coge
https://x.com/TripleNetInvest/status...83616328741339
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apparently a lot and i mean a lot of heavy hitters at xAI are bailing because as it turns out, working 80 hours a week to create pornbots isnt a great use of their gifts.
Quote:
Originally Posted by Tellafriend
https://x.com/sshxbt/status/1957841423006380053
Exquisite timing, Country. Props to you. If you’re real quiet you can hear the cries of pain.Quote:
Originally Posted by SanlmarI 100% agree. How can we hurt the most people in the shortest amount of time? Folks are all fearlessly long (leveraged too). That is the MOST people. Time to thin the herd.Quote:
Originally Posted by country978
But I'm trying, Ringo. I'm trying real hard to be the shepherd.
America’s darling PLTR hit $189 yesterday and gave it up kinda hard. Exhaustion move. Shake the noobs out before we continue the run to new highs having bought at better prices. PLTR is just one example.
Curious what narrative will be attributed. It’s just game theory.
PLTR $189 —>> $145
I just this minute logged on with the purpose of asking you about PLTR and the whole buying back at lower prices. Is it time? I've already bought my eeth and ibit back at fat discounts but not pltr. Someone put a note out on pltr saying it was worth $40 so I've hesitated. Maybe its time to just move onto something else? What's the next big thing?Quote:
Originally Posted by SanlmarExquisite timing, Country. Props to you. If you’re real quiet you can hear the cries of pain.Quote:
Originally Posted by Sanlmar
PLTR $189 —>> $145
The pain and uncertainty is just beginning imo. I’m in no rushQuote:
Originally Posted by country978I just this minute logged on with the purpose of asking you about PLTR and the whole buying back at lower prices. Is it time? I've already bought my eeth and ibit back at fat discounts but not pltr. Someone put a note out on pltr saying it was worth $40 so I've hesitated. Maybe its time to just move onto something else? What's the next big thing?Quote:
Originally Posted by Sanlmar
Thoughts while shaving:
As people flee for safety I just noticed O'Reilly Automotive Inc (ORLY). Nice run. Wonder what that says about life today.
SKLZ is a company I've watched closely, and even covered in the past on radio.
They make real money mobile "skill games" but their whole setup really isn't viable long term, for reasons I won't get into.
I've watched as one of their main apps, 21 Blitz, has progressively become deader and deader as the past 5 years have worn on.
This company should be out of business by now, but somehow they aren't. Perhaps they've been pumping in investor money.
The stock did a 1-for-20 reverse split in 2023, yet is still worth only 1/5 of its early 2021 peak. That's a 99% loss, folks.
Somehow it's actually up in 2025, and I've always smelled manipulation with this one, but ultimately I think this might be a good one to short, though there isn't a ton of volume. I just don't see how this company stays afloat, given their high marketing expenses (you've probably seen a ton of their ads if you play mobile games), and the userbase seems to only be shrinking with each passing day.
Quote:
Originally Posted by sonatine
I completely get the point and fuck all if I didnt check my accounts a few times today and think my God thats an extra year I need to work......
......but
It did round trip from $143 to $156 in two hours. Unless you just bought in inside of 3 weeks you are likely still up or "very up".
I think you are fucking crazy to be short this stonk. I can understand not wanting to buy in, but this thing could easily be over $200 in the next 6 weeks.
I will also throw out one of my market platitudes..... in a Bull market we take the stairs up and the Elevator down.
Maybe this is the start of a new cycle but at this point its much more likely we just got off the elevator and start to climb the wall of worry.
been researching pltr stock a lot lately... a lot of analyst say the true value pltr is around $115 and that's on the upside... be careful guys...
edit: and this was a few weeks ago before this current crash...
Quote:
Originally Posted by DalyQuote:
Originally Posted by sonatine
I completely get the point and fuck all if I didnt check my accounts a few times today and think my God thats an extra year I need to work......
......but
It did round trip from $143 to $156 in two hours. Unless you just bought in inside of 3 weeks you are likely still up or "very up".
I think you are fucking crazy to be short this stonk. I can understand not wanting to buy in, but this thing could easily be over $200 in the next 6 weeks.
people who shorted it at the right time made their bags. i dont think anyone shorts with a 'its going to zero' thesis these days. people saw it go full meme and positioned themselves accordingly.
my timeline was filled with shit like this yesterday;
https://pbs.twimg.com/media/GyaxkwFa...pg&name=medium
personally, my attention is elsewhere. in fact id say this is probably a long again but sooner or later this drops to 40. probably during the next administration.
