Posts
If LLM labs collapse (OpenAi/Anthropic) isn’t that bullish for Google?
Forgive me if this is a stupid hypothetical that I hardly thought through but i’m just wondering? So I listen to the AI bulls and the AI bears as well as everyone in between. I have ZERO idea what is what - I just listen and read whatever I can …
WEN
What's the buy you regret the most?
Personally for me it's gotta be $BABA. Currently down around \~40%. I don't see any reason for it to increase in the short term. Perhaps if relations with China get better in the future, but I doubt it. There was some hype when Trump made the visit to China earlier …
Weekly Earnings Thread 6/29 - 7/3
Full port 270k BB blackberry I let AI write my DD
Paid 200/month subscription for this shit AI DD better be worth it: I know most people still hear “BlackBerry” and think old phones, but that is not what this company is anymore. The real story is QNX, embedded software, secure communications, auto, robotics, industrial systems, and mission-critical operating systems. BlackBerry …
Here we go again 💣
Bond Traders Stunned as Losses on SpaceX’s New Debt Keep Growing
Full port $AAOI
Went all in on AAOI earlier this morning They are guiding for 471m / month of revenue by this time next year, so if they hit that they would be doing an annualized 5.5B of revenue. Despite that guidance they are at a 11B market cap today Even if they …
YOLO Zeta
Bought 2002 shares of $zeta Cause why not? Currently my biggest holding!