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USD 60k IBM All-in Portfolio, entirely with Margin
Full conviction. For reference 1 USD = 0.81 Swiss Francs
GRPN: this company is not dead -- surprising to some. Theres massive torque to the fundamentals; DD below.
**TL;DR:** \~$858M market cap. Strip out a \~$268M SumUp stake and net cash and you're paying roughly **$731M for the operating business — about 7.7x this year's EBITDA** — for a marketplace with 16M+ active customers, \~90% gross margins, and a management team (Pale Fire Capital, \~25% economic owners) shrinking …
Beds Sales Have Begun
Amazon aims to raise $25 billion from bond sale, Bloomberg News reports
Beijing is looking at curbing overseas access to China's top AI models, sources say
China to Double Memory Production Capacity for AI, Influencing the Global Market
**Massive Capacity Surges:** CXMT, China's largest DRAM maker, is projected to ramp up its wafer production significantly. Plans target expanding output from approximately 350,000 wafers per month up to 500,000 wafers over the next two years. Similarly, YMTC is expanding capacity, dedicating a significant portion of its newest fab (Fab …
Did I Discover The Biggest Opportunity In The Market?
Data is the most valuable asset in the world. It is how all the big companies know exactly what you want, when you want it, and how you like it. Have you ever been thinking in the shower about something random, and then all of a sudden you get recommended …
Fuxk it - Shorting SPCX
Aug 6 = first earnings + first lockup expiry (insiders can sell up to 20%). Float is only 3-5%, stock already fell from $225 to \~$158, still burning \~$5B/year, Morningstar FV \~50% lower. PLTR and MSTR both dumped after their Nasdaq-100 inclusions. Plan: short a bounce toward $180-190 mid-July, stop …