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Top performing recommendations of Yesterday (16 July '26)

NVDA IS COOKED

DeepSeek, Kimi K3. These models are free and are close to those of Anthropic and OpenAI. NVDA won't be able to upsell at 80% profit margins anymore.

Anthropic and OpenAI don't have any secret sauce.

With the release of Kimi K3 today, Chinese models are now within striking distance of the best of the US frontier models. I've seen several benchmarks that show K3 at about Opus 4.8/GPT-5.5 level, some even putting it very close to Fable. We used to think that Chinese models were …

Anyone else riding $AMD through this volatility? Sharing my P/L from the moomoo community

Been tracking $AMD pretty closely and finally locked in a trade worth posting about. The moomoo community had some solid discussion around the entry timing on this one, and the P/L screenshot tells most of the story. AMD has been one of those names where the macro setup and the …

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Bet Placed

So I got this Yesterday paid $0.09 for the first 6 then started DCA it as it kept dropping. It became rather confusing because the bid price to sell and then the asking price were just out there. But I chose to buy this mainly because Deja vu. Last week …

The business Strategy of Slack and Stripe

So, thinking about what has led to the success of these companies is a brilliant business innovation. Selling to enterprise is hard; mature businesses are bureaucratic and slow, and don't like unnecessary risk. Selling to startups is also hard, except that they hate friction and bureaucracy. So if you can …

My soxs calls are now worthless after the split

What happened, volume is zero, soxs going up, my calls for November are going down????

Why the Market Has Been Crappy

https://preview.redd.it/lfnx9du5apdh1.png?width=1430&format=png&auto=webp&s=7ecfdd9335723191647ae3b9d4a0a3e85183d5be There's a lot of talk in the Lounge right now, about how activity has fallen off of a cliff. Just two months ago, the average daily volume was about 1.3k comments. Now, we're averaging below 500. Why? The market's crappy. And what we're observing also lines right up with …

Is it Market Timing to Avoid S&P at P/E of 23?

[https://www.youtube.com/shorts/24Vhsf6S\_pE](https://www.youtube.com/shorts/24Vhsf6S_pE) Howard Marks talking about JPM study showing every time you buy S&P with P/E of 23, your 10 years returns (no exceptions) were between 2% and -2%. What is the takeaway for those of you people (I’m not one of them) that just DCA into VOO and chill? Do …