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123 posts
what’s a material thing under $1000 you’ve bought that actually changed your life?
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@sivapatibandla1 @BourbonCap Why wouldn’t those outside investors just buy on their own? It’s not like this was a private placement at a specific below-market negotiated price.
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We need more CEOs like the $TTD CEO.....not afraid to buy more than $100M worth of their own stock.
Plenty oversold companies out there
Bourbon Insider Research@BourbonInsider
$TTD CEO just purchased 6,000,000 shares for $148 million Average Price: $24.68
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The demand for GPUs and as a derivative of that High Bandwidth Memory & 800G+ networking will be half of what it currently it is today.
I know something you don’t. Trust me.
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@DeepValueBagger interesting how the narrative is completely flipping for $AAPL
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My perspective on $AAPL completely changed. I used to think it was not innovative, not doing enough in AI, and not providing enough value . But after watching the rise of local LLM, I have changed my mind.
> Lowest Capex on Mag7 - only $13B means more money in FCF, earnings and lower capital risk.
> Expanding margins esp with new line of Apple Laptop M4 Max + Apple Mini Studio tailored for the pick & shovel AI wave. I'm very impressed on software optimization side like Unified memory (2x faster than GB10 spark), CPU power & efficiency, MLX, RDMA over Thunderbolt. These are genius moves made years ahead.
> Higher trending revenue, High margin expansion with the most recognizable brand in the world. They are playing to their strength: brand, hardware, logistics (Tim Cook specialty).
> Technical - price is near Dec 2024 highs. RSI 47.S Sits near 100D MA.
Given my choices 200B capex and low margin retail drag of $AMZN vs $AAPL pure consumer/developer AI play - This is my golden horse.
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What Jack Dorsey was really doing during COVID
jack@jack
yes we over-hired during covid because i incorrectly built 2 separate company structures (square & cash app) rather than 1, which we corrected mid 2024. but this misses all the complexity we took on through lending, banking, and BNPL. and that we’re now targeting $2M+ gross profit per person, 4x our pre-covid efficiency, which stayed flat at ~$500k from 2019 until 2024. we have and do run an efficient company... better than most.
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ما فکر میکردیم این مرتیکه که توی ۲۰ روز ، ۲۸ کیلو کم کرده کسخله ، نگو مدیرعامل های همه جا همین قدر کسخلن.
Zoomer 🧢@Doomerzoomer
What Jack Dorsey was really doing during COVID
فارسی
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This dude was once Founder & CEO of Twitter and Square. He sold Twitter, now @X, for good price but it's worth more now than ever. Square becomes Block for no good reason and same dude slapping his nuts increased staffing way too much and has run it into the ground. Top it off he looks like Rasputin not a competent CEO of even a startup.
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Just as everyone finished bashing Citrini, the big Block layoff comes along to show that's actually what's going to happen.
Long $TLT calls.
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@zerohedge 1) Morgan Stanley raised Samsung’s 2026 EPS forecast by 23% and its 2027 EPS forecast by 16% 2) Apple immediately accepted a 100% price increase that Samsung proposed for LPDDR5. 3) Forward P/E ratios an low at 3.7x by 2027 for Samsung and 2.2x for SK Hynix for 2027.
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What's Behind The Explosive Surge In Korean Stocks: 3 Things zerohedge.com/markets/whats-…
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I will say it again layoffs don't need to be due to AI but due to the fact that at least 80% of people produce zero economic value
zerohedge@zerohedge
*BLOCK SHARES JUMP 22% ON PLAN TO CUT NEARLY HALF OF WORKFORCE As if millions of lightbulbs suddenly went off in tech CEO heads, and billions of workers were suddenly fired
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@wwiiiiwww @Remzztrades props for actually doing it, let’s see how it plays out
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@BougainCapital @Braczyy i expect it to be choppy as i agree it is overextended at the moment. maybe a small short as it could very well dip back to $400 however shorting in size expecting 50% gain prob wont happen unless the whole market blows up. narrative is still to strong on SK names. best of luck
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@nattybumppo_ @Braczyy if you see how AGQ trades compared to Silver, you really don’t have to catch the top to make bank.
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Samsung (005930) up 9 out of the last 10 weeks and on pace for its largest weekly gain of the entire run. 130% above the 200-day moving average and up 9 days in a row. All while the Kospi 200 futures putting in a weekly parabolic burst into the $1,000 level.
Bracco ⚡️@Braczyy
Blow off top potential in South Korea? While US stocks and indices have been chopping around for most of the year, the South Korean markets have been going parabolic. The KOSPI index is up 8 out of the last 9 weeks in vertical fashion thanks to A.I chip/memory euphoria. The two big dogs SK Hynix & Samsung Electronics have a combined weighting of nearly 40% in the KOSPI composite... After last years move in quantum stocks and specific US single-stock ETF's, we saw just how much South Korean speculators love leverage... $KORU, the South Korea 3x bull ETF is up nearly 2,000% since the April 2025 lows. It traded its highest volume of the run on Friday, closing up over 15% and breaching the $500 century mark. Not sure how this plays out or if any opportunities arise, but all the ingredients are there for a spectacular parabolic blow off.
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@BougainCapital @Braczyy shorting when sk hynix and samsung are trading at 3-4x pe? agree it has run too much too quickly but i think it can double from here. shorting is unlimited downside maybe buy some puts but those are very expensive too. i’m staying long for next 2 months at least
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