Posts
[DD] Short the overvalued italian shitco software basket $BSP
TLDR: Some Italians trying to replicate Buffett by buying dogshit software products and jacking prices. The $BSP stock will melt like their Italian cheese reserves. Buy Puts **Background** My last trade to long $SKM was close to a 2x here, I like asymmetric setups based on fundamental value. [https://www.reddit.com/r/wallstreetbets/comments/1qnqd2l/dd\_anthropic\_pure\_play\_skm/](https://www.reddit.com/r/wallstreetbets/comments/1qnqd2l/dd_anthropic_pure_play_skm/) **Summary** …
Anthropic Strikes $9 Billion Cloud Deal With Riot ($RIOT) Platforms
Anthropic PBC has struck a $9.1 billion deal with Riot ($RIOT) Platforms, a crypto mining company that **sells AI data center capacity**. The deal is for 191 megawatts of computing from Riot's Rockdale, Texas, campus to Anthropic, which is expected to generate $9.1 billion in revenue for Riot. The agreement …
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Nvidia lines up $500 billion in financing as CEO Jensen Huang tells CNBC his chips are ‘investable asset’
Riot Platforms signs $9.1 billion, 191 MW AI lease at Rockdale: Q2 Earnings
$50 by EOY
Closed 17 MU $500 CSPs at 43% max profit ($61K realized) in 16% of the time, thanks to IV crush
Closed my 17 MU $500 6/27 CSPs today at $47.50 against a blended cost of approx $83.24, capturing approx $60,750, or 43% of the $141,508 max profit. Sold in three tranches: 5/20 at $93.54 with MU at approx $732, 7/10 at $65.95 with MU at approx $979, and 7/20 at …