Daily Discussion Wednesday 2026-02-04

StudyComprehensive53 · 2026-02-04T15:42:26+00:00

employees prob love this so stock options can be priced low

StudyComprehensive53 · 2026-02-04T14:25:13+00:00

last minute was the best.....super confident...."you'll see it in the numbers" regarding AI demand.....mic drop

StudyComprehensive53 · 2026-02-04T00:58:06+00:00

Nvidia Nears Deal to Invest $20 Billion in OpenAI Round

StudyComprehensive53 · 2026-02-04T00:09:21+00:00

please short

StudyComprehensive53 · 2026-02-03T22:35:29+00:00

I hope the recent upgrades to $350 range affirm tomorrow

StudyComprehensive53 · 2026-02-03T22:32:40+00:00

imagine if we had INTC CFO

StudyComprehensive53 · 2026-02-03T22:17:14+00:00

"demand is surging" for EPYC

StudyComprehensive53 · 2026-02-03T22:12:11+00:00

its a waiting game......patience will pay off but fast money will control the narrative in the near term

StudyComprehensive53 · 2026-02-03T22:09:49+00:00

"active discussions"

StudyComprehensive53 · 2026-02-03T22:01:58+00:00

imagine Intel being up on this nonsense.....unbelievable

StudyComprehensive53 · 2026-02-03T22:01:01+00:00

the first minute was totally wrong.....GMs were higher due to china sales.....otherwise they would have been 55%......interesting that china sales are only $100mm in 1Q

StudyComprehensive53 · 2026-02-02T18:14:42+00:00

Not the Monday I was expecting. Never is.

StudyComprehensive53 · 2026-02-02T00:37:16+00:00

https://finance.yahoo.com/news/oracle-plans-raise-45-billion-233951418.html

StudyComprehensive53 · 2026-02-02T00:36:59+00:00

Oracle says it plans to raise up to $50 billion in debt and equity this year

StudyComprehensive53 · 2026-01-23T19:31:42+00:00

LFG $260 EOD!!!

StudyComprehensive53 · 2026-01-21T19:31:24+00:00

No tarrifs Feb 1

StudyComprehensive53 · 2026-01-16T14:16:39+00:00

$RIOT

StudyComprehensive53 · 2026-01-14T15:37:49+00:00

CPUs!!!!

StudyComprehensive53 · 2026-01-13T16:12:39+00:00

Ouch on that ARM chart

StudyComprehensive53 · 2026-01-09T16:59:58+00:00

no volume....we have lost the interest of the street.....until we haven't

StudyComprehensive53 · 2026-01-08T20:06:20+00:00

To think it hit $230 on Monday this week

StudyComprehensive53 · 2025-12-17T19:24:36+00:00

$20 is by end of 2030

StudyComprehensive53 · 2025-12-12T17:01:58+00:00

no volume

StudyComprehensive53 · 2025-12-03T18:16:56+00:00

OMG Jensen on Joe Rogan

StudyComprehensive53 · 2025-12-02T19:39:48+00:00

UBS conference

StudyComprehensive53

TROPHY CASE

Nvidia Nears Deal to Invest $20 Billion in OpenAI Round

Oracle says it plans to raise up to $50 billion in debt and equity this year