josh ☻

my career: 1-2 times a yr, place an extremely over leveraged position for 3-14 days on a pump and dump from reddit/x. average 100-1000% returns in a week. spend the rest of the year buying 100k houses to pay no tax. repeat

@MurrayHillGuy1 Good for her

Why do all women above 24 love the word “dating with intention?”

@The_Money_Buddy thats excellent

A guy I know is 35. He has: • $150k in his 401k • $40k in savings • No other investments He’s wondering if he’s behind. What would you tell him?

@Bitcoin_Teddy 😹😹😹

WATER HEATER PAYS YOU IN BITCOIN Superheat unveils a $2,000 electric water heater that mines Bitcoin. The unit uses the same energy as a standard heater but runs ASIC miners to recoup costs, offsetting water heating bills.

@cryptopunk7213 @zerohedge How is meta this shit?

holy shit Meta might ditch ai efforts and go with google gemini instead Meta to delay their new AI model launch and use gemini to power Meta AI - HUGE fucking win for google: - Meta's avocado model underperformed frontier models from openai, google and anthropic (shitty reasoning, coding etc) - this comes after Meta spent $20B hiring a new AI team thats produced... no ai models. - looking at licensing google gemini (google just licensed to Apple for $1B per year) Google is fast-becoming the preferred model for the largest companies in the world. Meta has 3.6 BILLION MAUs if this happens google will single-handedly have the largest AI distribution of any company.

@Deenobrown123 I agree

I’m tired of the cyclical story for Micron. People act like that money is not real money or something. Micron will make $40 billion dollars in 2026. Micron will make more money in 2026 than Tesla, Palantir, Wal Mart, and Costco combined. Not just more than each of them, but more than each of them combined. Think about that. Those 4 companies have a total market cap of over $3.1 trillion dollars. Micron’s market cap is $450 billion. Plus micron may nearly make double of what they make in 2027. Micron is growing faster and making more money than them. Plus Micron is sold out for all of 2026 and 2027 will be sold out as well. Yet, Micron is worth 1/6th of what they are worth combined. Even if you only know 3rd grade math, you must realize that Micron is a great buy right now. Not a single stock in the American stock market comes close.

@Citrini7 That’s the lesson I learned too. Just never sell anything

OKAY IVE LEARNED MY LESSON I’LL NEVER SELL ANYTHING AGAIN JESUS CHRIST

@BioValues Amazing

@BlueWhiskey007 @michaelsikand 2 year fwd pe of 45 according to your numbers. A lot is baked in at $160

@michaelsikand Smart CEO, incredible Board, great product proven over the past decade+, I think they left plenty of room to generate $3.5B+ of revs and > $1.75 of adj. EPS this year, and then double that next year with the expansion!

$BE's backlog just hit $20 billion. It grew $6 billion in a single quarter. That's not momentum. That's a queue of the world's biggest companies waiting to solve their power problem with Bloom fuel cells. Oracle. Brookfield. AEP. All locked in. The grid can't keep up with AI and everyone knows it. Bloom deploys in months when utilities are quoting 4 years and engine/turbine companies are quoting 2-3. A 2026 tax credit for fuel cells will see the backlog explode even more. $2B in revenue in 2025. Guiding $3.1-3.3B in 2026. The backlog tells you where this is going before the revenue does. 2026 is the year when Bloom goes from unprofitable clean energy wannabe to critical infrastructure.

@DDrolapas @CagdasYilmaz18 😂😂😂😂

@CagdasYilmaz18 Just a gut call but I need to do more homework on it for sure.

Wait so you can buy Berkshire at a 1.07 trillion dollar market cap. Subtract 382 billion cash and that's 688 billion. Their publicly held stocks are worth 274 billion. That means for 414 billion you get all the other privately held businesses they own like Geico, Dairy Queen, Sees Candies, BNSF Railway, & Berkshire Hathaway Energy etc... Probably the safest 5 year double you can buy in the market right now.

