Redditのwallstreetbets（WSB）でやり取りされているコメントの最新1000件を掲載しています。スレッド毎には分けておらず、WSBで投下されているコメントを一気に抽出しているため、コメント毎に話題の中心になっている内容は異なります。とりあえずRedditのWSBの雰囲気を感じ取りたいという方は下記リストでも十分かと思います。
1時間に1回更新しています。
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| fuck i need to reduce my semi's exposure |
| Ai and semis gonna be ripping by mid Aug, lmfao… they got clipped on the dip and will be crying at the ath prices |
| Yep, but only the real long term wins will pump from here |
| “Now is a good time to practice deep breaths” |
| I send them money every paycheck. I’m probably going to ask to cash out soon for a down payment on a house. |
| Yup. Of course, this time around, we shot up to $125k-ish?, and had all kinds of grift from the Oval Office to his handlers (Musk, others) in on it. Bunch of people, me included, got in high. \n\n\nhttps://preview.redd.it/2cmh831vaugh1.jpeg?width=378&format=pjpg&auto=webp&s=aa00fedf5f04b20bb417d43db6b2fb723943e785\n\n \nAnd then, we turned around and did the same fucking thing with Gold.\n\nThey didn’t get me with SPCX. I’m out. Fool me once, shame on you (them). Fool me twice, shame on me. Fool me again, we riot. |
| RemindMe! 9 months |
| Get a Synology nas\n\nWell probably a bad time to set up storage of any kind right now\n\nOk go back in time two years and |
| > \nI don’t understand how the company is 40% less valuable than it was last year\n\nThe stock market is the Vibe Market. It has little to do with reality or how much a company is “worth”. |
| At least that much |
| Most of us are adults with good paying jobs and we can afford $16 a month to watch movies. We understand that is no one pays for this, that it all goes away. It's why Disney is in decline too. No one is buying. |
| Sorry bears it’s looking pretty tame |
| I've never subscribed to any of those |
| Just rip the bandaid off and send yields above 10%. We need a good financial catastrophe, people are too comfortable. Especially middle and lower classes. I only had $5 million trust fund set up for me and had to work at a shitty 250k salary for my dad’s company right out of Ivy League school. Some of us actually work hard in life. |
| #War got rescheduled to next weekend LMAO🤌 |
| Good shit. Was in puts since 335 and they paid nicely. |
| Fliers on sndk maybe. Either they kill it or we dump |
| Why cuz of on semi? |
| Evil 🫢😂😂 |
| One more to add to the list, rising Long term rates…. |
| How are we supposed to do that |
| full port SNDK |
| That was not an MU dead cat bounce |
| Outkast is going to have to make a new song. |
| i'm blue da ba dee da ba di |
| My wife just changed her phone plan and it cancelled her Free Netflix add on \n\nProbably why it is down…\n\nI will let you guys know when she is thinking about adding it back on again. |
| They ban me for saying Iran won |
| You’re a fool if you didn’t take advantage of that limited time offer. |
| Mine looks like the opposite of this, buy high sell low buddy |
| imagine trusting your money to someone called 'Leopold' fucking lol tbh |
| your excessive pumping on here is single handedly going to cause the AI bubble to burst |
| What's this I hear about Trump air dropping tacos over Iran just to F with them? |
| Au contraire |
| Yeah no they don’t. |
| So what’s move on earnings this week? |
| Huh? Friday was a dump |
| Congrats!! |
| So what’s move on earnings this week? |
| You are correct, unfortunately the options databases I have access to (Quantconnect/OPRA) only truly start in 2012. \n\n \nThe models verification process / calibration statistics are appended at the end of each report so readers can see for themselves whether the model is "on target". Note that, this is not a crystal ball forecast. So far the 95% confidence interval is, in practice, approximately a 98% confidence interval: so the model is conservative. \n\n \nThe system used 2025 as an out-of-sample (OOS) period, and was deployed dec 30, 2025, so 2026 is all live data. The longest expectation horizon is about 8 months out (243 calendar days), so the latest verification calculation dates are approximately April 2026, |
| MU going to pump lower costs are good |
| Air has intrinsic value. |
| I know what I need to know\n\nYou don’t learn as much as you think from visiting China \n\nYou learn what the CCP allows you to learn.\n\nFor example you learn nothing of the Hukou system by just visiting. You only get to see what the already-rich people in the cities enjoy. |
| Can we have some "Y"?! No, we have "Y" at home.... "Y" at home: see photo |
| 🥭 waiting till the week to strike so he can sell more truth api. Mark it. |
| 🫵🏼🪑 |
| I could never be decisive enough to pirate something. I'm only ever luke warm about anything I put on via netflix lol. |
| *cries in The OA* I will never forgive them |
| Is the ai pump just getting started? |
| Usually the market dumps into the weekend for the Monday 🌮 this week it ripped into the weekend. Not sure what that means, but I bought puts at close |
| Gen 3 pokemon are pretty bad. There isn't one good design - they're all ugly. |
| Everyone was asking this in 2015, 2019, and late 2022. |
| No MU to zero fuking chips |
| Tune in Monday to find out. |
| https://preview.redd.it/dtv0ubtz9ugh1.jpeg?width=640&format=pjpg&auto=webp&s=8351c17725f955f00baeaeeeaafb1b7605c42a35 |
| Lower costs |
| money doesn't buy class, you're still a loser who went to a community college. |
| Not to mention Japan's own MOF works in Trillion ¥. 8.45T in July alone. (\~US$50B) |
| That is what I am saying he is going by feels lol. There is no discussion if we're just talking about vibes. What a cop out 'it's not that deep' , wtf is the point in saying anything if it's not that deep haha. Okay fine whatever it's been very educational 🙄 |
| the worse the middle east gets the better it is for markets because it means we get a ceasefire pump |
| Alright gramps let’s get you to bed |
| Thas why Webull is better, let’s be real Wall Street and market makers take advantage of this and sometimes wait for moves to happen until after that half hour cut off. We tried to say that they’re too big to think about Robinhood, but the fact is they make money off of retail and the rules are set for them to take advantage when we no longer can. |
| Let's just send all that shitty lettuce to Iran. Diarrhea is more harmful then bombs. |
| What’s the difference between a large pizza and a wsb “investor”….. a large pizza can feed a family of 5. 🥁 |
| I’ll help with 50 shares |
| I was talking about today sales per year. It’s the Camry of today in terms of sales. Not sure what you’re talking about. |
| Wat gpt news |
| dam son. it's like $100 for a family of 4 to hit the movies. after overpriced popcorn n shit. |
| THERE IS NOTHING ON ANY OF THEM |
| the underlying has to drop 33%, not the levered ticker |
| Why? Buy 100 shares of something and sell a covered call for free pennies. Buy the option back when it's worthless or near expiry. |
| Oh he started them from the start so I think July or Aug 2024? However much they were then |
| Sounds un-American |
| Is MU going to pump on new gpt news? |
| So are we doing war finally or is it still every weekend after market close |
| this is *peak* 🫴 |
| If you don't actually know anything, why are you yapping? \n\nAnd for the record, I'm American too. I just travel for this thing called work. China isn't the root of our problems. |
| Korea or LSE Leverage Shares |
| Is that good or bad for MU |
| That’s a cringe imaginary convo to have with your mum. Weirdo. |
| I got my degrees from two community colleges and now I work in IT making 134K a year lol |
| This middle east stuff not looking good man... At some point market gotta price that |
| Everyone realized we’re 10 years too early on Space stocks |
| I got a DM saying if I wired them all my money, they would buy and hold bitcoin for me. I can DM them whenever I want to cash it in again. |
| We can only go up from here......? |
| No. It didn’t. |
| Have yall heard about “artificial intelligence”? Im thinking it might be big money in the future. Any thoughts? |
| “If I wanna play games I’ve got an Xbox at home” |
| KHARG island bombed? |
| They don’t make any money, it can fall a lot further. |
| Iron Giant makes me cry as an adult fuck I wasn't ready to relive that scene |
| Well played how much did you make? |
| Damn 😩 |
| I'm in if it hits 20 |
| bottom signal. loading up now |
| why are you going into SOXL if you're waiting for a memory dip, it holds like 8% micron and that's it. |
| put it in VOO and chill |
| Humans are not designed to clean houses, that's why it's so hard for us to do it\n\n |
| Being from Minneapolis, yes we have been planning for months now. |
| No shame in having hobbies |
| He peaked at over 5 billion and now his net worth is about half a billion. 25 years old. |
| If Tesla buyers knew what PE ratio meant they'd be very upset right now |
| Because they’re not burning money on AI |
| I took a nap. Then drank a coffee and grilled some shrimp. Not sure my next move but idc what time i go to bed, its Saturday. |
| Once a guy came over to me and my gf in a nightclub and tried hitting on my gf. \nBut the gf did not ask the guy to piss off, and I didn't want to intervene. Of all the things I have done, I am most proud that I broke up with her within the week, despite her being a smoke show |
| Same |
| Am I the only one here that has started just watching reels on YouTube when there nothing to find in all the Netflix, Disney, HBO, Paramount heap? Like to many choices and nothing that I honestly love anymore. |
| 🥭 gonna post that Iran is begging him not to attack, when in reality he's the one on his knees 🤡. Cut your losses Merica |
| What's the method for sailing these days? \n\nI haven't done any since the lime wire and Kazaa days |
| just total upvotes \n\nyou can just comment a lot and get it with only a handful of upvotes per comment it's dumb |
| best he can do is a *truth* |
| I always buy the ones that fail and watchlist the ones that go up 300% lol |
| weak. go back in to lose it all. \n\njokes, congrats. get off wsb. |
| This is the wrong community for friends. Anyone here will take your money with a smile on their face. Most of what’s being written is bots or is to pump their bags |
| Hey /u/Ok-Profession-3184 - I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: GOGO.\n\n We don't allow discussion of low market cap (less than 500mm) tickers to prevent pump & dump spam and scammers. |
| Give us a good tweet, Donny. I need my wealth to snowball out of control. |
| Yes |
| Will 🌮 taco? |
| Arista $ANET will beat on already recently raised revenue & lift guidance. Management has become better at operating amid supply chain constraints & every hyperscaler we’ve heard report recently has confirmed the AI buildout is very much still happening. Picks & shovels people |
| Only people not paying complained. The people whose accounts were being shared just kicked everyone else off the account. |
| Ya, I don't just watch random bullshit to kill time. But lots of people do. Hearing coworkers talk about the new reality show they're watching this week seems kinda dismal |
| I just like seeing dudes with dick tattoos on their face |
| Are you crazy? No. But may buy next week |
| You know what, this is a great idea. Ima start paying myself |
| Ich halte nichts von bitcoin, glaub aber trotzdem dass er wieder ein neues ath sehen wird. |
| Those people weren't paying anyway. |
| So...long straddle? |
| Terrible margins? Clothing has probably the best margins of any industry |
| https://preview.redd.it/awt3wvdh8ugh1.jpeg?width=320&format=pjpg&auto=webp&s=e8218172f3d5a13be569c3c2078afd765bcce04f |
| Every time I try this i get kicked in the dick\n\nGlad it worked out for you |
| Yes! |
| did u buy |
| it's just a clear lack of a forward looking perspective. Cancelling these shows turns your whole catalog into a wasteland. People don't want to watch things if they know they won't finish.\n\nIf they had just told the producers of these shows to wrap up their story in s2 or s3 instead of cancelling it, they would have built a catalog they couldve sold subscriptions on for decades.\n\nThen again they gave wednesday a season 2 and that sucked. So maybe they're just incompetent. |
| Cashing out was the smartest move you could’ve made. Bravo.! |
| sounds like a great idea |
| Less and less accountability.\n\nLess forward guidance could be good except yea, I don't trust these fucks to not trade on it and constantly shit on all of us with their surprise decisions. |
| Learnt a new thing. First thought it meant boobies (i.e. bursting out of chest) |
| Why sugarcoat it? One of the worst clothing companies and weakest brands |
| Is Palantir being banned outside the US? |
| Meta calls, let's go |
| Kekw, do you understand what I mean? American.. No AI company in China need gov finance support....If possible everyone in the world want invest them. Gov have more important thing to support. |
