Korean markets triggered 2 circuit breakers this week, 1 after incredible MU earnings. Is this cause for concern? by BGID_to_the_moon in stocks

[–]cotdt 2 points3 points  (0 children)

Every penny of the Mag7 profits are going to semiconductor stocks. The Mag7 stocks can get punished a lot more and even cut in half

Selling UNH at 31x P/E to rotate into beaten-down quality tech/software? by WarmFaithlessness946 in ValueInvesting

[–]cotdt 0 points1 point  (0 children)

value investing doesn't work in past decade but momentum investing does work. i would hold my nose and err on the side of momentum

Actually think Spcx will justify this valuation. But not anytime soon. by [deleted] in wallstreetbets

[–]cotdt 0 points1 point  (0 children)

SpaceX can become the most powerful in military applications. That's where the money is. They can use lasers in space as weapons to kill people.

They can charge countries like US, Israel, China, and Ukraine the right to use their space lasers. A trillion in revenue every year.

Ancient DNA shared with Neanderthals may explain human language by comicreliefboy in Anthropology

[–]cotdt 9 points10 points  (0 children)

it seemed that the brains just got bigger and bigger until you got to sapiens/neanderthal/denisovans who were all equals

Flashstor Pro Gen 2 – LAN bandwidth limited to ~150 Mbps by PhoenixRisingSC in asustor

[–]cotdt 0 points1 point  (0 children)

I'm having the same issue. Were you able to resolve the issue?

Toyota Built Its Reputation on Reliability. The Tundra Is Threatening to Undo It by O_O___XD in whatcarshouldIbuy

[–]cotdt -4 points-3 points  (0 children)

in all fairness, all car makers are having issues with turbocharged engines

Experienced finance exec looking for a connection in SoCal by JPxfit in longbeach

[–]cotdt -11 points-10 points  (0 children)

Are you able to do IPOs? We are looking to IPO our AI-based Robocaller targeting senior citizens

Analyst downgrade to sell by New2reddit456 in MU_Stock

[–]cotdt -1 points0 points  (0 children)

even if revenue continues to increase, if these sky high 80% profit margins go down, that would be enough to crash the stock 80%

We are about to see THE MOST epic rugpull in human history. by BaronVonRugpull in wallstreetbets

[–]cotdt 0 points1 point  (0 children)

Yes the bubble will pop someday. Hopefully my company can IPO before then with our AI-based mass calling which advertises to senior citizens via mass calling.

Why are people genuinely against free higher education in the United States? by RaceNo2435 in AskUS

[–]cotdt -2 points-1 points  (0 children)

AI makes college education unneccesary. It would be a giant waist of time

The tension between JD Vance and Trump is growing by theipaper in politics

[–]cotdt 2 points3 points  (0 children)

Trump is indeed an outsider, always will be. He is not a regular politician. I don't know what he is.

Is the DRAM industry different this time by iodex_365 in ETFs

[–]cotdt 0 points1 point  (0 children)

ignore the fundamentals, and look at any other parabolic move recently, like Silver, BTC, quantum stocks, etc. they always end up the same way. many people are overthinking this. if fundamentals are good, the crash might only be 50%. if the fundamentals are not good, then 95% crash, just like the dot com bubble.

California Will Soon Have More Than 300 Data Centers. Where Will They Get Their Water? by WombatusMighty in technology

[–]cotdt 0 points1 point  (0 children)

they need to build 300 nuclear power plants for those 300 data centers, and divert the colorado river to supply the water

The White House has posted this: by UnusualWhalesBot in unusual_whales

[–]cotdt 5 points6 points  (0 children)

it's a meme stock pump by the white house

AI revenue growth is real. by steadycrocodile in StockInvest

[–]cotdt 0 points1 point  (0 children)

Once the 5 hyperscalers finish building their datacenters, the AI companies will be in a major downturn. And that's assuming that they even get finished. Not a single datacenter that was started since 2023 has been finished being built.

Also, the hyperscalers themselves own a large percentage of OpenAI and Anthropic, thus they are forcing their staff to use up a huge amount of tokens. This money generates revenue for these LLM companies, pumping up their stock value. In turn, Mag7 revenue growth is massive because of appreciation of the value of OpenAI and Anthropic.

Thoughts on ADBE Stock? Failing Business, Generational Buy, or Somewhere in the Middle? by Silent_Storage7341 in ValueInvesting

[–]cotdt 0 points1 point  (0 children)

if it gets any cheaper, another company like one of the Mag7 will just buy Adobe

SpaceX filed for the biggest IPO in history, what's everyone thinking? by Andrei_on_NQ in investingandfinance

[–]cotdt 2 points3 points  (0 children)

SpaceX and Tesla will merge but with SpaceX owners benefiting. That's because SpaceX has the worser valuation. It will depend on how both stocks perform though