Press Release: Micron in High-Volume Production of HBM4 Designed for NVIDIA Vera Rubin, PCIe Gen6 SSD and SOCAMM2
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Read more...📊 DD: Jensen Says AI Spend Hits $1T by 2027 — That Money Has to Flow to Hardware Like QCOM
📊 DD: Jensen Says AI Spend Hits $1T by 2027 — That Money Has to Flow to Hardware Like QCOM Just doing some digging on Qualcomm (QCOM) and wanted to share a few reasons I think it’s undervalued. **Dis…
Read more...SpaceX aims to fast track it's Nasdaq 100 listing via proposed "Fast Entry" rule
SpaceX wants early inclusion on the Nasdaq 100 index, making it a necessary condition for a potential listing on the tech-heavy exchange, two of the people said. Nasdaq proposed a new rule las…
Read more...SEC Prepares Proposal to Eliminate Quarterly Reporting Requirement
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Read more...What Are Your Moves Tomorrow, March 17, 2026
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Read more...$736k SPY 0DTE, it's been a good day
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Read more...Nvidia CEO sees 2027 as at least one trillion dollars of revenue, and computing demand to be higher than that
submitted by /u/johnsoft223 [link] [comments]
Read more...Bought calls on RDDT last Friday. Yesssss!!!
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Read more...To everyone shorting oil right now
I'm long oil right now. submitted by /u/DeciduousMath12 [link] [comments]
Read more...iNvEsTiNg 🥀
Don’t worry guys, I just withdrew more than I deposited. 🥀 submitted by /u/Weak-Pomegranate-435 [link] [comments]
Read more...Yolo
Posted a couple weeks ago when i was up. Was told to take profit. Glad I didn’t.💰💰 submitted by /u/ViolinistBusiness353 [link] [comments]
Read more...Close Brothers hit as Wirecard short-seller warns of ‘wipeout’
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Read more...ADBE might be the most mispriced AI stock right now
Everyone thinks AI is going to kill Adobe. But if you actually look at the numbers, it looks like AI is doing the opposite. The market dumped the stock from around $400 to ~$250 because people think …
Read more...Elon Musk to unveil "Tera Fab" to solve global memory shortage
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Read more...PBR yolo (not Pabst Blue Ribnon)
Went all in on Petrobras about 6 months ago for sweet dividends, did not know oil would spike w/Iran war…lucky submitted by /u/Obvious-Sundae1469 [link] [comments]
Read more...Why Traceable Copper Could Eventually Command a Premium
Most investors still think of copper as a straightforward commodity. A tonne is a tonne, and the only things that really matter are grade, supply, and price. For a long time, that logic made sense. B…
Read more...USO & BNO YOLO - Rolled Again. Increased USO. Trimmed BNO
Wti Oil down this morning to $93-$95 and Brent down to $101. My thesis is that the market is being far too complacent. A tanker leaving the Persian Gulf for China would take 20-30 days travel t…
Read more...10K USO puts for peace
Ay Jimmy put 10,000 on red please, and open up that Strait of HOrmuz please, k thanks submitted by /u/thehandsoap [link] [comments]
Read more...My investment theme of pain suffering and death has been outperforming the S&P500 since 2024
Let that sink in submitted by /u/JuOlNa [link] [comments]
Read more...Short portfolio analysis with positions
Nebius (NBIS) My longest standing bet and +40% of my portfolio. I have invested in this team since the Yandex days (2021). Thesis: Nebius will follow the same playbook Yandex used to dominate…
Read more...Today I learned Alan Ritchson (Jack Reacher) is one of us
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Read more...2He - Let me fly to the moon! (DD XMO)
Degens, let’s see if I belong here and make it short: I am an invisible titan of the periodic table, a silent giant born in the stars but trapped in the depths of earth. I was once an unwanted …
Read more...Part 2: I now spent $13,000/year on Substack newsletters so you don't have to. Longer time horizons, more authors, better methodology.
A few weeks ago I posted about tracking 23 paid Substack newsletters to see which ones actually make money. That post got 7.4k upvotes and a lot of great feedback here. The three biggest criticisms: …
Read more...SaaSpocalypse is now My Collapse - Help!!
I made a bet on a SAAS company and invested a huge amount back in Aug. I had a couple chances of getting out but kept thinking it’ll go up (and the CEO was buying too). With all the AI fears, I…
Read more...Daily Discussion Thread for March 16, 2026
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