| Altered Carbon |
| So... calls TSLA you say? |
| Do you? Coz I can't even tell |
| Monitor and maintain your exposure so your losses are tolerable - Ken Griffin before nuking Leo |
| It is really shameful of Minnesota to carry out those attacks. |
| Chest burster. |
| Yeah the dips have been bought so quickly that you're still on target. I mean I just have some chart lines charting a channel on SPY that has held up for the past four years. I just think things are going to start diverging now with the war entering extreme uncertainty and the fed potentially changing course. |
| SPCX 7 Aug 2026 $150 Call |
| prediction markets |
| Tell me |
| Important questions are meant to be asked and answered to one's self in quiet contemplation |
| Bers hoping millions get murked by 🥭 so they can make 50 bucks on their puts |
| Spy has daily options and has been incredibly volatile lately. Playing 0dte options is basically flipping a coin and gambling (which is why we're in wallstreetBETS) |
| lol regarded |
| Terrible margins?? Leggings prob cost $15 a piece and sell for like 70-80 |
| Ask me if I have a huge erection right now |
| Bro literally timed the top |
| I signed up as soon as they started streaming like 15 years ago. I cancelled it earlier this year. I initially thought I was going to be able to stream any movie instead of them sending me a disc. It turned into more movies imaginable with 90% I never heard of and only a few I want to watch. |
| how am I supposed to make money to feed my family of 5 when the casino is closed |
| Michael Burry is that you? |
| this has to be a joke or OP has allot of money and this is just funny to them |
| **fuck y'all** |
| What? You think MU is going to go down even more? |
| It is literally the top complaint all western nations have filed with the WTO about China\n\nWhen they stopped manipulating their currency they switched to blatantly anticompetitive practices at the nation-state level\n\nSubsidies and dumping on a global scale |
| A war of attrition against yourself? |
| Trying to sell us tv back when we fled it is stupid and people know it. |
| Maybe it was the -200 P/E. |
| Well in my country there was this grandma who transferred her life savings into BTC because a nice man on the phone told her to. He got her BTC as well. |
| Homie, do you like looking at dong pics? |
| Whole board of tickers red on sentiment. Last time we saw this was last wednesday. |
| What’s your average |
| reddit didn't publish my updates to the app before the weekend 🙁 the newer incoming live chat is much more pleasant on mobile, has double tap to reply, better click-focusing, no more scrolling when you dont want it, lets you fullscreen and gives you completely native touch controls back, etc |
| the value of Bitcoin has no relation to reality, it is a purely speculative asset, much like TSLA it is not traded on anything tangible but purely on vibes by retards that don't understand it has no intrinsic value |
| SPCX Calls will PRINT! |
| You should ask her what the meaning of life is and if she responds with 42 you have a keeper. Honestly she sounds out of your league. |
| YOU KNOW ITS GOING TO BE BAD WHEN YOU SEE ARTICLES BEING POSTED LIKE: “where will micron be in 2030?” |
| And RKLb popped right before SPCX ipo… it is still way up since I bought it…. |
| This guy recently told his devoted followers it was a fantastic idea. Sure hella was for one side of that trade huh. \n\nhttps://preview.redd.it/h9zh7ss77ugh1.jpeg?width=1179&format=pjpg&auto=webp&s=ace351eaf43e2512dee7de55227399d12c7df1fd\n\n |
| True |
| Do it, just listen to your body big-boi |
| Oof, drop her off there and rent a new one |
| hardware wallet not bitcoin it self |
| Dram has not come close to 33% in a day |
| To be honest, most of my favorite shows on Netflix nowadays are Korean, Chinese, Japanese, or other foreign shows. Most of my favorite English speaking Netflix shows end up cancelled unfortunately.\n\nI’d rather they do some awesome mini-series or something now and again than just get your hopes up and have it end on a cliffhanger.\n\nOr go too far one way or the other, especially with some “adaptations” of established IPs (also true for other services, but Netflix has made a habit of it). |
| Speaking as a consumer, they are putting out hot garbage. And what's with the mobile game bullshit? |
| we fell asleep at 2 and woke up at 5 after eating too much tortellini. the day is gone |
| I think green long-term for 3 more years, then very red from 2030 until 2035. |
| And what's 33x3 |
| But mine also facetimed her ex |
| She said you were very small and asked her to dress up like a little boy before you caked your pants\n\nI guess you’re counting that as a W |
| I thought you were asking where to get a dong tattoo on your body. \n\nOn your face would be the coolest, LMAO |
| Aye, but who holds the straws? |
| It's almost 2 whole daze away! |
| Make your wife a watermelon cucumber smash, use rum. She will be naked in no time. |
| I'll take a look thanks |
| Keep in mind that if the stock goes down around 10% and the 3x etf goes down 30% you need about 50% to break even. If the stock goes down then back up 15% several times like sndk did recently you end up in a very different spot vs where you started |
| well, between you and me, I'd like them just a little trashier |
| Very true |
| I would love a wallstreetbetscirclejerk with all posts about solid finance advice and reasonable help for people with gambling problems. That would be peak satire. |
| When someone says they're just being real or being honest, I assume they are NOT being real or honest\n\n🫵 Actions > Words\n\nNow, I TOLD YOU, these are MEDIUM FRENCH FRIES in a LARGE FRENCH FRIES CONTAINER!!! 😡 |
| nuvio and wu play are very nice free players on google tv \n\n \nomni for apple seems like it's still the best |
| My addictive personality is going feral this weekend |
| Yeah but it was a monkey that had some really cool sunglasses, you gotta understand |
| It won't happen either. Everyone is too deep in dollar. The entire world will bailout USA in the worst times. |
| Any computer or server running in the house, they even sell little NAS computers. Install Plex, point it at movies you download or rip. So many tutorials out there |
| Probably going to fuck up my sleep schedule taking a nap right now |
| It used to be the only place to go online to watch something and now there is plenty of competition. People want to watch the same shows like Friends, The Office, Parks & Rec and you can't always find that on Netflix. You might for a while and then it goes. Once you have to subscribe to 3-4 streaming services, cable is cheaper. |
| Love it |
| What about it? We own Japan, we merely control our currency |
| Yes, but Im asking you did you check what are these companies? 😀 Not that relevant to hyperscalers |
| Si |
| Not a lot of good info on wsb |
| yeah I have debrid for PC's , haven't gotten around to getting it officially setup on the main TVs. dumb and dumber quotes come up enough still that we need to save it at all costs. |
| It’s going to run up to 206, then tank ER to stay in this range of 190 |
| Another dong |
| What's with the downvotes? Seems like i've triggered some sensitive people on here. |
| Then you'll be replaced by AI. If the work is done in your brain it can now be done by AI, it's that simple |
| No just your mum. |
| Just Google it or visit the piracy sub |
| What play was it for 1000% on port |
| Can you suggest a good way to set it up or point me to where I can find a good approach? Tried doing it a few months back and left it midway from the confusion |
| why would you do this? you give yourself no opportunity to compound your gains |
| Both? |
| Its in the first link of the article |
| You've been on it lately?\n\nIt's 85% slop |
| it's a good way to make no money, literally not compounding at all |
| I do wonder who is still buying crypto? |
| 🥭 said Minnesota was behind the cyber attacks on water plants across multiple states. I never thought Minnesota would have the courage. |
| Yeah, no. I cancelled Netflix about 3 years ago now I think.\n\nI kept Disney+ because Disney, Marvel, Star Wars, but they've been pushing their price up too.\n\nAt least they're not so anal about number of users and households as far as I've experienced. I'll still be keeping my old DVDs though just in case... |
| It’s going to be blue |
| https://preview.redd.it/b5kjof406ugh1.jpeg?width=960&format=pjpg&auto=webp&s=435b58113a79e14536243fa5604c3ca985dd2c25 |
| Can you share what your process was |
| Congrats. I similarly cashed out just yesterday after $500 -> as low as $78 -> over $16,600 in under a week and a half. Look at us, actually withdrawing winnings n shit. |
| Huh, umm so AI hacked bitcoin. |
| Sounds like a great time to plan for vacation to Japan if anyone was thinking of it, lol |
| Is this entropy in the room with us? |
| Hard pressed to call that cashing out \nAt least ken is able to afford mamdani tax now |
| Twitter lol |
| and if i don't want a life of backbreaking manual labor. |
| The 100k cost I reckon. |
| Green. Market was pricing in a huge attack over the weekend but it seems like Trump usually blusters like that right before he makes a deal so it doesn't look like he got folded |
| some people save up for uni |
| The fund is still up for the year. The returns were huge prior to this drawdown. But reports that I've seen say they went from 40 or 50 billion back to 10. So lots of unrealized gains were deleted. |
| "The markets can stay unreasonable longer than you can remain solvent" |
| It does seem that way |
| No, WSB voted yes for dong. Stick to topic |
| yeah my Plex library is mostly all movies you can't stream, plus some that i'd hate to lose if they stopped streaming it. been building it up for about 25 years |
| All college is for suckers. Learn a trade |
| If 🥭 manages to have the midterms canceled neither will matter |
| i like paying 4 a month for debrid so i have all those and all the stuff they miss (pretty much). annoyed nobody has got a real 4k odyssey yet\n\n \ni keep dumb and dumber on a NAS in case all other media in the world disappears |
| Whats stopping me from getting truth api and selling signals on discord |
| Maybe to put on the bed for the water-works from the bed-cardio |
| Ask how many bers are on there |
| In Korea |
| A well maintained Plex library is top tier. Streaming is mostly garbage, my home library is nothing but hits |
| Ah yes, it's definitely china's fault that the USA can't remain competitive. \n\nCapitalism, who exactly does it help again? |
| ELI5 please? |
| Yolo? Where? |
| COOOOOOKING 👌 |
| You could get it on your face |
| https://preview.redd.it/fb8en3dg5ugh1.jpeg?width=1080&format=pjpg&auto=webp&s=06616ad06860a22f53dec04e92840f91d64f89ce |
| It seems to have plunged when the Warner Bros. deal failed to come through. |
| I'm not professional. My 2 cents is you should verify the model using the data outside this period. How does it perform predicting spy thoughout 2025? How about 2000s? If more or less it can capture dot com or gfc, then it may be useful |
| Loses it all? He took 200mil to 40 bil at the top and cashed out at 10 billion. Poor guy |
| Return video tapes |
| Some of you still simping for crypto on here |
| WAOW SUCH BEARISM |
| Did you check what 6 companies did they add? |
| no the words'dont forget to bring a towel' |
| The m\*tards will lap up affordability excuse for war or fudged metrics, but stock market is well, verifiable |
| And played every one of them in calls😭 |
| my gf never saw La La Land and wanted to watch it. between Apple / Amazon / Netflix / Peacock / Hulu / Disney/ Paramount / HBO / Pluto / Tubi , nobody is streaming it. LOL luckily I have it downloaded on a NAS, but jesus christ that's sad. |
| Iran's drones were intercepted over Kuwait. They didn't get hit hard |
| Broadcom of all things lmao. Rip |
| War = red. Monday = green |
| Go woke go broke. |
| We aint there yet, since we dont even have quantum computing available... this hack was only possible due to the bug in the code which provided lower level of entropy and allegedly the HW manufacturer ignored warnings as early as 2021. |
| u/jhnnadm\n\n>do you think you do,but you don't get it\n\nI'm not sure you even get what you want to say. |
| Deep red |
| Gofund application request |
| He has time. But odds don't look good. \n\nKinda nuts to bet $1M+ on calls for a company that hit a record $5.5T valuation, literally bought at the peak. |
| I bought the Porsche cause it makes this cool Indian sign when I drive. |
| Community college is for losers. |
| do you think you do,but you don't get it |
| You know what they say,\n\nPlease stay away from the bay.\n\nPirating Haiku. |
| Would anyone like to combine funds with me for early access to 🥭’s mind. Just need 100k total |
| \>>lies are comforting |
