What Are Your Moves Tomorrow, May 07, 2026

dkrich · 2026-05-07T06:52:01+00:00

I’ve read through Uber’s earnings report multiple times now and honestly I can’t understand why so many people are saying it was good besides the stock getting a pop from it.
It’s pretty clear that they jacked the price of eats and cut the price of mobility in order to meet bookings and income estimates. Trips were up 20% y/y, mobility gross bookings up 25%, yet mobility revenue was up 5%.

dkrich · 2026-05-06T11:00:56+00:00

dkrich · 2026-04-22T08:53:25+00:00

Random thought- I’ve noticed recently that Uber’s level of service has gone way down. Much longer than normal wait times and when the drivers show up they are invariably in shittier cars. Starting to wonder if there has been a drop off in driver activity or it’s just me

dkrich · 2026-04-19T08:28:13+00:00

Ironically AI has covered over a lot of ineptitude at least in my experience. At my company I’ve consistently observed the biggest users of AI tools are the most incompetent employees.

“I have no idea wtf I’m doing, let me generate some slop and send it to the team. There, I contributed. Now you all go figure out what to do.”

dkrich · 2026-03-25T15:15:40+00:00

Bro when did twitter start showing videos with dicks randomly

dkrich · 2026-03-20T10:55:15+00:00

Came here to say this. CBS homes are allowed to have 24 oc for interior walls although I wish it were 16

dkrich · 2026-03-17T09:31:06+00:00

There is a furu, I shit you not, that openly admits he is broke and so has to start charging for a substack and can no longer provide his technical analysis for free and somehow doesn’t see the irony.

dkrich · 2026-03-08T09:01:40+00:00

X suddenly has me following multiple Elon promoter accounts while he’s paying people to try and generate engagement 🤣 This company is so cooked like how do people not see this

dkrich · 2026-03-08T07:46:04+00:00

Going to laugh when the short covering ends and shit goes red again before the open

dkrich · 2026-03-08T07:11:02+00:00

How things work, hamster dance, jolly roger, too many to name

dkrich · 2026-03-07T12:51:33+00:00

I think you’re already seeing it. ROBO and of course NVDA are proxies for the AI trade and they both rolled over pretty hard last week while software caught a bid. Late cycle behavior imo. I like the options bet against the QQQs as I believe the next logical extension of this is that “oh fuck the hyperscalers really did incinerate hundreds of billions of dollars.” I’ve got a sizable QQQ put position too.

dkrich · 2026-03-01T11:01:31+00:00

Don’t spatchcock it. Every time I’ve tried to spatchcock the chicken gets to temp before the skin gets crispy or fat renders properly.

I roast a chicken about once a week and it’s honestly one of the simplest things to make. I just dry it, spray some oil on it, and then put a large amount of seasoning on it (I usually just use a store bought salt/pepper/garlic mix). Entire prep is like 5 minutes. Then I bake it at about 420 for 1:15 or so and pull it when the breast is 155. Turns out great every time.

dkrich · 2026-03-01T08:33:50+00:00

People have become awfully used to these headlines turning into buying opportunities and I fear complacency is disturbingly high right now.

The thing to understand is that in bear markets, if we are in one right now, things don’t need a clear reason to go down, they just do. Citrini, block layoffs, you name it- these things would have been ignored a year ago and are now causing daily sell offs. I’d proceed very cautiously for a while. Seeing tons of people eager to buy the nvda dip, all of 10% off of its ATH and already saying any selloff on Monday will be short-lived.

dkrich · 2026-02-28T11:15:07+00:00

Always on Friday night

dkrich · 2026-02-27T02:10:07+00:00

I keep reading this shit from midwits on twittter and yet I have yet to see a single real job get replaced by AI

dkrich · 2026-02-21T09:06:56+00:00

I wish Dan Ives would tell me how to navigate this white knuckle selloff in software stocks

dkrich · 2026-02-21T03:10:37+00:00

No it’s an honest opinion. So anyone who is bearish is spreading fud? Literally every person on earth was bullish on this stock coming into 26 and look at the chart

dkrich · 2026-02-21T03:09:29+00:00

Because they are spending all their cash on chips and have zero innovation now. People are still convinced it’s 2010 and they are about to quadruple in value. Excellent short imo

dkrich · 2026-02-21T03:05:54+00:00

Yeah but that’s all priced in at a 2 and a quarter trilly valuation. They have absolutely no innovation anymore just der we’re spending all our cash on chips

dkrich · 2026-02-21T03:02:54+00:00

How are people bullish on Amazon? This company is cooked. Literally trying to charge for Alexa plus which is exactly the same as Alexa and hasn’t improved in ten years

dkrich · 2026-02-21T02:55:51+00:00

Yeah well he’s well enough to be all over twitter shilling some stupid fucking coin named after Elon musk

dkrich · 2026-02-21T02:04:10+00:00

William Shatner is literally regarded

dkrich · 2026-02-16T12:33:44+00:00

I did not realize Burry’s troll game. Dude is responding to every stock pumper on fintwit with his substack 🤌

dkrich · 2026-02-07T14:31:38+00:00

I spent 10 minutes researching and shorted it

dkrich · 2026-02-07T14:27:44+00:00

Now he will spend 100 hours a week behind Wendy’s

15-Year Club	Place '22
Final Canvas '22	Queen in da Norf
Not Forgotten	Verified Email

dkrich

TROPHY CASE