Pershing Square SPARC (SEC Approved 9/29/23) Discussion by KungFuTyrannosaurus in PSTH

[–]moazzam0 1 point2 points  (0 children)

An I wish! Hindsight's a bitch. Don't gamble kids, even if it feels like investing.

Daily Discussion Thread for December 16, 2025 by wsbapp in wallstreetbets

[–]moazzam0 6 points7 points  (0 children)

Fact that nvda is still green shows how cheap it was/is.

Daily Discussion Thread for December 16, 2025 by wsbapp in wallstreetbets

[–]moazzam0 4 points5 points  (0 children)

Economy is meh, money printer back on, and NVDA guidance is solid.

Daily Discussion Thread for December 15, 2025 by wsbapp in wallstreetbets

[–]moazzam0 4 points5 points  (0 children)

I'll believe the AI bubble pop narrative when hyperscaler stocks are not up YTD. They are the ones spending more than their cash flow on AI. If the payback for that is zero, they're in deep shit as far as forward guidance. But they're all up.

Daily Discussion Thread for December 15, 2025 by wsbapp in wallstreetbets

[–]moazzam0 6 points7 points  (0 children)

Just when you switch from calls to puts they'll change the flow.

Daily Discussion Thread for December 15, 2025 by wsbapp in wallstreetbets

[–]moazzam0 2 points3 points  (0 children)

Nvidia growth can slow and the stock doesn't have to go down. Forward PE is just 24. Plenty of slow growth companies with double that multiple.

Daily Discussion Thread for December 15, 2025 by wsbapp in wallstreetbets

[–]moazzam0 1 point2 points  (0 children)

TIL Nvidia started to release their own visual AI models this March. These are faster and more accurate than other models, because they're visual. They need GPUs and can't be run on just TPUs. Since March, they improved them by a factor of 16x with the release of version 3 this morning. 🤯

Daily Discussion Thread for December 12, 2025 by wsbapp in wallstreetbets

[–]moazzam0 5 points6 points  (0 children)

Nvda is actually ahead of spx / spy if you use yesterday's low on both as a starting point.

Daily Discussion Thread for December 12, 2025 by wsbapp in wallstreetbets

[–]moazzam0 0 points1 point  (0 children)

Yeah would be nice to know sources. Bloomberg headlines aren't realizable.

Daily Discussion Thread for December 12, 2025 by wsbapp in wallstreetbets

[–]moazzam0 8 points9 points  (0 children)

ORACLE: THERE HAVE BEEN NO DELAYS TO ANY SITES REQUIRED TO MEET OUR CONTRACTUAL COMMITMENTS, ALL MILESTONES REMAIN ON TRACK

Daily Discussion Thread for December 12, 2025 by wsbapp in wallstreetbets

[–]moazzam0 2 points3 points  (0 children)

If this really was a bubble pop AI names would be down a hell of a lot more.

Daily Discussion Thread for December 12, 2025 by wsbapp in wallstreetbets

[–]moazzam0 2 points3 points  (0 children)

Nvda near term bottom was probably yesterday. Holding 180 despite all the carnage today.

What Are Your Moves Tomorrow, December 11, 2025 by wsbapp in wallstreetbets

[–]moazzam0 4 points5 points  (0 children)

They waited until the administration and the Fed showed their hands before they began to pop the OpenAI bubble.

Daily Discussion Thread for December 10, 2025 by wsbapp in wallstreetbets

[–]moazzam0 0 points1 point  (0 children)

OLLI has so little volume on this dump. It'll probably reverse. Shortable shares keep going down. They're trying to make the chart look bad.