Posts
RDDT earnings DD, Growth (Part 2)
Disclosure: 1500 shares (Note: "Other revenues" aren't on the financial statements, only a note in the "key highlights." However, Reddit adds "other revenues" to the ARPU. You can see this by multiply the total DAUq by the ARPU values you get the exact revenue for the year... They don't distinguish …
$DXYZ = good way to invest in Anthropic?
Anybody excited about this fund? Position: Long $28k (also long $15k in 2nd retirement account). Their last reported NAV was $434M which is well below their current market cap: \~$650M, but their reported NAV is misleadingly based on old info from end of 2025! They invested $100M out of their …
Global stock markets are too inflated and will fall, top Bank of England official warns
$60k Gain on CAR YOLO
Played it super safe with August expiration. Sold everything else in portfolio and bought these puts Tuesday morning. Could have made much more with closer expiration, but not in the business of gambling. Felt as safe as a Yolo can be. Closed out today while liquidity still high.
Jane Street Hits $40B Trading Revenue, Surpasses Citadel and JPMorgan
$125k on $SKM. The Anthropic backdoor
Stable company proving wireless in South Korea . They are also building AI datacenters . Estimating the core business to be 10-11B Also , they own about 0.5% of Anthropic after dilutions . At a valuation of 1T (which is currently getting in secondary markets), this is 5B Each 1$ …
⚛️ DD: X-energy (ticker:XE) and TRISO Fuel : A next-generation nuclear approach - backed by Amazon
# Executive Summary X-energy is developing the XE-100 small modular reactor (SMR), powered by TRISO (tri-structural isotropic) fuel, a form of nuclear fuel engineered for extreme safety and durability. The core thesis: * Backed by major industry players, including Amazon, signaling growing commercial confidence in next-generation nuclear * TRISO fuel …
AMD Treated Me Well Today
I bought these around last June when the consensus was that AMD was still the advanced money destroyer. Buying the right companies during extreme volatility when others are fearful and knowing what you own can change your life.
Full ported into $MSFT before earnings. $500 eoy
It was this or be a retard and lose it all trading 0 dte. Guess I'll just lose my money slowly this time.