Posts
NVIDIA Pushing RTX 5090 Prices to $5000 in 2026, Rumor Claims
A Boring Value Bet: $115K in SBET (SharpLink Gaming Inc) (26% Discoutn on NAV)
Since I am already invested in Ethereum with Grayscale Ethereum Mini Trust ETF (ETH), I swapped some of that into SBET, to me this is a bet on mean reversion, does not add any Ethereum beta, for me. # The opportunity https://preview.redd.it/qyve9dxk7lag1.png?width=1567&format=png&auto=webp&s=871b9e3ab02e17f9aee7b6189d4fee2be2ced9ae The stock is trading at around \~26% discount …
LONG $RIVN
2026 is going to be a great year for the automaker. Autonomy day highlighted the use of lidar and their new in-house chips, R2 releasing in the first half of 2026 starting at 45k, continuing partnership with the VW group. Only the beginning of a long run for Rivian. The …
$50k 2026 options challenge: First pick PAA - IV too low to Ignore
New challenge for 2026. Options only, one stock at a time. No short duration options (must be at least a few months until expiration). Will be nimble (e.g. take profits, reallocate to better performing opportunities, cut losses, etc.) First pick - PAA - inspired by the drill baby drill post …
Quote from Dave King regarding X15N Adoption
"What really gets exciting is when we see repeat buys," King continued. "So even within the first year, we've got customers who jumped in line, got trucks, tried them out and now they've re-upped their order. And in some cases we've had a third order from customers. And that's all …
Corsair Gaming (CRSR) DD
The market hates this stock right now because revenue looks soft, but they are missing the actual money-making setup. **1. The "Margin Glitch":** There is a global DDR5 memory shortage. Corsair stocked up on chips months ago when they were dirt cheap. Now that chip prices have spiked 170%+, they …
China’s New AI Chip Is a Threat to Nvidia. Remember Deep Seek. — Barron’s
Another deepseek moment in the making. Get ready to be shaken!!
China to restrict silver exports, echoing rare earths playbook
Bytedance to buy $14 billion on NVDA H200 chips.
[https://finance.yahoo.com/news/bytedance-spend-14-billion-nvidia-011856626.html](https://finance.yahoo.com/news/bytedance-spend-14-billion-nvidia-011856626.html)