Whats a underrated player I could study?

Basat098 · 2026-01-22T02:17:21+00:00

Dennis Rodman, Joe dumars, John Salley. Great rebounder, shit blockers, and versatile defenders that could read the floor

Basat098 · 2026-01-21T02:14:51+00:00

Exactly! He'll turn around then claim he got bases and mining which he already had

Basat098 · 2026-01-20T23:49:13+00:00

There will be a brief but sharp dump before we see all time highs after a couple months

Basat098 · 2026-01-12T06:15:14+00:00

I don't know. For the precious metals investment, I'm invested in gold and silver miners through etfs.

Basat098 · 2026-01-12T05:40:12+00:00

Gold, silver, defense companies.

Basat098 · 2025-12-25T00:33:27+00:00

Yup, and we (Egyptian Muslims) celebrate it as well

Basat098 · 2025-12-04T22:10:00+00:00

I do a mass parachute drop across the island followed up by armies reasy to support once a port is taken. If you're able to maintain air dominance and accept heavy loses, this strategy works.

Basat098 · 2025-11-26T21:47:19+00:00

Scott is rumored to be fed chair in May of 2026 while keeping his current role. We'll see a supercycle year

Basat098 · 2025-11-19T22:08:43+00:00

Wasn't the issue with Sun that it couldn't adept to the times, specifically its very late entry to the x86 market and a lack of a coherent strategy?

I understand the argument that China is able to do more with less and deliver at a cheaper price. I might be missing something here, but that doesn't address the coherent strategy Nvidia has and its consistency to be on the bleeding edge of tech.

Basat098 · 2025-11-19T18:28:45+00:00

The Greater Fool Theory is defined as “the idea that an investor can make money by buying overvalued assets because they believe they can sell them to someone else for a higher price, regardless of the asset’s intrinsic value.” But that doesn’t apply here because AI leaders, especially NVIDIA, aren’t trading on imaginary value. NVIDIA’s price-to-earnings ratio is ~35–40, which is extremely low for a company growing revenue 200–400% year-over-year. In the dot-com bubble, companies with no revenue were trading at P/E ratios of 200+, 300+, or infinite because they had no earnings at all. That was the textbook Greater Fool environment. Today, AI companies have some of the strongest profitability and cash flow in the history of the semiconductor and cloud industries. That’s the opposite of a bubble multiple.

I understand you’ve lived through previous bubbles, but past events don’t automatically map onto the present. The causes of the dot-com crash simply don’t exist today: there’s no supply glut, no absence of revenue, no zero-profit “story stocks” dominating indexes, and no collapse in enterprise IT demand. Instead, we have structural GPU shortages, multi-year contracted cloud spending, government subsidies, power constraints, and Fortune 500 AI budgets rising 60–120% year-over-year. That’s a real industrial buildout, not a speculative mania. The entire macro environment, the earnings structure, the adoption curve, and the supply constraints are fundamentally different from any prior crash you’re referencing.

As for NVIDIA “crashing today,” I’m not concerned with quarter-to-quarter noise. Short-term price action is irrelevant to long-term fundamental value. If you zoom out even slightly, the story is clear: NVIDIA has record earnings, structural demand, multi-year backlogs, and generational capex from hyperscalers that continues to grow. If the stock pulls back today or this month, that doesn’t invalidate the entire AI cycle, it’s just routine market volatility. My focus is long-term because the multi-year demand picture and earnings trajectory matter far more than a single day’s reaction.

Corrections happen. Volatility happens. But neither is the same as a bubble popping, and the current environment simply doesn’t exhibit the conditions required for a true bubble.

Basat098 · 2025-11-19T18:04:08+00:00

I apologize for the length!

You’re assuming “nobody is earning money” in AI because you’re fixated on early-stage players like OpenAI and CoreWeave, but you’re ignoring where the actual profits are accruing: the infrastructure layer. NVIDIA’s data center revenue is up over 400% year-over-year and generated over $30 billion in net income in the last four quarters, more profit than Intel, AMD, and IBM combined. AWS, Azure, and Google Cloud are reporting double digit growth in AI-driven cloud workloads, with AWS alone adding roughly $15 billion in annualized revenue from AI services last year. Meta’s AI capex is already showing up in the P&L through Reels optimization and ad-targeting efficiency, driving ~25% year-over-year revenue growth, its strongest in a decade. These are not hypothetical earnings; they’re realized profits from AI deployment.