| What matters more for midterms? Lower prices or higher stock prices? What does the marginal voter care more about? |
| i think Netflix content is junk now, i rarely watch it. same copy paste formats |
| Most people are lazy and lack the know how |
| Gold went parabolic. We are living in its shadow rn |
| towlie? |
| >!Yeah!< |
| It hasn't started yet. There's always an off ramp until there isn't |
| Affirmative |
| When shes an 'athletic girl' 7 but she has 'dont forget to bring a towel' as a purse charm |
| life's too short to drive a toyota. id rather cry in a porsche than laugh in a Prius |
| You’re the reason why the market is going to crash… thanks buttface |
| I made 7 figure this year trading exclusively in the semiconductor sector. \n\nI no longer own any positions in semis. |
| rocket lab is going below 50. \n\nimo below 50 is my buy price tho. |
| The US has an extensive media environment.\n\nThe rumor mill is usually accurate as in most authoritarian countries.\n\nYou can utilize OSS methodology to verify information (such as counting newly dug graves).\n\nAnother user already posted sources for you proving the regime murdered tens of thousands of protesters, but you're still here defending them. |
| Just go all in BITU and ETHT |
| I mean it's not the worst time to go 3x long... |
| Netflix is a global company and anti-American sentiment is high at the moment. One of several factors influencing price. |
| They are waiting for "The Strangest Thing". |
| I assumed this was it and looked it up. Their pricensteadily rose, pretty sharply for an entire year after that move. \n\nSucks for consumers but that's clearly nothing to do with this |
| \* SpaceX's core businesses(Falcon launches, Starlink) are solid\n\n\* That core business is now saddled with pie-in-the-sky AI related expectations(data centers in space, AI being a huge bet with a gigantic payoff) and unprofitable side businesses(X the everything app, Grok)\n\n\* The reputation of Elon Musk has tanked in the last few years\n\n\* SpaceX needed more money than they could raise privately to get Starship to a state where it actually works(another uncertainty), hence the mergers and IPO\n\n\* The whole AI space is now wobbling\n\n\* SpaceX is probably the wobbliest bit of the whole AI space\n\n\* Hence the massive stock drop even before the lockup period starts.\n\n\*Lockup ends in a few days and there are plenty of people who can still make a lot of money if they get out at the current stock price\n\n\*Ergo: SPCX can fall a lot further, down to whatever valuation the business had before it was anything other than a space launch business and ISP and probably even further than that.\n\n\*"As a result, not only do I predict SPCX will have a massive sell-off in the near future that might very well last for months, with some short-covering in between, but it might actually pop the entire AI bubble and take down all markets with it."\n\nFor the record, I mostly agree with this assessment. |
| Most governments are dumping US bonds and removing gold from US holdings\n\nDebt in the trillions, petro dollar collapsing... Yeah |
| I do not trust btc . ai will hack all \nOf it… |
| Watch it inverse everyone and go to 220+ or some shit |
| Better than you lol |
| Forgot to ask. Ideas for dong tattoo? |
| I think you know the answer |
| Well. We’ll see, I’m gonna stick to my thesis. I say it’ll bounce , you say it won’t |
| To avoid commercials they added a fee on top of the subscription, Too many foreign films I'm canceling Monday. |
| Can't wait for the APES to link Leopold to MOASS |
| looked at the $MEME stock etf holdings. I like way too many of those names. yikes |
| Bitcoin that is just like NFTs just dying a slower death. |
| Before mid-terms? Sure |
| Up 10.77% this week |
| How's the IV? |
| I do but only about once a week. I just scan for the LE model on the mag7 daily, then ride moment after the PDH/PMH breaks and it retests the 8MA. Like a 80% win rate. 30% stop loss. |
| https://preview.redd.it/kfqia9ez3ugh1.jpeg?width=1170&format=pjpg&auto=webp&s=1646991e4e83a91d6cf77aaeb9716ad2c2ba1785 |
| OA |
| hope you brought a *snack* with you 🫴🍪 |
| same boat, its been dead for nearly a year despite having a sizable backing by the current admin\n\nis the hype gone? |
| Yeah, we’re no where near the bottom then. |
| NVDA Red 6 of the last 8 quarterly earnings, including last 4 in a row.\n\nMay 21st 2026: -1.8%\n\nFeb 26th 2026: -5.5%\n\nNov 20th 2025: -3.2%\n\nAug 28th 2025: -.8%\n\nMay 29th 2025: +3.3%\n\nFeb 27th 2025: -8.5%\n\nNov 21st 2024: +.5%\n\nAug 29th 2024: -6.4%\n\nWe gotta be due for a green ER this time? |
| Meet me at Disneyland. I can pay for my own shit and so can you lol. I'd definitely buy a nice automatic watch before you stash it away or give it all back. |
| >[ Removed by Reddit ] |
| I’m a pension trustee. We have a target return of 7.1%. Ours is a small fund so all of our investments are in the 3-11% ROI range. Once we get 100% funded (able to cover all future liabilities without pensioner contributions) we can get a little more flexible about our investments. But a 1% return would never be considered. |
| 💅 |
| 🫴💩 |
| 🫴🌮 |
| It’s tempting, I just plex right now. Do you host it on an independent server or on your pc? |
| >So let me get this straight. RKLB **rips 46%** in the first half of the year, everyone in here is posting rocket emojis and calling it the next SpaceX, and then July shows up and deletes half the stock in a month. And the best part? **Nothing happened**. No failed launch. No dilution.\n\nThere was dilution, but if you don't consider "ripping 46%" as *something happening* you're a fool and should stick to index stocks. You can't give a reason it should have been at $150 rather than $30, and yet you complain that it's not reasonable that after shooting up for no reason it falls back down for no reason. \n\nThe reality of the situation is that it was already an inflated valuation when it pumped from $30 to $60-80. Then SpaceX announced an IPO and money poured into ETFs that included private SpaceX shares, which happened to also have the rest of the space sector, turning the entire sector into a big bubble that's now deflating while people cry because they're mentally anchored to the sky-high peak values as the "true" value of the companies. \n\nI wouldn't buy RKLB until it gets back to $30 (which is still 20x *revenue*), and only then as a long-term hold. If I was looking for a shorter term profit I'd want it in the $15 or below range because that's the only way you can guarantee a good multiple in the short term. |
| pull back then straight to 500 |
| Bitcoin has nothing to do with this. Puts on cold card you mean. |
| Who the fucks buy crypto on WSB |
| so you're telling me we're starting things up again and weekend futes barely moved? 😂 |
| Youll be fine, you just gotta hold it for awhile |
| The leverage is still rewinding. Rip man |
| RDDT deleted the upvoted button for all my comments and are apparently offering cash rewards for smashing the thumbs down. |
| Call him a penis |
| I agree, my model is blind to flow-related effects (shocks) by construction. It focuses on mapping participant positioning as revealed by the options matrix. \n\nI share your skepticism but somehow the thing is still calibrated after 8 months of live operation. |
| Unpopular take, they want to cool the equity market over the next 3 months and allow the long end to tighten financial conditions to support rate cuts into year end. Warsh has an entirely different take on fed policy. Let the balance sheet do the work on inflation not overnight rates. |
| Unless it's not possible physics wise, it's solvable |
| It wasn't even worth the 75 from last summer. |
| As a consumer... I can only attest to the fact that Netflix is no longer an affordable choice for entertainment for millions of users. The Ad-supported tier is still an overpriced disaster. We do not want to pay a premium (in our eyes) and have to sit through 20 repeats of Ryan Reynolds upside down in a Mint commercial - per episode or film. \n\nAnd that's what the Netflix ad-tier is... 1000 progressive commercials, 1000 mint commercials. and occasionally a 5-8 minute segment of "content". The non-ad based tier is unaffordable and the "Premium" tier is out of anyone's price range.\n\nCustomers have switched off all paid streaming. Or they are sharing their friend's paid version and splitting the fee between 2-5 households.\n\nThe constant increases in price are making more and more of us walk away and never look back.\n\nThen there's the lack of menu content selection. Every streaming service has categories and suggestions... but if you browse every category and list... in total you get 50-60 options, of which only 10 apply to you and all 10 of those - you have already seen in full. There's nothing NEW. and the rest of the content is invisible or unsearchable. |
| Has there been a taco? Oil way back down again |
| Lemme tell yall what my crystal ball said 🥭 will say on sunday evening: « we discussed very very powerful strikes on Eyeran, we Said it, and we decided not to because they contacted us about a deal, some say it will be the biggest deal ever. All praise be to Allah » |
| How much did he lose |
| Zero days and I refuse to go\n\nThey are doing their absolute level best to ruin my country’s economy (the entire west, really)\n\nWhy would I pay them any favors? |
| I knew for a fact it would revisit 90-100. Did not forsee 50's again. |
| I have no dog in the fight and do very much understand the utility of crypto, but, I do wonder if it’s coming back or if it’s “done” because of the big boys buying a controlling portion. |
| Buy high sell low 😎 |
| **LMFAO** |
| because he called him taco not mango |
| I trained it on options data from 2012-2024 for SPY (Just one asset currently cuz cloud compute costs $), the calibration statistics are shown at the end of each report. |
| Don't think they make needles small enough for you |
| Paw patrol theme song > justice Bieber |
| How long have you stayed there? |
| Narcos was worth the subscription, but they''ve run out of druglords. |
| There probably is quite a bit of decent programming to watch if you've somehow never watched netflix in your life.\n\nThey're just kind of panicing now since they dont want to produce anything new. So they're just dumping heaps and heaps of trash onto it. Diminishing the value for longtime subscribers.\n\nNew subscribers now also have to sift through the trash. I can't imagine that makes the service look great.\n\nI challenge you to name non-niche tv show that netflix put out/added this year that isn't garbage. |
| Where do i get free music like back in the day? |
| Stealing this so I don't have to put this into words anymore. |
| He's out of time. No tacos left |
| Of course theyre not and please show me a single company that has a 100% return on equity. \nInvestments take time to recoup and that’s the entire nature of corporate finance to figure out your cost of capital and expected returns from investment and what drives shareholder value.. I think you may be missing these finer points |
| Thanks for the support WSB. My tattoo artist is quoting $20k for the tattoo due to the huge size |
| Really depends on when you bought. For example, let’s say you bought a month ago. Now you’re down 50%. Any scenario other than an immediate pump keeps you underwater. Sideways keeps you underwater. Another 10% down in the underlying index and you go to almost 0. |
| A weekend of true filth |
| Ah yeah was thinking the 52 from the big number asking to be withdrawn |
| But that won’t give Donny enough time to TACO into reverse |
| Advice on where to learn how? |
| Yeah, we will see. Unfortunately I’m balls deep in this stock. |
| Now ur obsessed with me? Dame |
| you don't know what's why they attacked kuwait, there's lots going on there and they barely tell you anything, both sides lying a lot |
| WSB launching a hedge fund would end in a liquidation event within 48 hours |
| What does that mean? |
| Hey dude, you can type swear words on /r/wallstreetbets. This isn't /r/prudestreetbets. |
| Since you're asking on the YOLO forum, the only possible answer is, of course! |
| Any truly special regards would buy these |
| How would you feel if you lost a comma? |
| you’re just too ignorant to realize how important it is |
| Lol buddy ive been playing this market like a fiddle. We're at a precipice. The war will escalate soon. Maybe today |
| He’ll follow the market instead of him deciding on increase or decrease. Market said hold my beer. \n\nBond market obviously want to earn higher yields. Thats literally what they trade/earn |
| Buy now, hold a decade enjoy life. The end |
| They say if you cant beat em join em, leo was beating us and still decided fuck all that. loses it all and joins the hapless redditors of WSB. None more legendary |
| Should I get my dong tattooed? |
