Posts
INTW YOLO ahead of NVDA Earnings
I have no idea what I’m doing but this feels right. $87k btw. Edit: I sold this morning during market open at $19.10.
The highest paid CEOs lose their shareholders about $920M a year.
I ignored proxy statements for about ten years. Figured executive comp was a politics thing, not an investing thing. Turns out I was wrong, but not for the reason most people on here think. Let me get the dumb version of this argument out of the way first, because it’s …
Going Big on Dicks (DKS)
Today’s 30%+ selloff in DKS is way overblown because investors are overly punishing the Foot Locker segment for a bad quarter. DKS bought Foot Locker in 2025 by issuing 9.6 million shares at $209.61 for about $2 Billion in proceeds. This raised fully diluted share count from 81 million shares …
Possible to trade based on opposite side of ‘losers’ here?
Pardon the wording but I see a lot of lossporn here. That got me thinking. Is there any way to harness the power of the losses posted here so the rest of us could profit? If we knew who was taking the wrong side of trades, wouldn’t that help? Has …
$AUR DD: 5,000 shares at $6.04 - I’m betting Chris Urmson and Aurora Innovation win a winner-take-most market
**Position:** 5,000 shares at a **$6.04 average**, roughly **$30,200 invested**. My thesis is simple: Aurora has moved beyond autonomous-trucking demos. Its trucks are hauling real freight on public highways without a human driver, and I believe **Chris Urmson is the right person to turn that technical lead into a massive …
Anthropic to Tell Investors It Sees Over $30 Trillion in Potential Revenue
CRSR - The Best Risk Reward Opportunity in the Market - $70k options YOLO
I’ll keep this short and simple. CRSR just crushed their Q2 earnings – raised EBITDA guidance by 17% ($19M) and raised EPS guidance by 36%. Product mix is shifting favorably, gross profit was up 21% YoY and gross margins increased to 33% (up 600 bps YoY). Generated $75M of cash …
SpaceX orbital data center launch moved up to 2027, Musk says
The SpaceX (SPCX) CEO took to X to update the timeline for launching the rocket company's first AI-powered satellites. "SpaceX, in partnership with Nvidia, has designed a space-optimized Vera Rubin NVL72 system for launch to orbit in Q4 next year, with significant scale in 2028," Musk said in a post …
2026 Gold is 1637 Tulips
Two Dutchmen walk into a bar. One said to the other, "Man this economy sucks. The Count of Holland, Van Deer Trumpp, has been minting guilders faster than the Good Lord himself. Soon my purchasing power will be halved!" The other sipped his hearty ale while the first one continued. …
CHPY still a good investment for 1-2 years?
I have been steadily purchasing shares over the past 6 months. I have bought the Lowe's and I have bought the highs, but I believe it's been trading relatively sideways for about the past 2 months. Right now my break even is a little under $75 a share. Should I …