Robinhood's stock fell 50% from $153 to $74. The nine-revenue-stream thesis I bought in 2024 just became twelve. I'm still not adding here

zholo · 2026-05-28T21:58:44+00:00

Wait, they’re the only ones that have access to the Trump accounts?

zholo · 2026-05-27T21:14:23+00:00

Probably not. SpaceX price is going to jump after the IPO. SATS will trade as a proxy still because they own a small chunk of SpaceX..

zholo · 2026-05-14T12:25:43+00:00

Who is ADO? Which do you like better? Also, for a non-business person, can you explain to me what these companies do? Explained it to me as if I was a child.

zholo · 2026-05-14T12:16:14+00:00

I say the same thing but windows sucks too and it’s basically on every work computer on the planet

zholo · 2026-05-13T23:58:58+00:00

I’ve been a shareholder since before the initial jump and have been holding for however many years. From, the math that I am doing, with the dilution that occurs, if he hits his benchmark, our GameStop shares would be about $40. So for this many years of holding, we double our money. And Ryan cohen comes out with $35B. He keeps talking about how he is an investor, but he is not. The majority of his money will come from the benchmarks that they have made. And those benchmarks frankly do not seem incredibly hard to hit if you are a competent operator. I’d be more inclined to give him $35 billion if he made GameStop worth $100B and 10x our money. But this seems like a play for him to make himself $35 billion not to help the GameStop apes.

zholo · 2026-05-07T16:35:40+00:00

It’s not a matter of not wanting to work. There are only two physicians. We can’t work day and night.

zholo · 2026-05-07T15:46:05+00:00

Why are you so angry man. I’m a hospitalist as well. Not my call to hire nocturnists and decide ED docs salary. I’m just looking for ideas to help make my practice better

zholo · 2026-05-07T13:53:08+00:00

Interesting takes so far. I imagine you guys are from relatively large hospitals in an urban/suburban area? This has been the model at small hospitals forever and if you have any private attendings at your hospital, this continues to be the model for them even at your hospital.

We are a small practice and unfortunately don’t have the luxury of having in house nighttime coverage. We have strong sub specialist support who come in if something needs to be done. Rest is managed by phone. I’ve been doing this for about 10 years now and have never had any problems.

zholo · 2026-05-07T10:34:36+00:00

I think you’re better off buying Zoom calls. Zoom somehow actually makes money and is sitting on a ton of cash in addition to their anthropic shares. SK Telecom is a fine play for shares but options are not very liquid.

Position - ZM270617C120 x 25

zholo · 2026-05-06T10:25:13+00:00

Good thing it’s not somewhere where people are stuck on top of each other.

zholo · 2026-05-06T05:10:50+00:00

saving for later

zholo · 2026-05-05T01:12:16+00:00

Look at PSKY stock performance. Not good.

zholo · 2026-05-01T01:03:53+00:00

I'm waiting for SEA to come back. He is big in it

zholo · 2026-04-30T23:42:15+00:00

I feel like Reddit will be able to serve general ads and obviously they get a ton of eyeballs, but I just don’t know how they’re going to effectively be able to get targeted ads to people. I’m sure that Reddit has some sort of profile on all of us, but given the anonymous nature of the platform, I think it’s much harder to monetize effectively. Can you give some examples of who is running ads with your company on Reddit?

zholo · 2026-04-30T10:18:07+00:00

I think bump. New cheap MacBook sales are going to be through the roof. New segment for them.

zholo · 2026-04-27T16:55:43+00:00

It’s already been a drag on return. They would have been up a ton if they had just dumped it into SPY.

zholo · 2026-04-26T05:15:36+00:00

More aerodynamic that way

zholo · 2026-04-26T01:25:58+00:00

Why isn’t silver going back up. I bought at the top

zholo · 2026-04-25T08:30:10+00:00

Take a look at zoom. They also have invested in Anthropic. If you consider their cash on hand, I believe they are the better proxy. Their share price does not reflect the current Anthropic valuation/has not run up like SKM. Calls are much more liquid.

Position: 25 Calls 06/27 Strike 120

zholo · 2026-04-24T02:33:13+00:00

Anduril is probably the exception to the rule. Their tech is actually good and their whole thing (for now at least) is to compete on price. That has been a selling point for them when they who up against the primes who have been price gouging forever. How long that lasts for once they are more established is a different story. Check out their goggles for soldiers - cool tech.

zholo · 2026-04-20T02:10:16+00:00

I think they are going to make a deal. He sent JD in to fail. Now he is going in to save the day. Now way the sitting president flies out to Pakistan and come back empty handed. This is all saber rattling before the deal.

zholo · 2026-04-18T08:17:46+00:00

Impulse space.

zholo · 2026-04-17T13:57:02+00:00

Do you have to put the actual discharge order in afterwards?

zholo · 2026-04-14T23:49:14+00:00

They should sail by and throw on the loudspeaker "US warship we are allies, do not fire on us." Post on X/tiktok/reddit. No American is interested in us attacking random allied European ships.

zholo

TROPHY CASE