Posts
$500k on First Watch ($FWRG)
https://preview.redd.it/a9hrdnahpqmh1.png?width=2446&format=png&auto=webp&s=3f7165c2c577634b81667690bc9b32d3b2c1eacc https://preview.redd.it/l4yk5pnipqmh1.png?width=2458&format=png&auto=webp&s=21bc1a25bc5bf05c659f811a7cb8147e5f336d5d tl;dr: \-First Watch sells avocado toast and mimosas \-Denny's doesn't \-First Watch does more revenue in 8 hours than IHOP and Denny's do in 24, at triple the profit margin I’ve tricked myself into buying a restaurant stock, First Watch ($FWRG), and shorting IHOP and Cracker Barrel. It’s …
My completely regarded analysis of the AI trade. Read before you buy 0DTEs.
**TL;DR** Altman, Musk, and Amodei are selling you a Lambo chassis with the engine of a 1998 Fiat Cinquecento. Calls on the casino, puts on your attention span. **Source:** Silicon Valley tech grunt who survived the dot-com bubble, mobile, crypto, the metaverse wasteland, and is now surviving the AI grift. …
NVDA is going to rip higher all week I’m sure of it. $25k expiring Friday
This thing will rip as the market continues to digest its blockbuster earnings.
Cigna (CI) looks cheap
Fellas, I’ve been looking at Cigna after the recent decline and the valuation seems interesting. At \~$279/share: 2026 adjusted EPS guidance: ≥$30.45 Forward P/E: \~9.2x Q2 revenue: $71.7B, +7% YoY Q2 adjusted operating income: $2.05B, +6% YoY 2025 operating cash flow: \~$9.6B Remaining share repurchase authorization: \~$6.5B Shares outstanding: \~264M …
Yen weakens past ¥160 per dollar, eroding intervention gains
Most risky position I’ve ever been in
This post contains content not supported on old Reddit. [Click here to view the full post](https://sh.reddit.com/r/wallstreetbets/comments/1w2ya8c)
Will these print tomorrow?
Can he taco by tomorrow morning?
Why I think the market is mispricing Oracle
**Why I think the market is mispricing Oracle** Oracle trades at roughly **13.8x forward earnings** while sitting on **$638B of contracted revenue (RPO)**. The obvious concern is that fulfilling those contracts requires an extraordinary amount of capital. That concern is legitimate, but Oracle is not financing the buildout alone. Consider …
Memory is now 50% of AI spending.
https://finance.yahoo.com/technology/articles/memory-now-accounts-50-global-160649380.html
Mag 7 Companies Reported Earnings Growth Above 100% Boosted by Investment Gains
https://insight.factset.com/mag-7-companies-reported-earnings-growth-above-100-boosted-by-investment-gains