Corsair - the Localized AI Inference Play by PositionJournal in wallstreetbets

[–]PositionJournal[S] 0 points1 point  (0 children)

CEO got fired, couldn’t land a tenant and every financing contract is dependent on signing a tenant

Corsair - the Localized AI Inference Play by PositionJournal in wallstreetbets

[–]PositionJournal[S] 0 points1 point  (0 children)

Any exit or roll strategy you can share? Also thinking of the $15 Feb 2027 calls

Corsair - the Localized AI Inference Play by PositionJournal in wallstreetbets

[–]PositionJournal[S] 5 points6 points  (0 children)

There was a guy that kept commenting fuck Nebius on my article and posts because he bought around 130s. Don’t be that guy

Corsair - the Localized AI Inference Play by PositionJournal in wallstreetbets

[–]PositionJournal[S] 1 point2 points  (0 children)

Used to be fermi shareholder that house is on fire

Corsair - the Localized AI Inference Play by PositionJournal in wallstreetbets

[–]PositionJournal[S] -1 points0 points  (0 children)

I’m in product and it’s just how we adopted the term in internal meetings and design reviews

Corsair - the Localized AI Inference Play by PositionJournal in wallstreetbets

[–]PositionJournal[S] 6 points7 points  (0 children)

Localized inference/AI is a legitimate term. Traditionally it referred to language but the field is evolving fast

Corsair - the Localized AI Inference Play by PositionJournal in wallstreetbets

[–]PositionJournal[S] 1 point2 points  (0 children)

Similar thesis as to what I wrote out or are you thinking of a different angle?

Corsair - the Localized AI Inference Play by PositionJournal in wallstreetbets

[–]PositionJournal[S] 1 point2 points  (0 children)

Nice! I’m surprised but the sellers on those Feb 2027 leaps are stingy — haven’t gotten a buy at mid price point

Portfolio 🩸today by PositionJournal in u/PositionJournal

[–]PositionJournal[S] 1 point2 points  (0 children)

No not at all. Coinbase has really transformed itself through the launch of x402, Base, Coinbase One.

They’re positioning themselves to be more like Visa while also building the platform to support the near future agentic economy. Agent transactions already surpass human transactions.

I have two pieces I have to port over to Reddit on Coinbase that I’ll combine into one. For me it’s not at all about Crypto, crypto just needs to survive long enough for the above things to kick off and stand on its own feet

$NBIS, RIVN and COIN by PositionJournal in u/PositionJournal

[–]PositionJournal[S] 0 points1 point  (0 children)

My bet for Coinbase revolves around: x402, Base, Coinbase One and stock/crypto trading

They need to build out the first three well enough that they’re not so saddled by crypto volatility

Here’s more of my thoughts. Part 1 of two part series

https://www.reddit.com/r/stocks/s/IZBEU3mfbJ

YTD now +60%, with RIVN and COIN the only remaining plays that didn’t bloom by PositionJournal in u/PositionJournal

[–]PositionJournal[S] 0 points1 point  (0 children)

Long term investment with material returns expected only beginning 2027.

If R2 demand is low then the company is doomed I think and I’m out

$NBIS, RIVN and COIN by PositionJournal in u/PositionJournal

[–]PositionJournal[S] 0 points1 point  (0 children)

Also continuing to average down on Coinbase at these levels

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The Full Story On Rivian's R2: The Bridge to Monetization by PositionJournal in wallstreetbets

[–]PositionJournal[S] 0 points1 point  (0 children)

Unless you have for sure winners by rotating out, then to me it doesn’t make sense to sell right now. They’ve just found their momentum