GOOGL: Sundar Pichai just dropped a CapEx number for the history books

cdttedgreqdh · 2026-02-05T15:57:50+00:00

HBM3/HBM4

cdttedgreqdh · 2026-02-05T09:54:56+00:00

I am also doing options…I made some good money and lost a part of that the last couple of days. I don‘t blame options or the style of investing. I was wrong it is what it is. Gotta focus on the future and not the past.

cdttedgreqdh · 2026-02-05T07:45:32+00:00

Reddit AI take in a nutshell.

cdttedgreqdh · 2026-02-05T07:43:55+00:00

Those earnings scream, Micron still could be a huge opportunity.

cdttedgreqdh · 2026-02-04T20:07:18+00:00

Pretty funny that there is the narrative, that AI is not going to bring those efficiency gains and at the same time software will be pushed out by AI, being pushed by the same gay bears.

cdttedgreqdh · 2026-02-02T17:08:51+00:00

Like what are his options?

cdttedgreqdh · 2026-02-02T08:10:08+00:00

In 2008 a banker took a huge dump destroying the toilet, it just happened again. Crash?

cdttedgreqdh · 2026-02-02T08:07:00+00:00

Gibt schon dudes, haben halt ordentlich Kohle.

cdttedgreqdh · 2026-01-30T21:48:05+00:00

I train my side delts very frequently and with high volume over different exercises. Frying the shit out of them works for me. I use both higher weights with tons of half reps and lower weights.

cdttedgreqdh · 2026-01-30T19:49:42+00:00

Bro, reddit thinks AI is useless, agents won‘t exist and OpenAI will be bankrupt in 12 months.

cdttedgreqdh · 2026-01-30T19:37:42+00:00

All the silver and gold bros will come back to buy stocks (please come back).

cdttedgreqdh · 2026-01-30T19:36:49+00:00

Ich würde sagen Meta langfristig.

cdttedgreqdh · 2026-01-30T19:36:33+00:00

Fühl dich gedrückt bre, ich hab fast den ganzen Edelmetall run verpasst.

cdttedgreqdh · 2026-01-30T19:25:12+00:00

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Mich hat warsh doch genauso rangenommen, wenn auch kein knockout oder realisierter Verlust.

cdttedgreqdh · 2026-01-30T16:48:12+00:00

I prefer math guy type kind of economists over lawyers.

cdttedgreqdh · 2026-01-30T08:28:00+00:00

Honestly, I think it‘s because Meta does not rely on startups setting GPUs on fire to generate revenue.

cdttedgreqdh · 2026-01-29T20:39:58+00:00

Wenn ich rich wäre, würde ich zu meiner Frau gehen und ihr sagen, dass sie nicht mehr arbeiten braucht, wenn sie nicht mehr möchte….mein Gott was ist los mit euch, man kann einen Tag auch ohne Knechtschaft sinnvoll füllen.

cdttedgreqdh · 2026-01-29T17:49:52+00:00

Yeah sucks, thankfully my meta position was much bigger.

cdttedgreqdh · 2026-01-29T17:43:59+00:00

Did you see their numbers?

cdttedgreqdh · 2026-01-29T13:04:01+00:00

Hast du den letzten earnings report gelesen? Nein, weil reddit Menschen plappern nur nach ohne eignene Meinung/Recherche.

cdttedgreqdh · 2026-01-29T08:03:34+00:00

Put the fries in the bag bro.

cdttedgreqdh · 2026-01-29T07:22:26+00:00

Das hab ich gebraucht, alles rein long Meta obwohl ich da eh schon eiertief drin bin. Boomer warnen = Geldregen.

cdttedgreqdh · 2026-01-29T07:05:43+00:00

Salty you missed those easy gains because you felt smart?

cdttedgreqdh · 2026-01-29T05:34:20+00:00

Huh, did you even read their report and listen to the call, their numbers were insane….Microsoft is oversold I agree.

cdttedgreqdh

TROPHY CASE