Posts
China weighs allowing ByteDance, Alibaba to buy new Nvidia chips, The Information reports
Oracle puts on Monday
The exit of oracle on a bear trend after exiting the 18B data center and trumps rejects iran 7 day peace deal
Could Nike fall to $20 ?
What yall think about Nike stock? I honestly feel like this could be a $20 stock soon 💀 I’m genuinely starting to wonder what the bull case even is anymore. This stock has gone from $100+ a few years ago to the $30s, while the broader market has been doing …
Microsoft - Going Long / Burry is going Short
I bought Microsoft 3 months ago at $360/share, MSFT, betting that the stock is undervalued. My target price is $765 by 2030. Investment Thesis: 1. Strong Brand (M365, Azure, SharePoint, & Copilot) 2. Committed to Open Software 3. Investments in both Anthropic & Open AI 4. Quantum Computing 5. Videogames …
Apple faces $5.7 billion patent infringement verdict over iPhone and Apple Watch haptics
Boeing flags 737 Max software glitch affecting some automated approach functions
Happy I sold last week, it was weird how it's been going down for a while with no apparent reason. Seems like this was it.
Why can you trade Futures but not Pasts? Seems like the Pasts would be way less risky and easier to model for the traders and market makers.
MU earning play.
It’s spread 1100/1200 CE. Hope this print!
Weekend Discussion Thread for the Weekend of September 26-27
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Weekly Earnings Thread Sep 28 - Oct 2, 2026
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