Posts
ORCL vs IBM
To my knowledge, ORCL has been oversold for quite some time. They nearly made a deal with MSFT and bounced well over 200… they’re now back below $130 which is the lowest I’ve ever seen them. How is this not the strongest buy in the market right now? IBM posted …
Im wide OPEN.
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$BSP deep dive part 2 - operazione cucchiaio
**tldr: BSP buys dead-ish apps, fires most of the acquired staff, jacks up prices via sneaky weekly billing. Ratings are cratering across the portfolio with a ton of 1 star reviews. They have $4.4B debt which only works out if churn stays low, but churn is already high and the …
$BE Margin + More Naked Short Puts | Riding The Bounce
Here is my post from last week, where I was margin called on my leveraged $BE position. [https://www.reddit.com/r/wallstreetbets/comments/1ur7wll/1100\_shares\_be\_margin\_cash\_margin\_called\_naked/](https://www.reddit.com/r/wallstreetbets/comments/1ur7wll/1100_shares_be_margin_cash_margin_called_naked/) I sold some more naked short puts yesterday and today. https://preview.redd.it/ziqv17d797dh1.png?width=869&format=png&auto=webp&s=81a429564a30ccc9364e28b31e51a74a94ace569 I'm selling covered calls to reduce my debit margin a few bucks here and there. I'm not going to lie, I …
JUNE U.S. 🇺🇸 INFLATION DATA:
CPI 3.5% YoY, (Est. 3.8%) CPI -0.4% MoM, (Est. 0.0%) Core CPI 2.6% YoY, (Est. 2.9%) Core CPI 0.0% MoM, (Est. 0.2%)
The AI hype has completely shifted.
Nobody’s getting excited over raw H100 counts or trillion-parameter flexes anymore. General models are burning cash like it’s going out of style, and legacy SaaS is getting crushed as companies axe seats left and right thanks to AI automation. The real money is in vertical models that actually plug into …
IBM expects second-quarter revenue below estimates. Results in SaaS sell-off
South Korea's margin call to receivables ratio has spiked to ~5%, the 3rd-highest level ever.
This ratio measures the share of outstanding margin loans that has been flagged for a margin call, where brokers demand additional collateral or forcibly liquidate positions after prices move against borrowers. This is more than 4 times its typical range of \~1% to 2% over the past 2 years. Furthermore, …