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Thoughts on the Getty Images/OpenAI deal this morning
**Getty Images jumped 200% this morning on an OpenAI deal. The announcement didn't include a single dollar figure.** No annual minimum. No per-query fee. No revenue share. No training terms. Just a multi-year agreement that puts Getty's licensed content into ChatGPT search and discovery experiences. The market celebrated anyway. That's …
CleanTech Vanadium Mining placement and drilling plans look interesting
I’ve been going through some updates on TSXV and OTCQB and found CleanTech Vanadium Mining ($CTV / $CTVFF). They just said they’re getting $1.56 million to help with their work at the Campbell-Crotser Fluorspar Project in Kentucky’s Illinois-Kentucky Fluorspar District. They’re starting to drill for diamonds in August. They’re also …
The next Financial Crisis is here, and it's not just AI.
It's not just an AI bubble, it's a systemic collapse worse than 2008. ^(Yes I used the AI sentence structure, beep boop fuck you.) >*Dog shit wrapped in cat shit.* If you're too dumb to read, feed these points into your favorite AI tool and ask it about the information's …
$frgt had a massive pop with barely and volume
I think something might be brewing. It was up 36% until the market halt. On 800k volume. Twitter chatter says it’s going to squeeze but do your own research
Netflix-Keeping or selling…
What’s the general take on Netflix? Really thinking about selling but hear they have bigger plans in the future. Still up over 100% on it, but with the Stranger Things franchise over and the Warner Brothers deal dead in the water-is it a dead duck or will patience be rewarded?
Hold my $170 HatePut until the 26th or sell it now?
First time options trader here, bought a $170 put on SPCX while it was trading at $215 for a $9.27 contract. The predictable has happened since then, I only lose $200 or so on the contract value between now and the 26th when the first wave of IPO buyers can …
The maestro unmasked!
“ Greenspan had been Fed Chairman for just 69 days when the stock market crashed on October 19, 1987 — Black Monday. The Dow Jones fell 22.6% in a single session, the largest single-day percentage decline in history. Greenspan’s response was swift and decisive: the Fed flooded the system with …
These are all the OTC stocks you should know about.
I went through all \~2,000 US OTC stocks and built a sheet with every name worth watching. Some are already cheap, others are just good to know about, so you're ready to act when they get cheap enough. I excluded banks, pharma, oil companies, companies with a high share count …
Semis vs. Software & MSFT's conundrum
If I were at a hedge fund, I would make the following trade: long semis, short semis. The idea is that as AI expands, SaaSpocalypse fears come to roost and software companies will face increasing competition from vibecoded alternatives or more advanced new entrants, weighing on margins and ARR. ​ …
Sharon AI $SHAZ
I know the CEO and he told me it’s going to moonshot end of year. Sharon going to give me da herps