reddit.com

Weekly Earnings Thread 6/29 - 7/3

Full port 270k BB blackberry I let AI write my DD

Paid 200/month subscription for this shit AI DD better be worth it: I know most people still hear “BlackBerry” and think old phones, but that is not what this company is anymore. The real story is QNX, embedded software, secure communications, auto, robotics, industrial systems, and mission-critical operating systems. BlackBerry …

If I had to pick one AI semiconductor outside Nvidia today, I'd probably lean Broadcom over AMD.

This isn't because I think AMD is a lesser company. Quite the opposite, AMD has executed incredibly well over the last few years. EPYC has taken real server share, Instinct GPUs are finally getting traction with hyperscalers, and Lisa Su has built one of the best turnaround stories in tech. …

Here we go again 💣

noticed 20 genomics/sequencing stocks all breaking out the same week. can't tell if it's a real rotation or I'm just pattern-matching noise

So I run a screen across 2800 nasdaq names, returns over a few horizons, distance from 52w highs, relative volume, dispersion, that kind of stuff. mostly to keep myself honest on the macro instead of trading off headlines. been doing it daily for a while now. this week one thing …

Retard question alert

I have never traded options, so I was bored at work and wanted to throw out a few hundred bucks just for the love of the game For some reason my position over doubled in price I don’t understand why The GOOG stock is similar in price I don’t get …

Kevin Warsh will cut rates this year. IMO and here is why:

Kevin Warsh WILL cut rates this year. He was selected to do just that. Keeping rates steady and hawkish outlook is all smoke and mirrors so it doesn't look like Kevin Warsh is on the Trump take.. trust me he is. And I am 100% certain they will find a …

[ Removed by moderator ]

[removed]

WTF was that spike?

I was up and then bam! I hate that extra 15 minutes! Up 2 k on the day but damn!

Full port $AAOI

Went all in on AAOI earlier this morning They are guiding for 471m / month of revenue by this time next year, so if they hit that they would be doing an annualized 5.5B of revenue. Despite that guidance they are at a 11B market cap today Even if they …