Posts
Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
$MSFT still isn't moving up, even with this news... it seems like it's been cursed ever since the Gates Foundation sold all its shares a couple of weeks ago.
NBIS 38k lotto bought before close
The movement seemed kinda weird today. I was like meh I am going for it Thank you Leopold, love you buddy
Google employee charged with using inside information to make $1 million on Polymarket
No one had a clue ..
Leopold Aschenbrenner’s Situational Awareness LP Discloses 5.6% Stake in Nebius
https://www.sec.gov/Archives/edgar/data/1513845/000093583626000303/xslSCHEDULE\_13G\_X02/primary\_doc.xml
I’m back holding close to $500,000 of OTM $SPOT calls
Up around $200 and change on these so far. Spotify continues to grow and crush and I think it’s severely underbought by investors. They are finally figuring out how to get better guidance and add additional revenue streams. I think this stock can hit $1500-2000 within a year.
Betting everything on TSM and FEIM
CRM Earnings
**| Salesforce Q1 2026 Earnings & Guidance** Q1 Results: Adj. EPS: $3.88, beats $3.13 estimate (+23.96%) Revenue: $11.13B, in-line with $11.05B estimate (+13.3% YoY) ARR Highlights: Agentforce and Data 360 ARR nearly $3.4B, up 200% YoY, including $1.1B Informatica Cloud ARR and $1.2B Agentforce ARR (+205% YoY) Remaining Performance Obligation …
Snowflake soars 30% on earnings beat and plan to spend $6 billion on Amazon cloud
Companies that will benefit/ are benefiting from ai and data centers
I have compiled a list of certain stocks (yes retards it’s on paper deal with it) that I’ve been heavily monitoring over the past 3 months but most of the time never have the balls to go knee deep in. I’m pretty certain at least 5 stocks here will be …
Meta launches Instagram, Facebook, and WhatsApp subscriptions, with more to come, including AI plans | TechCrunch
​ Meta is looking at more revenue streams outside of advertisement.