Posts
Why the fuck is Apple booming so much this year?
AAPL is currently hitting ATHs, is up 57% in the past year, and has the highest market cap in the market right now. I understand that Apple is a great stock that prints tons of money every year but why the fuck are they printing so much more money this …
China begins making homegrown DUV chipmaking tools
July 27 (Reuters) - China has begun manufacturing domestically (DUV) lithography machines, The Information reported on Monday. The machines are expected to be delivered this year to leading Chinese chipmakers, including Semiconductor Manufacturing International Corp, opens new tab, Hua Hong Semiconductor opens new tab and ChangXin Memory Technologies. Chip stocks …
Memory chip maker CXMT debuts in Shanghai, up 470% at open and becomes the largest listed company in China
ChangXin Memory Technologies opens at Shanghai Stock Exchange. The IPO offer was 8.66 CNY. Instantly jumped 470% over high Dram demand. The company has said it plans to use most of the proceeds from the initial public offering (IPO) to boost production of memory chips and carry out more research …
AI Bubble Musings (Part Two)
Since my initial [post](https://www.reddit.com/r/wallstreetbets/s/CUQLGB7WmT), Google's and Celestica's recent earnings have provided fresh ammunition for both the bulls and the bears. The bears point to roughly $700 billion in AI capex this year, shrinking free cash flow, and stretched valuations, while the bulls counter with Google Cloud growing 82%, exploding cloud …
Nvidia in Talks With OpenAI to Guarantee $250 Billion Financing for Data Center
The circlejerk will continue until morale improves
What’s the move ?
since Eli Lilly’s buyout of AtaiBeckley, it feels like this Psychedelic industry might finally be up to bat. I’ve been following MAPS -Rick Doblin for 10+ years since I was in college, long before any of this was getting mainstream attention. Whether it’s psilocybin, MDMA, LSD, ketamine, DMT, ibogaine, or …
CME Group to Launch Single Stock Futures on July 27
New weapon of choice? Standard Single Stock Futures (55 contracts) Contract size: 100 shares of underlying stock Tick: 0.01 index points = $1.00 Settlement: Financially settled Listing: Quarterly (Mar, Jun, Sep, Dec), 2 consecutive quarters Tickers: AAPL, ABBV, ADBE, AMAT, AMD, AMGN, AMZN, AVGO, BA, BAC, BKNG, BRKB, CAT, CMCSA, …
Paramount agrees to delay Warner Bros. merger into 2027
Read More: [https://www.engadget.com/2222897/paramount-agrees-to-delay-warner-bros-m](https://www.engadget.com/2222897/paramount-agrees-to-delay-warner-bros-m)
Million dollar SLS yolo (two slides)
If you go through my post history then you can see that I’ve rearranged the furniture a couple times and also moved the shares to RH for the margin which settled May 10th (talk about timing), but it all started with $148k. I’ve believed in the science since December 8th …
Meta and Microsoft earnings this week
Hello, What’s your move this week on big earnings from Meta and Microsoft? I’m running meta and Microsoft calls expiring Sept 18th. Do you think the setup into earnings is a good one? Microsoft is down over 25% from its all time high heading into earnings and trading way below …