r/wallstreetbets
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NBIS - Picks & Shovels but make it AI
TL:DR : * Company makes infrastructure for AI workloads at extremely impressive efficiency levels. Proprietary configuration for GPU clusters (first in NA to complete in Q1), has efficiency levels and compute performance beyond that of Tesla's latest creation, which NVDA Jensen said described as remarkable. Tip of the iceberg * …
$RGTI CEO: US taxpayers are their main "customers" who pay their "revenue", need to lower expectations on commercial use
Hello quantum "experts", Are your RGTI profits both in your account and not in your account? I guess it depends when you look at it. Last I looked, I made 6X my money with $7 puts, In this post I questioned RGTI's revenue sources before the CEO admitted what they …
CorMedix (CRMD): My Regarded DD & Position.
**A)You guys didn't like my last regarded post so here's my DD; and** **(B)The following is my opinion, and is NOT investment advice**. **TLDR:** I believe CorMedix will be $25-$50 by EOY… Mark my regardation... Enjoy. **Summary:** CorMedix ran 214% since August 2024. I believe CRMD will run to $25-$50 …
TH and the Immigration Trifecta
Target Hospitality (TH) is a relatively overlooked potential beneficiary of Trump’s Immigration policy. They are one of the largest providers of temporary accommodations. These temporary accommodations have been used for (a) immigration, and (b) large construction projects - think infrastructure build-outs or oil exploration. This chart shows they have benefited …
SENS: it’s back
Do you like making money? So do I, which is why I’m balls deep in SENS and my wife’s BF is balls deep in…well, you know. Anywho, most of you have probably heard of SENS but if you haven’t, they are a boomed with the longest lasting CGM system with …
Carvana - DD from a Senior Finance Manaer
Brief background - my day job is as a Senior Finance manager at a big tech firm and I have passed all 3 levels of the CFA (not currently working as an active CFA Charterholder). The following is not investment advice. Been doing hours of research on Carvana since the …
Betting $1M on BLOCK ($SQ) as a bitcoin mining play
Jack Dorsey (dad) is the second biggest bitcoin dick rider after Saylor. The problem with Jack is that he's a low key CEO that doesn't like to be in the public eye and therefore sucks at pumping his own stock. This is where we come in. Time to shed some …
Spilling the Beans on Tariffs: The Untold Story of Soybeans Part II
My apologies for the double post. I believe my first post got deleted for failing to share a screen shot. That's fixed (hence the part 2). I've got some deep seeded DD here, so lentil me your eyes. I promise to keep this brief, because I'm lazy as shit. Soybeans …
NBIS - Options Activity and Call Walls
Positions have adapted slightly since my previous post but I’ll be long NBIS for the foreseeable future, conservatively targeting $65 a share. PCR is around 0.3, with most OTM volume around $38 and $40 strikes. This plays into the resistance at 38. The next major expiry comes into play on …
From Hawley-Smoot to Soy Boy: Why I’m All-In on Puts for Tuesday
“In 1930, the Republican-controlled House of Representatives, in an effort to alleviate the effects of the... Anyone? Anyone?... *The Great Depression, passed the...* *Anyone? Anyone?* ***The tariff bill?*** *The Hawley-Smoot Tariff Act? Which, anyone? Raised or lowered?...* ***Raised tariffs***\*, in an effort to collect more revenue for the federal government.\* …