I mean let’s get real about this subred.
Anyone with a portfolio of $1M+ will unlikely be trading on single name stocks.
Look, I’m sure there are folks who have done what the subred founder did, but most retail investors with that much capital is risk averse.
Really the “race” is to $1M and then start improving your source of income to hit $10M net worth.
Don’t be delusional and lose all your capital on single stocks.
I have BP1 with psychotic features and have tried many strains from sativa to indica to hybrid.
I am also coming out of akathisia and cannabis has retriggered it.
In short, if you have bipolar, cannabis will make your situation worse - the relief is temporary.
I find 3 shots of espresso + 3 bags of sugar + vyvanse does the trick.
An astute Musk fanboy would liquidate their entire portfolio over the coming weeks and dump it all into the IPO.
https://newsletter.semianalysis.com/p/cerebras-faster-tokens-please
Faster inference instead of these "thinking" models being pushed by the major LLM players is the wave of the future. I believe this is the direction the industry will be forced to move towards.
Convince me this is not an R&D sinkhole with no foreseeable apps for the AI infra buildout.
When stocks crash, it crashes harder.
When stocks rip, it barely moves.
All these bullish predictions are from bagholders.
The early investors have ditched it and moved on.
Also what value does bitcoin really have?
Decentralized digital currency? BS.
I get they're dominating the GPU cloud provider space, but my gut says their services are a commodity and hyperscalers prefer to own the hardware themselves (a vertical stack).
Not rely on hardware managed by a Russian - am I wrong here?
Convince me otherwise.
To launch all of these SBDCs, you're polluting the LEO (low earth orbit) with rectangular garbage that is prone for catastrophic failure upon each minor collisions with debris.
Silicon chips do not like outer space so unless you shield it, most of these GPUs will be nonfunctional in a few years.
The cost of launching these SBDCs become highly prohibitive vs exploring land-based options.
+Many more engineering challenges that make the entire project a fantasy rather than reality.
Look, I'll be direct.
Musk is using SBDCs to hype up SpaceX (to make an a AI-aligned play) ahead of his IPO.
Am I missing something here?
Seems like these prediction markets are ripe with insider trading.
I am having a hard time understanding how broken promises on FSD (full self driving) for the past decade warrants a 400 P/E.
Real question for Musk investors - what do you see in $TSLA and for the matter Musk himself?
$6.5B in 36 days and up 100% in a month - what does one make of this?
https://cryptobriefing.com/roundhill-dram-etf-record-launch/
Convince me otherwise.
Miss the time by a week? you’re screwed.
Unless the price moves in your favor everyday, you’re also screwed due to theta decay.
So you got the right price direction and timed it well, well it doesn’t matter if implied vol moves against you.
This happens all the time and earnings IV crush hits every quarter.
Am I missing anything else?
It’s getting pretty close to one trillion market cap.
Anyone adding or subtracting to this position and why?
I had this naive idea that these prediction markets opened up a new assert class for saying the Fed FOMC outcomes.
Boy am I wrong.
These markets are so ripe for insider info (what checks can they possibly do to prevent it).
And with Trump’s affinity for gambling, I doubt the CFTC will introduce much regulation in these markets.
My perhaps misguided view?
Don’t trade unless you have insider info or can somehow predict the future (at least in a real casino you can get comped).
The parabolic moves in memory names appear to be the market pricing in the critical bottleneck of memory for LLM training and inferencing- both for HBM and NAND (long-term storage for RAG).
I believe this trade still has much room to grow until we get some real clarity on the Epstein Files or the Midterms.
Unless China releases another LLM architecture like DeepSeek that rethinks our approach to training and more so inferencing. This is could happen if the CCP wants to pop this memory-driven rally.
$DRAM is my diversified ETF pick while $MU has room to run. $SNDK is an evolving story - I am not fully sold - but it is critical to expand your memory footprint with an LLM, then it's stil has legroom.
If NAND proves not large enough to enable the RAG memory storage, then we inevitably have to move to HDD names like $STX and $WDC. This is the UBER carshare path.
It has become clear that $NVDA doesn’t have as much of a moat with their CUDA platform.
It has also become clear the AMD ROCm development platform is sufficient for AI developers - especially with the rapid adoption of vibe coding.
With AI sovereignty and the importance of an open platform being critical for many hyperscalers, I don’t see much headwind before it hits a trillion in market cap.
https://www.theatlantic.com/national-security/2026/05/iran-war-trump-deal/687100/
The market is severely underpricing the reality of this Iranian conflict farce and the Epstein files post-Midterms.
That said, anyone have thoughts on which stocks' rally is actually justified for the AI infra buildout 2.0?
First, it doesn't appear to be hedged to the the Korean won.
But I like the top 3 exposures being SK Hynix, Micron and Samsung (75%).
Anyone has a take on how much more runway we have on this memory trade (HBM NAND)?
Seems like if you want to get memory exposure, this is the smart way to do it at this late in the cycle.
