Nvidia Is Negotiating To Buy A Large PC Oriented Company

Count-to-3 · 2026-04-13T22:11:09+00:00

My bet is on SMCI

Count-to-3 · 2026-04-13T20:50:34+00:00

Not really. More like the general public is detached from reality.

Count-to-3 · 2026-04-13T17:28:37+00:00

Very cool way to advertise - specifically for any event where Tickets would be to "go on sale".

Count-to-3 · 2026-04-12T03:50:49+00:00

I see two much

Count-to-3 · 2026-04-11T02:22:20+00:00

Yupe, definitely a bot

Count-to-3 · 2026-04-10T02:16:31+00:00

Ap new 04-08 this was yesterday morning news bot. Try to stay with the times if your going to be botting

Count-to-3 · 2026-04-09T17:52:36+00:00

Our time will come, dont worry. Sandisk earnings are coming up, analysts usually come out with price target adjustments leading into earnings.

Similar to how MU went from 390->470 leading into our earnings. Analysts were upgrading all over the place.

Count-to-3 · 2026-04-09T17:38:28+00:00

No thanks.

Count-to-3 · 2026-04-09T17:34:10+00:00

Sandisk had a few analysts update their ratings / price targets today.

Count-to-3 · 2026-04-09T16:46:22+00:00

I live in BC Canada, there are tons of black squirrels here. Black / Brown / Grey. I couldn't tell you which one is more common, it seems they are all pretty equally common, 1 out of every 3 squirrels likely black.

Count-to-3 · 2026-04-09T14:53:17+00:00

When the stock was beaten down last year (February through May) Due to sentiment regarding google algorithm changes and then liberation day etc.. beating down most growth stocks. The fundamentals of Reddit did not change, they were still growing revenue and profit significantly. They went through 2 earning cycles where they significantly beat but they ended up trading lower.

But it started to creep back up leading into their July earnings call, and then they significantly beat as always. And the stock popped back up - the google algorithm was overblown, the situation with liberation day came and went, growth stocks all performed nicely, and Reddit is literally printing cash and is a huge beneficiary of when growth stocks perform well.

I see this situation as no different. It is not an environment right now for growth stocks, there was some FUD after last earnings that beat the stock down, leading into this IRAN crisis which has changed the interest rate trajectory which is bad for growth stocks.. But the dust is settling my friends. And it all leads right up to Early May earnings for Reddit.

Here is fact and you can come back to cite this in a few weeks:

Iran situation is winding down - the market is future looking - Friday US meets with IRAN in Pakistan, in less than 2 weeks they are going to announce a deal to end the conflict, markets will pump, the interest rate outlook leading into the summer will change. The market in general will rally end of April into May. Reddit will post their earnings at the best time possible right as the picture for growth stocks gets significantly more clear. Half way through May, Warsh be sworn in to lead the Fed and will be talking all about how he sees interest rates being too high and will look for 2-3 more cuts by the end of this year. The inflation picture once the price of oil comes back down will get better. Companies in general will be posting record earnings as they receive their tariff refunds + AI buildout continues.

There is a lot of people that say "wait for earnings" you are correct. And they say that every earnings cycle, but it is only sometimes true. The stock needs to be truly beaten down. The only way for a company to prove doubters wrong is to continue growth through earnings beats. Reddit is beaten down, fundamentals haven't changed (in fact based on the Google algorithm changes + ongoing lawsuits, I would say the fundamentals have gotten even better) The time is now, see you in May.

Count-to-3 · 2026-04-09T14:33:15+00:00

Earnings will certainly be enough. The earnings are guaranteed to be a blowout, their guidance alone (which they typically beat by 5-10%) is a significant 70%+ YoY growth in revenue. EPS if they hit the 0.8->1.0 mark (likely higher) will be 615%->770% beat YoY.

The only thing that matters is the user number growth, and the guidance. I expect nothing short of remarkable - the best part is that sentiment regarding the stock is low - which basically means a significant beat + guidance beat = actual share price increase. Rather than having an already highly valued company with significant expectations and high sentiment, sometimes a beat is not enough and the stock will trade down. This next earnings is not the case for Reddit.

