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Z.ai’s open source GLM5.2 model is now at par with available western models. It was trained completely on Hauwei’s chips
Chinese company Z.ai’s GLM5.2 model dropped a week back and it’s at par with the publicly available western models. The ceo says they will have Claude Mythos level model in a matter of months. Meanwhile Claude Mythos isn’t even available for most American companies at the moment. The real kicker …
The Lounge
Talk about your daily plays, ideas and strategies that do not warrant an actual post. This is the place to request buy/sell advice from the community. Remember to keep it civil. Trade responsibly.
Does anyone use net-nets / cigar butts in US stocks? If so what market caps?
I want to know if classic Graham net-net / cigar butt investing is still doable in US stocks in 2026, from people who've actually done it with real money rather than backtested it. My account is under 100k, so the usual net-net liquidity problem isn't a problem for me. I …
Value investing in sectors?
Instead of considering individual stocks what sector currently would you say is undervalued? And perhaps from there it would be easier to find good value plays.
Trump Intel Tweet YOLO
I think I shit myself when I put my last 12k into this trade. The strategy is simple: Wait a month for Trump to post about an individual stock, go all in with leveraged positions. Boom Will be doing this again. Stay tuned!
Thoughts on SYCO (SYY)
So I’ve been looking at Sysco as a potential buy here soon, just curious on some of your guys thoughts . They are the largest food distributor in NA, and controls about 15-20 percent of the whole US food distribution market. They also acquired Restaurant depot in a recent 29 …
Thinking about grabbing a SOFI leap, am I missing something here
Saw SOFI got hammered this week and my first thought was man this feels like a gift. Looking at the Jan 2027 calls with a 22 strike and theyre not even that expensive considering the time you get. Like two and a half years for this thing to run back …
$TNXP -> +10,35% friday, why??
$TNXP / TONMYA – Executive Summary (Week Ended 6/12/2026): Another week of steady commercial momentum for TONMYA. The latest prescription data continues to point to a strong launch trajectory: 🚀TRx: 859 vs. 840 last week (+19 WoW). 💪 🚀NRx: 579 vs. 603 (-24 WoW), a modest normalization in new prescriptions, …
Cathie Wood Invests $11.5 Million in Coinbase as Crypto Stock Slumps
Are SPX call diagonals/calendars worth it? IV crush
I am just wondering, for puts it makes sense since these strategies are vega positive and when market goes down IV goes up for puts, but what about the call side? Does SPX calls IV go up if SPX goes up? I would say calls IV go down and diagonals …