Posts
MSFT + RDDT: THE BOUNCE IS BACK, REGARDS
**Positions:** \- MSFT: 160 shares, entry $387.97, now $434.20, up about +12%, roughly 60% of the portfolio \- RDDT: 196 shares, entry $150.41, now $169.30, up about +13%, roughly 29% of the portfolio THE DD: The market is regarded and MSFT and RDDT were both down like crazy last year …
Babcock and Wilcox (BW)
The AI bottleneck isn't silicon. It's steam. ($BW DD) Data centers need massive power. Power requires steam turbines. Steam turbines require industrial boilers. The Play: Babcock & Wilcox ($BW) BW is my value investing play of the year. They do one thing: build industrial boilers. They do it better than …
35k to 643K
all I do is buy 0-3 DTE QQQ calls and puts. for instance I made $250k just yesterday lmao
CRSR for your amusement
No DD. Just a bandwagon boy trying to make a bag. Inspired by the CRSR man and his $400k gains. Worth the gamble in my opinion. Let’s see this ride.
Peter Thiel Dumps NVIDIA and Slashes Tesla Stake
META is the best value play that will 5X - 40k Yolo
Modeled META out tonight cuz I like accounting and I always do my dd after I bought in - and I think it’s worth $5 Trillion (Target Price of $2014.50) Key assumptions (apart from management guidance on CAPEX, topline, and Reality Labs): FOA keeps growing in the mid-20% range, RL …
Leaked image of SpaceX Starship V4
Retards need to get to space too
UMAC: Trump-Linked Drone Maker May Get a Pentagon Deal
Up 57% on the idea of a deal, I am locking in before an actual deal.
Putting the AI in CorsAIr Part 2 CRSR
More dedicated and regarded DD this time. Earlier I didn’t have the time to write this up, but here’s what I’m thinking. Corsair, among other things, takes the raw memory chips, test them, bins them, and packages them on their own PCBs (printed circuit boards). This is a very important …