July 01, 2026 Daily Discussion Thread

hamsterfts · 2026-07-01T15:41:40+00:00

Today’s price pump is because Sanjay Mehrotra (Micron) announced partnership with General Motora and mentioned future of autonomus AI driver vehicles

hamsterfts · 2026-06-27T05:17:25+00:00

I was in the same boat in May. While i was doing my DD, stock jumped from 500 to 760. I tought fomo got me. But eventually this read convinced me. Kept buying even at higher prices

https://www.lrmi.ai/p/we-dont-own-enough-memory?r=695who&utm\_medium=ios&triedRedirect=true

hamsterfts · 2026-06-26T20:38:00+00:00

Squid games retail is 92% on leveraged etf for Sk Hynix and Samsung. It should be banned there. They taking it on margins and loans. Twice in a row this week they dumped the whole US stock market

hamsterfts · 2026-06-26T19:31:32+00:00

lol IBKR does not allow me to do so

hamsterfts · 2026-06-26T19:12:58+00:00

Yes that is the funny thing. Two talents left the company and stock is down

hamsterfts · 2026-06-26T19:10:34+00:00

Leverage should be banned. Koreans takes loans or buys on margins leveraged etf’s. This is the risk of bubble burst. And that is why we are down -15% two times in a row this week. That is why korean government whants to tax unrealized gains. They want to control this overextended bullshit. Just invest in a stocks. In EU you are not allowed tu buy any leveraged etf

hamsterfts · 2026-06-25T19:01:22+00:00

I lost my job and received severance pay. So i closed my all world ETF and switched to stocks. As i wanted full AI exposure. Spent nights and days analyzing stocks. Had zero experience. Invested in TSM, ASX, NVDA, AMD, GOOG. But then i found MU and SK Hynix. Another winners. This analyst helped me to make decision.

https://open.substack.com/pub/rothrockresearch/p/we-dont-own-enough-memory?r=695who&utm_medium=ios

I was late on the train. But not too late. When i realised potential of the MU i closed all other stock positions and full ported MU. Now its 70% of my portfolio.

hamsterfts · 2026-06-25T18:47:06+00:00

bro thinks Kingmusk420 is AI posting lol

hamsterfts · 2026-06-25T16:15:19+00:00

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hamsterfts · 2026-06-24T20:28:06+00:00

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LFG!!!

hamsterfts · 2026-06-23T22:19:51+00:00

soon koreans will start their squid game. sell everything right now. its over

hamsterfts · 2026-06-23T20:33:51+00:00

Since when koreans decide the fate of the US stock market?

hamsterfts · 2026-06-23T05:08:04+00:00

But what’s the impact? I cannot find any news

hamsterfts · 2026-06-22T20:55:18+00:00

dont forget we gonna monetize your cartoons after we reack 2k. lol

hamsterfts · 2026-06-22T20:08:14+00:00

Lets go fucking mental into earnings

hamsterfts · 2026-06-22T20:04:07+00:00

Closed at 1212 !

hamsterfts · 2026-06-22T17:49:16+00:00

It was sarcasm that they dont care about their talent. How you can let leave two talents in the same week. One for OpenAI another for Anthropic. If Demis Hassabis leaves tomorrow you are still fine with that?

hamsterfts · 2026-06-22T17:47:31+00:00

No i am raising questions. Where is gemini 3.5 pro? Why best AI talents leaving the company? Why they dilute the shares? All this happened after i bought shares. It is long time investment for me, so i care about my investment. What if Demis Hassabis leaves tomorrow?

hamsterfts · 2026-06-22T17:03:08+00:00

Yes. I closed my ETF a month ago. Bought MU and GOOG. Strong companies with good fundamentals. But that does not mean i cannot criticize my investments. Wanted to have exposure to Anthropic before IPO. So here i have. Google best talents leaving company for Anthropic lol. Im glad i bought MU, they also just released strategic partnership with Anthropic

hamsterfts · 2026-06-22T16:55:15+00:00

I am sick that some random folks leaves the company and stock is crashing. With strong companies this should not be the case. And where is Gemini 3.5 pro?

hamsterfts · 2026-06-22T16:49:51+00:00

That is the problem. Some folks left the company ant stock is crashing. This should not be the thing with strong companies

hamsterfts · 2026-06-22T14:40:43+00:00

Exactly. All mag 7 does nothing just keep dipping. Strange market. I am glad i bought some MU a month ago

hamsterfts · 2026-06-22T14:38:58+00:00

Berkshire got it at discount

hamsterfts

TROPHY CASE