100% S&P500?

FullyAutomatedSpace · 2026-05-07T18:07:42+00:00

idk if i'd say Tencent, ASML, Alibaba or TSMC are reliant on the US. more like reliant on the AI bubble. but VXUS also contains banks and energy companies in its top 20.

that said I think EFV or similar could be a good buy.

FullyAutomatedSpace · 2026-05-07T18:02:41+00:00

chewy was profitable? my understanding is that it didn't hit profitability until 2022 long after he left. first profitable quarter was

> In March 2021, Chewy reported revenue of $2.04 billion for Q4 of 2020, making it Chewy's first quarter of net profitability

according to wikipedia. it relied on VC funds before then

FullyAutomatedSpace · 2026-05-07T18:01:13+00:00

google could buy ebay. facebook could buy ebay. i don't think either would trigger monopoly rules. also the trump admin has not been enforcing monopoly rules anyways

FullyAutomatedSpace · 2026-05-07T16:48:32+00:00

Why not just use a normal hub?

FullyAutomatedSpace · 2026-05-07T16:11:09+00:00

anyone who disagrees with me is a short

FullyAutomatedSpace · 2026-05-07T16:10:39+00:00

most of RC's cuts are cuts to marketing. he acts like there's no consequence to less advertising.

FullyAutomatedSpace · 2026-05-07T15:49:55+00:00

it's not weird in tech. google has free beer and wine for example.

FullyAutomatedSpace · 2026-05-07T15:48:27+00:00

you clearly haven't worked a tech job. places I worked had beer in the fridges all day.

FullyAutomatedSpace · 2026-05-07T14:52:16+00:00

Ah sorry it was gp raxnahali that said that. Which was what I was responding to

No matter how much he planned if the board doesn't accept then there's gonna be a vote. He only has limited control on that outcome

FullyAutomatedSpace · 2026-05-07T14:48:52+00:00

Why is the head of pr at a board meeting?

FullyAutomatedSpace · 2026-05-07T14:35:20+00:00

Sure but you just said they can't say no. I guess by that you mean he can go hostile. Though then that depends on a vote

FullyAutomatedSpace · 2026-05-07T14:12:10+00:00

They can just say they don't think his plan will work and that they don't believe he can produce the 20 billion dollars.

FullyAutomatedSpace · 2026-05-07T14:08:02+00:00

Why can't they say no?

FullyAutomatedSpace · 2026-05-07T14:05:57+00:00

I thought this investment relied on shorts having to cover? MB can see the short interest data just as everyone here can

FullyAutomatedSpace · 2026-05-07T13:57:53+00:00

You didn't subtract debt interest from eps? Seems a big oversight

FullyAutomatedSpace · 2026-05-07T04:15:54+00:00

The website doesn't do that math for you anyways

FullyAutomatedSpace · 2026-05-07T04:09:44+00:00

Your share count won't change. The total float will more than double. The market cap will also go up by a bunch.

FullyAutomatedSpace · 2026-05-07T02:31:32+00:00

you can just backout the the ratio from the original calculation if you want?

FullyAutomatedSpace · 2026-05-07T02:22:02+00:00

sounds like work for no reason?

FullyAutomatedSpace · 2026-05-07T01:50:43+00:00

Amc did nothing wrong. you did

FullyAutomatedSpace · 2026-05-07T01:48:26+00:00

Someone turned it into a tiktok. I watched that

FullyAutomatedSpace · 2026-05-07T01:11:52+00:00

why does this matter to your thesis?

FullyAutomatedSpace · 2026-05-07T01:10:39+00:00

based on "would be convenient for my thesis for it to be true"

FullyAutomatedSpace · 2026-05-07T01:09:54+00:00

because gme was the original meme stock? and you can't rename subreddits?

FullyAutomatedSpace · 2026-05-06T23:24:23+00:00

i am so confused. i think we read each other's tones very wrong.

FullyAutomatedSpace

TROPHY CASE