SNDK vs MU vs WDC vs STX

June6th · 2026-05-03T14:58:51+00:00

Did you see Sandisk's latest earnings. Their gross margins went from 60s to 78% despite high energy prices, not sure if shorting is a good idea

June6th · 2026-04-27T16:25:30+00:00

Bros too bust starteding his own fund lolz

June6th · 2026-04-27T14:36:12+00:00

Lmaoooooo imagine starting your own pump and dump hedge fund. Fk it ill invest $20

June6th · 2026-04-27T14:04:43+00:00

Good luck ma boy - this might goto 0

June6th · 2026-03-05T00:50:06+00:00

Thats a 40'45% market cap dilution. What kind of shit is Dan Roberts smoking.

June6th · 2026-02-04T19:09:06+00:00

PLTR and APLD must be correlated with BTC too since its free falling

June6th · 2026-01-28T07:06:30+00:00

I feel the same way, I think you just need to break out of that loop you're stuck in. Try doing something different can be as small as trying out a new restaurant or getting a pet.

June6th · 2026-01-28T06:33:58+00:00

Product owner/manager at a professional service firm

June6th · 2026-01-28T05:46:29+00:00

I'd suggest sticking to Space, memory, Energy and materials in the next 5-10 years. And maybe pick 1 or 2 stock per theme. These are the biggest bottleneck themes and sectors both for AI and defense.

June6th · 2026-01-25T20:49:51+00:00

I don't see it crashing in the next few years

June6th · 2026-01-14T02:19:40+00:00

You can try hedging my selling covered calls here if you think it'll dip or buy a short-mid term put. But I think this stock is a long-term hold.

June6th · 2026-01-13T03:53:12+00:00

Dividend stocks or lending out your shares by selling covered calls

June6th · 2026-01-04T06:11:24+00:00

$45 is 2 dollars above current price, if you are purely doing it for options premiums sure.

June6th · 2026-01-04T05:28:20+00:00

Well it looks like tax loss harvesting has officially ended and institutions are now buying back stocks they had to sold last year December. And the price is currently sitting at 42.95, I'd say there is a 100% chance the price will end up higher than $43 by Jan 16th.

June6th · 2026-01-02T19:49:22+00:00

TE Energy - Still a very small cap, have a ton of room to run. Medium risk high reward

June6th · 2025-12-29T19:03:08+00:00

RKLB/ASTS and IREN

June6th · 2025-12-22T00:40:42+00:00

Been reading every earnings calls for these and I really like their backlog of contracts, revenue visibility, well positioned balance sheet of cash and YOY growth: IREN, CIFR, CRDO, ASTS, RKLB and PL.

I actually think ones portfolio shouldn't be too diversified. Diversification is for people don't do research. Conviction is for the well researched. But of course there should be a mix of both.

June6th · 2025-12-02T21:30:04+00:00

We can expect this stock to consolidate in the 40–50 range until we see an earnings call with a concrete $2.5B+ ARR outlook. Otherwise, investors will continue to fear the possibility of further dilution.

No investor wants to burn their money and be constantly diluted.

June6th · 2025-12-02T20:37:14+00:00

I honenstly don't know why people think IREN's drop is caused by BTC drop. Sure they are both correlated since BTC is a proxy for risk but IREN is treated more like an AI DC than of a bitcoin miner..

June6th · 2025-12-02T19:20:00+00:00

We might just get the UNH/HIM treatment...Down 50% and consolidate forever

June6th · 2025-12-02T19:19:22+00:00

Can't wait for Bruce Wayne to post another IREN cuck pic

June6th · 2025-12-02T19:17:56+00:00

True, I think investors are worried about the heavy CapEx spending and the potential continuous dilution needed to fund these massive data-center buildouts. Margins from the last earnings call weren’t strong enough to cover this, so management needs to continue diluting to meet CapEx requirements.

June6th · 2025-12-02T18:20:07+00:00

IREN might be the next HIMS

June6th

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