| Boots on the ground\n\nMissiles in the air\n\nTankers at the bottom of the sea\n\nBulls 6 feet under ground\n\n🐻🐻🐻🐻🐻🐻🐻🐻 |
| If they were going to do that, it would have started friday night. You obviously have not been paying much attention to this cycle. Issue a fear inducing announcement friday, and then walk it back come sunday night. How many times does this have to play out before you learn? |
| Yes there's a dozen reasons to not full port soxl right now, or hold any AI stocks at all |
| ok i’ll buy jan $150 calls |
| 5-10 Bil he means the equivalent of five or then Yen banknotes |
| Have you done any backtesting to verify your model? Especially on periods with different macro conditions so that the market behaves differently[](https://en.wikipedia.org/wiki/Backtesting) |
| Can you summarize? |
| So you’re only bearish? |
| Thanks to RFK we apparently glorify people with autism /s |
| They are getting subsidized on infrastructure as well. Favorable zoning regulation, power being "split" between residential users and datacenters. All of these things are money. |
| Because bers are trapped |
| You know the drill |
| I held SOXL for a month and was happy to get out even. If I had bought in January I'd be retired but I didn't so I took what I could get. |
| I'm convinced! Thanks Nevada! |
| Wow just wow |
| You can spread my crack |
| Fund still has $10B in net liq. All private market assets or cash. Half of it is the Anthropic stake. And he personally should have bagged millions in management fees so not going to be out on the street |
| don't get poop on your phone |
| So it's all perfectly primed for a last minute 🌮 |
| Why are you downvoted then? Can't figure it out |
| 🥭 needs to get his f\*\*\*\*g s\*\*t together before beating it. Because he said he is going to hit Iran very hard, so Iran hit Kuwait really hard. Now if he TACOs, basically Iran got a free feast coupon when they checkout. Every customer will probably like that, only except Kuwait. |
| Great, -20% at open |
| A 20% rally in two days in a mega cap makes little sense. It’ll come back a bit. |
| If they raise rates they blow up the economy and I don’t think they can afford that right now |
| i feel like more attention should be paid to the absolute tear that refineries are on. they are running hot because so many have been taken out. they will burn through the oil supply from the reserve releases more quickly as countries push their refineries to create more fuel and bring prices down. \n\nthis will just accelerate oil prices as people aggressively consume it. just look at the crack spreads. you can make a huge margin right now for buying oil through futures and refining it into products |
| https://preview.redd.it/7mz213xp1ugh1.jpeg?width=1320&format=pjpg&auto=webp&s=4b8e3d393824c1969a0d09ed61c36485d457b743 |
| \nhttps://finance.yahoo.com/markets/article/trump-administration-adds-6-chipmakers-to-the-governments-stock-portfolio-which-now-spans-30-companies-140535555.html |
| Coincidentally about the time I first bought shares in RKLB |
| What do we think MSFT does this week |
| I am curious if it’s a fad or will people like that content more. I enjoy maybe 15% if that of new movies today. But knowing there is an untapped supply of amazing Korean things may convert me. Parasite was great, feels like it had heart unlike much of the Netflix slop. Netflix does have something for everyone, but now that I’ve seen that I have no interest in watching hallmark levels of quality |
| If the US takes out Tehrans power, you'll dream of the days when SPY was in the 740s |
| I put on some $130/$135 Aug call spreads on SOXL at roughly $1.50. Not a high enough conviction play for me to justify buying the outright $130s, although I may regret it if it rips back. \n\nBut if it works out, I’ll take the win. |
| havin a shit rn fr not a drill |
| [ Removed by Reddit ] |
| Rather, luckiest guy to exist (can't say about his clients) |
| 😂💀 |
| I honestly don’t know what to make of the China-glazers I see on the internet anymore\n\nI’m becoming more and more convinced y’all are just paid shills |
| I'm wondering why |
| Source? |
| Yea man just like July is typically green…except it was red this year. Makes sense |
| The dude above me got a small pp |
| I thought youtube was for 2000s gag shorts. I havent seen anyone look at a youtube video in 6 or 7 years. |
| Does that even apply anymore? His companies aren't as hot as they once were either. |
| No way iran doesn't get bombed today or tomorrow. It's two aggressive countries ready to go off at each other, all escalation and 'warnings', no attempt at de-escalation. |
| News hardly matters unless its a significant left tail event. The only one i see for this week is potential carry trade unwind. The options structure does. And its currently implying a rangebound market between 7500-7600. Unless an exogenous event risk drops spot below 7400 than we can see some price discovery and volatility. |
| Hey! |
| All I’m saying is people like Leo don’t belong in the market \n\nCan’t be smart gotta be a regard \n\nThat’s all |
| Why’s your entire portfolio msft calls? Good shit either wat |
| well, he was playing with other people's money |
| All the quants were like\n\n“This market dip don’t make sense”\n\n# LMFAOOOOOOOOOOOOOOOOOO |
| explain the gap in employment |
| I find a lot on there but people probably expect more |
| Dead by monday |
| It's worthless fake internet money. |
| Maize |
| Leopold on a budget |
| Yeah. that's what I was doing. Because he got robbed |
| Even 🌮 bought the dip, u know what comes next right? |
| Lol, why would you buy to sell b4 earnings anyway?? They were the only mega that hasn't ran yet, it was their time!! You should of had more plus got some cheaper ones. You would of made some doe. It was just their time this earnings. |
| Sad when trolls are regarded without being funny |
| "The price gap is staggering: DeepSeek charges about 28 cents for the same amount of output that costs $25 on Opus 4.8 — a 99% discount." |
| No there isn’t \n\nThe shorts are largely institutional that borrow led their shares and sold early \n\nTheir private shares will offset the short interest |
| Yields..???? |
| Do they? I cant remember the last time someone put on netflix. Maybe the finale of stranger things but even then it was on the decline. Most people i know dont subscribe to it anymore. Whats the point? |
| Did Leo lose all his money? I keep hearing he has billions |
| Is corn a grain or a vegetable? |
| What is this, stocks for ants?! |
| "The price gap is staggering: DeepSeek charges about 28 cents for the same amount of output that costs $25 on Opus 4.8 — a 99% discount."\n\nYou dont want to hold that position |
| Gold + Silver in a downtrend as if rate hikes are coming, but the FED hasn't said they want to hike yet.\n\nWhich one is lying?? |
| RDDT |
| Market is so bad I may have to start playing it safe to with 2x long ETFs instead of 3x long |
| You clearly don't know what an open weight model is and its usage. This isn't meant for running on Chinese servers and sending data over to them.\n\nIf it were being run like Claude, gemini, or openai - sure. You'd have a point. But this isn't. They aren't getting any data from this. It's fundamentally not how it works. Its purpose is to maintain everything within your own infrastructure. It's MORE secure for your data. |
| I'll look into it, thanks |
| I dunno if you've been following the news but next week won't be flat |
| Dude do you know how fucking effective that would be?\n\nThat's world changing shit if it ends up being done.\n\nJust have it routed straight to the subreddit and have thousands of people at a time have crazy access to insider movements lmao. |
| One of us |
| That really would be the best. I think in general \nUS companies have stopped trying to seek efficiency and instead push performance with higher consumption.\n\nYou can see that all over the place in tech. Software is bloated and coded poorly but it’s ok because we’ll lean on modern hardware to make it bearable. Hardware performance has gone up a lot, but power consumption on most rigs has more than doubled in the last couple decades.\n\nOnly industry that has pushed efficiency were cars, which is where you see gasoline consumption per capita decline from the 70s to today. Although that’s reversing now. |
| Especially considering the fact he’s in his fifties…. Id be living in Indiana half the year tops if he has McLaren money from NVDA. |
| Yes |
| **The Leopold Resume**\n\nFTX: Quit one day before being indicted\n\nOpen AI: Fired\n\nSituational Awareness: Liquidated |
| I already have a sink inside |
| Yes |
| It’s ok lil bro, he isn’t going to suck ur small peener lmfaooooo |
| Bubble popped |
| ASTS: "the Company has validated satellite fixed cell handover, which demonstrated the Company’s ability to **seamlessly handover cell service from one satellite to the other** without impacting cell service." \n \n[2026 Q1 10-Q](https://www.sec.gov/ix?doc=/Archives/edgar/data/1780312/000119312526216950/asts-20260331.htm#fact-identifier-502) \n |
| "The price gap is staggering: DeepSeek charges about 28 cents for the same amount of output that costs $25 on Opus 4.8 — a 99% discount."\n\n\nSo we're done with all AI related stocks yah? |
| Today Korean great depression just started |
| Ive been doing it a decade, really easy |
| Would you be confident of anything 30 years out? |
| Because Netflix has no moat. There are so many competitors offering the same or better, except a lot of those competitors don't need to rely on income from the streaming business to be profitable: Prime Video, Apple TV, Disney+, HBO Max, etc.\n\nAll of those competitors could lose money forever on the streaming business and be just fine, but Netflix can't because all of their income is the streaming business. That's why they're desperately trying new ventures like the shitty mobile games.\n\nIn 10 years at most Netflix will be as good as dead, and you'll be able to subscribe to it through Prime Video, like you already can for other channels. |
| You’re right I misremembered. That’s what they’re going for. Supposedly 14,15,16 are about completed.\n\n4 satellites every month or so for 7 months is 28. That will hit 45. Hard to do but it’s possible. They are working on trying to launch 6 at once.\n\nIf they get beta service up at 25 I think the tele comm companies will believe the contracts are already signed. If it takes 2 extra months then it hopefully won’t break them. |
| Leopold |
| And look where I'm posting lol |
| Where can I buy 3x hynix |
| Good luck man. I’m waiting for a 3-5% dip in memory Monday then I’m going into soxl. So probably Tuesday or Wednesday, I think it’ll bounce hard up before collapsing again. I don’t think it will get back to previous highs. Overall I’m bearish , but will happily play both directions |
| 5 years ago people were buying png files for hundred of thousands dollars. Let that sink in. |
| Buying RKLB dips is hard, I've been trying since $6. Sir Peter Beck is the shit and, while the $150 was fun, it was also silly; they are a great company and a long play. |
| There are plenty of American models that run locally lol |
| By correcting his statement, I thought you were like, nono it wasnt just a pegging... it was a mugging. |
| Markets probably range bound this week. Wouldn't hold any home run or multi day trades imo. In and out 0d or selling premium is the move. |
| I'll post the news here in 1 minute of getting it. Stay tuned |
| gay ass crypto |
| We major? Cmon homie we major. |
| We been had enough compute. \nWe need innovation and energy now. Mainly energy though. |
| US AI is a threat to China. Of course China will respond with cheaper models. They can build everything at a muuuuch lower cost, and will be subsidized further by the Chinese government. It’s pretty obvious, two rival economies that dominate the globe. Anything we do, they will eventually have an answer for, at much lower cost. |
| There’s some truth here. They were in that good situation of being able to plan everything from the dirt floor up. in the U.S., it’s all gotta be mixed into existing infrastructure and systems. Also the maintenance costs are just starting to hit them now. The aging infrastructure has started to crack and that forces the budget to switch from new infrastructure to maintaining existing infrastructure. |
| Open the darn Casino on weekends and make lives livable |
| Which Enterprises?! |
| Buddy, China's middle class was largely brought up 20 years ago. Sure, there's still some really rural villages in bumfuck nowhere, but the US has that shit in Idaho and Montana too. 70% of their cities are heavily modernized now. That's better than America. \n\nThat's also why they polluted the shit out of their country for the past 40 years - they were in the transition process and coal and oil were the cheapest way to power it. Now they've shifted to focusing on the future of a developed nation and green energy is exploding. Compare the air of today in major cities to 20 years ago. They looked like India. \n |
