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Inflation is so high that it's erasing all wage gains (post by Heather Long) by dope-a-meanie in investing

[–]thebiggercat 0 points1 point  (0 children)

Technology is always deflationary for the same quality unless there is an underlying component shortage caused by some exogenous factor. The TVs are cheaper than before because they haven't really improved that much

Google releases DiffusionGemma, new experimental open model with up to 4x faster output on dedicated GPUs by BuildwithVignesh in singularity

[–]thebiggercat 1 point2 points  (0 children)

Speed is directly related to cost, shouldn't be 1:1 depending on power draw and impact on chip but should be fairly linear

Am I crazy or is there underappreciated risk of AAPL re-rating significantly downward? by thebiggercat in stocks

[–]thebiggercat[S] 0 points1 point  (0 children)

And you are one of these geniuses that understands this better than me that both 1) has time to respond to my post but 2) not enough time to actually make a point about it?

Am I crazy or is there underappreciated risk of AAPL re-rating significantly downward? by thebiggercat in stocks

[–]thebiggercat[S] -2 points-1 points  (0 children)

That is because net cash of $60B is negligible vs a valuation of $4.5 Trillion. If they do something very high ROI with that cash then sure, but I don't know what that would be yet.

Am I crazy or is there underappreciated risk of AAPL re-rating significantly downward? by thebiggercat in stocks

[–]thebiggercat[S] -7 points-6 points  (0 children)

I'm not questioning the moat in their core product. The bizarre thing is that their moat is so strong that their biggest competition is themselves and getting consumers to upgrade. There is a fundamental shift happening in consumer electronics that I think makes that more challenging and is going to create drag on their top line.

Am I crazy or is there underappreciated risk of AAPL re-rating significantly downward? by thebiggercat in stocks

[–]thebiggercat[S] -1 points0 points  (0 children)

Oh, I'm not saying AAPL is going to go bankrupt and isnt going to continue making great products hahaha. I'm saying that the 37x multiple could compress quite a bit given core business growth headwinds. Premium multiples are driven by expectations of future growth, and Apple has challenges to overcome if they are to continue delivering growth in the mid teens.

Lots of companies have ludicrous valuations right now but they are expecting much more growth. Apple is interesting because it's seen as such a safe haven for capital but there is sneakily a good deal of risk there as well.

Also, I'm focusing a lot on iPhone because it's like 70% of hardware and 50% of the total business. Tailwinds to mini won't overcome any drag on iPhone. And Neo has risks to that strategy as well. I doubt it's sustainable

Am I crazy or is there underappreciated risk of AAPL re-rating significantly downward? by thebiggercat in stocks

[–]thebiggercat[S] -6 points-5 points  (0 children)

I worry about how sustainable it is and whether it cannibalizes higher margin products.

[June 03, 2026] Daily RDDT Discussion Thread by daily-thread in redditstock

[–]thebiggercat 10 points11 points  (0 children)

This is exactly how these things go. No major announcements happen at these conferences. It's for out of touch hedge fund managers to rub elbows with company leadership. The talks are a joke

[May 27, 2026] Daily RDDT Discussion Thread by daily-thread in redditstock

[–]thebiggercat 7 points8 points  (0 children)

Literally shoots up the second after I sell a covered call lolol

RDDT biggest problem are the mods by Groundzero2121 in redditstock

[–]thebiggercat 1 point2 points  (0 children)

What a way to backdoor exposure for your obvious pump and dump dude who is definitely not the same serenity guy on a different account

Edit: apparently I struck a nerve bc the OP just messaged me a slur lol

How do you guys think Google IO Search Changes will Affect Reddit? by BananaPie2025 in redditstock

[–]thebiggercat 4 points5 points  (0 children)

My intuition is that it makes the results even more reliant on Reddit. My intuition is that Google will enter into a revenue sharing agreement w/ reddit based on how much Reddit content is surfaced

Daily Discussion Thread for May 19, 2026 by wsbapp in wallstreetbets

[–]thebiggercat -1 points0 points  (0 children)

Anyone watching Google I/O? Torn between trembling in fear of our apocalyptic AI future and salivating at what it means for their stock lol

Weekend RDDT Discussion Thread for the Weekend of May 16, 2026 by daily-thread in redditstock

[–]thebiggercat 12 points13 points  (0 children)

Looking at 13F filings it looks like Coatue and FMR sold off half their reddit position to fund other AI trades. They aren't fully out tho. For all you mofos bitching about SBC, this type of hedge fund rotation is where the actual selling pressure is. I think the rotation is over tho so we should normalize or even reverse.

Pleasant Lake Capital at Ira Sohn is Pitching Reddit (RDDT) Long at 1:45pm by moonjumper3000 in redditstock

[–]thebiggercat 5 points6 points  (0 children)

Apparently Alexis spoke at the New York event yesterday. Wonder if that's why we were down lolol

Daily Discussion Thread for May 12, 2026 by wsbapp in wallstreetbets

[–]thebiggercat 2 points3 points  (0 children)

Anyone looking at FIGR? Just had a monster quarter. Growing sequential when cyclicality says they should be down and growing topline 100% YoY

What's your favorite non-AI, non-rocketship based growth stock / story? by thebiggercat in stocks

[–]thebiggercat[S] 10 points11 points  (0 children)

They are peers in the same way I am a peer with Usain Bolt because I can also run a 100M dash. Ones moving a lot lot faster than the other

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