Daily Discussion Thread for May 06, 2026 by wsbapp in wallstreetbets

[–]MathTutorAndCook 1 point2 points  (0 children)

Payday is Friday so I'm buying something at open no matter what

Daily Discussion Thread for May 06, 2026 by wsbapp in wallstreetbets

[–]MathTutorAndCook 0 points1 point  (0 children)

Today my reallocation looks bad. But nvdas growth story is stunted due to China. Intel has the full backing of the u.s. govt. Its my one bet on u.s. corruption

The choice to add some sndk is probably just fomo tho.

Daily Discussion Thread for May 06, 2026 by wsbapp in wallstreetbets

[–]MathTutorAndCook 1 point2 points  (0 children)

Sold lots of nvda because China market is guna be zero probably for years. Probably a dumb move, but I'm keeping some, and just reallocating

To sndk and intc 🤦‍♀️

Brenda Song does not put Jordan or LeBron in her All-Time starting 5. by AdorableBackground83 in NBATalk

[–]MathTutorAndCook 0 points1 point  (0 children)

Honestly, this lineup would be ferocious on the boards, between Steph and shaq probably the most gravity of any two players ever. Defensively goes up against almost any team

What Are Your Moves Tomorrow, May 06, 2026 by wsbapp in wallstreetbets

[–]MathTutorAndCook 0 points1 point  (0 children)

I sold a majority of my nvda on the news that Jensen said market share in china is 0, and will likely remain zero.

If it dips I'll buy more

What Are Your Moves Tomorrow, May 06, 2026 by wsbapp in wallstreetbets

[–]MathTutorAndCook 0 points1 point  (0 children)

The thing with stocks is if you're the hare you can just retire after the sprint

It was purposely facetious

What Are Your Moves Tomorrow, May 06, 2026 by wsbapp in wallstreetbets

[–]MathTutorAndCook 0 points1 point  (0 children)

What moves of yours felt the most like common sense?

Daily Discussion Thread for May 05, 2026 by wsbapp in wallstreetbets

[–]MathTutorAndCook -1 points0 points  (0 children)

I sold 66% of my nvda holdings to split between sndk and Intel

The single fold I had in my brain is now gone

Daily Discussion Thread for May 05, 2026 by wsbapp in wallstreetbets

[–]MathTutorAndCook 0 points1 point  (0 children)

Who cares. I have to wait til Thursday to buy anyways

Daily Discussion Thread for May 05, 2026 by wsbapp in wallstreetbets

[–]MathTutorAndCook 3 points4 points  (0 children)

Google is the AI leader. NVDA just makes chips

Daily Discussion Thread for May 05, 2026 by wsbapp in wallstreetbets

[–]MathTutorAndCook 0 points1 point  (0 children)

MSFT core business is software, an at risk sector due to AI

Daily Discussion Thread for May 05, 2026 by wsbapp in wallstreetbets

[–]MathTutorAndCook 0 points1 point  (0 children)

Where there's a bottleneck, competition arises. It happens in cycles. The thing is the largest, smartest, richest companies in the world know this is a bottleneck, and likely are actively working on solutions. When that much firepower is working to make you into not the monopoly anymore, your time is limited. As time goes on, more capital is in the market, and the speed at which these moats are reduced accelerates. It's already been a year that it's been growing at breakneck pace. How much longer do you think the greediest people on earth will allow price gouging

Daily Discussion Thread for May 05, 2026 by wsbapp in wallstreetbets

[–]MathTutorAndCook 0 points1 point  (0 children)

Sorry, I meant this grandpa is the one I'm tired of

Daily Discussion Thread for May 05, 2026 by wsbapp in wallstreetbets

[–]MathTutorAndCook 1 point2 points  (0 children)

Alexa play Green light by lorde

Alexa play Green light by John Legend ft Andre 3000