Hoping for Possible 50% upside with PATH earnings

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Oh boy here we go, jo morgan sees SP 8000 path next year. Load the boats gents 

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Patiently waiting for PATH earnings call.

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This “AI race” reminds me of a peewee soccer game where all the kids are running after the ball. The idea that this current process is arriving at the optimal system requirements for building a useful AI system seems highly questionable to me. I would not be shocked at all if the current GPU craze is found to be based on a misunderstanding of what is actually important once people are able to catch their breath and think about the problem Google actually has a meaningful use case for AI with their search - if they are finding an alternate path that meets their needs that seems like a much more meaningful result than the preferences for GPU of a bunch of speculative development efforts trying to find the problem that their “solution” addresses.

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FLY. BMRN. PATH. TE. There is your cheat code. They all will booooooom in 2026. TE options are mad cheap right now.

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under appreciated PATH earnings will prolly go parabolic

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I think you have a very narrow view of math My degree is in pure mathematics. It's a bachelor's. The easiest path to higher income for my degree is teaching. Saying math guys are making millions is like saying musicians are making millions. Yeah some are. A vast majority are not. And there's a wide range of types of musicians

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Is your life different? I feel like I could at any time choose a different career path that pays better since I have a math degree. I have freedom not to. I want to learn to cook at Michelin Guide restaurants. I work more, for less pay. But I also want to provide for the ones I love. My body hurts, but I have choice. Also, I feel amongst employees of my position, I have exceptionally strong leveraging skills, since I have multiple jobs, and am well qualified both at my job and at other areas that I have put on the back burner. I feel pretty good about my life. I'm not sure of many slaves who do

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I hold everything fairly long term and decide on a stock by stock basis when to sell.  (E.g sold NVDA months ago at $184 believing they are now capacity constrained and that custom chips was the path faster growth in stock values) .  I support it with long calls or covered calls. I sold everything before liberation day.  Then waited until May to buy things again. (Missed the bottom).

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A fine path for AMD and NVDA

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