Sam Parikh
@smartertrader
Sam Parikh - GOAT Options trader - 35+ Years. Outside the box Thinker. Just opinions thoughts, and comments. NOT investment advice.
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lol BUT YOU follow just like you watch cspan all day because your a "FAN"
so many duymb fucks on twitter and whats the commonality they all post with a fake name ifsomeon created a twitter w only real verified names companys w pay billion to market to them but i get it if you stupid and KNOW IT you wantto be anomomous
reading 101 take the class "IF"
: if someone want to buy crwv or iren or nbis (A takeove) they should do it this weekend if no one does it it tells you what they are over valued jensen said ge should haev bought more crwv so why doesntnvda take another 20% here if they real believers etc
yet no one can tellyou what useful life really is 40 yrs ago the useful life of a 70 yr old was over yet today a 70 yr old can pretty much do everything a 50 yr old can go cars are way diff too computers every 2 yrs new one now every 5 yrs
(3/3) masks $176B in hyperscaler earnings inflation. In turn, Burry’s thesis: §168(k) will force recognition of the true economic cost
tha tguy that was trolling me on nbis saying to goes to 500 pretty much had anal re construction surgery they maek 0 money if mky dumps 500 spx its 50
cna someone forward to burry
SO lets talk about Michael Burry and his orcl depreciation Accounts please chime in if youbuy say a chip lets just say its costs 100k for this lets say they bought 100m worth. Lets say they have 1b in revenue if they use 3 yr depreciation the write…
SO lets talk about Michael Burry and his orcl depreciation Accounts please chime in if youbuy say a chip lets just say its costs 100k for this lets say they bought 100m worth. Lets say they have 1b in revenue if they use 3 yr depreciation the write…
White House signals it will cut tariffs to help ease high food prices-ft
She didn't pick him up in 5 seconds , not following the 5 second rule 🤣
A $GOOGL employee shares some valuable insights on the size of data center buildout, AI adoption, and relationships with utility companies: 1. According to the expert, this year alone, $GOOGL brought 3GWs worth of capacity. Before 2025, $GOOGL's entire deployed capacity was in…
BREAKING: US Treasury Secretary Bessent says we will see "substantial tariff news" over the next couple of days.
Arm $ARM CEO Rene Haas on AI demand: “Back in January of this year, OpenAI with Oracle and SoftBank announced Stargate, which was a $500 billion project to build out data centers over the next number of years. When we go back to where we are now 11 months later, I would say…
lol so his huge announce against Nvda and Pltr. And orcl is he starting a blog on 15 days. wtf. Momma dropped him on his head
Remember when Michael Burry said to wait for November 25th? Here is his updated bio below... He is launching a blog.
This is interesting
BREAKING: Trump admin is looking into normalizing portable mortgages, allowing Americans to keep their interest rate, term and lender when moving to a different home.
Qe….
Important
Morgan Stanley: This memory “super cycle” will far surpass the historical peak Morgan Stanley pointed out that a new memory “super cycle” driven by AI has already arrived, and its intensity and logic are completely different from any previous cycle. Morgan Stanley stated that,…
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