| Well that and scamming customers and business partners |
| If it’s ran locally how could they access American data? Isn’t that what Americans are doing now? \nAlso what about just copying the code since it’s open source and altering it? |
| And they are open source, meaning, they are even safer to use than the US models where you have zero insight.\n\nAny experienced data scientist or security expert can look through the code base of deepseek or Kimi and see if it sends any data to China or w/e. But if you use OpenAI, Claude, copilot or gemini, then you have no idea where your data is going. |
| Jellyfin + Arr ecosystem is the way to go. I have my own, offline, universal media system. |
| you sound like a front page redditor |
| Developers at enterprises |
| The prices today have nothing to do with valuations, it's all about the hype around AI. As you've said yourself nobody really knows the economics of this thing. |
| I can just smell the “at the request of Pakistan and others I have ordered a halt to the planned attacks to allow for negotiations” tweet 5 minutes after Futes open\n\nThose with the $100k API access get it 5 minutes before LMAO |
| Who is we?! |
| Look at how Musk is spiraling out of control after losing his trillionaire status. Greed is a disease. He'll never recover from this. This is his legacy |
| That's what his book is actually about |
| Corn is currently in a battle for survival fight. |
| Mods are bottoms? Makes sense |
| I’m gonna be on the lookout for their operating margins\n\nThat’s my weathervane |
| I never mentioned 'Citadel' in my post? |
| I went all in with a semis 2X a year ago and it has paid nicely. Godspeed. |
| Where the heck did I imply that? |
| What’s the forward PE? |
| Cool, are you going to tell me when I should buy and sell each at the exact top and bottom? |
| It's terrible at coding, the article is making stuff up. No one wants a cheap model that requires multiple prompts/hand-holding to get it right. |
| 🥭is the type of person to create a problem, and sell you the solution |
| Anthropic is not profitable. |
| We already do lol. \nMany enterprises get their models through a providers hosting multiple models. Things like Openrouter, Ollama cloud, Cursor and Windsurf, all come with an enterprise solution that exposes all models and lets the developer decide which model they want to use based on how much they want to spend |
| If people do this type of shit with a 100% cinviction they’re right - it’s time to move into cash |
| Mostly soxl and soxs |
| Oh good so you haven't lost your life savings since June |
| Citadel doesn’t care about earnings right now in case you didn’t notice |
| > Unlimited devaluation of the dollar.\n\nYou mean, military |
| My meme stocks were back down friday |
| # LOOTING BUL PORTFOLIO |
| I could go for some tacos right now |
| From seeing how much better Fable 5 is vs. Opus 5 in real work, these small models do nothing for me. Useful for some applications for sure, but frontier is somewhere else and if you use it for real work that's where you want to be. |
| This was the case also in June and July as every stock and etf tanked. Where was soxl on June 2? It went from $300 to $90. My only regret is not going all in on SOXS so I could make a ton of money instead of losing it as companies kept reporting record profits and increased demand. |
| FUCKED. AND I MEAN FUCKED |
| Kioxia and SK Hynix tanked hard after really good earnings :/ |
| MU ABOUT TO PUMP |
| You know damn well OP did not look into company valuation at all 🤣. Top tier regard trade |
| Nah I still needed a little more to hit break even on some positions \n\nSold juicy CC’s instead |
| It’s also likely very one-sided with americans having a much harder time scraping chinese sources. |
| i definitely do after trying to read that |
| Shhht, don't expose me |
| Depends on who is doing the dirty deed |
| Hey thanks man that helps a lot. |
| It’s basically wework. They have no choice but to believe it or they won’t make any money on IPO. |
| So how this actually plays out is deposit $5k, lose it, deposit another $5k, lose it. Rinse and repeat untill the $75k is gone. |
| You can only lobby so much, but between now and then, i fear we will see more and more tech layoffs. Or even more graduates not getting jobs. Which might be a talking point going into the elections. I guess the question is, will this just pop, or is there a way to slowly release the air from the🎈? |
| I hope so. |
| Has 🥭 issued order yet? It is late night there now. If he has not issued the order, he is probably busy TACOing, that is why corn is bouncing. |
| Same people with TDS |
| Tbh idk if that’s enough to save the stock thi |
| And if we don't get AGI we get aniled |
| why not Friday |
| 🍊major threats will be followed by regularly scheduled TACO on Sunday |
| 0dtes |
| Sold DRAM CC’s for EOM and my RKLB for this week\n\nFeels like we’ll be pretty range bound after such a volatile week, maybe slightly up |
| its the price, 10 $ a month for 4k streaming and you have me back 12month in a year. you make it more, you loose me. |
| And that’s how sports gambling was invented kids… |
| still a multimillionaire, he good |
| https://preview.redd.it/xasdoai5ztgh1.jpeg?width=594&format=pjpg&auto=webp&s=3380f80a2c547406f86acba8634dd98bf8ba784a |
| Leopold: autistic laughter |
| The good thing about Gyna ai is that it's open source.\n\nYou can download the model and run it locally.\n\nHe can't stop that. |
| Up 36k YTD in my Fidelity account.\n\nDown 10k YTD in my Schwab account. |
| Oh, good thing that hasn't happened multiple times since June...\n\nI've seen 15-30% often since putting some money into dram and soxl lol |
| Ravs run forever |
| And the petrodolla... dammm |
| 30 yr bonds highest since june 2007. welp we crashin |
| What’s love got to do with it |
| Leopold already sold tho, maybe Citadel (who took all his public equity exposure). |
| He won't eat |
| Damn RIP Vincent Pastore. |
| Do you smell toast |
| Yes |
| Building massive solar farms to power it |
| Calls on GFS |
| I still can’t wrap my head around the fact Twitter belongs to SpaceX. |
| What would you do with that $112 if you did |
| No you can’t, you can’t register a car without safety testing |
| I'd also add that software engineers are becoming increasingly unqualified as they rely on vibing to do our jobs. \n\nIt's more of a subjective analysis but Claude is a donkey half the time and the improvements are noticeable |
| Username checks out. Post your trades so we can do the opposite. Thanks |
| whether double or not, they increased prices too aggressively for me. first I cancelled the higher tiers, next I cancel entirely. They can have 100% of zero. I save costs on another subscription, and spend more time offline. Everyone wins, except parasitic pricng |
| Their PE ratio is deep negative (between -195 to -319), and even at current price they are valued at around 40 billion dollars, which is nuts. They are a meme stock, and behave as such.\n\n\>> What's your move?\n\nStay away from meme stocks! |
| Do you think the glory days of Netflix are ahead of them? Or behind them? |
| Retail? Hedge funds crashed semis and memory after June 2nd. If you had held soxl since, you'd be down like 90%. It often drops 15-30% in a day but it's rarely gone up that much in the past 2 months, except at night then crashing back down at open. I want these things to do well, but big players are out here destroying entire countries' economies just so they can buy at a discount. |
| Please post proof when you buy so you just not a talker |
| I’m with you too homey. $25K into SOXL, MUU, and SNXX Friday afternoon. 🤪 |
| They are or there will be no IPO. \nThe question is how much. |
| EV’s |
| Like they’ve been doing for decades with outsourcing? |
| There is a big difference between revenue and profit. None of these companies are remotely close to recouping the hundreds of billions they are spending on ai training, inference, and data center build out. |
| Fully missed the self hosted part. The U.S. isn’t the only country on earth that can produce IP mind you. |
| I kinda wish I sold everything last Thursday |
| > Shit is streamed to you just like the paid platforms\n\nAnd if you're on a PC it's often *better quality*. Streaming services limit browsers to 720p with a miserable bitrate, while pirate sites offer 1080p at higher bitrates and sometimes even 4k |
| Now I’ve got all that and more on an HDD the size of a couple packs of cards, and it doesn’t charge me 20 bucks every month for the privilege. |
| I’ve made money consistently, biggest gains I averaged $12k month for like 3 months on the bull run\n\nJust under personal ATH run but been range bound for a while |
| Why?\n\nJust buy good companies and hold them. Don't fuck around like a moron with your money. You already did it once and got away with it. |
| Why? |
| Oh they have to pay it back in other ways |
| MU ABOUT TO PUMP MONDAY |
| I don't think people understand China Business ecosystem. This is just their domestic practices being exported abroad. Companies race to 0 to see who can survive the longest in hopes of being the last man standing. It's a winner takes all type of game. They've done this for most of their domestic industries until the one winner comes out and the government subsides them and partners with them. |
| https://preview.redd.it/xambz9ylytgh1.jpeg?width=1092&format=pjpg&auto=webp&s=3effe483c743bf09c77f440f4cc2bbd2da91138f |
| The anti-AI circle jerk > AI circle jerk |
| It gives me a shudder that they’re releasing their financials in October. Of all months….. |
| They cancelled the Burroughs while I was watching episode 1. \n\nI can’t trust them to keep anything alive. |
| Says a lot that this is not as negative as like 90% of regular subs on Reddit\n\nAre the users this miserable or is there a bot program to bring everyone down? Sheesh |
| I bet the reason we have so many more entrepreneurs than France is because they don’t have a word for it. |
| Damn, he was only 53 when he died. |
| When did he start his software short because SAAS is beat to fucking shit - it only just started recovering a bit the past month or so. If he started a little while back he’d still be deep green on some of those shorts like MSFT, SNOW, ADBE, CRM. All still down overall from highs |
| It's not a profitable company and it's overvalued\n\nCompanies that don't generate profit need to fund their activities with loans or offerings |
| is leopold ok |
| Backed by the US’ ability to control the seas. (Oh wait) |
| You guys all sold at the top on thurs, right? \n\nThat was the mercy rally. |
| Getting benefits ≠ money (is what buys infra) |
| Same |
| Netflix has been ass for a while |
| Up |
| "Hope you sold thursday" |
| I would sometimes buy a share of soxs just to make soxl immediately shoot up. The second I'd sell soxs, soxl would crash again. I now still hold a share of soxs and it's very green, unlike my returns for the past month |
| US is subsidizing AI through favorable regulation. It's not as direct as the Chinese government, but don't believe for a second that the US AI companies aren't getting benefits. For example, notice how copyright and fair use laws seem to bend as soon as an AI company starts doing infringement. |
| 🙋 |
| Habibi Naruhito |
| henlo fren :happy: |
| This. Honestly, I think if we *weren’t* in the euphoria phase, equities would already be correcting. But you have too much dumb money out there. Look at how many posts from this weekend are like “yo we found Leopold! Back to AtH!” |
| Gains are photoshopped |
| Agree, zero more like negative interest so far. Only some retail, some tech funds and some speculative hedge funds. |
| kind of make sense as general purpose robots. that seems still a long way to go tho. don't think they would be useful in the next couple years |
| You post success, you get inundated with bots and poors begging for money. |
| It's simple\n\nSpaceX went public. Look at how many Congress people are buying SpaceX. Now remember who doles out the DoD and NASA contracts. |
| It just doesn't make any sense. I can see this “arena” working for images/videos/audio, where users can choose which of two outputs they prefer. But I'm really doubtful there are qualified software engineers ranking outputs for challenging problems (and this is the main purpose of Opus models), rather than just some poor souls working for low hourly rates.\n\nEvaluation is hard. |
| Yeah Leopold did but that didn’t turn out too well |
| Deep fried country friend Turkey ass |
| Their bread rolls |
| Not borrowed money |
| hello |
| Banbet it little man, it's time to grow up |
| Deepseek said they were making profit in that leaked meeting, approx 6x profit or something like that with their servers paying themselves off in 10 months or so |
