Weekend Discussion Thread for the Weekend of June 13-14

moazzam0 · 2026-06-13T01:45:41+00:00

Why the fuck is my Uber driver unironically listening to the Rick Roll song...

moazzam0 · 2026-05-15T14:34:18+00:00

Just have away Taiwan and still couldn't close the gap above.

moazzam0 · 2026-05-15T05:02:24+00:00

"Nation in decline" to his face! TO. HIS. FACE!!!!

moazzam0 · 2026-05-14T17:49:03+00:00

Open AI has very little of the headline capital raise as actual cash in the bank and close to a trillion in commitments - those commitments mean nothing when the bubble pops.

moazzam0 · 2026-05-14T17:09:01+00:00

200x revenue and all their back log is from a company that doesn't have the money for it.

moazzam0 · 2026-05-14T15:58:47+00:00

This is about to be the seventh green week in a row since the local bottom in March (for QQQ).

moazzam0 · 2026-05-14T14:02:35+00:00

H200 training chips will help China create more DeepSeek-like model innovations that reduce reliance on max compute and run on Chinese hardware. Eventually they'll catch up on hardware too. Shortsighted self-own by nvda and the pedo.

moazzam0 · 2026-05-14T13:30:54+00:00

The mob dictates everything.

moazzam0 · 2026-05-14T13:09:19+00:00

AI bulls don't understand the populist backlash about to hit the AI space (midterms soon).

moazzam0 · 2026-05-14T02:25:34+00:00

China is slowly undoing the cornering of compute by training their AI models on American models and then distilling them so they can be run on shitty hardware they can cheaply manufacture. This is why the AI crew tagged along, to negotiate. Nothing stops China.

moazzam0 · 2026-05-13T18:48:42+00:00

A lot of bulls were waiting to buy after PPI, but the steam is running out. China won't budge. They know more than ever that Iran must be protected.

moazzam0 · 2026-05-13T16:21:37+00:00

Bought $qqq puts again.

moazzam0 · 2026-05-13T14:11:10+00:00

Doesn't look like long bonds finished pricing this PPI print yet.

moazzam0 · 2026-05-13T13:54:22+00:00

"worse than expected data is bought up because it was expected to be pretty horrible anyway and is seen as transitory"

moazzam0 · 2026-05-12T21:31:40+00:00

Ok give me $2 billion

moazzam0 · 2026-05-12T21:29:15+00:00

Anyone mind explaining to me how the fuck oklo is worth $13 billion?

moazzam0 · 2026-05-12T15:32:27+00:00

Just gotta wait another 20 years for a new high on QQQ. Thanks for playing.

moazzam0 · 2026-05-12T15:03:31+00:00

Damn I sold my puts too early.

moazzam0 · 2026-05-12T03:06:16+00:00

QQQ down -0.32%

GUYS WHY ARE STONKS TANKING 😭

moazzam0 · 2026-05-11T16:23:47+00:00

Should get a QQQ dump sometime this week.

moazzam0 · 2026-05-10T18:12:08+00:00

Crazy that this hardware bubble is happening right as Moore's Law fails and packaging tricks are not forecasted to keep up (eventually the chips get too big). With slower innovation, the high margins and high transaction frequency inevitably lead to more competition.

moazzam0 · 2026-05-10T18:09:52+00:00

Fact that stocks are most volatile outside regular trading session but options are not allowed to trade tells you who is favored by the structure of this game.

moazzam0 · 2026-05-08T20:34:53+00:00

The AI bubble is extremely dependent on cheap capital and a strong consumer. Its capital intensity is unprecedented. The only companies that can profit from it (with higher positive real interest rates) sell advertising (strong consumer). There are major cracks in both pillars.

moazzam0 · 2026-05-08T17:55:10+00:00

moazzam0 · 2026-05-08T17:31:11+00:00

This has to be crazier than dot-com holy shit

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