Posts
Breaking: US–Iran deal reportedly finalised, announcement expected within hours
Got a bit more, 250k in $SKM
Asked my Claude to summarise for me in case you might want to see a summary of my reasoning. Might be useful. I do my DD together with Claude , so this summary is an incomplete glimpse into my Due Dilligence. It is not a perfect presentation , but I …
$OUST DD - last American LiDAR company
# [](/r/wallstreetbets/?f=flair_name%3A%22DD%22) *Before you regards downvote me, this post is only 60% AI. No one has time to write every word anymore, wake the fuck up people* **TL;DR:** Robots are blind without eyeballs. Ouster sells the eyeballs. NVIDIA just made them the default. 13 straight quarters of growth, fortress balance …
SpaceX - Invaluable Militarization of Space
The value is how much the US will pay to own space. SpaceX made launching into orbit affordable which opens the possibility ti test weapons. At some point countries will limit the amount of junk allowed in space. Theres no capitalistic race, it will turn into a monopoly. Question is …
London mayor Sadiq Khan blocks £50m Met police deal with Palantir
$154k yolo into $TMDX
This stock is not new to me and over the past few years, thanks to its volatility I have made a decent gain. At these prices, it’s my biggest yolo across several accounts. And yes I know, will charge my phone soon. **Bull Case** **1. They are still growing fast** …
$MSFT and $NOW YOLO
I’m keeping it simple Microsoft and ServiceNow are going to be AI winners and are oversold right now. NOW will work with AI in tandem and their 98% retention should tell you everything u need to know about how much the customers love their product. I’m betting 2 months from …
Infleqtion has signed a Letter of Intent with the CHIPS Research and Development Office for $100 million in proposed funding
IBM and DoC announce Anderon, a $2B quantum foundry
IBM and the Department of Commerce announced that each will contribute $1B to Anderon, a new subsidiary of IBM headquartered in Albany, NY. This will be a 300mm wafer foundry specifically built for quantum chips. Let's hope IBM doesn't fumble this like so many previous projects like Watson.