@GoogleLabs Wow

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@aleabitoreddit This is a great trade idea

Trade Idea: Long OTM $XLU leaps (2 years, Dec 2027/Jan 2028). This feels like once-a-generation long due to AI. XLU has concentration in $VST / $CEG power companies. Two reasons: 1. Paradigm shift due to AI DC electricity usage. 2. Low option IV (~14%) based on historical averages (flat since 2000s). AI power usage is astronomical. This cannot be understated. Never before in history have DCs use up this much GWs in power, especially when they require outputs of nuclear reactors for training LLMs. This forces $META, $AMZN, $GOOGL, and others to sign multi-year agreements to consume as much power as possible. And yet they still don't have enough. -> So, trillions would likely be poured into grid upgrades. Usually interest rates hurt the sector but we're going into more rate cuts, so it makes the sector a much better long. OpenAI's letter to congress pleaded the US to invest in energy as well to compete vs. China. So, this feels like a once-a-decade type long due to: - paradigm shift eating up any available power from AI - trillions in grid upgrades to compete vs. China - rate cuts. And low IV pricing from historical averages.

@unusual_whales 🤣

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@IvayloPashov @aleabitoreddit That’s a good take, but it’s a mutually beneficial agreement, hyperscalers are demanding as much memory as they can, it’s a price inelastic market.

@aleabitoreddit one risk is US administration i assume they are not happy with the Koreans extracting that much value mainly from US companies special/onetime tariff/tax?

These numbers are staggering: Samsung and SK Hynix are projected to become the most profitable companies in the world by 2027. Their projections exceed $APPL and $GOOGL, both ~$4T companies in operating profit. For reference, Samsung is valued at ~$820B and SK Hynix is valued at ~$410B. That would make a ~$410B company in SK Hynix more profitable than $GOOGL ($3.7T) in 2027. By Morgan Stanley estimates earlier, SK Hynix and Samsung are est. to bring in: ~$387.7 Billion USD combined operating income. America’s two most profitable companies $APPL and $GOOGL combined brought in $263 Billion USD for 2025. (Google $129-132B, Apple $133.1B) 2027 est. Samsung Electronics: ~$226.7 Billion Sk Hynix: ~$161.0 Billion 2027 est: Apple: ~$156B-$165B Google: ~$168B-178B The statistics of smaller Korean equities exceeding multi trillion dollar US hyperscalers in profitability is staggering. It’s a genuinely interesting point, that a $410B company exceeds $4T+ hyperscalers in profitability. But the bigger question markets are pricing in is if the memory shortage is ephemeral, or if they become a necessary “Oil” like GPUs for the AI buildout. If your answer to that is “likely, might be good to get exposure to Korean, Japanese, or Taiwanese equities.

@aleabitoreddit I think the best way to play this is $KORU, it’s pretty much TQQQ korea, with 50% of their QQQ in HK and Samsung

@zephyr_z9 These acronyms man

There are 50 ways to get exposure to GaN and SiC ramp

@EtilenM @zephyr_z9 Ikr

@zephyr_z9 I can’t keep up with the acronyms in this space anymore

Money will flow directly to expand CoWoS and EMIB capacity Btw, this also means that the demand for EMIB is much higher than expected

@PalmerLuckey @Jason @mttgrmm You’re fat too wth

I have confirmed via sources close to Fat Jason that he did visit the island. This clearly contradicts previous claims of having met Epstein only once. I can also confirm that @jason is still fat and refuses to acknowledge lying about my cofounder @mttgrmm multiple times. also

@hamids Interesting play

Bought some more $BMBL as the price of this profitable, high-margin, software company has become a bit ridiculous! ~$400 Million to buy a company generating ~$900M in revenue and ~$150M in profits.

The way to move the quickest is to always identify the bottleneck and attack

@ChrisCamillo Why have you been silent on memory cycle going on? Just missed it or do you have contrarian views?

Most in the know are hyped on Anthropic, Gemini, and xAI. Inertia keeps normies parked.