Posts
Is the AMD rocketship a sign that the AI infrastructure trade is over or just beginning?
Chip companies and other AI infrastructure companies have discovered that they can generate 30-40% one-day jumps in their stock price by just announcing a deal with OpenAI to fund their build out. First it was MSFT and NVDA, then ORCL, PSTG, AVGO and now AMD. AMD is giving OpenAI a …
Why do you not listen to pros?
So anytime I tell one of my family members or friends that I’m big into investing they either tell me one of 2 things, either 1 that it’s a scam and I shouldn’t be putting money in there or 2 that I should use one of the apps that tracks …
If you could pick one company that is the “pets.com” of the AI industry, what would it be?
Pets.com was famous during the .com bubble. It is an example of a company that attached itself to the trend and blew up in valuation which later came crashing down. If you believe AI is in a similar spot, which company would be most likely to fit that?
Figma’s stock jumps after OpenAI CEO Altman mentions them during onstage demo
https://www.cnbc.com/2025/10/06/figma-stock-pops-15percent-after-openai-ceo-altman-touts-chatgpt-integration.html > Figma shares jumped more than 15% on Monday after the design software vendor’s technology was promoted by OpenAI CEO Sam Altman in an onstage demo at his company’s annual DevDay conference in San Francisco. Altman discussed Figma’s integration into ChatGPT, which has over 800 million monthly users. He …
What would you sell?
Looking to sell stocks to finance my first house. I have decent positions in all these companies. Struggling to decide which to dump and which to keep. If it were your portfolio which would you keep and sell? Obviously it makes most sense to sell off tsla, but i still …