Posts
The real NVIDIA thesis
Everyone likes to talk about valuation, growth rates etc, all great but... The real value of AI is the meme potential. The amount of Entertainment, laughter, and joy that is now possible due to AI "slop" is priceless. I have not LOL'd IRL as much as i have in the …
$110k SNAP YOLO - 1 Billion MAU
I couldn't help but to buy some SNAP shares and calls last week at all-time lows. They just hit 1 bil monthly users, have talked extensively about unlocking more rev per user, just turned a profit, and are spinning Specs into a standalone unit. While I believe that Specs will …
I tracked 48 stocks that power AI data centers for 3 months. Everyone's buying NVDA but the trade is splitting apart
Here's something I've noticed. When people say "I'm invested in AI," they mean one of two things: they own NVDA, or they own NVDA and maybe some SMCI and AMD. But the AI infrastructure story is way broader than GPUs. Data centers need to be built. Those data centers need …
India delays Washington trade visit as U.S. tariff policy shifts, source tells CNBC
Hims earnings play - I’m going to buy 12,000 shares when the market opens.
I think even a "meh" report with decent 2026 guidance could trigger a massive short-covering rally. The average analyst price target of $39.32 shows the stock is trading at a massive discount to where Wall Street thinks it should be. It’s down over 50 % in just 30 days. Even …
DOJ probes Netflix for potential anticompetitive leverage in $72B Warner Bros merger
Source: [https://finance.yahoo.com/news/doj-probes-netflix-power-over-233132671.html](https://finance.yahoo.com/news/doj-probes-netflix-power-over-233132671.html) >The Justice Department’s investigation of Netflix Inc.’s (NFLX) proposed $72 billion takeover of Warner Bros. Discovery Inc. (WBD) includes scrutiny of the streaming giant’s behavior and whether it wields anticompetitive leverage over creators in negotiations for acquiring programming. >The department is seeking to determine whether the deal “may …
Trump announces increase of new global tariffs from 10% to 15%
Buckle up for a Middle East Energy Crisis with Marathon Petroleum
There's a reliable winning energy trade in fading Middle East geopolitical risk premiums, especially when doomers start warning of Hormuz shutdown risks. Well I'm still young and naïve enough to believe this time is different and, that as a WSB regular, I'm wiser than the seasoned energy veterans, especially after …
$SLS (Deepest Due Diligence for REGAL Trial) (From a Deep Value Investor)
Hey everyone, get ready for some deep due diligence. I had posted this deep due diligence on a smaller subreddit in two parts, and it helped a lot of people. I was able to converse with large shareholders through that as well, and their personal modeling arrived at similar/the same …
chat jimmy aka Taalus chips stomping Nvidia performance
Haven't seen this posted on here, no idea why So Taalus are working to create LLMs that run directly on chips. Basically, the chip IS the LLM The website (chat Jimmy) is using llama 3.5 so it's an old model, out of date already, but it's a proof of concept. …