Posts
Jensen Huang: AI CEOs have 'ulterior reasons' in doomsday warnings
Got back into trading just in time to catch a bit of BWET
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RKLB to $12,000- It's The Right Shape
Bezos has a problem. Instead of finishing the job of putting Santa out of business, he’s loading his exploding mushrooms with the wrong payload. Blue Origin is busy sending Katty and Lauren to the clouds. Meanwhile Amazon is still delivering Christmas presents at 65 mph like it's 1997. Enter Rocket …
Believe it or not, DKNG calls...
How DraftKings Uses A.I. to Target the Gamblers Likeliest to Lose Data science helps determine who receives betting incentives, but DKNG uses this to hook gambling addicts rather than protecting them. Bullish
CCL can't catch a break
In a world full of olds, these should be the golden years for Carnival. Many olds I know planned to retire on these things. Perpetually buying a new ticket and living on the water until they die. A lot of people bought into Carnival after Covid died down thinking the …
Memory vs. GPU
Hey everyone, I've got a macro observation I'd love to get your take on: Everyone labels memory stocks like Micron and Sandisk as classic cyclical plays, but shouldn't NVDA and AMD fall into the exact same category? At the end of the day, there are no computers or AI servers …
Labor and management reach an agreement; Micron promises no repercussions and will negotiate again in October.
Translated to English. Following their first mediation meeting, Micron and the Micron Memory Taiwan Union in central Taiwan issued a joint statement today (September 19) stating that the two sides had a constructive discussion that helped advance communication and agreed to hold a second mediation meeting on October 22. Micron …
Reddit’s upcoming Q3 2026 earnings will crush expectations - Statistical data evidence
Reddit entered Q3 with **Q2 ad revenue up 64% YoY to $762M**, while total revenue grew **61% to $805M**. [Reddit Q2 earnings](https://investor.redditinc.com/news-events/news-releases/news/details/2026/Reddit-Reports-Second-Quarter-2026-Results/default.aspx) **July:** Piper Sandler raised its Q3 Reddit ad-spend estimate by **230 bps** after July advertising data came in stronger than expected; users also ended July about **5% above …
SpaceX Has Already Won More Than $8 Billion From Golden Dome. This Could Be Just the Beginning
I actually got a job after my last post, and now the gamble is going up again. Not gonna quit my job even if I hit a million this time
Almost recovered half of my losses, didn’t capitulate . Ill slowly start selling, and watch the stock I held go to numbers I cannot possibly comprehend right after I sell my chips. This is how, she goes, after all (first 2 pics are current, last pic is 2 months ago …