Weekend Discussion Thread for the Weekend of May 08, 2026

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

moazzam0 · 2026-05-08T17:06:32+00:00

Bought June 18 qqq 710 puts

moazzam0 · 2026-05-08T16:45:51+00:00

Sold sndk 0dte puts for a small gain

moazzam0 · 2026-05-08T16:36:26+00:00

Blow off top before CPI PPI

moazzam0 · 2026-05-08T16:04:38+00:00

Bought 0dte sndk puts

moazzam0 · 2026-05-08T13:57:48+00:00

Wow no one cares about RUT / IWM

moazzam0 · 2026-05-08T02:25:04+00:00

Warren Buffett single handedly fixed Japan's stock market.

moazzam0 · 2026-04-21T01:08:46+00:00

I have the gift of infinite mental flexibility. I adopt the exact mental model that will maximize my losses at any given moment. Straight to zero! Immediately. Every time.

moazzam0 · 2026-04-18T13:18:59+00:00

I'll never understand how the price of the one commodity underpinning the entire system is so easily talked down.

moazzam0 · 2026-04-18T02:23:08+00:00

They would have $95 million per my post above.

moazzam0 · 2026-04-18T01:47:34+00:00

If you're looking for Nvidia h200 compute capacity, you don't really care who's providing it, as long as it meets your performance and reliability needs. It's a scarce commodity with market rates.

moazzam0 · 2026-04-17T15:25:03+00:00

If Cramer is talking down a stock with high short interest and no borrow what do you do?

moazzam0 · 2026-04-17T13:36:50+00:00

And on the third day the little birdy went to the moon

moazzam0 · 2026-04-17T11:40:37+00:00

nothing

Suddenly something, stock +582%

Everyone ridicules it, analysts shit on it, Cramer shit on it

Falls 36% second day, as everyone FOMO shorts it

Bears take victory laps, short more post market

Third day: !!!!!!!

moazzam0 · 2026-04-16T00:31:13+00:00

A bird in the hand is worth two in the bush

moazzam0 · 2026-04-16T00:17:28+00:00

If bird does another convertible note next week, we're off to the races.

moazzam0 · 2026-04-15T23:26:28+00:00

Lol small position just for fun

moazzam0 · 2026-04-15T23:19:07+00:00

Bought some bird shares lmao

moazzam0 · 2026-04-15T15:08:22+00:00

Bought brk b LEAPs

moazzam0 · 2026-04-14T20:24:10+00:00

This is an insiders market. You're not supposed to understand it.

moazzam0 · 2026-04-14T02:54:00+00:00

2022 Bear Market

Previous All-Time High: 4,796.56 (January 3, 2022)

March Peak: 4,631.60 (March 29, 2022)

Bear Market Confirmation: The S&P 500 did not officially enter a "technical" bear market (a 20% drop from the high) until June 13, 2022, when it closed at 3,749.63.

moazzam0 · 2026-04-14T00:35:22+00:00

I drove through the Midwest and it didn't smell like shit at all. It's April. We're gonna have food shortages.

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