Posts
Goldman's high beta momentum basket on track for worst monthly performance in history, worse than 2000 and 2009
SMCI Most Undervalued Stock in the Market?
With a P/E ratio of 14, a forward P/E of 9, rising margins, a $60B backlog of AI rack orders, and short interest of 20% float, I believe SMCI is the most UNDERRATED AND UNDERVALUED stock in the market right now. Overblown legal concerns regarding NVIDIA chip shipments to China, …
The Boeing Company Q2 Earnings Call Live Transcript
This post contains content not supported on old Reddit. [Click here to view the full post](https://sh.reddit.com/r/wallstreetbets/comments/1v8vqds)
Kospi plunges 8% as South Korea halts trading with circuit breaker
100 ATM weekly call credit spreads on SPX ($50,000)
Michael Burry has been shorting NVDA since November, stock is up 30% since then. At what point do we stop treating this guy like a prophet?
Look, I get it. The man called 2008, made a billion dollars, got a movie made about him with Christian Bale. Legendary stuff. But can we talk about how this dude has been screaming "beginning of the end" for AI stocks for the better part of a year now while …
Apple ends day as world's most valuable company, passing Nvidia
$8000 call bet on AZN
AZN reported $2.63 eps this morning (.13 beat) and beat on revenue with just past $15 billion for the quarter. More important they reiterated guidance of $80 billion for 2030. 33% higher than 2026. They also reported a positive readout on some cancer drug with $5 billion annual potential. So …
How come DUV lithography hurt SNDK the most?
As far as Im aware, it was assigned to CXMT for RAM production rather than NAND, even though we all saw the SNDK sell-off while MU showed somewhat strong resistance. What does this imply regarding tomorrow’s open?
Nvidia and OpenAI in talks for up to $250 billion dollar backstop to fund AI infrastructure plans
AI bubble running out of funding?