Posts
SEA Group $SE, good international exposure, monster earnings
$SE just reported earnings yesterday and is up since then but plenty of room to run (still 50% of it‘s highs from a year ago). They took a beating due to a few quarters of horrendous earnings misses but here is why their latest earnings was so good: 1. Re-accelerating …
SoftBank posts $46 billion gain at Vision Fund driven mainly by massive OpenAI bet
I Struggle Holding, So I’m Full Porting Into One Stock
For years i’ve had my anxiety get in the way of my trading. I’ve let fear take control of my sell buttons, learning on the way if I just held i’d be ok. I’ve missed out on the entire bull run since 23, but I refuse to sell any longer. …
Le Captain
​ Paul Branham @BoilerPaulie Allow me to translate this letter from eBay for those who don’t speak legalese: Ryan, We got your unsolicited offer to buy eBay for $125/share (half cash, half stock) supported by your 5% economic interest in eBay. Our board, backed by the usual crew of bankers …
Trump Heads to China: Air Force One Leaves Anchorage With Jensen Huang on Board
https://preview.redd.it/e6745ko5ut0h1.png?width=2155&format=png&auto=webp&s=20809011c9e3c7b49cda91ae3d7962c1d32ff19c https://preview.redd.it/aiveqny8ut0h1.png?width=1536&format=png&auto=webp&s=dad3c6f7ea96f5a58bf559dbecee7008a7ae794d Air Force One has reportedly lifted off from Anchorage, Alaska, according to ADS-B Exchange flight data, as President Trump makes his way to Beijing for a landmark three-day state visit, the first by a sitting U.S. president in nearly a decade. The Alaska stopover, a routine refueling point …
OpenAI expects over half of all internet users will be active on its platform by 2030.
Not including China, there are approximately **4.92 to 4.99 billion internet users globally.** In a recent investor presentation, OpenAI projected 100B in ad revenue by 2030, assuming it gains 2.75 billion weekly users over that timeframe. [https://finance.yahoo.com/sectors/technology/articles/openai-projects-2-5-billion-115959443.html](https://finance.yahoo.com/sectors/technology/articles/openai-projects-2-5-billion-115959443.html) Interestingly 2.75 billion users is equivalent to 54 percent of all non-Chinese internet …
Shorted Nebius (NBIS) by 730,000 today, checkin tomorrow after earnings (see screenshot).
Description is in the title. https://preview.redd.it/34h7h8gvjt0h1.jpg?width=1170&format=pjpg&auto=webp&s=0f2dd397b8de4914a3881a22267ea5615170de2b
Billion To One
BillionToOne - $BLLN - Their flagship prenatal test screens for genetic conditions like sickle cell and cystic fibrosis from a simple maternal blood draw, replacing invasive procedures like amniocentesis. The same platform now powers their oncology business, where liquid biopsy tests detect cancer DNA in the bloodstream to guide treatment …
Jensen Huang is joining China trip after Trump called the Nvidia CEO: Source
SP500 going to 12,000. DD Inside!
Yo everyone. I've been running around Asia making chicken videos on YouTube. So you KNOW I'm a damn good bet when it comes to financial markets. I even have a CFA thingy-majig. Okay, so how do I this market is going up and to the right? Aside from the fact …