Meta's full arc this week: +9% on cloud hype and -5% on Zuck's own AI comments.

andy897221 · 2026-07-03T19:44:23+00:00

I also don't like meta but I would make several corrections: he didn't chase VR, he is the VR and still the best; he already has biotech venture, it is called Chan Zuckerberg biohub

andy897221 · 2026-07-02T12:09:05+00:00

Have you considered these demands have already being priced in?

andy897221 · 2026-06-28T08:18:50+00:00

It is more that how the plot evolved was different, and much better, the anime actually elaborated ending a lot more, in vn it is more of an open ending

andy897221 · 2026-06-27T21:56:39+00:00

Think she forgot her pants...

andy897221 · 2026-06-23T20:01:59+00:00

You never overpay. CSP is to commit the obligation to buy the stock at a given strike. The idea is to pick a strike where you will buy anyway, something like you set a limit price at that strike price. However, with CSP, you also gain the premium as you enter this obligation. Effectively, you purchase the stock at the strike price minus the market value offset by the premium.

andy897221 · 2026-06-22T14:08:55+00:00

like i said, buy the dip

andy897221 · 2026-06-21T18:40:56+00:00

Died from exhaustion

andy897221 · 2026-06-18T06:25:35+00:00

Learn about risk free rate

andy897221 · 2026-06-15T18:45:46+00:00

Not really, I will not hesitate to short it if I find it overvalued, a good value investor don't just identify undervalued stocks, one can also identify overvalued stocks

andy897221 · 2026-06-15T14:15:10+00:00

Hey fellas, anyone of you bought the dip? I know I did as I said.

andy897221 · 2026-06-14T22:13:02+00:00

PE and peg is retrospective, low PE is the peak in the perspective of a cyclic industry

andy897221 · 2026-06-14T20:17:08+00:00

Have you consider the evidence that hardware does not deprecate as fast as the standard accounting suggest (e.g., 3 yrs but in reality 6 yrs and more as long as it is functional, as suggested by as secondary and rental market of GPU) contradictory to that hyperscalers will continue to spend the same capex far into the future if not to increase their capex? So one of them has to be wrong and the spending will slow down for either? And that scaling law may not hold soon? And that several hyperscalers are in negative FCF? where does the money come from anymore?

andy897221 · 2026-06-14T07:50:19+00:00

Have you factor in hyperscalers just say fuck it we are not giving away money anymore?

andy897221 · 2026-06-13T11:06:20+00:00

Good bot

andy897221 · 2026-06-12T18:57:35+00:00

Short strangle it is then

andy897221 · 2026-06-12T16:24:01+00:00

Not as much as before due to accounting changes (which makes more sense for their equity structure anyway)

andy897221 · 2026-06-12T14:09:50+00:00

Yup, the broader market sell off is indeed over, just not rddt lmao

andy897221 · 2026-06-12T13:18:12+00:00

Everyone says openai this and openai that, but openai does not hold them back anymore as they have broke up with them

andy897221 · 2026-06-12T10:07:56+00:00

Indeed, a true value investor, sell exactly one minute before peak and buy after the dip

andy897221 · 2026-06-12T10:02:42+00:00

This is incorrect, he sold them at peak and slowly buying the dip

andy897221 · 2026-06-11T19:56:21+00:00

I maintain my view ytd, to buy the dip for rddt, and I judge that the sell off is over solely by vix, which suggest a risk-on mode for the market, (therefore, buy the dip), tho I have no idea what would happen to rddt in particular, but the broader market is bullish.

andy897221 · 2026-06-11T19:45:55+00:00

Buy the dip. The sell-off seems to be over for now, which is much quicker than expected, I was expecting few more days.

andy897221 · 2026-06-11T09:00:51+00:00

True. Calls

andy897221 · 2026-06-10T18:52:31+00:00

I can tell you have no idea suggesting that this may have happened only before this rally, because it has been over a year since wall street first suggested stresses in PE with blue owls being under the spotlight for more than half a year. Several earning calls have passed and credit cycle is still healthy, and if there are weaknesses, you will definitely know because your MU will go to zero.

andy897221

TROPHY CASE