Posts
South Korea's SK Hynix says to raise up to $29 bln in ADR listing
Yes that is why, for sure.
According to Robinhood AI, that is the reason behind the 20 percent overnight up move, I guess we are really going to be unemployable because of AI. https://www.tipranks.com/news/the-fly/wendys-names-steve-cirulis-as-cfo-chief-strategy-officer-thefly-news?utm\_source=robinhood.com&utm\_medium=referral
ByteDance eyes $20 billion offshore loan in biggest borrowing push yet
Wendy’s DD from an OG WSBer, (and my gf’s I guess)
Not sure what the odds are I saw the opportunity and started dialing in a position today then it pumps the day of. I’m an OG WSBer and saw opportunity in GameStop, BBBY, CVNA at $3 and PLTR at $10 (sold them all too soon). The prices is sitting at …
Shorting oil
https://preview.redd.it/xsjgiuope59h1.png?width=1299&format=png&auto=webp&s=8ed12497e4963f96bc6b593773bf2b86af055935 https://preview.redd.it/feijkbb9i59h1.png?width=1600&format=png&auto=webp&s=f2a1fc42561440f09f921f8c79c41d3be3db0467 **My Oil Short Thesis** I am positioned short oil because I believe global crude prices will trend toward all-time lows over the next several years. This conviction stems from powerful dual pressure: a surge in supply from multiple large producers and moderating demand influenced by alternatives, efficiency, and …
FDX Puts Going to print?
Mod deleted my post, must have had FDX calls.
How to play an upcoming Oil supply glut and price drop
A number of geopolitical events are shaping up to cause a sudden over-supply of oil and gas, and consequently, significant drop in oil prices: 1. Over 103 million barrels of oil are stranded after Hormuz seize, and they will come to the market as Iran war comes to close 2. …
ASTX 34k (basis)
First 400 shares were \~$34/share. Sold most of my losing positions and loaded up the rest today DD: I like space, and I like mobiles (except T-Mobile)
Why I’m holding $BE (Bloom Energy) — the AI power bottleneck play
**Position: long shares. Not financial advice — do your own DD.** **TL;DR:** AI data centers can’t get power fast enough, the grid can’t keep up, and Bloom sells the one fix you can deploy in months instead of years — modular on-site fuel cells. Backlog, customers, and the financial turn …
Anthropic Customer Sues US Over Loss of Fable AI Access
Ought to be interesting to see how this plays out. Could have ramifications for multiple AI companies.