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No one wants to say it proudly but $MSFT and $META are throwing billions of dollars at AI CAPEX with little to show for it. They turned what was originally a CAPEX light business with high software margins and lit it on fire. Copilot and even Meta AI are absolutely inferior to GPT/Claude by every conceivable metric. What are they even doing? AI is becoming a commodity now with so many good models in the market. There is no MOAT. More importantly, AI does not demonstrate ROI for most businesses a

Is this how it's done? Did I do good, my fellow regards? I have another 40k cash waiting for the next big dip.

So now Im in the money after recent earnings.. feel like theres room to run here as these “luxury goods” are high quality and in ever increasing demand with current events. Anyone else here got exposure to this/theories on potential upside?

Welp, puts it is

https://www.ibtimes.co.uk/iran-halts-us-negotiations-lebanon-strikes-1803651 https://x.com/i/status/2067706799252222003

Been a whirlwind of ups and downs. Caught the ride up from WDC calls last week and sold at 795 or so today and ported into SMR given the recent wave of news. Traded on vibes and prayers and saw my portfolio go to 130k back down to 56k and to 218k and then back down to 138k to end here at close today. Long weekend plus peace deal signing plus fed being over has me holding into the weekend.

6 years of retarded trades erased by 3 months of lucky trades. I FUCKING DID IT!!!

Sanjay be stuntin on these ghey bers

Earlier this year I had all the common tickers: Nvidia-Google-MU-Rocket Lab. Sold everything right before the war and then I retardedly thought that the closure of Hormuz mattered, so I missed out on the entire rally. ​ Before the year started there was a thread here and in other investment subs about stocks for 2026. They mostly had the tickers above, plus Amazon, Microsoft, ASTS, NBIS etc. ​ Problem is, most of the stocks have already run quite a bit, the thesis have general

I hate melon and all his companies. I am also aware that everything I touch on the stock market goes to sh1t. So here. ​ ​ 🤌🤌🤌🤌If I have to lose money to sink his stock, so be it. Taking one for the team to bring him down. 🤌🤌🤌🤌

Look at these bad bois. Evan Spiegel is an absolute legend for this. If you haven’t seen the meme on X where it cuts from the interview, to Candy Crush, then back to Evan just sitting there with this dumb little smile on his face, you need to check it out. Absolutely hilarious. At first I was like wtf are these things, and yea they probably won't be received to well by the market, especially at the price point (north of 2k). And then, after seeing them a couple of times, and it just being so fu

I accidentally bought Accenture puts and the shit PowerPoint company nuked itself. https://preview.redd.it/wyqlieddp18h1.png?width=1080&format=png&auto=webp&s=286108c9a81ff4989ad9960dabe4ef364feb7f6d

Overnight pump news by our boy. Apple and Intel reach a deal. [https://finance.yahoo.com/technology/articles/trump-says-apple-intel-manufacture-044440199.html](https://finance.yahoo.com/technology/articles/trump-says-apple-intel-manufacture-044440199.html)

https://preview.redd.it/dc1ptdd2118h1.png?width=632&format=png&auto=webp&s=758cb4fd9e04b53a17b8c6912d16b0af2dcdc669 image is self-explanatory why do i need body text?

Story time: Went to my local dunkin donuts today. A kid, let's call him Charlie, who works there has a Robinhood account and invested in a bunch of bullshit, specifically the spacex IPO. There's a dispute between Charlie and a customer, who received a small iced coffee instead of a large. Charlie took this guy's coffee, poured it into a large cup, added ice cubes ONLY, and gave it back to the customer. Needless to say the customer totally went off, but the customer didn't know Charlie's net wo

Positions are included. ​ Yeah I know I owe taxes but seeing two commas does something for me. People have been telling me to chill tf out so now that I'm here I think I'll take a good week or two off. ​ Mainly trading 0 dte on QQQ.

Welcome to my new setup!