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IBM Q2 Earnings Call Live Transcript
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ServiceNow Q2 Earnings Call Live Transcript
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Alphabet Q2 Earnings Call Live Transcript
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To all the Loss Porn - CASH GANG holding strong. still waiting for the dip
bought some random stocks just to watch them but never made a serious play. basically I'm sitting on "cash" (SGOV) waiting for "something to happen". collecting \~3.56% so like $3,500 a month right now. which at this point i feel is safer than whatever the hell is about to happen. …
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
Alright degenerates, gather round. Korea just showed us what the endgame looks like and it ain't pretty. 1.2 million accounts margin called in a week. 350K liquidated to zero. 62% of those were millennials and zoomers. Their market dropped 10% in ONE DAY because someone said "hey maybe AI spending …
SAP to the moon, not
Hey everyone, I’m from Germany and I’m curious what non-German investors think about SAP ahead of earnings tomorrow. The overall mood in software / AI stocks feels pretty shaky right now, kind of like what we’ve recently seen with IBM. Do you think SAP can still surprise to the upside, …
AMD to invest up to $5 billion in Anthropic, WSJ reports
Time to go short in the most manipulated market in history
Everything will collapse like a fucking house of cards don't be the exit liquidity of banks and institutions
SMCI 100k in
Margins - doubled to 15% Shorts - 18% of float Backlogged revenues: 3 years worth of 2025 booked in a single quarter (60b) Risks: \- scandals as usual, but with all this data center business flowing to them, CEO has his eyes on bigger pastures \- dilution to realize the …
Roast Me or Help Me, Your Choice
I plan to hold the following for the next 5 years at least (no day trading). These positions will determine whether I get to retire early or not. Obviously a gamble on semis for the foreseeable future, but I struggle on whether this is absolutely stupid or if it may …