Posts
SOXL YOLO (Cad hedged)
Had some Canuck bucks sitting around... the only logical thing was to full port this account into a CAD hedged SOXL (SOXL.ne). To ensure my safety I used a DCA. I entered on Weds, averaged up on Thurs & punted the rest today. DD: Someone in the daily told me …
Perplexity AI loses bid to toss Reddit lawsuit over data scraping
META end of year play (2x position in post)
I have 2x of the position above. Looking for a 1-2month bump to $700 like last time. 🤞
Reddit DAU decline due to AI bots and Google
Key details from [Cloudflare’s blog on internet traffic](https://blog.cloudflare.com/agentic-internet-bot-report/) July 1st that explain the lack of growth in DAUs Bots: 57.4% Human: 42.5% AI Training Crawlers: grew to 52% of crawler requests by June of 2026 up from 22% in 2025. 1700% surge from AI agent requests from June 1, 2025 …
Inflation going up - Labor costs rise faster than expected
[Private sector wage gains lift US labor costs in second quarter](https://ca.finance.yahoo.com/news/us-labor-costs-increase-second-124525640.html) Funny how the only thing wall street freaks out about is when poors have to get paid more. And these numbers are probably cooked.
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Memory valuations peaked. Increased capex won’t help anymore. Money is rotating to different parts of the AI buildout.
Increased capex won’t help anymore. The ceiling is here. SK hynix, Samsung, and Kioxia all missed earnings. Yes, the earnings expectations were ridiculous, but that’s also what gave memory stocks these ridiculous valuations in the first place. At this point, strong AI capex is already expected. It doesn’t matter as …