Posts
Degenerate bet on $PATH
I did my research based on good asymmetrical bets on AI implementation and inference. UiPath came up at top. I also have friends that use uipath at work and they love it. $30 Jan Call bought at the bottom. I expect to be laughing at everyone 6 months from now. …
Why I’m Betting Everything on the "Old Economy"
Hey Degens, I want to share my current portfolio and the rationale behind a strategy that would likely make most index investors cringe. My portfolio is 100% focused on commodities, energy, and infrastructure. As you can see from the figures below, it’s been a great ride so far, particularly driven …
Akamai +26% after Q1 FY26 earnings on $1.8B AI infrastructure deal with Anthropic
Source: [https://www.cnbc.com/2026/05/08/akamai-stock-ai-cloud-infrastructure-deal.html](https://www.cnbc.com/2026/05/08/akamai-stock-ai-cloud-infrastructure-deal.html) Akamai’s stock jumped 20% Friday after it announced a $1.8 billion deal with an AI company and posted first-quarter earnings that were in line with estimates. Shares are up 65% over the past 12 months. A “leading frontier model provider” has committed to $1.8 billion over seven years …
$AKAM - The CDN Boomer That Just Became an AI Infrastructure Chad (and nobody's talking about it)
Alright regards, strap in. I know what you're thinking. "Akamai? My dad's router has more sex appeal than this internet grandpa company." Bear with me. **THE TLDR FOR THE ILLITERATE** This 25-year-old CDN dinosaur just landed a $1.8 BILLION deal with Anthropic, ripped 27% in one day — the biggest …
Intel Breaks Into America’s Top 15 Most Valuable Companies
Intel is poised to break into the top 10 most valuable companies and join the coveted $1T club as the AI boom shows no signs of abating. During the recent Q1 earnings call, CEO Lip-Bu Tan highlighted that the ratio of GPU to CPU has gone from 1:8 to 1:4, …
When your calls are under water, grab a fatty, they float eventually. PLNT DD.
DISCLAIMER: pt 1 is still playing out. High THEORETICAL VALUE is how I like to think of my near worthless calls that I’m of course still holding. Let me back up, so I’ve been bullish on PLNT since mid January and honestly the whole thing started because I’m an avid …
$55K bet against America @@@@@@
https://preview.redd.it/1s0x9ro1s00h1.png?width=1117&format=png&auto=webp&s=4feb1e356d591041395aa485245dcc36d21aba09 Eat shyttttttttttttt I am going to order some pizza for tonight and with pineapples on top https://i.redd.it/thnojohts00h1.gif
I think I belong here.
Full port life savings on an unprofitable car company that just diluted.
GameStop's CEO gets banned From eBay after trying to buy the company
"Activity that we believe was putting the eBay community at risk" checks out.