| Subaru |
| They have raised their prices like 3x in a year and there has been attrition of viewers. |
| Because things don't go up in a straight line. For example, last month, there was more money in shaking people out like the koreans and leopald for the institutions than there was having it go up more. |
| Rhymes with floorent leech |
| And June/July was historically a great month for stocks yet here we are it's a inverse year, August/September will be biggest bull run of all times. |
| Nah, too generalized. It definitely is more often than not a better personal finance move to buy used, but it depends a lot on the car and how long one plans to drive it. These people \[in the article\] are regards though, I agree, buying new F150s on a 120 month term with 0% down and then trading them in 4 years later right after the steepest part of the depreciation curve is mellowing a bit. I do agree that’s idiotic, but not a rote “any new car” statement. |
| Ignore the last 30 years of trends for every single August, that’s up to you. |
| Start packing up just in case |
| stay humble ig |
| A grain native to North America. |
| china shills bout to really spout off now |
| Hey some of us bought at what seemed like a good time with no real issues, didn't go all in and still lost way more money than expected. You just never know when some global event or a hedge fun decides stocks are worth $0 as of today. |
| Does anyone in here actually make any money? I swear I see 5x the amount of loss porn compared to gains |
| It’s going to open at $5000 on Monday |
| How is getting Pegged better than getting Mugged? |
| the worst thing here is that this prob isn't a joke |
| Puts it is |
| That’s astrology for men - doesn’t matter what it did in the past, especially in a 🥭 market. |
| I will lose my house and my wife if SPY doesn’t hit ATH on Monday by 9:31am ET |
| Where is the roi coming from? |
| tf is there a chat app inside a chat ap |
| Yeah |
| We have a legal AI we pay for at my law firm and let me tell you it is insanely fucking good. |
| Shadow & Bone, and the cancelled Six of Crows spinoff (which literally had a cast and script and everything) is my villain origin story |
| You think they’re acting alone? |
| What are the headlines for MU |
| Good job, don’t be a degenerate and go on weeklies again unless you allocate only small positions |
| Bro he never said he thinks building out space infrastructure is not a lucrative market. He only said he feels the space sector is overvalued at current prices. It‘s not that deep |
| I don’t actually believe that’s true\n\nAt least not in terms of total capacity per capita\n\nRemember a monstrous chunk of their massive infrastructure spend is dedicated to bringing the whole country (not just the east) into the 21st century |
| https://preview.redd.it/uwbodmunxtgh1.jpeg?width=216&format=pjpg&auto=webp&s=d7c662ab33d30173ed1ab5efa72e3171e79cd44a |
| oshit |
| Memory sector isn't really in a headlines mood ngl |
| It's more like 32 if you go by operating income. Same goes for Amazon, you gotta strip out the anthropic gains (and spaceX in google's case) which hugely flatter earnings to realistically price these businesses. |
| Doesn’t help with tv shows and its telling you it’s gonna take 8 days to download one season. F-ing sucks lmao |
| Jerome’s paradox |
| August is typically a terrible month for the stock market… the market will drop another 1-2%.\n\nMight wanna sell now and wait it out. We’ll see.\n\n!remind me 30 days |
| Bottom indicator if that happens. |
| But Hallmark can still sell when made for a reasonable budget and leveraging it's built in audience.\n\nWhen Netflix was just an endless library of old TV shows, they could have locked in as DIY TV Land or USA Network or some other marathon runner station. You don't watch TNT or TBS for the quality original programming, you watch because it's airing a background static of Supernatural or whatever. Instead of claiming time and again their desire to kill the broadcast model, they could have pioneered the FAST model.\n\nWhen Netflix put out House of Cards and other premium "golden age" stuff, they could have locked in late 90's early 2000's era HBO prestige status. Even the misses had enough buzz to give viewers a few weeks of entertainment.\n\nWhen Netflix had Stranger Things they could have locked in as the new home for genre TV, filling the gap made and left by Syfy, and tied up some of the bigger properties for longer contracts to slow down the growth of other streamers (Paramount without Trek, HBO without DC, Disney without Marvel)\n\nThey had an ability to leverage data to identify hits, but that's not the same as knowing how to make hits. They knew time and again that whatever they're making wasn't Stranger Things or Orange is the New Black, so they'd reset.\n\nThe smarter thing might actually be for them to EMBRACE the Hallmark model more. Go back to the comfort food buffet model of all you can eat, with lots of options for everyone but nothing is all that great. Stop looking for the next killer show about uptight Asians who can't let go of a fight or messy retelling of a comedian's PTSD comedy act, slash costs by dropping wrestling which is just a weird shitshow of multi-network cross branding. |
| Because Iran war, Citadel bumfucking that rich kid, rate hike rumours, high bond yields, weak yen. Nice buying opportunity. |
| Let me see if I’m understand correctly. \n- held puts though FOMC, SPY dropped hard, cashed out puts\n- same day you bought a 1DTE call for the next day, SPY rebounded\n- sold calls and bought puts as SPY started dropping again. Sold before end of session\n- moved to Apple and expected the sell off to mean revert so you bought calls. Sold after it broke VWAP on the way back up?\n\nMy question is how far otm are you hitting |
| you know these can be run locally right? Unlike American models |
| What is corn |
| It's an older copypasta, sir. But it checks out. |
| MU MONDAY PUMP LETS GOOOOO |
| I do not think this is how it works. Not when the level of threat and possible theft of IP is that high. Just to highlight something, some of the major corporations in the US/ EU don't even use public cloud providers like Azure / AWS or Google. They have their own private clouds, and have some services that run on public clouds. You clearly underestimate the level of paranoid companies have with the threat of theft... even against their own providers |
| Ask Deepseek how much High-Flyer received in total subsidies from the Chinese government in 2025.\n\nIncluding land grants and direct subsidies |
| Toyota and Honda are the only exceptions 😂 |
| Suboxone duh |
| in 2030 there is gonna be like 10 people with 15 accounts each just talking to each other on truth social. Even the bots will have gotten tired of it by then. |
| Whats osint? |
| can't we just ban corn-talk again? please gae mods ban it again |
| Yeah who will fund AGI if 'good enough' models can be run for pennies? I guess the mag 7 will keep bankrolling for now... |
| Trump is giving time for us peoples to leave. Attack begins Monday or Tuesday. |
| Bond charts are off the trucks. So if that chart you posted was a tech stock. Bullish, breakout.. with bonds, they like to fade breakouts. \n\nLook at that last high, then what came next. That happens a lot |
| Whats the ROI, on 90% of the world only using it to research cats?\n Yes, i agree on, no one knows the true potential of AI, but the end game leads to a smaller work force. \n |
| AMZN and MSFT and GOOG are already profitable on AI\n\nMeta is close\n\nThe question is “is Anthropic profitable?” And we won’t know that until we see their operating margins in October |
| Nothing to watch on there. All the good content is on everyone’s streaming apps who own the content (HBO, Disney+) and the original shows now are either hit or miss, or take too long between seasons. \n\nI remember when Netflix would have months of stuff you could watch. Now you can breeze through your watch list in under a month, and at that point why keep paying? |
| Odds they pin AMD to kill premiums? |
| Its 2026 and we have the internet, why isn't it just open all the time? |
| by Sunday night, I'm a market expert...\n\nby Friday afternoon, I'm a blubbering idiot. repeat |
| Same as me |
| *anyone who buys a luxury car or EV new otherwise totally reasonable since used Toyotas still high |
| LOWER COMPUTE COSTS ARE GOOD FOR MU RIGHT? Monday pump? |
| They would easily be able to make money on it with reasonable infrastructure costs, but because everyone is trying to build data centers quickly, the prices are unsustainable.\n\nMy guess is we get a dotcom-like crash, and the remaining surviving companies will absorb the talent and buy up the infrastructure for pennies on the dollar. Only at that point will the ecosystem be sustainable. |
| I think you may be missing my point, there are rules and regulations that companies must abide too, especially at a global and political scale. If F500 company has business that deal with US Govt interests, there are laws that we must abide to when it comes to data sharing with US adversaries, in their eyes, it’s a big no no when we share significant among of IP and data to foreign counterparts.\n\nYou can argue about American capitalism and how unfortunate the general consumer are, but I’m just speaking from a logical perspective on how F500 companies approach situations like this. That’s why they pay the lawyers at major tech companies the big bucks.\n\nBut go off gang. |
| Amazon does nothing but print money |
| IS THIS GOOD FOR MU MONDAY? |
| The only thing that matters is if institutions feel like buying it |
| You can use Chinese cars\n\nYou just have to pay a tariff so you don’t get the benefit of the Chinese subsidies |
| I'm not suggesting anything, only stating a corporate reality. No company executive in the S&P500 / EU/ UK will take a decision to authorise the use of a Chinese AI. Why do you think ChatGPT, Gemini , Anthropic and MSFT are developing their cyber security tools? The next phase in this development is exploite the systematic weakness these AI vibe coding is generating. |
| Anyone got any insider trading information? |
| As a former ghey ber on MU/sandisk when it went up since 1q earnings, 2q earnings are showing massive ROI on capex spend and I think it’s just getting started. Why the fuck isn’t memory blasting off, we have confirmation that not only is capex necessary it’s fucking working. And mag 7 can be run bone dry with no humans needed |
| No need to convince anyone, if competitors can get the same done with a percentage of cost, you go adapt or go bankrupt. It's that simple. |
| Lower compute costs. That’s good right |
| K Warsh fukked everyone |
| With individual stocks or the leveraged ETFs? |
| It’s good for the stock right lower compute costs? |
| US is also subsidizing … tax payers to be more precise |
| the exit |
| There is no model that can accurately predict this administration and the current geopolitical climate. Nothing is normal right now, you cannot assume that in 12 months, or even 12 hours, that things will remain on course. |
| yeah dunno why folks would have faith in a company that cancels its most promising shows to push the same goddamn slop for the 20th season in a row and actively reduces the value of their product to families with arcane sharing rules.\n\nInside Job deserved better. |
| That’s not taco that’s just recovering from an article that said “Trump was one step away from finalizing the order to bomb Iran” from the Hormuz letter. Since it hasn’t materialized yet, crypto is chillin a little |
| Which companies are you referencing? \nThere is absolutely money being made in AI and once these models fully integrate advertisements, their hundreds of millions of users will be churching out ad revenue. \nGoogle also said on their last earnings call that AI made their ad targeting even more effective, boosting margins. \nI’m tired of hearing “theres no money” being paraded as gospel. |
| Bro we're getting slaughtered on Monday lets face it |
| Btc drops 0.5%: lol btc bros thought. Market apocalypse is near\n\nBtc goes back up 0.5%: all is well in the world of investing |
| what headlines? |
| , margin calls |
| Lol. No worries. I wasn't actually offended |
| This is precisely what they’re doing\n\nIt’s what they did with rare earths and telecom equipment and electric cars and solar panels\n\nIt’s a playbook we’ve all seen and yet keep falling for |
| $1000 I mean |
| Man of culture |
| ARE THESE NEWS HEADLINES GOOD FOR MU STOCK MONDAY? MU $100? |
| Increased competition and quality is terrible. I’ll go a month without finding something I want to watch on Netflix. |
| Dreams |
| Unlimited devaluation of the dollar. \n\nDoesn't sound so powerful anymore when you put it that way, does it? |
| Depends on time |
| *This "pivot." Is it in the room with us now?*\n\n*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.* |
