Posts
Game theory on when VCs will pull the rug from under the AI bubble
Let's agree or assume that at some point in the future, an event will happen that will cause most AI startups to go bankrupt, and that this will drag down the overall stonk market. We should already know that event will look like: a company or companies burning through the …
$MU DD: The AI memory bottleneck is real, Micron is printing, and the stock still gets treated like it’s 2023, 2019, or w/e
Open those sleepy eyes, I’ve been watching Micron for a while and the more I dig into it the more it feels like the market is still pricing this company like it’s the same old cyclical memory stock from 2018. Meanwhile the entire AI industry is about to consume absurd …
8.8k in 6 Minutes - Biggest Gamble of my life
Was pretty annoyed that I was down on my SPY calls this morning after a series of bad trades. So, I decided to full port SPY calls to recover my portfolio today. It worked.
Mayday, Mayday - JetBlue Airways's (JBLU) Zero Hedge Disaster
**Disclaimer: All of this information was checked for errors but some may exist. Take this at your own discretion, this is an opinion of a regard on WSB. I own puts on JBLU which I might close at any time or maybe I diamond hand them until they expire worthless. …
Jobs report shocks with unexpected loss of 92,000 jobs in February as unemployment rate rises
U.S. payrolls unexpectedly fell by 92,000 in February; unemployment rate rises to 4.4%
Marvell +12% pre-market after Q4 beat. EPS $0.80 vs $0.79, revenue $2.22B vs $2.21B, guides $2.4B Q1, targets ~$15B by 2028
For nerds: [https://investor.marvell.com/news-events/press-releases/detail/1011/marvell-technology-inc-reports-fourth-quarter-and-fiscal-year-2026-financial-results](https://investor.marvell.com/news-events/press-releases/detail/1011/marvell-technology-inc-reports-fourth-quarter-and-fiscal-year-2026-financial-results) Source: [https://finance.yahoo.com/news/marvell-forecasts-first-quarter-revenue-210820027.html](https://finance.yahoo.com/news/marvell-forecasts-first-quarter-revenue-210820027.html) >Marvell Technology (MRVL) forecast fiscal 2028 revenue above Wall Street estimates on Thursday, signaling robust demand for custom chips and interconnect solutions used in artificial intelligence data centers, sending its shares surging 11% in premarket trading on Friday. >Growing adoption of AI tools has boosted …
$LASR: $120 PT - Energy Directed Weapons go Pew Pew and Explosions
I was looking at $LASR (NLight) stock. They make laser beams that blow sht up. If you look at the Death Star from Star Wars, it also shoots stuff in straight lines. Then I realized something nobody else hasn't before: If you overlap that laser beam from the Death Star …