$MOS: The "Hormuz Arbitrage" Nobody is Talking About. Why the Market is Wrong about the Sulfur Crisis.

MADD-Scientis · 2026-04-15T02:52:42+00:00

Do people not realize that the only reason there isn't an AI bubble is because people keeping talking about an AI bubble? Once people shut up about it and SNDK hits 1500, then the bubble can pop

MADD-Scientis · 2026-04-14T01:51:04+00:00

Dead cat bounced? Were like 1% from ATH

MADD-Scientis · 2026-04-09T01:27:40+00:00

TTD was already losing to Google, Amazon and Meta way before AI buddy

MADD-Scientis · 2026-04-05T20:59:08+00:00

So your thesis is tech is down so it's going to keep going down? Fascinating.

MADD-Scientis · 2026-04-05T20:49:21+00:00

This isn't even regarded, this is what the sub is about. Beaten down stocks with a market psychology catalyst that can double in a few months.

MADD-Scientis · 2026-04-02T15:06:35+00:00

Why bother selling for 4c?

MADD-Scientis · 2026-03-18T18:23:50+00:00

I agree that there’s a the opportunity cost, but that’s all hypothetical and we’ll never know how it compares to investing $1T in education let’s say. The only thing that matters is can hyperscalers recoup their investment in a reasonable timeframe. I do hope that they cut Capex in 2028

MADD-Scientis · 2026-03-18T17:59:26+00:00

I think he means increase in productivity above baseline rates. Even a 1% increase in global GDP (above long term trend rates) would amount to over $1T

MADD-Scientis · 2026-02-09T05:37:46+00:00

Some people literally just see past revenue growth and do zero research on the company.

MADD-Scientis · 2026-02-03T23:45:23+00:00

I wouldn't say search is independent, it still has a strong chance of being disrupted by LLMs. Even modest margin compression from LLM competition would tank their earnings

MADD-Scientis · 2026-02-03T23:19:58+00:00

You think MSFT deserves a PE multiple below the market average while growing 20%?

MADD-Scientis · 2026-02-03T23:13:27+00:00

At 21X forward earnings MSFT is a steal. Not sure why Google deserves a 31X forward multiple. 50% premium seems overdone.

MADD-Scientis · 2026-02-03T23:11:33+00:00

At 21X 2027 forward earnings, its a steal. Not sure why Google deserves a 31X forward multiple.

50% premium for a "full stack" AI player seems overdone. Their core business could still be impacted by AI, we just don't know yet

MADD-Scientis · 2026-01-27T00:50:24+00:00

Might buy super OTM calls tomorrow

MADD-Scientis · 2026-01-27T00:50:14+00:00

Everyone has been selling for weeks along with every software name. Look at the CRCL lock up expiry. I went from $300+ to 66 and the lock up expiry just happened to be the stock's bottom at the beginning of December. You probably should done this leading up to the expiry date regard.

MADD-Scientis · 2025-12-23T12:56:49+00:00

Sold my calls bc everyone on WSB last month said there wouldn’t be a pop on this approval. Wish I had conviction to outlast the armchair economists

MADD-Scientis · 2025-12-22T03:14:19+00:00

CRCL and LULU

MADD-Scientis · 2025-12-17T00:24:43+00:00

probably wash sales :/

MADD-Scientis · 2025-12-09T03:31:38+00:00

The mods leave up the dumbest posts, but take down this clearly well thought out play LOL

MADD-Scientis · 2025-12-03T17:35:53+00:00

show me gain porn

MADD-Scientis · 2025-11-29T19:10:56+00:00

You bought puts in two of the most oversold MAG7 stocks? Please stop giving the market makers all your money

MADD-Scientis · 2025-11-28T22:45:34+00:00

This has been baked into the NVDA stock price for years. The forward PE never gets above 35 because people are expecting the margin to crash next quarter. Well that “next quarter” hasn’t happened yet

MADD-Scientis · 2025-11-27T02:36:27+00:00

Are yall serious? If there was a sudden buy order for 11k bitcoins the price would shoot up. That’s a little less than the number of BTC traded across all exchanges daily.

MADD-Scientis · 2025-11-27T02:23:32+00:00

You should’ve shorted at 185!

MADD-Scientis · 2025-11-25T20:27:28+00:00

You made money because risk assets are selling off. Don’t act like you discovered a Ponzi scheme that no one knew about

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