| Pivot to SAAS stocks and AAPL. |
| WHAT DO THESE HEADLINES MEAN FOR MU |
| Taco mango |
| nice way to harvest data |
| The more i learn and think about memory the more i think its completely regarded it trades below 15x foward, the fact that it trades at roughly 3.5x is driving me completely insane. |
| If you look at the broader markets over long periods of time, they go up. Even with big drop downs, the drops end up looking like little wiggles after a while. So while the near and medium term can be anything, the long term is up. And if you graph the indexes on log paper, the slope of the line tells you the average annual change. |
| Just wait until the Chinese models are banned. It's going to happen eventually. No way these companies sit back and watch their trillions evaporate into thin air. The lobbyists will shut this shit down fast. |
| No, you are retarded. You cut out the part where I said OpenAI. I did not say existing enterprises. Now use some critical thinking skills dumb fk |
| Got an ad for a 1+1 free cucumber for only 1$. Who rushes out to the store for that? |
| Sounds like your wife has a boyfriend. Divorce and go get yourself a boyfriend. |
| Why? What you're doing is working. Selling premium is low return and in these market conditions your liable to get run over |
| Deepseek is actually making money |
| Dang. I saw that RSI flush and ran in with a 1/4 bet. It's been nice. |
| Anyone who buys a car brand new is a regard unless you’re rich or buying it for write off purposes |
| Yes |
| bad news for Oracle Bond holders |
| it's not an accident they do it that way. Fiat currency wouldn't be a thing if they told the truth... the government would actually have to... live within its means. |
| Buy some |
| If you wanted to hear the biggest bull case of all bull cases there you go |
| >paying for cloud isn't real revenue\n\noh I get it. you're retarded. |
| crazy amount of risk. why not just buy $1m worth of NVDA shares? |
| MSFT & AMZN are both reaching profitability, and anthropic is expected to have its first profitable quarter this quarter. The "nobody is making money" is no longer true... |
| WHAT DOES THIS MEAN FOR MU |
| Margin will get me pegged, not fucked. Got it. |
| May I? |
| Timeline is something unless you were forced out of a 1.85% mortgage by a ho |
| ..Assheadburner |
| I don't see any proof in the article that it's better though. It just shows it's cheaper. \n\n\nDon't tell me it's better, show me it's better. Or am I supposed to just take your word for it? |
| Yes, good times. |
| Ask Claude. |
| Changes in pricing which is why I cancelled mine. Cancelled my spotify for the same reason cause in Canada they want $14.69 now with taxes. It's not worth it.\n\nHalf the shows suck. \n\nI watch most of my content on YoUTube premium - meaning I can choose the content I want from indie channels. And then Youtube Music. If I want to watch movies, I watch movies or shows from my own library. |
| Bro that’s never gonna bounce back…. |
| What's good at longhorn steakhouse 🤔 |
| We crushing regionals again.? Loved the collapse of First Republic even though they screwed me on 100 weeklies delaying earnings only to go bankrupt less than a month later |
| Nah, it won't happen. US government who have unlimited money printing glitch will bailout every AI firm. |
| It’s a fascinating new kind of economic warfare |
| This is America, land of the free and capitalism.. wtf you want gov inside your company |
| 🌽 |
| !remindme 3 years "has tesla market cap tripled?" |
| Bottom is in |
| The money is imploding the US market, which is leveraged almost entirely on AI, by simply pumping out free AI models. \n\nHonestly genius, you dont even need to go to war to bring on an economic disaster to the US. Free game for the chinese |
| Surely OP is Leopold’s alt account. |
| Yeah brother, only American companies should be allowed steal our business ideas. |
| Exactly |
| source? |
| For real googles P/E ratio is currently like 17 and Waste Managements is 32. Like what bubble? |
| If you're suggesting IP theft, American LLM companies are already doing it:\n\n1. Anthropic built Claude Design while in a partnership with Figma \n2. Apple is suing OpenAI\n\nKarp raised the concern rather publicly. |
| i'm well aware .. but it started going down friday |
| How do I know what I find is legitimate? If I’m doing an illegal activity, how do I know the person posting an easy to find tutorial has my best interest in mind? I literally have nothing to compare it to so I’m afraid of fucking up my computer.\n\nI said I’m NOT computer savvy. |
| Electricity is like less than 10% of total dc operation cost. The vast majority would be chip depreciation |
| Bad programming, stupid sharing policies, etc |
| Who tf knows |
| The higher the yield on new bonds, the lower the value on old ones and people can't cash out without a loss.\n\nWhy buy a bond from 2020 with 1% yield for 15 years when you could buy one in 2026 for almost 6% for 20 years? |
| I recently lost 20k because of could not stop myself from trading. I recently decided to force myself out and come back later. Up 500% this year and I dont want to lose my money.. ill come back when my mood and trading mentality is better. (I'm having a burnout of doing this everyday all the time along my normal dev job and its too much. Been in since january and up from 20k to 95k. My mental healt is fucked...i made nearly 80k and i feel like it was not worth it... i am not living anymore.. just trading and working.. reading news that are awfull..i cant talk about anything else...) |
| Wtf any AI company need gov support.... what a brainwashed comment. |
| Would have been at least more of a hedge than shorting software. Tf was that |
| lol, i use claude at my work and deepseek flash privately. and they are not close. |
| taco already? tf? |
| Yep. It's time |
| The cloud companies like Amazon and Microsoft are making a ton of money from it. They don’t care which model runs on their data centers, they get paid all the same. Hence why they went up 12-15% after earnings.\n\nOpenAI and Anthropic could be in trouble if Chinese models takes off, though. |
| https://preview.redd.it/3ir7c0yivtgh1.jpeg?width=973&format=pjpg&auto=webp&s=6a420d8db893bd63712763ea6b0760bcb2728b10 |
| https://preview.redd.it/ldzze6hivtgh1.jpeg?width=426&format=pjpg&auto=webp&s=66f35b8fc7414ae05feb711c7537eee649c735b1\n\n \nGood gooooddddd |
| Amazon has not generated profit for an eternity. |
| China gonna take over AI while Americans tell you wind energy gives you cancer and brain damage |
| Really fills me with confidence knowing I own the same stock as someone like this |
| Are we sure Leopold isn't a humanoid robot |
| How do u win in Casio ? Put it on red or black 👍. Idk too |
| Isn't vibing the most common enterprise usecase? |
| The industry is spending as though a few companies will maintain scarce, expensive, compute-intensive intelligence, but competition may make capable AI abundant, cheap, and interchangeable. This is going to be a major issue soon. |
| sex robots for incels would sell massively though (serious ) |
| Bro, why? Maybe you timed the bottom, but maybe it keeps crashing 10-30% a day like it has since June for me. Fuck that, unless it's up for a week straight I won't believe it's recovering. |
| Well the idea of human robots is that they'd be able to do house-tasks better since houses are designed for humans.\n\nFor literally everything else, robotics for manufacturing and even building houses is already a thing with mature players. Not to mention there are companies that have been in the human robot game longer. |
| Leopold should have shorted Bitcoin instead. Such consistent profit. Why take on extra risk with leverage and shoring software. |
| Uh we have… OpenAI/Anthropic paying them for cloud isn’t real revenue. When you strip that out they’ve grown 8%. Bond market tells you everything you need to know dumbo. |
| And they can bankrupt all of US big tech who’s over extended now which is also \~50% US stock market |
| That one guy got liquidated at 4x leverage. You should be safe and sound as you only did 3x. They only come for you if its 4x and above.\n\nThoughts and prayers. Rooting for you |
| US doesn't go bankrupt... \n\n1. Or we all go bankrupt \n\n2. Or inflation go brrr\n\n3. China goes bankrupt \n\nNo midle ground |
| Nothing by 5PM Saturday? War canceled calls were the way to go. |
| China has been building infrastructure much faster then the US has been for the last 10-20 years. They are much further in having the capacity to support AI compute needs |
| no one knows the true potential of ai. so its a gamble\n\nbut computers and internet changed the world. people assume ai will do the same\n\n |
| lol Crypto shorting always prints |
| https://trumpstruth.org for you regards that are still going to that clown website |
| You seem to have a handle on things. Wife down when with me wife up when she's at her friends a guy she's known forever. What's the correlation my dude? |
| Every now and then I pull up my all time chart in Robinhood to see if I’m still emotionally numb |
| >no returns\n\nlisten to a fucking earnings call guy. your thesis is dead. |
| plz go through |
| Ahh, the good old days, when dipshits were still stuck on aol chain mail rather than TS. |
| Saying that I have a "French philosophy" on cars is way fancier than saying that I buy cheap cars and drive them till they die. |
| Bitcoin going to 50k next week. The clarity act is dead, no reserve. no help from Trump even as prices go to zero. Saylor will unload $5 billion btc worth, or about 12% of his holdings. |
My model is showing a 95% confidence interval on the long term expectations for SPY that is... egregiously positive.\n\nHere's the output, should you desire some background info... \n SPY Financial Telemetry Report | 2026-07-24 SPY financial telemetry derived from options market structure, forward expectations, volatility conditions, and innovation dispersion. vyreonlabs.net |
| yeah, those people want to fuck them |
| yes. AI infrastructure is egregiously, criminally undervalued. this is the nuclear arms race. no new puppet is going to get in the way. |
| Buy the dip with more leverage |
| wont be usa when we keep turning down solar and wind. china, yes. |
| Energy is cheap in China, even if computing is a bottleneck |
| their password crackdown really backfired |
| No worries! |
| Siding aka Tupperware Trim. You're not a fan of the trailer park wallpaper on the mobile home masterpiece? |
| Its like the space race with Russia in the 60s...\n\nChina will push the U.S to bankrupt itself and all its Tech bro companies. |
| There is no love without pain 😔 |
| btc weekend dying off. so glad I stayed short despite the rebound from 58k to 65k, back to 50k next week |
| Only one mooning. After that, your SoL. \nFries in bag. |
| taco will eventually ban us from using chinese AI. just like we cant use chinese cars. instead they make us regards pay 50k for obsolete rav4s |
| Ask yourself why they were up that high in the first place. We're they trading at a reasonable multiple? |
| I will make a TV show to explain this. Season 1 will be the build up, and then Season 2... well nevermind Season 2, the show is cancelled. |
| Yeah I can't see the point making humanoid robots. Why not just make it the shape that best fit its purpose. Human form is just an expensive bonus\n\nBut some people are really into that, which means there is money to be made tho |
| Thanks! Surprised none of the telegrams had it |
| Chinese companies dont need to charge for capital, their government is funding them including a proposed $295 billion state infrastructure initiative and multi-billion dollar private rounds for leading model developers\n\nChina has the full force of its one party state behind this buildout and will gladly suffocate the pricing power of US competitors |
| Feel sick holding cash no skin in the game no charts to watch |
| GROUND COVFEFE |
| Mugged* |
| Money doesn’t mean anything anymore. It hasn’t meant anything since like 2018. This entire thing is just a big game with no point, and the game never ends (until we all die I guess) and maybe even then the game keeps going, hard to know if you are dead. But at that point I won’t care (I’ll be dead) |
| So Xi brought out a bunch of kids dancing and shit when mango landed. Chad move btw.\n\nWhat will mango greet him with when he visits in September? Rubio in a winnie the pooh outfit? |
| Indeed |
| All hail the mag 3 |
| Its called Tyjuans Paradox |
| "I don't care if I can't win, I just want to see you lose"\n\n- China, probably |
| That price last year wasn’t what it was worth, it was what investors thought it could be worth. Same thing with SpaceX not actually being worth $1 trillion but people think hey, maybe one day, so I’ll get in at that price. |