Quote:
Originally Posted by Dan Druff
i worked briefly for a mobile game company and was horrified to discover that a huge portion of their income came from a handful of mentally ill whales.
Oh the shorts were out for sure. Thing is they probably got there face blasted off all the way up. If they picked two days ago to open the short then good for them. Hopefully we get that lucky someday.Quote:
Originally Posted by sonatineQuote:
Originally Posted by Daly
people who shorted it at the right time made their bags. i dont think anyone shorts with a 'its going to zero' thesis these days. people saw it go full meme and positioned themselves accordingly.
my timeline was filled with shit like this yesterday;
https://pbs.twimg.com/media/GyaxkwFa...pg&name=medium
personally, my attention is elsewhere. in fact id say this is probably a long again but sooner or later this drops to 40. probably during the next administration.
If the company keeps showing big revenue growth it will keep going up. Its the only thing that matters now.
If they dont $40 will be high.
meta just announced a total freeze on AI hiring
for those of you not on the other forum and/or who hate math, just know that the 2027 .5 $open puts pay out about 900%.
Quote:
Originally Posted by sonatine
can't recall my credentials, but in re meta; if they are fired like that their non-competes likely invalid, esp in many states.
That's why it's a freeze rather than a firing. And once those non-competes expire, they'll just let those people go.Quote:
Originally Posted by TellafriendQuote:
Originally Posted by sonatine
can't recall my credentials, but in re meta; if they are fired like that their non-competes likely invalid, esp in many states.
Quote:
Originally Posted by Dan DruffThat's why it's a freeze rather than a firing. And once those non-competes expire, they'll just let those people go.Quote:
Originally Posted by Tellafriend
the vip forum says it's more than that: and whats been revealed today is that its NOT just old fringe AI teams getting the axe, they are also letting a lot of the people they threw those insane packages at go.
idk, just making a casual observation that those nca are usually strictly construed.
Quote:
Originally Posted by TellafriendQuote:
Originally Posted by Dan Druff
the vip forum says it's more than that: and whats been revealed today is that its NOT just old fringe AI teams getting the axe, they are also letting a lot of the people they threw those insane packages at go.
idk, just making a casual observation that those nca are usually strictly construed.
something ive seen is they will tie an nda to part of the severance package during the exit interview process. but i think the real point of the nda narrative is that maybe zuck just wanted to keep his competition from accessing that talent pool, and it was worth paying out like 5% of those TC packages to get tip the scales in his favor. needless to say im keeping an eye out for details.
What's all the fuss about?Quote:
Originally Posted by Daly
Bought some TSLA puts (expires in October) at 338 after the giant market jump today. Of course it is at 341 now, so starting in the hole. After many, many, many disastrous tries hoping this is the time doing options actually works, but so far not so good.
rember DJT and Vance were gonna "audit" Fort Knox... that quietly went away, i wonder why...??Quote:
Originally Posted by Tellafriend
https://x.com/Teslaconomics/status/1959836136765075847
this is a pitch perfect example of why elon is very much a king with no clothes.
hes a self professed engineer who just essentially bragged about not understanding risk assessment or quorum in one single post. both these logic models were the cornerstones of distributed computing and high availability solutions and have been day 1 lessons in the fields since 1997.
Vertiv - power and cooling data centers worldwide.
What do I do with a stock that went on to have a life without me? VRT is still fertile. We could still be happy together
Can we have another Trump dump like early April? I never even heard of VRT at the time. I’ll never ask for anything again
Oklo inc. ticker OKLO, is a company that is positioned very well to build these small nuclear reactor power centers for these AI and data centers... still not profitable and stock is up nearly 1000% in a 1 year period... i'm gonna throw about 1.2k to 1.5k at it and see if it sticks... thanks for the VRT suggestion many moons ago... still holding, wish i would of got on the PLTR train long ago like you suggested, price coming down though not sure when i will pull the trigger though ^^^^
Quote:
Originally Posted by SanlmarVertiv - power and cooling data centers worldwide.
What do I do with a stock that went on to have a life without me? VRT is still fertile. We could still be happy together
Can we have another Trump dump like early April? I never even heard of VRT at the time. I’ll never ask for anything again
blowing the 'who benefits from a vast AI datacenter initiative' inquiry is a black mark on my fiscal soul.
so little known fact; tiktok is being valued at 330bn and generates more revenue than meta.
we will see tomorrow, but this was cute from this perma-bear
https://x.com/leadlagreport/status/1960852178236588479
NVIDIA, $NVDA, reaffirms that it is working with its manufacturing partners to design and build factories that, for the first time, will produce NVIDIA AI supercomputers entirely in the US, an announcement it made initially on August 14
taiwan is cooked.
