Posts
$52,800 Yolo CRSR Easy Money
FRMI is the Next AI Bottleneck
# The next Bottleneck in the AI Datacenter supercycle is Energy. Have you read the paper Situational Awareness by Leopold Aschenbrenner? He is the 24 year old AI savant. Basically he wrote a paper about what is going to happen over the next 10 years and he has been correct, …
SWEETGREEN a stinky wrap, wrapped in lies
Fellow fellas, Ill be quick and short While Chris Camillo is out there pounding the table and going full bull on Sweetgreen after his recent podcast tour, I'm sitting here heavily short $SG. The current price action has NOTHING to do with fundamentals. It's 100% hype driven by the initial …
$LUNR Intuitive Machines falls after NASA names Blue Origin to deliver the first Lunar Terrain Vehicle
During today’s NASA Moon Base briefing, it was announced that Blue Origin will deliver the first Lunar Terrain Vehicle (LTV) as part of the initial robotic missions supporting the lunar base. This comes as a surprise to many, since Intuitive Machines (LUNR) won the earlier LTV feasibility study with its …
YOLO'ing $47k into Boomer Phones
It is pretty obvious that those 3310s and BlackBerries with the clit still have something to say to modern day iPhones and Androids with their crappy builds. The ride so far was only the beginning. YOLO! 🚀🚀🚀 NOK Jan28 30C 72@3.30 BB Jan28 15C 103@2.32
The market can't crash until Michael Burry gives up on being bearish
Big banks, hedge funds, market makers, and other large institutions have it out for Michael Burry ever since the aftermath of the 2008 crash. No, Burry wasn't responsible for the crash. But by predicting the crash and successfully profiting off the crash, he did make an embarrassment of the greedy …
A Case For Brazilian Fintech Stocks
I've been looking into Brazilian Fintech stocks quite a bit. I believe they're undervalued. I've started building a position. **Nubank (NU)** I follow the fintech industry closely. My interest in this set of Brazilian companies started with Nubank. Nubank is a dominant Latin American digital banking platform. I think it's …
I invested $29K on Take Two
I went all in. Say whatever you want, I have faith. Call me retard or whatever, let’s see when the marketing kicks in. I promise I’ll update this post in 2 months time. Either AI completely destroyed this stock, or the hype has made it go moon. It can drop …
Corsair (CRSR) just announced a move into AI / Datacenter - $20k yolo
On Friday CRSR announced a new portfolio of AI workstations and servers for AI applications. That’s all I need to know. Stock has been beaten down and this could be the spark that dramatically changes the story. Stock was up 10% Friday on the news. I think it could double. …