| They got lucky is all. They were down roughly 50% before it happened to bounce back in their favor. Of you YOLO enough times you're guaranteed to end up with nothing. |
| nO rEtUrNs! |
| You got a great entry off the psychological $100 level, and SOXL closed right at the daily 200 EMA without moving more than 1 ATR below it. \nI think you handled it correctly, especially if you’re not holding 1-DTE calls expiring Monday, but at least 7 DTE with a strike at least $10 above the daily 200 EMA. \nLet me know how the trade turns out when you close it. Good luck! |
| The more time it passes, the more and more and more I am fully convinced AI isn't able to make any money. Or rather, it will make money, just not enough to repay the "trillions of dollars" that companies invested. And only a few players will.\n\nI don't think China is a risk. But if DeepSeek figured out a way to make it 99% cheaper, what's stopping other American companies from doing exactly the same? |
| People were definitely rolling smoke for Obama. And there was much rejoicing. It was great. \n\nNo flags, though. Just good vibes. |
| Isn't AVGO above Tesla now |
| Walmart. Coca Cola. lol |
| Financialjuice shows them too |
| You're good, this is a great entry. |
| You forget that you live in America where lobbying exists. The corps would lobby status quo at minimum using security, dominance, and donations arguments. You can see this happening already. People were upset about dcs leaching off public grid, these companies are building energy generation plants on site. I’d be more worried about capex. The tiniest suggestion that capex is drying world crater the market 20-30% overnight. |
| I remember when the biggest controversies were his 'covfefe' posts and shit.... Wtf is all of this |
| OSINT |
| Who? Chinese? The gov will subsidize until US ai companies are fkt |
| -ridiculously more expensive. It used to be like 7 bucks and something you didn't care if you weren't actively using much month to month \n\n-tons of streaming services which means the selection diminishes year over year\n\n-no password sharing means I don't just keep it for my parents sake.\n\n\nIt's bascually shrinkflation while also inflating the cost simotaneously. |
| Minute, or 20-30% instant dips at night on no news... |
| 30% of recent new car buyers were under water with their trade ins. \n\-USA Today |
| So it should just be Mag 4 |
| Netflix is gross. Hastings is a trash human. |
| They are, they're probably undervalued here. AI is coming for everything... after using it and observing its rate of improvement over the last \~6-8 months (opus 4.8 was the first one I used) - it's going to be incredibly widespread. I've integrated it into my workflow and am seeing incredible productivity gains.\n\nWe are on track to get AGI from these labs - and at that point we essentially can run intelligence that is stronger than humans, in robots, who work tirelessly to produce economic value / output - that don't have to be paid. In software we're already seeing how much more efficient than humans the AI's are. It's going to be the same... but applied to all sectors. |
| The biggest issue isn’t the fact that Deepseek is undercutting American AI models for pricing, it’s the fact that they’re undercutting for a specific reason imo.\n\nMy best guess is that they’re undercutting for data, specifically American data. Until we Americans accept the risk and challenges of allowing our Chinese counterparts access to our data, it’ll be hard for us to compete against Chinese pricing of models.\n\nIt’s great for start-ups and small businesses, but that just means it’s more data for China to consume and steal business ideas from. Bigger companies have a lot of confidential information and technology, they’re not gonna cheapen out of AI models just to cost-save. |
| and how much did you lose this and last year? |
| Good luck convincing a company executive to use a Chinese AI to build their software. |
| What source |
| You’re wrong on rates. The prospect of higher rates drives gold down because bonds and similar other similar instruments become more attractive |
| GROUND BEEF |
| Am I sure it's illegal? Yes, and pardons won't cover your legal fees, putting your family through hell and the well deserved public shame you'll face for the rest of your life. |
| It's $20 if you settle for 1080p and only 2 devices. It's $27 for the cheapest 4K plan, which is the standard for any medium to large TV these days.\n\nMeanwhile we get 4K HBO, Hulu and Disney combined for $30. |
| YTD returns:\n\nAMZN +19.9%\n\nAAPL +14.0%\n\nGOOGL +13.0%\n\nNVDA +6.3%\n\nMSFT -1.7%\n\nMETA -14.4%\n\nTSLA -28.9% |
| I thought we already won like 23 times now. WHAT HAPPENED??? |
| Saylor will liberate us from this rat race. I can't wait to finally become a crypto millionnaire. It has made so many people rich that just fullported around cycle lows. Now it is finally my turn. |
| China checking in. |
| Leopold is that you?\nWhat with bonds so high, Iran, oil spiking and impending interest rate hike I think this is a fantastic idea. |
| Same bs every week\n\ncalls |
| It’s not about what they are valued at. It’s about how much longer bond market will fund capex with no returns. Not much longer to be honest. Credit default swaps are surging and they are raising the interest rates already. Eventually it hits a point where they can’t afford to keep building or the bond market flat out stops funding it just like dot com. |
| This is my favourite storyline.\n\nFeels original.\n\nRevolutionary.\n\nThis time it’s different. |
| Jevons Paradox |
| What premium PE? Nvidia, Google, Micron, Amazon, and others have a forward PE lower than the average S&P 500 company. \n\nWho is overvalued? |
| You just walk away and forget it, the newer the movie the faster the download |
| Seems healthy |
| 🌮 is in lol. Apparently Iran is calling Turkey and Pakistan to stop US bombings |
| Bc I invested in it |
| Nothing burger green Monday, Bers are fucked |
| probably because everyone already watched the good stuff |
| MY NAME IS |
| AI has infinite demand as the price goes down per token. Not just LLMs, but everything. |
| nothingburger |
| My man is having the best Saturday |
| Deepseek seriously needs to introduce a monthly subscription plan |
| Nobody knows. If all we have is ANI, probably overvalued. If any of them get to AGI, probably undervalued. |
| Stupid science bitches doing stupid science model |
| hahahhahahha |
| How did you play the spy calls/puts? |
| Oh |
| I know the stock market was already a casino, but they literally want to make it a casino |
| if deepseeks model is actually fantastic, and it competes on quality and cost, it will just be unusable in the same way price controls lead to shortages.\n\nchina owns 5-15% of global ai compute depending on how you count today, the us owns 50-75%. And the us's lead is growing. The purpose of floating the price, is it lets you get capital to grow your infra to meet demand.\n\nso long as computes the bottle neck in the next few years the us infra stack+cloud services is a winner no matter what happens on a model layer. |
| michael 🅱️urry 🅱️ear 🅱️ets |
| Wait, who's buying it then? Do the market makers pick up orders above their top bid? fml... and thanks for the tip lol |
| wtf did I just read |
| I dont like 3x on semis simply because they are such "free money" that this one of the few ways you could end up being right and not get paid and if you are right the returns are so good anyways. Also I like memory more than stuff like INTC, AMD.. basically semis at 150PE or 30-40fwd PE.\n\nbut I do agree this is "the bottom", 2x is probably the sweet spot after you consider Iran risks and volatility is still elevated. |
| Not a single penny of profit but yes 😂 |
| You kept money in stocks but also had credit card debt? You are truly a regard. |
| If ai becomes even better people will be more incentivized to use it thus this bullish |
| A whole train wreck in motion. \n\nI’m shorting so much of AI and hedged with QQQ. Crushing it so far! |
| Anyone think that NVO can sink even deeper after yesterday's dip? |
| My ass |
| Because he won in the casino |
| Thetagang loves this mindset. You dont need to do 0dte or 1dte. You can do weeklies and end up with $600-1k a week with 75k |
| 2% in August is over a 4% annual yield. That's better than a lot of HYSA right now. |
| Rates will fall again but only because of a recession. Then they will skyrocket back up after giga QE. |
| Specific candles dont really have much statistical edge. But structure does. And its fractal so anytime frame works. Structure is what it sounds like. A series of candles forming some sort of structure. A lot of people like to give them names, head and shoulders, bull/bear flags, wedges, etc. Imo the label useless. What matters is structure breaking. The reason this matters is because structure is price equilibrium, so when price breaks equilibrium thats a tradeable signal. |
| It's a geopolitical game too, there will be limits on how tough Democrats would be on AI\n\n\nBiden kept alot of trump 1.0 era politicies |
| I dont use the app what he say? I hope he called us retards just for the memes. |
| Yeah because he’s directly fucking up our a lot of our ports with his regarded decision making |
| None of these companies make any money on ai in the first place, how long can they pretend this will work out before it's official? |
| The slow download speed for torrents is what frustrates me the most. Especially since its not something you can change. |
| I mean thats probably like 5% of the whole ai story. Could change but maybe it doesnt materially matter. |
| Not so sure about that, msft's been oversold for quite a while now |
| Putting 'margin aficionado' on my list of red flags. |
| Always keep low expectations of ppl and you will never get burned |
| Something something something national circle jerk security. |
| Markets are closed dude |
| Dude, he died in rehab. |
| Howard Nutlick is such a POS |
| Not a fan of grape skins myself |
| He'd be pegged by KG |
| Seiko probably |
| 4.6L modular SOHC V8 engine, legends never die |
| The big regard 😁 |
| can't read your wot as my intellect is limited like an ape so i'm just going to share what i saw on ape wisdom.\n\nhttps://preview.redd.it/dchn0d23ttgh1.jpeg?width=640&format=pjpg&auto=webp&s=8f558406dc2465cbd2a11e657a7915764e06522d |
| 🥭\nR\nA\nP\nE\nS\nK\nI\nD\nS |
| My puts gonna print !! Glad that I got out from my MSFT trade at USD450. This shit stock heading back to USD350 now |
| I'm not an options trader so that's above my pay grade. I have 300 shares of googl and I'm under water a lot so I'm going to stay long...very long. GL to you. |
| I think many ppl will try to escape an inevitable drop |
| Not reddit |
| The race to the lowest electricity bill |
| Gotta risk it to get the biscuit.\n\n(in prison) |
| What Would Leopold Do? |
| I’m pretty sure we’re like scraping the bucket for munitions/missiles. China, the door is about to be wide the fuck open. Ima work on my mandarin. |
| why is memory going down? |
| This |
| >Who could have foreseen that rates could go up and stay up.\n\nIdk, anyone who listened to Warsh say they are gonna be real serious for realsies about combating inflation, but then says they don't have to take the cruel choice of raising rates lol |
| You've heard of inverse Cramer, what about inverse the gov 💡🤔 |
| If he wasn’t a taco he could have gone ham in the spring. \n\nNothing will happen except oil bulls getting slaughtered |
| too many moving parts, there is no reason to build out ai in human form. people watch too many sci fi movies. |
| Its up 4% since midnight. It fell 4% between fridays futures close and midnight. Back at the closing highs. One would think without any bombs dropped yet it would be down. Thats what im curious about. |
| Lol Tesla stans are hilarious. Sorry successful dominance of the humanoid robot market was already priced in 3 years ago by a million dudes in black leather jackets with asian wives |
| Well then, I know where I'm putting my money for the next few years. |
| I entered on friday, not on thursday |
| But Anthropic is valued at trillions because they generate so much more value ! Right ?????? |
| Believe it or not - calls. |
| Like I remember when $60 was what people were hoping it'd hit by \*2029-2030\*. Once greed takes over though, all bets are off. \n\nI can see DCAing from here into it, but I think the bounce from $58 to here was the easy bounce play. But trying to ride speculative momentum plays once they've lost momentum without tight stop-losses is a wonderful way to lose a lot of money. I'd almost rather give up some money on the downside and wait for a trend reversal signal. |
| 8/5?? 😳 My fingers crossed for you 🤞🏽 |
| Yet somehow the circlejerk continues. |
| Pretty sure US growth was 6% which is still not amazing but a significant difference compared to 1%. \n\n |
| Easier to send nudes |