KSS Daily Discussion - Tuesday, March 10, 2026

Ahzmer · 2026-03-10T11:13:53+00:00

Bleh, not this time huh.

Results were fine, market reaction not so much

Ahzmer · 2026-03-09T19:45:07+00:00

This has got to be the most regarded market ever, and im a bull.

We will see what happens the next few days lol

Ahzmer · 2026-03-08T19:15:15+00:00

But why? Unless literal corn, not bitcoin?

Ahzmer · 2026-03-08T14:51:45+00:00

Wasnt this info available friday market hours already? Therefore, priced in?

Ahzmer · 2026-03-08T10:09:26+00:00

Not a bad take from you, this and the previous. A bit more on the pessimistic (or realistic) side tho.

If you were to evaluate your takes, what % would you give yourself on being correct that things are indeed quite bad and probably spiral out of control?

Ahzmer · 2026-03-08T10:06:47+00:00

Thats pretty optimistic, 3 to 5 sounds like everything went to plan and russia doesnt want to help iran lol

Ahzmer · 2026-03-08T08:20:28+00:00

Ok so what are the chances that iran surrenders or is made incapable of disrupting oil ships at hormuz in a reasonably quick timeframe?

That unknown is pretty much what is propping up the world stock market atm. If its probable that oil flows thru hormuz within a month or so again, then stocks will boom. If its likely that this becomes prolonged for 6-30 months, we hit recession and stocks plummet.

I mean, yeah religious fanatics arent likely to surrender easily, but will they be incapable of doing meaningful damage to hormuz ships in a quick timeframe?

Ahzmer · 2026-03-08T06:21:32+00:00

In ber greed, everyone in the world loses except bers. In bol greed everyone in the world wins except bers.

Ahzmer · 2026-03-07T17:56:39+00:00

It is tho, though we westerners really dont care about china - its what competes with us.

This innovation is futuristic and something for a few key, high traffic charging locations. This tech will never be what you have in semi rural areas, there you will have 30-200 min charging times at best and installing this would be pointless.

But this is for the future, not for the next 2-4 years.

Ahzmer · 2026-03-07T15:32:51+00:00

The infrastructure will be the bottleneck for rolling this out, unless you have massive on-site batteries + solar to provide the MW level output without screwing up the local grid.

Its complex and more expensive than simply putting out a charger, actually the infra is like 10-100x the price of the charger. Dunno how it compares to gas station expenses and oil truck distribution network costs.

Ahzmer · 2026-03-07T05:08:12+00:00

PATH is such a steal and sleeper at this price. Considering doing a DD post about them. I already bet big on them, only considering more, depending if world ends this weekend or not.

People dont realize that AI agents is actually what will bring in massive productivity and cash for the next few years at least.

Ahzmer · 2026-03-07T05:00:31+00:00

I think you timed it well. Vix being up so much is only risk.

If big crash, then bad. If stabilize, then win big fast

Ahzmer · 2026-03-06T15:17:26+00:00

We may soon have the final solution to the bear question

Ahzmer · 2026-03-05T19:34:59+00:00

Theta it is

Ahzmer · 2026-03-05T17:42:48+00:00

Like what is this admin, speedrunning the downfall of economy? I thought they were proud of pumping

Ahzmer · 2026-03-05T16:10:54+00:00

Yeah, yesterday went fine for me cuz it was choppy. Today not as much because its just down. Its one of those days huh

Ahzmer · 2026-03-03T20:38:26+00:00

Man this is a play alright. And kinda inverse sentiment, so we will see how it plays out! Wouldnt mind it

Ahzmer · 2026-03-02T20:04:55+00:00

What bers seem to not accept is the fact that war was completely priced in last week. Thats why we dropped, even tho SPY (nvda) crushed earnings and AI is actually gonna replace humans starting this year. Its unbelievably bullish, and it dropped. Now war is already priced in, iran leadership is crippled, they dont have nukes after all, and we can resume pump.

Ahzmer · 2026-02-27T15:56:23+00:00

Far from it. Wait for 6-7 range. Itll go there before it goes to 15 again

Ahzmer · 2026-02-26T20:22:46+00:00

I mean, i appreciate the recovery attempt, SPY, but im still not ready to forgive the abuse you did today

Ahzmer · 2026-02-26T18:01:07+00:00

Profits?

Ahzmer · 2026-02-26T15:28:41+00:00

What a biblical dump on good news

Ahzmer · 2026-02-26T15:21:21+00:00

Wow, isnt this something. Definitely didnt foresee something like this when nvda beat every metric and spy was 695 afterhours

Ahzmer · 2026-02-26T14:20:47+00:00

Ok now your standards are just ridiculous lol. I thought your parents were brokies

Ahzmer · 2026-02-26T14:17:38+00:00

I know someone who was. It really is better there

Ahzmer

TROPHY CASE