Posts
I’d like to but a large Wendys combo on Monday
CNBC: Trump says talks between U.S. and Iran to resume in Pakistan on Monday
Just in time before the futures open. -2% day cancelled for Monday?
ASTS BB7 Failed Launch PR
Google in talks with Marvell to build new AI chips for TPUs, aiming to rival Nvidia GPUs
Source: https://money.usnews.com/investing/news/articles/2026-04-19/google-in-talks-with-marvell-to-build-new-ai-chips-for-inference-the-information-reports Alphabet's Google is in talks with Marvell Technology to develop two new chips aimed at running AI models more efficiently, The Information reported on Sunday citing two people with knowledge of the discussions. One of the chips is a memory processing unit designed to work with Google's tensor …
Traders placed over $1bn in perfectly timed bets on the Iran war. What is going on?
Small-cap BDC accidentaNew!Click to editlly owns a viral toy company (GAIN DD)
Ticker: $GAIN Most people know Gladstone Investment Corporation as a boring dividend BDC (\~7% yield, \~$600M market cap). It mainly buys private businesses and pays out income. Not exactly the kind of thing that moves. But one of its portfolio companies is Schylling (toy company), which owns the NeeDoh brand. …
Fact Sheet: President Donald J. Trump is Accelerating Medical Treatments for Serious Mental Illness
Psychedelics getting Trump sign off. Been holding Atai, Mindmed and Compass pathways for a while now (yes, they are up a lot but too small to post about). What goes up keeps going up when these assisted therapies are approved.
The USD just went under 3 NIS for the first time in 3p years
MVST $125k YOLO
Don't know where that DD went about an Oshkosh JV. But the price action since March sure seems suspicious. Got assigned puts for the shares, cost basis on those is $1.98. Those $2 calls aren't actually on margin, fidelity just handles settlement that way sometimes. Target is $3, then cut …