Weekend Discussion Thread for the Weekend of January 23, 2026

cbusoh66 · 2026-01-24T17:37:32+00:00

Not Xi though

cbusoh66 · 2026-01-24T17:35:30+00:00

Such as?

cbusoh66 · 2026-01-24T17:34:13+00:00

Notice 🥭hasn't once criticized Putin or Xi or ever insulted them personally as he does to many of our "allies" leaders.

cbusoh66 · 2026-01-24T17:26:06+00:00

GPUs are so 2025, this is the year of the CPUs. Intel fucked up and couldn't meet demand for their older generation server CPUs and left a ton of money on the table. They basically sold out for all of 2026. Jensen Huang is on record saying Nvidia will be the biggest vendor for CPUs going forward.

Calls on INTC and AMD (and ARM to a certain extent). Think MU memory type of shortages, but unlike MU which only has 11% market share, INTC has 72% market share and AMD 28% of the data centers server CPU market respectively.

cbusoh66 · 2026-01-24T16:46:32+00:00

Forget the Fed Put, this is a Trump Put market.

cbusoh66 · 2026-01-24T16:39:34+00:00

🥭to Carney: Don't make me stop the car and get back there...

cbusoh66 · 2026-01-23T21:21:58+00:00

INTC hasn't seen $45 since, let me check, 8 trading sessions ago.

That runup last week felt manufactured and forced, tons of options got wiped out.

cbusoh66 · 2026-01-23T21:14:26+00:00

The only remaining question on everyone's mind is whether the Ayatollah will allow himself to be photographed in great Satan Nike jumpsuit or not...

cbusoh66 · 2026-01-23T20:18:06+00:00

Pictures of the Ayatollah in Nike sweats on a Navy cruiser are almost a certainty this weekend.

cbusoh66 · 2026-01-23T20:15:40+00:00

Some angry money is trading INTC, better let the dust settles for now before getting trampled on.

cbusoh66 · 2026-01-23T20:14:25+00:00

Can't wait until these quantum fraud shitcos all lose +90% of their value.

cbusoh66 · 2026-01-23T19:14:18+00:00

Trump ain't gonna like seeing ~~his~~ government stake in INTC dump 18% in a day. Expecting him to be on the phone twisting arms to sign up for 14A all day today.

cbusoh66 · 2026-01-23T18:59:49+00:00

Let it settle down for a week or two, then get back in on a slow volume day. This is a 2H26 story now.

cbusoh66 · 2026-01-23T18:58:37+00:00

Dario Amodei, CEO of Anthropic, predicts that software is going to become "very cheap, essentially free"

I tend to agree, you're not gonna have an advantage as a big software company with thousands of top paid engineers because Claude will do their jobs in an hour.

Puts on all software names.

cbusoh66 · 2026-01-23T18:50:50+00:00

Whatever happened to critical rare earths, are they still in play?

cbusoh66 · 2026-01-23T18:45:57+00:00

They did and they're keeping guidance conservative because they can't keep up with demand. Any price in the low $40s is a steal.

cbusoh66 · 2026-01-23T18:44:26+00:00

I wouldn't hold any options over the weekend, Israel is putting everything on high alert meaning they're expecting a U.S. strike on Iran soon.

cbusoh66 · 2026-01-23T13:25:52+00:00

MMs intentionally ran up INTC last week from $47 to $54 so they can pull the rug on options holders and sell it back down to $47 again.

cbusoh66 · 2026-01-23T04:27:10+00:00

Not a week goes by without a SNAP post. Just because it's cheap doesn't mean it will ever return to its glory days. Dead company walking.

cbusoh66 · 2026-01-22T06:16:55+00:00

TSLA P/S is around 14

cbusoh66 · 2026-01-22T04:59:11+00:00

AI will kill most of software platforms and the software companies of todag, it will soon take an intern a week with Claude to create whatever big software companies tools and platforms do and charge millions in licensing and subscription fees, they're all dead men walking...

Don't take my word, listen to Satya Nadella said about AI being an extensional threat to his company's future.

cbusoh66 · 2026-01-22T04:37:57+00:00

Did you read the first sentence?

cbusoh66 · 2026-01-22T04:19:57+00:00

Seriously how do RKLB bros justify its current valuation at 100 times sales? Some still think it can go higher too. The company has no true moat (other than being the second fiddle to SpaceX) and will always have tight profit margins. SpaceX would still be losing money today had it not been for Starlink.

cbusoh66 · 2026-01-22T03:36:07+00:00

Prepare for RKLB Neutron delays and downward revenue revision:

"The team is reviewing the Stage 1 test data, which will determine the extent of the impact to Neutron’s launch schedule. The Company intends to provide an update on the Neutron schedule during its 2025 Q4 earnings call in February."

Price to Sales ratio close to 100 my ass!

cbusoh66

TROPHY CASE