Posts
$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, …
I *SAID* SHORT $AFL, SAVE THE WORLD
Thank you all for supporting the mission and here's the updated portfolio screenshot from someone who's either going down as King Regard or the Most Legendary Autist You'll EVER Know Of, me, according to your comments from yesterday. https://preview.redd.it/1o99xtb8n5dh1.jpg?width=1538&format=pjpg&auto=webp&s=031d24383082b5b27be12ba39cc4a4f5a19b7c13 If you’re not familiar, modern history’s greatest earthquake is about to …
Why do we need so much more memory now than last year?
All the memory stocks have gone fucking crazy over the last year and now that the pump is slowing down I’m starting to wonder how much of this memory is actually needed. I understand that Ai is expanding and they need more memory for it, but do we really need …