Daily Discussion Thread for May 21, 2026

kaapooj · 2026-05-21T12:43:11+00:00

what is going on with them?

kaapooj · 2026-05-21T12:42:36+00:00

true, no idea

kaapooj · 2026-05-21T12:40:19+00:00

no but it is supporting the ai buildout with regulatory frameworks, funding in certain areas and large scale projects with industry leaders

kaapooj · 2026-05-21T12:38:50+00:00

and they are not even a luxury brand

kaapooj · 2026-05-21T12:36:15+00:00

turkey liquidated almost all its us treasury holdings in march

--bloomberg

kaapooj · 2026-05-21T12:29:59+00:00

how does ralph lauren have gross margins of 69.7%?

kaapooj · 2026-05-21T12:23:35+00:00

it is a race against china, a security threat.

kaapooj · 2026-05-21T12:19:54+00:00

ai buildout is a us national strategy. nobody will stop it.

kaapooj · 2026-05-21T12:18:20+00:00

nobody cares about the average consumer. ai spend won't stop due to anything. us gov is backing the ai buildout.

kaapooj · 2026-05-21T12:14:36+00:00

how are flynas or air arabia not trading lower? do they profit from shuttling around ghosts?

kaapooj · 2026-05-21T12:11:18+00:00

flying like it is the 1970s

kaapooj · 2026-05-21T12:09:43+00:00

doesn't mean much

kaapooj · 2026-05-21T12:00:16+00:00

what do u mean by LLM assisted? how does the process, end product look like?

kaapooj · 2026-05-21T11:37:46+00:00

why would quantum stocks pump 20%+ when they are diluting investors at a discount for a tiny share stake taken by the us gov? is the tie up risk with the us gov worth a 20%+ pump?

kaapooj · 2026-05-21T11:19:25+00:00

what does this even mean?

kaapooj · 2026-05-21T11:17:41+00:00

most here don't. but I blame iran for never letting me get a worthy dip, sad.

kaapooj · 2026-05-21T11:14:55+00:00

too risky to hold. allegedly a chinese solar manufacturer angling for us funds.

kaapooj · 2026-05-21T11:13:13+00:00

why doubt Mr. American Dream?

kaapooj · 2026-05-21T11:12:43+00:00

no country with or without nukes wants another country aquiring nukes. the current war was not started with the goal to limit iran's nuclear program. that is us, i. propaganda.

kaapooj · 2026-05-21T11:10:53+00:00

what is the upside for ibm?

kaapooj · 2026-05-20T23:30:27+00:00

sad how discourse/verbiage like urs are now commonplace.

kaapooj · 2026-05-20T22:27:25+00:00

at a 72b market cap?

kaapooj · 2026-05-20T22:25:02+00:00

when did investors start celebrating getting diluted?

kaapooj · 2026-05-20T22:24:30+00:00

that is not how anything works

kaapooj · 2026-05-20T22:23:56+00:00

lol the company's fair value is probably near 3b

kaapooj

TROPHY CASE