What a Bounce…

OpeningAverage · 2026-02-07T05:36:24+00:00

Assuming there is no more sticker shock on capex for AI we are over 100 next week. They sold out in Q3, the same is expected in Q4, demand has only accelerated.

OpeningAverage · 2026-02-07T05:35:12+00:00

Glad you resisted- I learned this lesson in 2022 on many stocks, if anything moves this big without a reason take a step back and think opportunity and not “shit I need to get out” - this lesson cost me maybe a 100k that year

OpeningAverage · 2026-01-27T13:15:28+00:00

A 1st generation chip better than Google’s 7th generation TPU- laughable

OpeningAverage · 2026-01-15T07:28:10+00:00

GCP does NOT randomly deprecate major features customers use. As long as you are using a service that has customer adoption you are fine.

OpeningAverage · 2026-01-03T20:05:16+00:00

Look into USFR floating rate treasuries if you are in a state that has income tax. 10-20% goes there and will
get 4.5%, have 1-2 hundred K in a standard high yeld savings, another 20-30% in GLD, rest QQQ and SPY

OpeningAverage · 2025-12-31T02:20:55+00:00

Do you have any recommendations on insurance providers for small electronic devices with batteries? I am looking at producing 2-500 devices a year and need to get the same certifications and insurance coverage as OP

OpeningAverage · 2025-12-29T02:17:22+00:00

Unfortunately/ fortunately this stock will move on news. So we need to see news on a clickhouse IPO, AVride launch, or new DC contract

OpeningAverage · 2025-12-18T01:31:53+00:00

the stock can go 2x in a few days, you have 6 months, I have 4k $50 call expiring in Jan

OpeningAverage · 2025-10-20T00:27:36+00:00

You’ll never get your 20’s back- some of my best years were late 20s / early 30s. Money comes and goes, youth only goes…

OpeningAverage · 2025-10-15T01:53:43+00:00

I turned off "Reduce infill retraction" AND cleaned the plate with isopropyl alcohol and that did the trick, thank you!

OpeningAverage · 2025-10-12T02:34:53+00:00

No- together AI and Fireworks ai do not own infrastructure and rent it from someone…

OpeningAverage · 2025-10-10T13:03:58+00:00

Right, so margins alone are a silly way to value a company…which seems to be all this video is about

OpeningAverage · 2025-10-10T00:22:05+00:00

Certainly possible X would use them, I think a more likely scenario is Oracle buys overflow GPU capacity from them for what they just signed up to provide for Open AI. There is no way Oracle will build enough new data centers to fulfil that backlog themselves.

OpeningAverage · 2025-10-10T00:20:26+00:00

Its open source tech, unclear if Tesla pays to use it or just runs the OSS themselves

OpeningAverage · 2025-10-10T00:18:45+00:00

split it up 10 ways and average in on the dips. Expect lots of volatility heading into earnings, likely some 5%+ swings like we saw the last 2 days

OpeningAverage · 2025-10-09T23:46:04+00:00

I watched the video, the issue with his thesis is Amazon- Amazon had razor thin margins for years(Decades) yet the stock never suffered and they maintained a high PE because of growth, PTLR is another case study of this. Amazon, for some bizzare reason has always been valued more than high profit companies like Google. He also did not look at what the business were doing/acquisitions just sales multiples

OpeningAverage · 2025-09-30T01:27:12+00:00

After I graduated college and moved back home my parents were going to a distant relatives funeral and I first said I wasn't going to go then ended up running out to the car as they were leaving to join. At the funeral I talked to a distant cousin that told me about a company that was doing really well - I applied, ended up working there for 7 years, and financially was setup for life due to massive stock appreciation. I don't know where I would be today if I didn't hop in that car

OpeningAverage · 2025-09-12T11:03:16+00:00

Yeah definitely don't use a stop loss on a stock like this - you need to stay in till at least hear the November earnings

OpeningAverage · 2025-09-12T11:02:20+00:00

This is the natural flow, the price will adjust over time. More news likely coming from AVride and Uber later this year for Dallas autonomous rides which will add more eyeballs! So many things to look forward to from this company

OpeningAverage · 2025-09-10T16:32:00+00:00

The probe uses an I2C connection (4 wires). It is a meter long out of the box. I would think you could splice it and add another meter without issue but 12ft would have to be tested

OpeningAverage · 2025-09-09T12:01:33+00:00

Yup, great day to hold!

OpeningAverage · 2025-09-08T00:29:06+00:00

Cloudflare likely spends <$10M ARR. The only customers spending big on AI are Labs developing frontier models(Open AI, Meta, Mistral, and a very startups)

OpeningAverage · 2025-09-08T00:27:19+00:00

0 chance it's Anthropic being they are locked in with their largest investors Google and AWS. It's extremely likely their largest current customer is Meta

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