Posts
The next AI rotation - from infrastructure to data reservoirs
**TLDR:** The next phase of the AI boom may shift from compute & infrastructure toward companies that own continuously updated proprietary datasets, workflows, and human interaction data that frontier models depend on. **Positions**: RDDT $300 Sept 2026 TEM $120 Jan 2027 \- We are coming into the home stretch of …
On SpaceX IPO day, the retards type S P C into their app...
They're either gonna type it in too early in the day and only see one ticker that ISN'T space X, but is another space company with the SAME first three letters in its ticker. (It was a SPAC darling back in 2021). Or they see both that twin-like space stock …
Trump appointees push $250 banknote with his portrait
The PATH to generational wealth
Afternoon regards, Posting this before earnings at close today just in case the “you could’ve posted this before a 30% day” crowd shows up tomorrow. Also welcoming the “power outlet guy holding knife to weiner” gang if I am wrong. This post is not ai generated, GFYS. NYSE: PATH offers …
UMAC DD that made me money
Been talking about UMAC for a while and I figured I should just let everybody know what kind of DD I did. They use drones, it's the future. Trump's son is on the board Trump loves war Yolo'd \~20k on margin at \~14 per share
The Quantum hardware no one knows about.
I will keep it short. Ticker: QTEX Quantum Hardware. Just ipo through a dying bio tech merge. Trading at 100mil cap right now while RGTI QBTS are trading at 11-12bil cap. My PT is 35-40$ We all laughed at QBTS RGTI when they are trading around 3$ last year. We …
AVAV, KTOS, RCAT ALL RUNNING TODAY🚀🚀🚀
AVAV Won $20M Air Force contract yesterday. Gapping up today. My calls are gapping up even more. THIS IS THE ONLY ONE I GOT IN ON TIME YESTERDAY. Strong Buy consensus amongst analysts with high hit rate records. Target \~$290 (some analysts significantly higher - iykyk) KTOS Strong Buy consensus …
Scoop: U.S. and Iran reach deal but need Trump's final approval, officials say
CSR is just getting started
This is a once in a life time chance folks $CRSR already started moving — and I still think this is just the beginning. The stock finally woke up after being priced like a completely dead company for years, but the bigger re-rating may still be ahead if the business …
Many of you wanted to know my next move: You should probably short META
Many of u were making fun of me and many are asking for my next move. Well first of all fuck u my MSFT and NOW are both green af today. As for next move, I fomo yolod into META. I dare u to short it.