robinhood:0x8ef20885f94e3d9bc7eb3080279188bd5ed7c08c I am telling you, I told you months ago, these guys are not kosher. Now that leak. And the incestuous relationship with $CHOR. Did your SEMI furu around here tell you about that? You fucking hit my radar; I am gonna get you eventually. I don't like bad characters.
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I told you retards never to gamble with short-term options. $EL
Beat and raise, and you still got fucked.
Beat and raise, and you still got fucked.
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Note to Premium Subscribers: Going forward, I will be playing around with the headlines of my articles. Basically obfuscation. You guys pay; nobody should be able to figure out what or who I am talking about.
Thank you for your patronage. Deeply honored.
Thank you for your patronage. Deeply honored.
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Hey, you $CVNA fraud-claiming fraudsters, how are you feeling these days? Need some education or lube? You guys are pretty much morons; it's lube for you.
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As a quintessential Gen X, I have scars on my knees. I treat kids like friends, as both an enabler and a teacher. Yeah, I am strict, but do I stifle their discovery process? NO. That is what law enforcement is about.
As people innovate, mistakes are bound to happen, BUT...
As people innovate, mistakes are bound to happen, BUT...
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Never piss off the Orca. I got Hindenburg for stealing my $SMCI research in 2024. Wanna fuck around? FAFO.
Jefferies has reaffirmed its buy rating and 88 price target on $CVNA, emphasizing potential for continued market share gains and acceleration in retail unit sales.
Good to see Jefferies agrees with my viewpoint, although I assigned CVNA a fair value of 77 last week (20th).
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Running on the trail. Healthy as a horse. Enjoying every minute of life. Just got a year older, and I can hit on chicks without them taking me seriously. But I do take exception when those chicks' boyfriends start hitting on my 75-year-old mom.
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Didn't Elon recently say that money and savings wouldn't matter, so why is he worried about profitability?
@DogecoinNorway The cost of serving Grok Bot was unsustainably high relative to revenue
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He wants to do away with PCs (make them dumb) so that everyone's data is on the cloud (data centers), available to him and AI bros.
PCaaS = PC as a Service.
PCaaS = PC as a Service.
OpenAI CEO Sam Altman believes people owning RAM is wasteful, and that it belongs in data centers instead.
"From a global allocation perspective, actually, it’s quite terrible to have everyone have a bunch of the world’s limited supply of DRAM sitting in their own computer."
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Oct 12: Q3 PC sales drop 22.4% - Garnter
Oct 22: Q4 PC sales expected to fall 27% - Counterpoint
Oct 30: $INTC plunges 28% as the PC market slumps.
Well done, Mr. Market, very well done indeed!
Oct 22: Q4 PC sales expected to fall 27% - Counterpoint
Oct 30: $INTC plunges 28% as the PC market slumps.
Well done, Mr. Market, very well done indeed!
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If analysts and "experts" commenting on Intel don't know to check at least Gartner reports on PC sales, it proves:
1. Information asymmetry exists in markets.
2. The Efficient Market Hypothesis is bunkum.
At least Jim Cramer, who has been around for so long, should know this.
1. Information asymmetry exists in markets.
2. The Efficient Market Hypothesis is bunkum.
At least Jim Cramer, who has been around for so long, should know this.
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The Orca Fin retweeted
This headline is not from today; it is from May. I said all the hyperscalers were going to go deeply FCF-negative.
Next up in 2027: Hyperscalers start reporting losses.
Next up in 2027: Hyperscalers start reporting losses.
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The great rotation. October returns:
XLP +11.4%
XLV +11.3%
RSP +5.3%
XAR - Flat
As I have been saying all month long, there is a world outside of AI. Will this outperformance continue? If the dems sweep, markets will celebrate; however, the AI space will underperform.
XLP +11.4%
XLV +11.3%
RSP +5.3%
XAR - Flat
As I have been saying all month long, there is a world outside of AI. Will this outperformance continue? If the dems sweep, markets will celebrate; however, the AI space will underperform.
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People, including S&P (see META news), are now worried about hyperscalers' net income and subprime credit. Lots of headlines floating around and a hot topic of discussion. Well, this headline is from July.
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