Posts
🚨 LLY: The Foundayo bull case requires assuming people don't fuck 🚨
***Not financial advice.*** Listen up degens. I'm here to tell you the entire bull case for Lilly’s Foundayo rests on a single unspoken assumption: **nobody in the target demographic is having sex.** **The facts:** 1. Oral Wegovy is straight up more effective than Foundayo. \~14% vs \~11% weight loss at …
My last hurrah....PLTR to 1T
I have a strong conviction that Palantir (PLTR) is going to be a $1T company within the next 5 years. I’ve recently hit a major financial milestone: I’ve successfully paid off almost all of my debt (only $3k remaining),and I still have roughly $70k in TFSA and 16k in FHSA …
Grandma would be proud
Seems like my instincts from my post yesterday to hold through the earnings was correct
Google to invest $10B in Anthropic at $350B valuation with up to $30B more tied to AI growth targets
Source: https://finance.yahoo.com/sectors/technology/articles/google-plans-invest-40-billion-155018538.html Google will invest $10 billion in Anthropic PBC, with another $30 billion potentially to follow, strengthening the relationship between two companies that are at once partners and rivals in the race to build artificial intelligence. Anthropic said that Google is committing to invest $10 billion now in cash …
$80k QCOM YOLO
Bought these today, so no...I did not get in before today's +11% pump.
Ford, Geely Held Talks About Bringing Chinese Tech to America
Why I am all in on SOUN before May 7th earnings
Hello my fellow degenerates. I have gone deep down the rabbit hole on why SoundHound is poised to break out. Did someone say AI? SOUN is widely considered a leader in Agentic AI, which involves AI agents that don't just "talk" but can also perform complex tasks and transactions on …
Rddt earnings DD, growth (part 1)
Okay, post number three on my DD series for RDDT's earnings. This post will examine RDDT's revenue growth rate, expense growth rate, and earnings growth until 2030. For 2026, let's see [what RDDT has to say\](https://investor.redditinc.com/news-events/news-releases/news-details/2026/Reddit-Reports-Fourth-Quarter-and-Full-Year-2025-Results-Announces-1-Billion-Share-Repurchase-Program/default.aspx) about their own growth. >In the first quarter of 2026, we estimate revenue in …
YOLO ON LOW FUEL $CAR
The 2 days of crazy gains, followed by a brutal two day drop, pretty much confirms one thing, the float is low. From Tuesday to Wednesday, the spike in call buying forced market makers (together with a bunch of other traders/shortsellers, some probably already wiped if they got margin called), …