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R500今日第 433 名
財報EPS 低於預期 −9%
$198.02
-3.79% 今日 · +8.27% 1W
10月30日 收盤或最新價
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The stock market will prob crash now because I bought nearly 1million usd worth of VOO with my inheritance
Smart. Better VOO than anything else. At least you didn't throw it at CRWV.
OpenAI just cut it's latest funding round target by $10B and slashed the valuation to 1.25T
"The best moat in AI is to have money coming in so you can keep building more". Is that NVDA, AMD & CRWV then? u/Lord_Rictor.
1 天前
Daily Discussion Thread for October 30, 2026
QQQ June changes to holding will go down as one of the worst moves ever. CRWV/NBIS/RKLB/ALAB/TER. All just blown the fuck out since.
This is awesome cause now ORCL and CRWV puts are just that much cheaper next week lol. Gonna ride these things until they finally collapse.
For AI bulls and WSB regards, apology forms are here
His bad ideas: Longing LULU from $190. Longing FOUR from $65. Shorting PLTR at $183. … I follow some boomer finance guys. Highly recommend George Noble.
Ai sector crash due to hedge funds wanting liquidity?
I'm not sure if its hedge funds, but yes, people are selling off other AI plays to free up cash for the Anthropic IPO. … Google is spending money to destroy its own moat ffs.
4 天前
Anthropic files for its IPO, revealing an $80B loss in 2026
What is your definition of cheap? A cheap share price? Like less than $10? … They had two Q over Q revenue gains over 70% twice last year.
Three of the four biggest AI spenders now report negative free cash flow
Everything will crash to varying degrees. GOOGL, AMZN, MSFT may go down 30% while CRWV, NBIS, ORCL may go down 60%. The AI meltdown will spare no one in tech.
There's gonna be a bloodbath of Neocloud on Monday
To be fair, I made a fair buck in CRWV over the past year, on the way up and back down. Won't touch it now. Same for NBIS, IREN all of them are levered to the max.
5 天前
Daily Discussion Thread for October 26, 2026
So piece of shit CRWV is up 4% while NBIS is about to go red. Got it. Fuck this joke of a market.
What Are Your Moves Tomorrow, October 27, 2026
That CLS ER pretty much confirms that the AI trade is still alive and well. … I'm just staying away from the ones that need to add debt and don't make significant revenue yet (i.e CRWV).
MU has SNDK, Intel has AMD while poor NBIS is stuck with CRWV as his bro.
BREAKING: Anthropic publicly files IPO prospectus
Any S-1 is going to have a section called risk or risk factors which will be page or multiple pages of reasons why they could fail, and it is everything under the sun type scenarios. … For example CRWV will have something like "we depend on NVDA GPU's - which we do produce on our own" as a risk factor.