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過去 7 天多空雙方最多讚的看法。
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In addition to several $M in QQQ (NASDAQ) I moved a $1M to QQQi which pays monthly dividends (around 14% per year) which is what I can live on, although QQQi is also NASDAQ it grows slower in exchange for monthly dividends and a slightly (2%) lower downside when the market turn bear because it's using covered calls on…
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Voice Processed $RDDT earnings
Friday's selloff was largely just panic and margin calls and stop losses. … It's just war escalation fears before the mid terms.
Weekend Discussion Thread for the Weekend of October 31-November 1
Give me 1250 on SNDK Monday so I can dump it all into MSOS FDs because that post told me it was a good idea, please and thank you.
20 小時前
Best F'ng buying opportunity in a while
Its revenue is tied entirely to the ad market - thats driven by consumer behavior, would be impacted severely in an economic down turn (impairing their debt repayment) and they have no other revenue streams. … Those forward contract commitments dont look so hot if your customers go bankrupt.
Bought long term calls for GOOG 300 and META 640 at close on Friday. Easy money IMO. These capex investments, albeit significant, are required at this point. Can't afford NOT to. They continue to print money. They will be just fine long term.
Reducing my tech exposure, stock recommendations?
You can't win them all, but the pullbacks in 2018, 2020, 2024 (tariff tantrum) and 2025 (Iraq war) did wonders for my individual positions. … I'll be retiring 3 years early bc of my winners.
Weekend Discussion Thread for the Weekend of October 31-November 1
OpenAI and Anthropic will both collapse, but they will take most of Mag7 with them. … The debt is too high and with open source models and cheaper, efficient and more capable hardware entering the market, AI will become a cheap commodity.
2 天前
Can it be that Black Friday is tomorrow?
GOOG faceplanted, INTC faceplanted, AMZN faceplanted, META is not looking good either. … That alone is more than enough to carry everything into the fuckin dumpster, theres a lot of panic and draggin into the mud, no ticker looks safe tonight.
AI Bubble Burst: Confirmed By Alphabet, Caterpillar, ServiceNow, And Amazon
They're focusing on AMZN, GOOG and INTC missing guidance targets but they should be focusing on the far more bearish story of MSFT beating because they undershot capex due to datacenter delays and cancelations. … They can then go back to saying the AI trade is back on and trigger a relief rally so that Anthropic can safely list this bonus year for the sell side.
Another GOOGL buying opportunity
There is definitely a case to be made it is better to say screw GOOGL and buy AVGO, LLY, ABBV, and plenty of other companies as well. … Victoria Secret has done much better, as well, and I can say anecdotally I see that Victoria Secret Pink clothing all over nowadays.
What Are Your Moves Tomorrow, October 30, 2026
I've somehow managed to fuck my life up for the last 6 years.... Up $150k from a $20k gme bet -> invest into CLNE -> cut losses -> invest into TLRY -> cut losses invest into MSOS -> cut losses -> invest into RDDT last year. FML.
4 天前
I thought Microsoft was unstoppable in 2021 when I opened a decent sized position
Just like how folks were saying AI will disrupt MSFT, AI/LLMs will make Linux easier, how folks will reverse engineer windows before improving it with AI, and the business model is dead while typing from their windows OS. … I own both btw. Pretty happy with both.
What Are Your Moves Tomorrow, October 28, 2026
I play MU and SNDK earnings, they both double beat and raise guidance and go red. I don't play SK hynix because of the above and insteas choose Seagate STX... Guess what... As a bonus, I played HOOD as well after seeing SOFI's earnings in the morning. Do you want fries with that?
Interest rates cut tomorrow. resigns. GOOG and MSFT kill earnings. Market goes PARABOLIC.
Google is keeping the AI trade alive - CAPEX 2027 increases significantly from 2026
That is, the growth rate. Is capex growing? Yes. … It's like if you had a company and your revenue 10x'd in year1, 10x'd in year 2, and so you were planning and preparing for a 10x in year3.
5 天前
Meta announces $95 billion stock offering to fund AI expansion
The best case scenario for them is META stock goes up and they get both the revenue plus the capital gains. … But at least for this one, a small equity stake for a large chunk of revenue with a company that has fairly robust non-AI revenue is probably a pretty safe bet.
Do we Agree on GOOGL?
I am frustrated like you, but I have been fortunate to time my GOOG purchases (and MSFT) pretty well and plan to hold long term. … I personally think the top HyperScalers (GOOG, MSFT, AMZN) will be the biggest / safest play winners here.
Daily Discussion Thread for October 26, 2026
Meta diluting 100B to buy more NVDA and MU chips is bullish LMAO.
What Are Your Moves Tomorrow, October 26, 2026
MSFT is simply an AMZN with more risk in enterprise software and europe exposure. … META is great for the future, and I already have a large position.