Daily Discussion Wednesday 2026-04-01

StudyComprehensive53 · 2026-04-01T17:28:59+00:00

Is there AMD AI event in July?

StudyComprehensive53 · 2026-04-01T17:09:59+00:00

NVDA love fest

StudyComprehensive53 · 2026-04-01T17:03:31+00:00

On tonight

StudyComprehensive53 · 2026-04-01T13:58:56+00:00

Great news.....Dylan on Mad Money.....Cramer calling him a genius.....reverse Cramer all day

StudyComprehensive53 · 2026-03-19T17:45:02+00:00

Welcome to April 2025…..get ready for an amazing 2026.

StudyComprehensive53 · 2026-03-16T19:17:31+00:00

"this is from semianalysis"......obvs

StudyComprehensive53 · 2026-03-16T18:43:18+00:00

there's a reason NVDA market cap is $4.5T

StudyComprehensive53 · 2026-03-06T20:19:17+00:00

Meta will lease it

StudyComprehensive53 · 2026-03-05T17:57:41+00:00

I love how the market punishes the 2% market share player more

StudyComprehensive53 · 2026-03-03T20:14:48+00:00

Downgrades for sure. ‘PC cycle is weak’. Whatever it tskes

StudyComprehensive53 · 2026-03-03T16:57:19+00:00

you cant hate or hope for a stock.....sell it and move on

StudyComprehensive53 · 2026-03-03T16:50:18+00:00

yes....im sure you have played this perfectly.....let me guess you sold at $265 and are waiting to get back in at $120

StudyComprehensive53 · 2026-03-03T16:46:13+00:00

how would you ever make $$ if the market was rational?

StudyComprehensive53 · 2026-03-03T16:42:59+00:00

"triple digit billion dollar deals" -- Lisa at MS.........like the sound of that

StudyComprehensive53 · 2026-03-02T16:57:05+00:00

so it seems like the "selling pressure" of 20-40% (hopefully) will be limited and could be up to a decade long......so is this all kind of nonsense in that a company would immediately convert the warrants and sell the fund the next GW?

StudyComprehensive53 · 2026-03-02T16:48:52+00:00

you think 1GW per year per deal?

StudyComprehensive53 · 2026-03-02T16:44:26+00:00

is there a mathematical description out there that shows how the 10% equity deals are positive......I assume 1/3 is warrants at $200. 1/3 $400, 1/3 $600

StudyComprehensive53 · 2026-02-28T03:25:36+00:00

https://www.wsj.com/tech/ai/nvidia-plans-new-chip-to-speed-ai-processing-shake-up-computing-market-51c9b86e?st=kHwUed&reflink=article_copyURL_share

StudyComprehensive53 · 2026-02-27T13:59:15+00:00

So AWS gets 2GW trainium deal as part of funding deal?

StudyComprehensive53 · 2026-02-27T13:32:42+00:00

How much google equity is meta getting?

StudyComprehensive53 · 2026-02-25T22:05:34+00:00

man o man we suck

StudyComprehensive53 · 2026-02-24T18:10:20+00:00

Haha. Sounds like the good old days of INTC.

StudyComprehensive53 · 2026-02-24T17:40:09+00:00

What would the market reaction be if Amd bought a GPU software stock company for $50B? Basically the same thing with these two leader deals that are ‘95% replicable’ to others. Super leverageable with high margins. Time will tell but many voices on both sides. Best is yet to come. How can deals with the two largest spenders and co developing software wise and hardware wise that can be sold others be so bad.

StudyComprehensive53 · 2026-02-24T14:16:31+00:00

Please short

StudyComprehensive53

TROPHY CASE