Posts
Microsoft plans to unveil next-generation AI chip in September
Aug 10 (Reuters) - Microsoft is planning to unveil its new Maia 300 AI chip this fall, potentially as soon as next month, The Information reported on Monday, citing people with direct knowledge of the plans. The company introduced its Maia AI chip in November 2023 but has lagged rivals …
What GameStop's Filings Showed Before January 2021
GameStop closed the January 2021 quarter at a $21.13 billion market cap. Nine months earlier it was worth $369.6 million. The story that stuck is that none of it had anything to do with fundamentals, that it was a pure squeeze on a dying retailer with a broken income statement. …
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
TLDR: 1. Inference margin is 55\~70% for OpenAI and Anthropic. 2. Training model cost should be single digit billions *O*($1B). 3. The secured investments are *O*($100B). There are a few reasons to be bearish on AI industry that I will list at the end, but most of current AI bears’ …
How can we participate in the Unitree IPO?
Unitree is expected to begin trading on the Shanghai STAR Market tomorrow. The IPO has reportedly been massively oversubscribed by retail investors, more than 8,000 times in some reports. As a retail investor, is there any realistic way to buy Unitree shares on the first trading day? Do international brokers …
r/Stocks Daily Discussion & Technicals Tuesday - Aug 18, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on …
Exploring the "GLP-1 aesthetics basket"
GPL-1 is here to stay, demand will kept growing. However at this point, i hate NVO, as it is a value trap, and i hate LLY even more, it is just too expensive. The threat of price war and patent cliff is real too. Both are just not a good …
Investors are looking at the wrong number: META's FCF fell 91% but operating cash flow grew 25%.
The headline from Meta’s Q2 report was technically brutal: free cash flow collapsed 91% year over year, from $8.55B to just $784M. That makes it sound like Meta’s money printer broke. But operating cash flow (the cash generated by the business before capital spending) actually increased 24.6%, from $25.56B to …
Big Tech’s AI Spending Is $3 Trillion Higher Than It Seems Due To Off-Balance Sheet Commitments
https://www.wsj.com/tech/ai/why-big-techs-ai-spending-is-3-trillion-higher-than-it-seems-e1067bb2 There’s a lot of off balance sheet commitments from the hyperscalers and some of that we know is circular funding. Alphabet and Amazon recently posted negative free cash flow and that’s before considering these commitments. The first sign that AI demand isn’t going to meet future supply, this thing …
Paramount seeks $1.88 billion bond from state AGs to cover costs of WBD merger delay
Paramount Skydance will seek to force the states holding up its merger with Warner Bros. Discovery to pay for the fees and costs associated with the delay, according to a new filing in the antitrust case Monday. Paramount is requesting a $1.88 billion bond that would be paid by the …
Galaxy Z Fold 8 Demand Is So High Samsung Is Making 1 Million Extra Units
**Production Expansion & High Demand** * **1 Million Extra Units:** Samsung has ordered an additional 1 million units of the **Galaxy Z Fold 8** after global demand and pre-orders significantly surpassed internal expectations. * **Record-Breaking Pre-Orders:** Global pre-orders across Samsung’s latest foldable lineup (Z Fold 8, Z Fold 8 Ultra, …