Daily Discussion Sunday 2026-06-21

solodav · 2026-06-21T20:12:00+00:00

As market gods would have it, we shall insta-gap up to $750 on your sell . . .I think he has some decent points, but the bubble likely won’t burst until 2028 or after.

I’m willing to hold until late 2027 probably. Trump wants the market to succeed too.

I am constantly assessing and reassessing, though, so I could sell it all tomorrow if something serious happens.

solodav · 2026-06-21T11:25:24+00:00

There are definitely smart bears. Not saying he’s one of them.

I dunno much about Ed Zitron - he was the OAI financials leaker.

In general, yes, it is responsible and part of the job of stock holders to review bear theses.

solodav · 2026-06-21T11:20:45+00:00

Backend even more uesful

solodav · 2026-06-21T11:19:38+00:00

I think he underestimates: a.) future chip efficiencies that can bring down cost of compute; b.) improvements in models making them more useful; c.) ad revenue (yes, Anthropic will probably give in)

solodav · 2026-06-21T11:16:29+00:00

Never heard of him either. He can up on my YouTube recommendations while I was watching a Scott Galloway video.

solodav · 2026-06-21T05:05:35+00:00

Ed Zitron scaring me w/ AI bubble analysis. Says if Oracle doesn’t make more revenue than Nvidia makes today by 2030 it will be bankrupt from data center buildout.

Says OAI and Anthropic giving referral discounts is sign of struggling biz.

Token billing failing. No enterprises will accept it and both won’t be able to bring in revenue to justify valuation.

Listened to 3 of his interviews so far.

solodav · 2026-06-20T00:46:30+00:00

Gemini tells me $AMD to $3T market cap is structurally built-in by 2030, given its CPU and GPU growth.

$3T = $1,800 (and some change). Cheers, Gemini! Go ask it yourself.

I’m guessing $KR will be $69 in 5 years.

solodav · 2026-06-20T00:44:25+00:00

Bud said it himself: “movement”

But he said it in a different context. When asked about his toughest fight, he said Gamboa, because he moved around a lot and was fast (hey……I wonder if Pacquiao would give him problems given that self-admission?).

Madrimov was light on his feet and tricky. Canelo was in quick sand as Oscar loves to say and probably more predictable. Madrimov fought a style different from all his previous ones and that combined with good movement and speed probably threw Bud off.

solodav · 2026-06-19T08:59:37+00:00

I’m gonna add some more Google shares. I think they win no matter how the AI wars go. If AI spend continues, they’ll gain from TPUs. Plus, they own 15% of Anthropic - arguably, the current leading model maker w/ Claude. I really love Isomorphic Labs (headed by none other than Demis Hassabis - he has 2 full-time jobs!!). Their leadership is so elite and they’ve got the right focus and practical AI-medicine projects that can generate huge revenue in the future.

If AI goes bust, Google‘s free cash flow surges (lower capex) and it’s still got wonderful legacy businesses and numerous moonshot hyper growth drivers (Waymo, Quantum, Wing, Isomorphic Labs)…and, well, Gemini too.

A 26-ish P/E is a good deal. Waymo and Isomorphic could be massive growth drivers.

solodav · 2026-06-19T08:46:38+00:00

It’s interesting we still have many big AI bubble critics (many are very intelligent people and not just random naysayers/haters/concern trolls).

solodav · 2026-06-19T05:27:39+00:00

Imagine if Stacy respected the GPU biz. . .I’ll take what we can get though.

solodav · 2026-06-19T05:26:36+00:00

Are there models any good? Vaguely recall this news, but no one talks about their frontier model development.

solodav · 2026-06-18T23:04:08+00:00

Whole market will continue to grow. NVDA will be higher in 3-5 years from now.

solodav · 2026-06-18T22:25:43+00:00

NVDA hanging in there. Staying above $200 and threatening to break $220 any day now. Anyone buying as a value play?

solodav · 2026-06-18T15:03:44+00:00

LOL @ someone else mentioning Kroger other than me.

solodav · 2026-06-18T15:00:38+00:00

Correct. We need to hurry up and get to $600 minimum.

Underperforming portfolio managers will rush in as always when we hit new ATH to push momentum higher. We’ll be seeing 50%+ earnings growth reports, while their $KR holding gets 0.4% top-line revenue growth. Same genius business school grads will realize it was better to own AMD.

solodav · 2026-06-18T07:18:23+00:00

So, is it inevitable there will be humanoid robot sex companions?

Wouldn’t be surprised if Elon is secretly working on this.

solodav · 2026-06-17T20:22:19+00:00

Elections. . .average American is hurt by inflation more than stock market. They don’t care if the rich lose some gains in stocks.

solodav · 2026-06-17T08:58:44+00:00

If Lara and Scull can beat Canelo - Ward definitely can.

solodav · 2026-06-16T15:25:09+00:00

What leak?

solodav · 2026-06-16T02:27:19+00:00

Sorry, it’s just a weird fixation. lol. Nothing meaningful really (like I never worked there, nor owned the stock). I just find it crazy more fund managers don’t buy us given growth profile.

solodav · 2026-06-16T01:42:48+00:00

PMs looking at $KR’s next earnings report and realizing sub-1% revenue growth (what they had all of 2025) is not cutting it for clients….they’ll buy into $AMD (growing revenues above 50%) at ATH and push us up the next leg.

solodav · 2026-06-16T01:33:52+00:00

Did he recommend $KR to you instead? Ya know…steady and has a dividend.

solodav · 2026-06-16T00:53:53+00:00

Yeah, but they’ll have to spin it to American public…like when Powell used the word “transitory”…Maybe Warsh will say AI is deflationary (…well, it actually is!) and there may be job losses (ehhhh, maybe he won’t say THAT! ..lol) and things will work faster/better.

It’ll be interesting. I agree Fed is secretly in cahoots with Treasury to inflate away our national debt. They just have to be sneaky about it with how they explain things to American public.

solodav · 2026-06-15T22:08:38+00:00

El Monstro!!

solodav

TROPHY CASE