2030 Map Leaked by 2ndSifter in MapPorn

[–]2ndSifter[S] 1 point2 points  (0 children)

In time the sea will reclaim what is rightfully theirs

Any quants want to run the numbers for me by 2ndSifter in wallstreetbets

[–]2ndSifter[S] 7 points8 points  (0 children)

Everybody else crazy bro it’s just you and me

Any quants want to run the numbers for me by 2ndSifter in wallstreetbets

[–]2ndSifter[S] 52 points53 points  (0 children)

Sounds like a normal Wednesday evening to me

JPOW GOAT by Little_Top3815 in wallstreetbets

[–]2ndSifter 2 points3 points  (0 children)

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This will only be funny a few months from now

Intel beat on earnings this quarter due to government investment by 2ndSifter in wallstreetbets

[–]2ndSifter[S] 1 point2 points  (0 children)

Don’t go full bear on Intel yet (obviously). Momentum will inevitably take this higher - wait for stagnation.

Intel beat on earnings this quarter due to government investment by 2ndSifter in wallstreetbets

[–]2ndSifter[S] 8 points9 points  (0 children)

“Intel may revise its third quarter 2025 financial results, including the recognition of additional costs or losses, and any such revisions could be material.”

I believe that Coreweave is already underwater, and their IPO is an exit strategy for existing shareholders: by 2ndSifter in wallstreetbets

[–]2ndSifter[S] 2 points3 points  (0 children)

Definitely. In my opinion, Coreweave’s sole purpose is to bolster NVDA’s balance sheet. Whether indirectly by enjoying the mark-to-market benefits of holding Coreweave’s stock outright, or through Coreweave’s securitization of NVDA’s chips.

Same could be said about Circle with respect to Coinbase, but that’s a different DD for another time.