Posts
Oracle signs 10-year software contract with Pentagon worth up to $7 billion
Samsung Electronics Signs $200 Billion Five Year Semiconductor Supply Agreement with Broadcom
Encompassing both memory and foundry. News broke just now so not much more info.
Thank you, regards!
I need to thank everyone on this sub for showing all of their loss and gain porn here. I feel like I could really get fucked if I ever grew the balls to throw money away like some of you psychopaths, or maybe earn enough to make all my dreams …
Sk Hynix NVDA partnership
319k GOOGL Yolo
Wish me luck I bought 1000 shares of Google at $319.35, hopefully it goes to $399 in the next few months and I can take 80k profit, if not I will be holding for a while. Edit: after all the CSP talk I sold at 329.35$ so a 10k profit …
Cooking or copium? TSLA Calls (After earnings) Averaged down from 19.55 to 11.24
Didn’t touch TSLA before earnings. Started buying after earnings dump because I thought the correction was just too big to not try and take advantage of any volatility on coming days, but kept falling hard. My initial average was $19.55, and as the premium kept getting crushed I averaged down …
Weekend Discussion Thread for the Weekend of July 25-26
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Weekly Earnings Thread 7/27 - 7/31
AI demand and sustainability of the demand
Listen up highly regarded folks I did some napkin math on the whole AI data center demand along with help from AI on numbers etc. Here is what i did: Lets assume 1 billion daily active Human AI users, however, all these 1 billion people are not gonna use at …
White House to Host Nuclear Energy CEOs for Advanced Reactor Milestone
President is expected to host CEOs from leading advanced nuclear companies at the White House to mark a major milestone in the administration’s push to accelerate next-generation reactors. The event follows the recent achievement of multiple U.S. microreactors reaching first criticality under the Reactor Pilot Program, highlighting progress toward commercial …