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$ACHR: Now Is the Time for Archer Aviation with Upcoming Certifications, Pilot-only Flight and UAE Confidence of 2025 Commercial Launch
This is going to be an amazing 2025 for Archer Aviation with upcoming catalysts that I will list below. Also, today Archer's Chief Commercial Officer, Nikhil Goal, is speaking today about upcoming KEY milestones for Archer Aviation heading into the print. **TLDR**: Archer's earnings call is slated for February 24, …
Nebius play
Core business is Nebius, but have 3 other businesses too. 1. Nebius: an AI-centric cloud platform built for intensive AI workloads. Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms and tools and services for developers. 2. Toloka: a data partner for all stages of generative AI …
$MGNI Part 2: Why DOJ vs. Google Could Be a Multi-Bagger Opportunity
Glad you all enjoyed my [MGNI DD last week](https://www.reddit.com/r/wallstreetbets/comments/1i7omel/why_mgni_will_soar_after_nflxs_blowout_earnings/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button). This afternoon, I did a deeper dive on a catalyst on the horizon that almost no one is takling about. I actually didn't discover this myself until a discussion that stemmed from the comments last week, where a commentor asked about …
Corsair is back on the menu, boys
The future of gaming that rekt us all in 2021 is the future of gaming, again. The upgrade cycle is upon us, as indicated by the Logitech report last night, which noted gaming sales were unexpectedly “near pandemic highs.” LOGI's gaming revenue was $467mm vs. est of $393mm. Adding to …
$MSTR the short that will keep on printing
BTC down 2%, MSTR down 4%. Welcome to the shareholder dilution clinic where you'll learn how to ignore the flashing warning signs of shares sold ATM and how to develop diamond hands to get you through bond conversion redemptions that further dilute shareholder equity. Special guests will include the Fan …
DD: What is going on with China's recent developments in quantum computing?
Google [Tianyan-504](https://duckduckgo.com/?q=tianyan-504&t=newext&atb=v452-1&ia=web). Google [Zuchongzhi 3.0](https://duckduckgo.com/?q=tianyan-504&t=newext&atb=v452-1&ia=web). Google it, right now. Who’s reporting this? China is right behind the USA in quantum computing research, and the markets don't seem to have a clue. TL;DR: Simply put, I believe the markets have not reacted to China’s most recent advancements in quantum computing. China …
I hold both $PLTR Palantir and $BB Blackberry. Why I'm confident Blackberry will be the next Palantir
Ah yes, I'll say it first, "oh look, another BlackBerry thread, these always come up once every year and nothing ever happens" or "been holding BBags since $15". Well, I've been holding onto my BBags for 4 years (just as I have with Palantir) - you can check my posting …
The market has not accurately priced in Recursion Pharmaceuticals' (RXRX) upcoming drug presentation.
Recursion Pharmacueticals is biotech company that claims they can use AI to develop drugs for less money, faster. They are presenting a late breaking science oral abstract session on REC-994 at the International Stroke Conference tomorrow. For those of you who (like me) didn't know what late breaking science oral …
DD: Why I'm bearish on $DUOL's next earnings (As a Duolingo user)
tldr: bearish short-term as I'm worried about the conversion and retention rate of key revenue driver(GenAI paid subscription), optimistic on long-term growth, Duolingo is a great app. DD: $DUOL has seen tremendous growth since Dec 2022, about the same time ChatGPT was announced, stock has 4x since then. The platform …
Short Idea (w/ Position) - Sprout Farmers Market (Ticker: SFM)
**Position**: Posting again, with position ($15k short bet) as requested by Moderator (thank you for your support): https://preview.redd.it/7nxxmrtkyxge1.png?width=1027&format=png&auto=webp&s=78d79580759c34db6689269a7adc1d0633314532 **Update** **#1** \- The Mexico tariffs are supposedly delayed by a month, which was the main catalyst here **Idea**: Hear me out, with the new Trump tariffs, produce from Mexico (which is …