Not good comp. Rddt has one of the best tech mnmgmnt team, a super-focused one of the best run company. The stock is down because on a lot of metrics, it looks expensive and maybe they are overmonetizing. At least that's what the bulls are worried. Snap on the other hand is really cheap but it has one of the worst tech mngmnt team around. They can be really profitable but they spend 1 billion/yr on SBC printing new shares like no tomorrow. Ceo is an idiot with super-voting shares & chance of activist action is low. New worried hv emerged from New législation worldwide to ban social media for kids below 15. Slowdown in America MAU in last q.
Barclays has HOOD missing last q, so who knows where it goes in the short term into/after earnings.. but I popped my prediction market cherry this weekend, which I expect a bunch of others did too…. I scooped a bunch at $72 but sold at $84…. Hoping for another dip gonna load the fucking boat. HOOD making all the right moves to grow
Does sandisk also make storage components for chips and gpus? Or are they only rising this much off their huge usb stick sales? I know for ram it's micron, sk hynix and samsung and that's essential both for dram and vram any ram baked into SoCs.
From AI, but true: "[Mark Cuban Cost Plus Drug Company](https://www.google.com/search?q=Mark+Cuban+Cost+Plus+Drug+Company&rlz=1C5CHFA_enUS1190US1191&oq=why+doesn%27t+cuban+costplus+sell+all+drugs&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIJCAEQIRgKGKABMgkIAhAhGAoYoAEyCQgDECEYChigATIJCAQQIRgKGKABMgkIBRAhGAoYoAHSAQkxMzE0MGowajeoAgiwAgHxBazbCPrA1Xvg&sourceid=chrome&ie=UTF-8&mstk=AUtExfA8BjA4PY8pQKep8O_DL_oCf8vT_nxJ1uWEiGgIGCmmiZUu5iaNQ3hwFJCF8XXtYoGu2MVV-EbMQflFOve8HRupUIyqmWV6_cvxeFuRmMa5GvgDNhhne65SyEOXZVxM7oX2JdHO89pdVccXIMztGsvUOuFVyotVXh7s_SPJJCTOzSJNJqWRHzZJfCsXxIbYm8ZruwpHe1raumDZQmgxYtw7hK5Im294nZ-OFEU0g-MfYwmviGYctnbIBSzM6V2sf_JelXK4Q3g6RZtJ0FoxsClS&csui=3&ved=2ahUKEwiniI6W1ceSAxUMtokEHRCYJ10QgK4QegQIARAB) does not sell all drugs primarily due to pressure from major Pharmacy Benefit Managers (PBMs) that threaten to remove drug manufacturers from their formularies if they work with Cost Plus. Additionally, the company focuses on high-volume generics, struggles to secure contracts for brand-name drugs, and is currently building its own manufacturing and distribution infrastructure. "
If they are able to build their own manufacturing, it will be the death knell for a lot of the inefficiencies currently in the system.
Per the [10-Q](https://www.sec.gov/ix?doc=/Archives/edgar/data/0001878848/000187884826000015/iren-20251231.htm) income statement from yesterday.
$167.39m from btc mining and $17.29m from ai cloud services