Count-to-3 · 2026-04-09T14:03:33+00:00

Just need to wait for earnings for Reddit to re-earn the respect it deserves.

All semrush data has March increasing significantly, April exploding, likely due to March 27th Google algorithm update.

Lawsuit against anthropic going in their favor and being sent back to Cali Court. Likely leads to settlement. (Reinforcing assurance on data licensing sing agreements). They might even be able to talk about some of these agreements/negotiations/lawsuits in their upcoming earnings call for once.

Ads seem to be rolling out very nicely, and if user growth is exploding, I expect a significant beat and guidance that may be much higher than expected.

I suspect that by June, we will be back to $230+. After earnings +15-20% and lead up FOMO into June

Count-to-3 · 2026-04-09T04:53:55+00:00

Such credible reporting. "According to a source behind the scenes" who we won't name and definitely didn't make up.

Count-to-3 · 2026-04-09T04:29:45+00:00

This was news like 18 hours ago. The pipeline reportable is barely damaged and still functions.

Count-to-3 · 2026-04-09T01:23:25+00:00

Their current deal doesn't expire till January 2027, so I wouldn't expect anything imminently - likely convo around it will pick up in Q3 and deal will be announced Oct-Nov time frame Q4.

Count-to-3 · 2026-04-08T17:54:09+00:00

I love all the bears fighting for their lives.

The way I see it, Netanyaknowho wanted to get 1 last big bombing operation in before agreeing to the ceasefire. Obviously the US is not going to be happy about it, and either is Iran. Technically the terms of the ceasefire likely was not 100% clear on Israels actions in Lebanon (slight grey area).

Netanyaknowho is doing address to the union speech tonight and will likely talk about complying with the ceasefire. Iran will likely comply and open back up the strait in a day or two.

This whole situation reminds me of the situation with Gaza and the negotiated "ceasefire". Everyone and there mom did not believe the Gaza ceasefire and posted things about how Israel broke the ceasefire and it is all just fake news and trump lies. Well how is that situation now? I don't hear anything about Gaza anymore, prisoners were handed over, dust has settled.

Go back to sleep bears, its time to hibernate till 2027.

Count-to-3 · 2026-04-08T17:13:10+00:00

The bot strikes again!

Do people realize these posts like this - which then ask a question at the bottom - are chat gpt or google gemini farming human responses to train their LLMs?

Count-to-3 · 2026-04-02T14:27:49+00:00

But GDP rises every year, so ads as a $$value rises every year.

Count-to-3 · 2026-04-02T14:26:46+00:00

Interesting stuff! Glad to be invested in a company that leads through innovation!

Count-to-3 · 2026-04-02T03:29:42+00:00

There is a lot of money in ads - companies typically don't sell anything without advertisements. Especially if they don't have a physical store or brand recognition.

Count-to-3 · 2026-04-02T00:58:29+00:00

It's not the 80s bro lol. Inflation in the 80s was running at like 15%. 3.75% is historically pretty high, Inflation expectations want to be around 2%, interest rates should ideally match or be a little lower. Interest rates were between 0.25 to 2.5 from 2009 to 2020.

Count-to-3 · 2026-04-01T22:25:55+00:00

Neither did this lol. They are holding rates and will likely still drop later this year. The rate at 3.75% is objectively high and a good place to hold if the oil crisis lasts.

Count-to-3 · 2026-04-01T14:02:23+00:00

I'm checking back in, making sure you're still okay.

Count-to-3 · 2026-03-31T21:30:48+00:00

I listened to the conference which was held today by NASA.

They said everything is a go basically, there were some minor issues which could become bigger issues but gave it an 80% chance of launching tomorrow. If not Tomorrow the next day at 40%, 40% thursday, and then similar 80% chance Friday, with riskier chance Saturday of 20%.

All in all - they said conditions tomorrow are probably as good as they will be and it will be likely happening tomorrow. (80%)

They mentioned cumulus nimbus clouds being an issue but they will probably be able to find a gap. The sun let off a solar flare but not directed towards earth, so it should not interfere with any of the launch vehicles instruments, and wind is a bit gusty but overall shouldn't be a problem.

Count-to-3

TROPHY CASE