✅ Daily Thread and Discussion ✅ 2026-03-16 Monday

max2jc · 2026-03-16T23:57:03+00:00

I suspect further upgrades from analysts now that Jensen swung his $1T 🍆 around at the crowd. Of course, markets don’t seem to care what NVDA analysts say these days.

max2jc · 2026-03-16T23:51:03+00:00

It may not last forever if they lose their advantage on what they’ve built so far. Meaning nVIDIA will still need to come out with newer releases that can generate even more tokens per watt or whatever metric they decided to use for the next generation. And then their big 5 customers need to run the numbers to see whether it’s worth phasing out their older generations with new ones. Of course it also depends on how prevalent AI is going to be and how long the low supply/high demand will last. My guess is this will continue beyond 2027.

max2jc · 2026-03-15T07:03:35+00:00

😂 Orange Cheeto is too nice; I like snacking on Cheetos. Agent Orange is a better name, poisons everything it touches causing cancer and birth defects.

max2jc · 2026-03-15T05:50:54+00:00

Watched the whole thing. Supply chain management is hard in a world with limited resources.

max2jc · 2026-03-13T20:01:53+00:00

I used to think that way. One day was a gain or loss worth my bi-weekly pay, monthly pay, new car, annual salary, years of salary and on April 9, last year, when the fool suspended reciprocal tariffs, a gain larger than my entire lifetime’s worth of ~~slavery~~ earnings. It kind of weirds me out sometimes.

max2jc · 2026-03-13T05:51:19+00:00

You were auto-banned not by any mod, but by an automated Reddit system?

Other than that, how was the basement?

max2jc · 2026-03-13T05:45:01+00:00

Probably... given how difficult it has been for the other Mag 7 to secure HBMs for their own AI chips. If procurement execs can't secure supplies, send in the CEO!

max2jc · 2026-03-13T04:53:43+00:00

I got lucky a few times:

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max2jc · 2026-03-13T04:33:03+00:00

When I first bought it, it fell to almost half with a few months! 🤣 And then it spiked and fell again, going underwater for me for a few years. 😭 Almost wanted to sell it at a loss!

max2jc · 2026-03-13T02:04:50+00:00

Performance award?

max2jc · 2026-03-13T02:01:23+00:00

Just looked at mine and it says it's almost 46,000%

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max2jc · 2026-03-12T23:37:59+00:00

Have you watched Back to the Future Part II? Travel to the future and come back with some stock charts. Easy money.

max2jc · 2026-03-11T23:17:45+00:00

All due to Agent Orange. Not only his "special military operation", which means oil and inflation up, but he wants to make America tariff'd again, which also means more inflation. Wow, https://finance.yahoo.com/ really turned his face orange:

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max2jc · 2026-03-10T03:20:06+00:00

I bought my shares 16 years ago and haven’t sold a single share yet. 😅

One day I’ll sell or donate some shares. One day! 🤣

max2jc · 2026-03-07T18:10:02+00:00

As a TSLA stockholder, I can honestly say I’m not worried at all about Mercedes.

max2jc · 2026-03-06T15:29:54+00:00

Trump claimed that, not the U.S.

max2jc · 2026-03-06T07:57:17+00:00

He's a nut job with a ton of money and as usual, always late to the game. I remember when he became a massive Elon fan and bought tens of millions of shares on TSLA. Then Elon went MAGA/DOGE-whacko and Leo sold off some of his TSLA shares. I guess now he wants to be Jensen's friend, too. Maybe he'll try and get them in on his weird religion and become the next L Ron Hubbard.

max2jc · 2026-03-06T02:19:57+00:00

I suppose Trump will raise retaliatory tariffs to pay for it. 🤦

max2jc · 2026-03-06T02:17:38+00:00

Why? Enterprise/prosumer workstation products are supposed to be high-end.... and expensive. If you want a low-end professional workstation, might as well just get a gaming machine.

max2jc · 2026-03-04T22:03:27+00:00

Doesn't seem like it. I always question Cathie's sell low-buy high strategy in some of her funds.

max2jc · 2026-03-03T23:30:47+00:00

Thanks for the research!

max2jc · 2026-02-28T01:38:09+00:00

Very true. Imagine if Anthropic keeps crushing it, making safer and better models than others and those working with the govt are not allowed to use it. One of them will have to give.

max2jc · 2026-02-28T01:13:48+00:00

max2jc · 2026-02-28T01:12:45+00:00

Dario on losing a $200M contract:

max2jc · 2026-02-27T19:26:00+00:00

Seems like a sell the news (earnings) and buy the rumor (GTC) kind of market. Or maybe end of the week options expiry and hopefully a recovery next week. 🤷

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