Posts
20k on rare earth
Rare Earth is national security, we’re starting to rely less on China, all these tech stocks that have big gains need rare earth. So why not rare earth
Jane Street took $15 billion hit in July tied to Situational Awareness, AI selloff, sources say
Weekend Discussion Thread for the Weekend of August 15-16
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Stripe, Advent in Talks to Buy PayPal
RDDT Gains so far - Inclusion into SP500
Wrote some $4M of Cash Secured RDDT Puts to collect some premiums. I don't mind being assigned if it comes to that. My DD is I use Reddit, and if you're reading this, you do too. Also - some Harvard Big Brain alum Sarah Farrell bought earlier this year, so …
Weekly Earnings Thread 8/17 - 8/21
Choked my own SNDK gains, to cover or wait till next week?
Long ADBE @ $227.69 for $53,279, up $9,586 (+18%)
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Is AI About to Kill Bitcoin Mining?
I’ve been thinking about whether the AI boom will eventually force Bitcoin miners out of the best power sites as AI data centers take over. Could miners then get heavily shorted, crushed, and bought up cheap for their power infrastructure? After seeing what happened with LEO, I’m wondering if Wall …
Closed SPY $763.00C 08/04/26 for $79,709.00 gain (+4003%) last week, I didn't know I could post like this. No body text so this is in title
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