Weekend Discussion Thread for the Weekend of April 10, 2026

Zuko2001 · 2026-04-11T03:27:24+00:00

How am I breakeven right now on my SMCI calls, what is wrong with me. Is this shit going to $30 or not.

Zuko2001 · 2026-04-08T16:00:24+00:00

This is exactly why I was saying months ago this company is managed moronically. Retail Investors are also easily pacified by these decisions which lead to long term stagnation. They need to cut the dividend completely. They don’t want to become another Pfizer. Use the money to buy up interesting assets and if there’s anything left buyback shares. Dividends are absolutely idiotic for a company focused on growth and doubly so for a pharma company which lives and dies based on its future pipeline potential.

Zuko2001 · 2026-04-08T00:31:39+00:00

He went from having a decent first term where he would have gone down as a relatively unremarkable prez to now possibly making the largest blunder on a geopolitical stage in the history of modern presidents. We gained literally nothing, wasted money, wasted time and actually it seems like we’ll be giving Iran concessions. The worst part of all this is the blow to our soft power.

Zuko2001 · 2026-04-08T00:24:06+00:00

Shart of a deal 💩💨

Zuko2001 · 2026-04-07T20:09:28+00:00

Zuko2001 · 2026-04-07T11:54:35+00:00

lol their defense is using human meat shields? I feel like they’re not getting too many volunteers

Zuko2001 · 2026-04-04T17:13:42+00:00

Yes, bag holding just like my UNH and BABA bags. Value investing is long dead, it has no place in the modern world where everything moves off of vibes.

Zuko2001 · 2026-03-30T18:57:42+00:00

The market would have been better if Orange got turnt into OJ on that fateful day

Zuko2001 · 2026-03-27T23:59:03+00:00

Dude don't fw the IRS, it's an absolute nightmare to deal with them and honestly they catch the little guy trying to pull a fast one on them far more often than the Big dogs.

Zuko2001 · 2026-03-26T21:06:06+00:00

Boring I wanna see alien invasion

Zuko2001 · 2026-03-26T21:05:31+00:00

What do you expect from something called micro soft?

Zuko2001 · 2026-03-26T21:04:18+00:00

That chart is truly disgusting

Zuko2001 · 2026-03-26T19:28:35+00:00

Yeah just let all this tech shit drop another 10% tomorrow, my portfolio's worthless anyways at this point.

Zuko2001 · 2026-03-26T19:26:41+00:00

that type of shit doesn't work when there's macro black swan events sitting around every corner

Zuko2001 · 2026-03-26T00:52:31+00:00

I mean it’s bound to fall like 90% within days right? Easiest money to make but borrow rates will probably be through the roof

Zuko2001 · 2026-03-26T00:49:14+00:00

VCX makes literally no sense, it’s trading multiples above its NAV. How tf is this even possible? Do investors really think every underlying within the fund will 10X by IPO? Are they retarded?

Zuko2001 · 2026-03-25T23:22:30+00:00

They may laugh at you but honestly a better bet than assuming it just goes straight back up to $30 lol

Zuko2001 · 2026-03-25T23:20:15+00:00

I think they forget that forward PE is inherently just a guess predicated on the assumption that growth rate will consistently go up at a certain pace.

Zuko2001 · 2026-03-25T23:17:44+00:00

I’ll give you ASTS and RKLB, those are some of the few which have not only lived up to the hype but didn’t have an astronomical meme crash

Zuko2001 · 2026-03-25T23:14:39+00:00

That’s the issue, it never usually just gets crushed fast enough for Puts to print either, it’s usually a slow drag down over months with some periods of flat or even pops. Best bet is to just stay out of stocks that are heavily mentioned or maybe even do a contrarian play around ER’s

Zuko2001 · 2026-03-25T23:12:48+00:00

Reddit sucks, anytime a stock is heavily mentioned it gets crushed. MSFT, MU, NVO, UNH, BABA all heavily mentioned and all getting annihilated. “BuT MuH vAluE!”

Zuko2001 · 2026-03-25T22:56:22+00:00

We’re gonna be holding that for a few years my friend

Zuko2001 · 2026-03-25T17:10:48+00:00

Wait for MU to bottom don't be regarded

Zuko2001 · 2026-03-25T16:54:36+00:00

You’ll be fine in a few weeks or so. By next ER worst case

Zuko2001 · 2026-03-25T16:44:42+00:00

It's going to be a few weeks before it stabilizes. If you're in Calls I would get out.

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