getty …
Dot.com Bubble Vs Neural Network Bubble
TL;DR - There will be some winners, but most of these valuations are repeats of the same mistakes investors made during the dot com bubble. Neural Networks are the most significant development in global computing since the internet. The current Shiller P/E ratio is a fair enough indicator for that …
A company that did $682K in revenue last year just paid $73 million in cash for a real chip factory.
Quantum Computing Inc, ticker QUBT, makes almost no money. Total revenue for all of fiscal 2025: about $682,000. Not million. Thousand. A single decent dental practice books more than that. Today they closed a deal to buy NHanced Semiconductors, a real US chip-packaging company with actual customers, for $73.1 million. …
Cerebras falls 10% after chipmaker forecasts shrinking margin in first earnings report since IPO
Cerebras said revenue almost doubled in the AI chipmaker’s first earnings report since its initial public offering last month. The stock fell 10% in extended trading as the company forecast a drop in its gross margin. The company’s revenue increased 92% in the first quarter from $99.5 million a year …
Crypto unicorn Immutable scraps Web3 gaming teams
[https://www.forbes.com.au/news/innovation/radical-reshaping-3-5b-unicorn-immutable-scraps-crypto-gaming-teams/](https://www.forbes.com.au/news/innovation/radical-reshaping-3-5b-unicorn-immutable-scraps-crypto-gaming-teams/)
ASTX 34k (basis)
First 400 shares were \~$34/share. Sold most of my losing positions and loaded up the rest today DD: I like space, and I like mobiles (except T-Mobile)
Why I’m holding $BE (Bloom Energy) — the AI power bottleneck play
**Position: long shares. Not financial advice — do your own DD.** **TL;DR:** AI data centers can’t get power fast enough, the grid can’t keep up, and Bloom sells the one fix you can deploy in months instead of years — modular on-site fuel cells. Backlog, customers, and the financial turn …
Papakong88 NDX 0DTE - 06/23/26; NDX down 1,000
NDX closed at 29347 down 1000 points today. The 25HTE 29150/29050 put expired OTM. At the time of sale, EM was 298, short put is 1200 points OTM, X = 4. At around 1:00 pm CT, NDX= 29227 (intraday low), the put is 77 points OTM. Exit alarm of 80 …
Insurance Comapnies
**Kinsale** It’s not cheap, it may be trading at \~x17 while others are much cheaper, but the company has a growth potential that called my attention. They are doing a fantastic job. **Chubb** Probably one of the best insurance around the world. It’s fairly priced. At the current level I …