Posts
See cheap puts, yolo cheap puts.
Higher oil prices will sustain after the war but they are correct when saying the US doesn’t need any of theirs. This is half my portfolio so I’ve got full faith in a deal within the next 2 weeks.
Samsung’s record Q1 signals further upside on AI memory boom
Samsung Electronics posted record-breaking quarterly earnings that far exceeded market expectations, driven by surging demand for AI-related memory chips. The company said Tuesday its preliminary operating profit for the January-March period reached 57.2 trillion won ($38 billion) on revenue of 133 trillion won. Operating profit jumped 755 percent from 6.69 …
Intel joins Musk's Terafab AI chip project to power humanoid, data center goals
PSKY - Paramount+
I posted about a bunch of stocks I was short/long a while ago and everybody and their dog hates on PSKY. Almost nobody says anything good about it, but I think its the most overlooked stock right now. I suspect a lot of people hate it because they got in …
Blockbuster SpaceX listing could suck the oxygen out of fragile IPO market
tldr: >As Elon Musk's SpaceX closes in on a $75 billion IPO that could rewrite record books, concerns are mounting that others looking to list in 2026 may find it harder to get deals done under the shadow of the space venture's headline-grabbing debut.
Ackman's Pershing Square offers to buy Universal Music for nearly $65 billion
Wall Street firm Citrini Research analyzes Strait of Hormuz
BROADCOM INC AND GOOGLE ENTER LONG-TERM TPU AND NETWORKING SUPPLY AGREEMENT THROUGH 2031
Broadcom Inc. (“Broadcom”) and Google LLC (“Google”) have entered into a Long Term Agreement for Broadcom to develop and supply custom Tensor Processing Units (“TPUs”) for Google’s future generations of TPUs and a Supply Assurance Agreement for Broadcom to supply networking and other components to be used in Google’s next-generation …
Been talking about this for weeks
Margined my previous gains. Gonna let some shorts fry
SPX: S&P 500 Futures Tick Lower on Trump's Iran Threats, Reaction to Jobs Number
Trump’s latest threats toward Iran are stirring geopolitical anxiety, putting pressure on equity futures as Wall Street weighs the risk of further escalation.