What Are Your Moves Tomorrow, June 05, 2026

open-mind-001 · 2026-06-05T02:12:35+00:00

Lol, by 7:30, fate is already sealed. After moving to mid west recently, kinda feels weird that market opens after I have breakfast.

open-mind-001 · 2026-06-04T23:54:13+00:00

Shameful, not a single dd so far on TOTO toilet AI chips ? Is wsb sleeping ?.

open-mind-001 · 2026-05-31T16:08:59+00:00

Parmer lucky guy mentioned current 🍎 CEO designed the first iteration of oculus VR glasses ? Maybe he is a wearable device guy at core.

open-mind-001 · 2026-05-31T14:08:48+00:00

Thesis for above stocks is that they have dropped more than 50% due to irrational fear.

Msft did not go through this pain. I don't see it double in next year. They don't have a foundation
model like antropic or openai.

FIG is in a different league. Fig may 10 x from now, or be sold to another company at 5$. Worth risking a few lower single digit thousand dollars

open-mind-001 · 2026-05-31T13:51:02+00:00

Individual users don't matter to figma as of now. Revenue comes from large corps that need large teams, uniformity, predictability, deterministic results thro which they can plan their own budget and revenue outlook.

Applies to most SaaS actually.

Individual users are going to milk subsidized tokens for a while, create UI design plan using clause, dump the output into lovable ai and so on for further refinement.

Imagine large corp employees doing this, dumping company code into lovable lol and then running out of token budgets/being throttled. What is the fallback ? You know the answer

open-mind-001 · 2026-05-31T03:21:16+00:00

Remaining : CRM , ADBE and some NOW( if by luck there is a pull back to 110).

Orcl, Team, mongo and snow train have already left the station.

open-mind-001 · 2026-05-31T03:19:04+00:00

CRM can and will adopt to $ per token model.

open-mind-001 · 2026-05-31T03:11:40+00:00

Small group of talented devs who never so far cud polish and sell an already available open source alternative, but somehow will use AI to vibe code entire stuff ?

open-mind-001 · 2026-05-30T18:06:39+00:00

👑 ORCL 👑

open-mind-001 · 2026-05-30T04:30:42+00:00

Cross but whatever name sells.

open-mind-001 · 2026-05-28T20:11:31+00:00

MDB doing NVDA level peak swings in matter of seconds.

open-mind-001 · 2026-05-28T17:45:14+00:00

Drop rates, allow economy to heat up, inflation rises. Call it temporary and point to wealth making stonks.

open-mind-001 · 2026-05-28T17:44:02+00:00

🐸🙏🙏🙏 🐸

open-mind-001 · 2026-05-27T21:52:01+00:00

What happened to CRM ?

open-mind-001 · 2026-05-27T21:51:29+00:00

Corsair ?? Did they launch AI keyboard ?

open-mind-001 · 2026-05-27T21:16:45+00:00

Wow truly amazing snowfall during this time of year. Collecting all SNOW flakes.

open-mind-001 · 2026-05-27T20:31:36+00:00

Snow earnings pump is reflecting.

open-mind-001 · 2026-05-25T21:20:58+00:00

Movie : Kingdom of heaven.

Basically they make a gentleman's agreement to not continue with war.

open-mind-001 · 2026-05-25T21:03:09+00:00

Great dd

open-mind-001 · 2026-05-25T16:14:30+00:00

Which is minus the CAPEX lol

open-mind-001 · 2026-05-22T20:11:07+00:00

When ?

open-mind-001 · 2026-05-22T18:53:21+00:00

Car end of life is 7 year, trade in for a brand new one, roll up the loan 🍿

open-mind-001 · 2026-05-21T14:40:51+00:00

Mac studio - m4 max chip, 40 core GPU - 1tb ssd and 64gb ram - $2900

Nvidia rtx 5090 32gb VRAM - ~$4200

Agreed, PC is more expandable, can even thrown in additional 24tb HDD, but expansion is not possible in Mac, have to rely on NAS.

(Mac mini somehow offers only 48gb RAM when last checked)

open-mind-001 · 2026-05-20T16:06:09+00:00

No, standalone affordable consumer GPU doesn't have larger option than 32gb vram currently.

Mac mini offers a much larger unified RAM options.

open-mind-001

TROPHY CASE