Posts
METU YOLO
Hoping that Zuck will demonstrate the Capex under control and Meta will pop. If it doesn’t work I will bag hold long time with my brother Zuck. Going with Metu shares to avoid a bit of risks with the options. Will see how it goes
Administration Proposes Keeping Rates Steady Medicare Pays Insurers
I manually collected n=13196 datapoints to see how many people subscribed to Snapchat+ ($5/mo) after they started charging for photo storage
https://preview.redd.it/epsweyjfcrfg1.png?width=964&format=png&auto=webp&s=1d5e50e80cfb73082f87599fcdb9b7dc88a0f6b0 TLDR: in September Snapchat announced that users with more than 5GB of memories would have to start paying on a monthly basis or their excess photos/videos would be deleted in September 2026. Users were outraged; investors seem to think it will flop. But I manually collected data that suggests …
[DD] Taiwan Glass (1802.TW) is the critical 2nd source for AI GPUs nobody is pricing in
The market is currently fixated on the GPU (Nvidia) and the HBM (SK Hynix/Micron), ignoring a critical bottleneck in the advanced packaging layer. Entire AI supply chain, from Blackwell to Apple’s M series is currently being choked by a specific type of fiberglass fabric that basically only one Japanese company …
[DD]: Anthropic Pure Play $SKM
Clawdbot has exposed to the public what developers have known for the past year: Claude Code is actually insanely capable, closest thing to AGI, and can basically do 95 percent of white collar jobs and automate your life. Anthropic at 350 Billion is probably a heavily undervalued bet, but plebs …
You guys bullied me into buying NFLX options too
To the guys who said shares are boring, hopefully this is more your speed
NеxtNRG (NXXT) Scaling Smart Energy Delivery with Real Growth Metrics
NеxtNRG, Inc. (NASDAQ: NХXT) is establishing itself as a leader in integrated energy solutions, combining mobile fuel delivery with advanced energy technology. The company’s latest preliminary December 2025 results demonstrate substantial operational growth: revenue reached approximately $8.01 million, up 253% year-over-year, while fuel delivery volume climbed to 2.53 million gallons, …
Treasury cancels Booz Allen contracts after employee leaked Trump tax records; stock falls
ANET: Because Cisco Is a Boomer and Data Centers Need Cocaine
Plan is simple, hold, add on dips, and pretend this was obvious the whole time. NVDA cooks the drugs, ANET moves the weight If I’m wrong, I’ll call it “tuition.” If I’m right, I’ll call it conviction. Not financial advice. I barely understand Ethernet. 🚀
Pagaya ($PGY) - Stars Are Aligning for this AI-backed Fintech
(Reposting with positions, not sure why it was needed for DD). It's time to take a step back from overvalued AI providers and shift focus towards companies that are now exceeding growth estimates by a wide margin as a result of AI integration. This seems to be a warranted shift …