Posts
WSJ: Michael Burry Cites ‘Beginning of the End’ With New AI Short Bets
Bullish: https://www.wsj.com/finance/stocks/michael-burry-cites-beginning-of-the-end-with-new-ai-short-bets-50793c12
ZIM: 40% to 300% Gain Potential on Merger Arbitrage
*I'll try to keep this simple and brief.* **NYSE: ZIM** Integrated Shipping Services Ltd. Think boats, oceans, and moving goods. **ZIM** has a **signed merger agreement** from Hapag-Lloyd **for** **$35.00 per Share in Cash** and the stock is currently trading for around \~$25 per share. The deal is estimated to …
Palantir's CEO meltdown on TV: "These models have been completely over, irresponsibly over-sale"
Are reverse splits really always a death sentence?
I’ve noticed that every time a company announces a reverse split, people immediately act like it’s over. I get why. A lot of reverse splits happen because companies are struggling. But is a reverse split itself actually the problem, or is it just a symptom? There have to be some …
Netflix LEAPs
These scumbags have taken $20/month from me for too many years, time to make some of it back. Or lose it all, idgaf either way.
Weekly earnings thread 7/6 - 7/10
The Bull Case for a $300B Reddit (RDDT): Why Closing the ARPU Gap and the AI Moat Make an 8x Return Possible… by 2030
Hey everyone, Sitting here looking at Reddit’s current market cap (hovering around \*\*$37B–$38B\*\* at \~$196/share), and after that massive Q1 earnings report (revenue up 69% YoY), I started running some math on what it actually takes for RDDT to scale into a mega-cap tech giant. (Leveraging AI to pull some …
$24k VCX YOLO
Vertical Call for 10 contracts $65/$300 for $24k exp Jan 2027. Go baby go!