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This is my thesis on AMD.1000+
People keep talking about AMD like it's just "the #2 GPU company," but that's missing the bigger picture. AMD isn't a one-product company. It has growing businesses in AI accelerators, EPYC server CPUs, client PCs, gaming, and embedded chips. The AI business is still in the early innings, with the …
Bitcoin Vaults: The Technical Blueprint for Making Self-Custody Safer After a Key Leak.
Not your keys, not your coins. But here’s the next level: Not your policy, not your protection. Bitcoin vaults could make self-custody safer by adding what private keys alone don’t give you: Time. A stolen key should not mean instant disaster. Bitcoin custody is growing up. 👇
EchoStar (ECHO) – Anyone else watching the bond pricing vs the spectrum deals?
Saw the post about Hughes Satellite bonds trading at a discount and figured I’d share what I’ve been looking at. EchoStar has two big FCC-approved spectrum transactions: roughly $23B with AT&T and a large deal with SpaceX that includes cash plus an equity stake. These are supposed to close in …
Longed BB into earnings
Punted a long few hours ago in anticipation of the bb earnings call today.
Why Hasn’t Crypto Become a Common Day to Day Currency Yet?
I've been following crypto for a while, but it still feels like there are major barriers to everyday cryptocurrency payments. Between volatility and pricing concerns, payment speed and fees, and the overall crypto wallet usability experience, paying with crypto often feels less convenient than traditional options. On top of that …
NFLX Earnings Run-Up
Position: NFLX 7/17 $75C NFLX sucks - blah blah blah. I’m frankly sick of the narrative. Since when do we care about long term investment advice? This is a 3 week play. NFLX reports in 7/15. The stock often catches a bid into earnings because funds position early for another …
everyone says the 1099-DA thing is going to be a disaster but i can't tell if it's overblown
Keep seeing two completely different takes on the 0 cost basis 1099-DA thing and honestly can't tell which is right. Some people treat it like a non-event, you just attach your real basis and move on. Then there's a steady stream of posts with CP2000 notices for gains they never …
Softbank best Bank
[https://group.softbank/media/Project/sbg/sbg/pdf/ir/investors/shareholders/2026/shareholders-meeting\_46\_05\_en.pdf](https://group.softbank/media/Project/sbg/sbg/pdf/ir/investors/shareholders/2026/shareholders-meeting_46_05_en.pdf) duck me baffled
MU: On a Tear. From Downcycle to Super Growth?
In 2026, the AI hardware spotlight has shifted from compute to storage capacity. As U.S. AI equities wobble, **MU’s print is fast becoming the new bellwether.** Micron posted results after hours on Jun 24 (FQ3 FY26, quarter ended May), delivering in style and taking up the AI infra baton. The …
Dropbox: The Buyback You Forgot About
Thoughts on my drop box thesis? I estimate that it is 33% undervalued and can generate a 16% IRR over the next 7 years. \- over 18 million paying users. \- Priced as though the company is bleeding users when in fact they have increased by 5 million over the …