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Am I happy with being $50k down on RDDT? Of course not. But I see this also as an opportunity. It’s vital to understand two things: 1. Why has the share price tanked? 2. Does this change the investment case? The answer to 1 is one word: Google. With no new Google deal, RDDT’s Users are declining. The answer to 2. is No IMO. My reasoning is: \- Google itself just lost $0.5 trillion - its worst ever day. This is because they are still working out how Search can make money in the AI world. Its

It's on the website.

Ready for some gains?

Spent Halloween going through Anthropic's S-1 (see [here](https://www.sec.gov/Archives/edgar/data/2130357/000162828026067168/anthropicpbc-sx1.htm)). TL;DR: a back-of-the-envelope DCF gives \~$110 per fully diluted share under optimistic assumptions. The company has 268.9B in minimum compute and infrastructure spending commitments, which correspond to the first three listed below. Amazon: 110B May 2026 to Apr 2036 Google: 114B Apr 2026 to Jul 2033 Microsoft: 44.9B Nov 2026 to May 2033 SpaceX

Why would I not put all I have including pension etc all in on GOOG tomorrow? Am I retarded? Search is barely slowing down and cloud which is now a fourth of their revenue has accelarated to 100% growth at $120B ARR??? If there is one thing we have learned it's that demand is there and not likely going away any time soon. Then comes all the rest, YouTube, TPU's, hardware, waymo, owning a decent stake in anthropic. Like what am I missing, they are trading at below P/E?

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Took out a $35K LOC to buy the dip, and the market immediately chose violence. Portfolio down $8K in a day. 😂 Worst part? No options trading here to blame. Just me, my brilliant decisions, and a bank that’s about to become my business partner. **Turns out, I’m not regarded enough to lose money with leverage the fun way.** 🫡

I’ll go first

I’m fucked

Anyone been taking a look at the Royal Bank of Scotland these past couple of years? They were the largest global bank to almost end up bust in 2008 but were saved at the taxpayer's expense in the UK. It was a long road to recovery but the UK government has now sold all of it's shares in the bank since 2025. They then rebranded to "natwest group" but in reality it's literally still the same scottish entity, just with a fresh paint. Their stock is only at a market cap of 45bn as of right now. They

Got lucky on memory stocks this year and got overconfident. Closed these RDDT puts for a $125,649 realized loss. Didn’t think a 30% drop was coming, and gave back a huge chunk of those gains. Still have another \~$20k unrealized loss on RDDT.

Say this in to the mirror 67 times THRICE or we are all COOKED!!! Happy Halloween!

Bill and Barry at Game 7 of WNBA Finals Edit 1 - ok Im sorry I didnt know people dont recognize Barry fucking Bonds 😭😭

I think I’ll see how’s it going and sell some of the Reddit stock to harvest cgt losses ; but I’ll buy leaps instead , and then buy the stock again later . Quite cheap at this price . For the bug calls , I’m holding these till zero or moon.

In all seriousness, I’m in DC Georgetown area for Halloween this weekend. Rubbing elbows with those that are in the know. A lot of guys are seeing 10% interest rates after the November Mid Terms because we are going to bomb the fuck out of Iran. 🇮🇷 Then the news is telling us to prep food and water for two weeks? Then this dude on CNN? Is this fear mongering or solid advice. Guys here making a lot more fucking money I could ever imagine are liquidated their portfolios and going straight dry po

TTWO closed at $191.20 Friday and hit a new 52 week low during the day. GTA 6 comes out Nov 19, 19 days from now. In case you didn’t know, Take-Two owns Rockstar, so this is their game. This stock moves on GTA news, sometimes news that isn’t even real. When Rockstar announced the first trailer in Nov 2023, TTWO was up almost 10% premarket. In May a leaked email made it look like preorders were about to open, and the stock went up almost 7% that day (preorders didn’t actually open until late June

Trillions of dollars, unlimited AI hype, and somehow the whole thing looks like it’s being held together by hopes, dreams and Jensen’s leather jacket. I’m bullish on AI long term, but this is getting ridiculous 😂 Which block gets pulled first?

People are confusing an oil-driven macro shock with an AI bubble. The war drives oil higher, which pushes inflation up, increases the risk of Fed rate hikes, drives borrowing costs higher, and reduces consumer spending. Higher yields also mean future cash flows get discounted more aggressively, crushing growth stock valuations. The word recession starts getting throw around, Michael Burry starts to look like he's onto something, and price drives narratives so we start getting the most absurd n

You know me from my previous SpaceX 400 bagger DD. Important note - this is NOT a post to talk about politics, nobody cares who you’re voting for. This is just how to make money positioning yourself with stocks/options before and after the midterms. Right now, Republicans control both chambers of Congress. The prediction markets show Democrats are heavily favored to win. As we’ve seen during EVERY election, there are certain stocks that always run up big and move crazy after elections. **$MSOS*