- Just woke up.
127 points32 comments5 d ago
- Regrets
I'm heavily concentrated in MSFT which is a bit too stressful for me, and I've been waiting for an opportunity to start my exit. I had the perfect opportunity on Wednesday around $555, but I got...
36 points96 comments3 d ago
- Why the Democrats’ Win Could Be Bullish for MSFT and Hyperscalers
Interesting take on why the Democrats' win could benefit hyperscalers like MSFT, AMZN and GOOGL. Tighter restrictions on new data centres could make their existing infrastructure more valuable by...
35 points7 comments5 d ago
- I was right. I sold MSFT at $376 to buy $DRAM at $70 and everyone was clowning me for doing so. How the tables have turned.
Let's take a moment to remember this guy.
24 points15 comments5 d ago
- John Hempton (Bronte Capital) Interview on AI
3 points0 comments4 d ago
- AI Inflation Is Here—Which Giant Blinks First?
Wild to see AI inflation eating at big tech balance sheets right now. Oracle just dropped a huge bond raise, Meta’s chasing more debt, and players like Microsoft and Alphabet are only just locking...
3 points2 comments6 d ago
- Happy i sold yesterday to buy the discount today
Why is it going down the next day after the elections?
0 points6 comments4 d ago
- Jherk Jherk Jherk, Jherk while you can.
0 points0 comments5 d ago