cam @pseudo__int
looking for a place to happen Joined February 2021-
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meta + apple up on google news presumably since google can continue to slide apple $$$ for search & the market maybe pricing in a positive ruling in meta's favour sometime in the future too I suppose
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wow what a move on goog. seems like best possible outcome regarding ruling
Absolute behemoth of a spider in the basement by the fireplace, gotta bust out the blunderbuss for that fucking thing
sold out of amd last week, think that underlying biz is fine, ai is gonna turn out fine but too much fuckery going on in semi space, trump admin favouring intel, revenue sharing w usg between nvda & amd, tsmc getting licenses revoked (?), chip restrictions etc, too much shit
joby puts playing out decently still, might avg down but trying not to get too greedy shorting doodoo
really wouldn't be surprised to see this remain range-bound for a little longer fundamentals are gonna have to have catch up relative to price, there's lots of dilution in this company, but think it turns into a cash cow 3-5y down the line, have confidence in that
ideally we continue to hold above the 1D20/prev ath confluence but if things get dicey you really wanna see it stick the landing in the mid 80's uber has been v volatile w the aids chop
below $900 for the greatest retail store on the planet and you back the truck up
barring any surprises from ftc case, ~700 is a really good spot to bid meta i think
we had another "perfect ticker" runner last weekend ala LLM, which couldn't blast thru 20m, if cope can bust through that we probably hit the 60-80 range in short order
hmm shoulda bought calls too
credit card companies will most certainly benefit from notional increases in spending due to inflation but Costco prob just keeps grinding up just as much if not more
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