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36k YOLO CRCL Easy Money
YOLO $VRRM: Market Overreaction Creates a Massive Dip Buying Opportunity
Here’s why: Before the Avis cancellation fears, VRRM was generating roughly: • \~$900M+ annual revenue • \~$350M+ estimated EBITDA • Strong recurring cash flow and profitable operations Now the market is acting like losing Avis wipes out the entire business overnight. Even if Avis represented roughly 10-15% of revenue, VRRM …
I’m back all in
With almost no battery left I’m hedging with puts with the rest of my cash but for the bullish side of things here is a quick and informative bull post about RDDT and SDGR (my 50/50 \~$500K each allocation) RDDT : You’re reading this SDGR : Gold standard in its …
Inflation comes in “as expected” at 3.3%
[https://www.cnbc.com/2026/05/28/core-inflation-hit-an-annual-rate-of-3point3percent-in-april-as-expected-feds-preferred-gauge-shows-.html](https://www.cnbc.com/2026/05/28/core-inflation-hit-an-annual-rate-of-3point3percent-in-april-as-expected-feds-preferred-gauge-shows-.html)
Cooling is the second infrastructure bottleneck
As AI investment races toward an estimated **$1 trillion annually** for the foreseeable future, the industry faces a growing constraint in its ability to **cool** the massive infrastructure powering this expansion. Mainstream chips are becoming much hotter after years of incremental increases in wattage. Suddenly, we're seeing a J-curve in …
Something unusual is happening
So as some of you may know, I tend to update you guys on the daily threads whenever I’m taking a shit. As I’ve also mentioned before, I’m completely dependent on my morning coffee - without it I’m just unable to poop in the mornings. Some of you recommended me …
Mistral to explore designing own chips, CEO says, as it ramps up infrastructure build
Marvel beat earnings but it's down aftermarket. Time to buy in?
I love greedy people. They are always so predictable. Marvel beat quarterly earnings once again but it's down in aftermarket trading from profit taking. I can finally buy-in at a discount!