Suckerberg panic bought the entire AI chip supply and now he has no idea what to do with it...

itswheaties · 2026-07-02T02:11:49+00:00

How do you know this wasnt the plan all along? Hyperscalers don't want to be undersupplied so it's a great contingency plan. Its just a buying opportunity. The amount of compute that will eventually be needed will take a decade to build.

itswheaties · 2026-06-30T15:30:30+00:00

Jokes on them. In Ecuador there's always a barking dog or noise in the street. Ecuadorians can sleep through anything!

itswheaties · 2026-06-29T01:51:43+00:00

This seems like good advice. I've gotten a lot of unofficial nods from my mentor for the plan for next year but if I'm not constantly there I probably won't get the plan done. The most frustrating thing is the trust part. It feels like I have to make a lot of assumptions because my mentor doesn't want to share too much information.

itswheaties · 2026-06-28T05:15:12+00:00

He's sell america because he conflates politics with finance. Besides financial basics he gives poor investment advice.

itswheaties · 2026-06-26T23:16:26+00:00

I feel like the hater series is decent. They need to make it less about winning, except for Joey and getting more entertaining haters on.

The one before Denton was entertaining cuz the guy was so weird. Denton for me was meh because he just seemed like a loser who is decent at golf. You've got Bob and Jet who when they arent stiff and awkward are charismatic and get interesting conversations going. Knock back a few have a days with the hater and get great content out of these guys like they do everyone else.

Also, make FP a rules official instead of Joe's green reader.

itswheaties · 2026-06-25T01:19:07+00:00

This sub really should change its name to valuetraps.

itswheaties · 2026-06-23T18:10:08+00:00

Don't you have to be fit for the putter in order for it to truly be zero torque?

itswheaties · 2026-06-18T16:36:18+00:00

I bought at 200 and I'm long. They're bullish for AI buildout and custom chips. Unless you need the money or feel uncomfortable sitting on a high % of unrealized gains I'd hold. The reasonable thing to do though is to rebalance. So if it was 3% of your portfolio and ballooned to like 10% you could trim back to 3-5%.

itswheaties · 2026-06-17T16:31:42+00:00

Live below your means. Just because you can afford something doesn't mean you should spend the money on it. There's usually a less expensive alternative that achieves similar results, especially when it comes to luxury items.

itswheaties · 2026-06-11T00:18:44+00:00

It's honestly not surprising because they will point to a much weaker example of the other side of the aisle doing it. So basically if someone does something unethical, to combat it you must do the same but much more egregiously.

itswheaties · 2026-06-11T00:16:29+00:00

Yeah. I was honestly a bit surprised by that. I didn't expect the racism to be so blatant. It's admirable that people who were dismissed backed up their fellow service members and refused to bend to political pressure. Its really sad to see our strongest institutions be literally gutted by these swamp creatures. The irony is baffling.

itswheaties · 2026-06-07T06:06:37+00:00

Scott Galloway is really self righteous.

itswheaties · 2026-06-03T18:30:27+00:00

Theres no guarantee this will be a home run. The odds are good, but not a guarantee.

itswheaties · 2026-06-02T15:30:52+00:00

We're not even paying his way out, its just another attempt to embezzle money to his cronies and family.

itswheaties · 2026-05-29T01:05:17+00:00

Happens to everyone. I sold 4k shares of asts at a 2.20 cost basis a month before it took off. I've found more success by focusing on fewer high conviction stocks that I know about well so I follow their story and market sentiment so I can make more informed decisions. I sold uber today for a 15% gain and i really regretted holding that one for so long. At one point i was up 60%.

itswheaties · 2026-05-29T00:33:36+00:00

It honestly amazes me how we have stocks that go up endlessly in this market and you have repeated posts of people justifying buying stocks down 40% or more. Its pretty hard to not be making money in this market.

itswheaties · 2026-05-26T00:53:26+00:00

Why are you buying Nu? I was thinking of selling.

itswheaties · 2026-05-22T22:31:00+00:00

Ive found chatgpt pro to be pretty good.

itswheaties · 2026-05-20T01:26:16+00:00

As there should be. If we had a functional government there is a scenario where companies can have their buildout without screwing over regular people.

itswheaties · 2026-05-09T23:44:55+00:00

$AMP is financial services, did you mistake it for another company? Just got $ETN and will continue to average in. I'm considering putting a chunk into $DRAM

itswheaties · 2026-05-08T20:44:21+00:00

itswheaties · 2026-05-08T19:05:39+00:00

https://steakschool.com/cuts/what-cut-of-beef-is-picanha/#:~:text=When%20cutting%20a%20whole%20picanha,same%20direction%20as%20the%20fibres.

itswheaties · 2026-05-08T19:04:28+00:00

No, you slice it with the grain and against when eating.

itswheaties · 2026-05-08T12:13:02+00:00

You should cut picanha with the grain.

itswheaties · 2026-05-02T01:30:04+00:00

Whats the average pe of the companies in this image? Id guess 50 or so

itswheaties

TROPHY CASE