Posts
I bought the dip, $1mm in AAOI
Went a little nuts on AAOI today. They sunk because they’re an AI infrastructure play and there was concern about OpenAI’s ARR being light. AAOI’s ATM is done and they’re in capex mode. H2 next year should be good for free cashflow, they’re sold out and so are their competitors. …
Cathie Wood YOLO
Bought the dip yesterday and doubled down today. This went up when the market dumped
What Are Your Moves Tomorrow, October 9, 2026
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What's the trade you told everyone you sold, but you actually didn't?
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U.S. suspends Microsoft, Adobe and six IT outsourcing giants from green-card labor certification program
Labor Secretary Keith Sonderling announced Thursday that Microsoft, Adobe, Cognizant, Infosys, Tata Consultancy Services, Wipro, HCL Technologies and Capgemini are being suspended from the Permanent Labor Certification Program (PERM). The Department of Labor will stop accepting new applications and processing pending applications involving these companies, with Sonderling citing multiple active …
OpenAI annualised revenues $20bn less than previously signalled
Starbucks has explored takeover of Chipotle in restaurant megadeal
$140K Bet - $CELH $30 calls, March 2027 — putting my caffeine addiction to work
The thesis: Celsius keeps growing, the business executes, and the stock gives me enough upside to cover what I’m paying for these calls. Giving it until March 2027 because my timing is usually dogshit. https://preview.redd.it/pici73x5i8uh1.png?width=2346&format=png&auto=webp&s=b118425457b1e18b7453c06e20c159cf2ecf26c2 [](https://preview.redd.it/140k-bet-celh-30-calls-march-2027-putting-my-caffeine-v0-lf7ldac1h8uh1.png?width=2346&format=png&auto=webp&s=6963519f8fe87d8b9d7cbf75c5b08599c17f4b14)
Daily Discussion Thread for October 8, 2026
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