Nvidia, $NVDA, has reported that a single customer accounted for 23% of its total quarterly revenue of $46.7 billion, per Bloomberg
at what point does someone raise a red flag about these guys propping up the global economy?
Quote:
Originally Posted by sonatine
lol hold the fuck up. 2 customers accounted for 44%.
https://pbs.twimg.com/media/GzY4Jlza...pg&name=medium
Gold poppin despite stronger dollar. Fine with me
Stocks selling but money not going to bonds. Yields rising. Folks buying dollars, metals and canned goods/guns
Definitely different but not surprising
Country978 gold medal trader
Housing prices doubling in 5 years? Bessent hinting a Curtis Yarvin style declaration of a national emergency in housing. Hmmm. Housing stocks giving it up cause of rising rates I guess.
The administration can’t inflate and simultaneously artificially control housing prices. Fighting yourself. I need to check in on Steve Eisman (Big Short)
Buy now pay later payday loans are hot. Klarna
What happened to self driving Elon? Oh, it’s robots now cause it’s easier story telling
I had to do a double take with your reference to me because I never mentioned anything about trading metals then I realize its medal. Thanks but I'm taking a beating too. Even though I sold off my biggest winners I still have 20+ year holdings in GOOG and XLE that are being beaten down. I'm down to 45% equity holdings but even those losses add up fast.Quote:
Originally Posted by Sanlmar
Wife and I have a 15 year mortgage at 2.875% that was done about 12-13 years ago. Neither of us have car payments or cc debt so we can weather a storm but oh my if the poor people with no assets aren't frightened yet about their prospects they sure will be soon enough.
My car is the perfect example of why I'm well off (not wealthy). Its 11 years old and is pushing 340k. I can go out rn and get a new one to impress everyone but F that. Its making the trip to Florida in a few weeks. I'm wearing a shirt rn my sister got me at the good will like 10 years ago. I don't care what anyone thinks so I have no need to spend 10 cents on anything impractical. Aside from the mortgage I will not pay interest on anything ever again to anyone.
My kids haven't learned these lessons quite yet but sometimes I think maybe they're getting there. I've been living below my means for 30 years. Young people better take heed.
interesting if you click thru
https://x.com/WOLF_Financial/status/1963201581584621635
It’s the little things over time that add up. Get blessed enough to have a couple big gains and you have all you need. Then you give it to the next generation.Quote:
Originally Posted by country978I had to do a double take with your reference to me because I never mentioned anything about trading metals then I realize its medal. Thanks but I'm taking a beating too. Even though I sold off my biggest winners I still have 20+ year holdings in GOOG and XLE that are being beaten down. I'm down to 45% equity holdings but even those losses add up fast.Quote:
Originally Posted by Sanlmar
Wife and I have a 15 year mortgage at 2.875% that was done about 12-13 years ago. Neither of us have car payments or cc debt so we can weather a storm but oh my if the poor people with no assets aren't frightened yet about their prospects they sure will be soon enough.
My car is the perfect example of why I'm well off (not wealthy). Its 11 years old and is pushing 340k. I can go out rn and get a new one to impress everyone but F that. Its making the trip to Florida in a few weeks. I'm wearing a shirt rn my sister got me at the good will like 10 years ago. I don't care what anyone thinks so I have no need to spend 10 cents on anything impractical. Aside from the mortgage I will not pay interest on anything ever again to anyone.
My kids haven't learned these lessons quite yet but sometimes I think maybe they're getting there. I've been living below my means for 30 years. Young people better take heed.
Most young people have zero thrifting or savings skills. It’s purposeful. Tick tock and all.
Went to a cookout on Labor Day and brought a watermelon. These stores not only have sales but the new thing is digital coupons, it’s a pain in the ass. I felt like Druff at the register when I had the digital coupons for an extra dollar off and it wasn’t working. Head cashier said well then you don’t get it. I said contraire and got it.
Got another year of rehab on this house then will triple my investment. Giving it all to my kid and her growing family to buy a more suitable home to raise them in.
I eyed a homesteader property this week pretty much ready to go. God willing age won’t get me before this dream realized.