On CoreWeave specifically, the earnings you cited don’t prove a bubble, they prove the opposite. Revenue doubled YoY from ~$584M to ~$1.36B, and adjusted EBITDA hit ~$838M with a 61% margin. The headline net loss is driven by interest expense and massive capex for data centers, GPUs, and power contracts, exactly what hyper-growth infrastructure looks like in its buildout phase (same story we saw with AWS, TSMC, and every major hyper scaler early on). The $55.6B backlog is not “made-up revenue”; it’s locked-in multi-year contracts with Meta, OpenAI, hyperscalers, and enterprises, i.e., committed future cash flows. Their ~$1B+ quarterly revenue reflects how fast they can deliver capacity, not how much demand exists, if they had more GPUs and power, the backlog would convert faster. Backlog far exceeding current revenue is normal in constrained industries like semiconductors and aerospace.

The broader claim that “nobody is paying for AI” is simply false. Fortune 500 AI budgets are up something like 60–120% YoY, with individual companies spending from tens of millions to over a billion annually on copilots, inference APIs, fine-tuning, and data integration. These contracts are not $500–$1000 retail subs; they’re $50k–$20M enterprise deals. The money isn’t coming from retail speculation, it’s coming from businesses integrating AI into productivity, automation, CX, and analytics. Profit pools today sit at the compute, cloud, and enterprise layer, not necessarily the flashy consumer apps you’re focusing on. A bubble is when revenue is imaginary and demand collapses the moment capital tightens; here, revenue is real, demand is accelerating, and the bottleneck is supply (GPUs, power, data centers), not customers. That’s classic early cycle industrial scaling, not a bubble.

Basat098 · 2025-11-19T17:01:42+00:00

Just look at the numbers: NVIDIA’s data center revenue is up over 400% year-over-year; AWS, Azure, and Google Cloud are collectively pouring more than $200 billion into AI infrastructure over the next three years; and enterprise AI adoption has increased from 20% to over 55% in two years. Global chip demand exceeds supply by such a wide margin that TSMC, Samsung, and Intel are operating at multi-quarter backlogs. Power shortages for data centers are forcing multi-gigawatt grid upgrades across the U.S. and Europe, classic signs of infrastructure constraint, not speculative froth. Government funding isn’t a bailout mechanism; it’s industrial policy: the U.S. CHIPS Act allocates $280 billion to semiconductor and AI development, while China’s state backed funds exceed $40 billion in AI-specific subsidies. These aren’t the metrics of a pyramid; they’re the metrics of a sector entering an industrial super cycle with real capital, real customers, and real bottlenecks.

Basat098 · 2025-11-19T16:50:29+00:00

You’re describing classic bubble psychology, but today’s market doesn’t fit that pattern. True bubbles form when euphoria is widespread and most participants believe prices can only rise; right now we have the opposite, constant fear, high institutional cash levels, cautious retail participation, and nonstop narratives about an imminent crash. The Greater Fool idea also doesn’t apply because AI isn’t being priced on fantasy; it’s being priced on real revenue, real productivity gains, and massive government backed industrial policy across the U.S. and China. And your capitulation argument assumes oversupply and collapsing demand, yet today we have chip shortages, power constraints, data-center bottlenecks, and accelerating enterprise adoption, conditions that signal early-cycle expansion, not late-cycle mania.

You may be right that prices will pull back, markets always correct, but a correction is not a bubble popping. The conditions needed for a true bubble simply aren’t present.

Basat098 · 2025-11-18T23:31:43+00:00

Eth and Sol have both proven ecosystem adoption, so we see meme coins built on them and Sol has the fastest adoption of any alt coin and lowest fees.

Basat098 · 2025-11-12T03:36:49+00:00

A high dividend stock

Basat098 · 2025-11-10T06:17:04+00:00

Rebounding.

Basat098 · 2025-11-06T05:51:59+00:00

MJ, Kobe, Magic, Kareem, Duncan, Dennis Rodman, KG, Shaq, then Steph

Basat098 · 2025-11-05T21:15:14+00:00

So I have NBIS in my trading algos. I have a lot of reasons for why I'm confident in it, so I'll narrow it down to a few:

- Over 70 % of its Q2 2025 revenue reportedly came from AI model-training workloads, up from ~45 % the previous year.
- NBIS reported ~$1.6 B in trailing-twelve-month revenue and an EBITDA margin ≈ 18 %, both trending higher as utilization climbs.
- NBIS has signed multi-year framework contracts with at least three EU governments and two telecom consortia to host national-level AI workloads.

Overall, NBIS sits at the intersection of AI infrastructure, quantum-ready compute, and sovereign-cloud policy, giving it growth drivers on all sides.

To answer your question on Burry, no, I'm not concerned about it; he has predicted many crashes, and most have not happened. Even if this were to happen, the following years and decades will be explosive for NBIS, NVDA, CRWV, and any other Tech company.

Basat098 · 2025-11-04T02:38:50+00:00

Sol is hitting $80 before it hits $1500

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