The systemic risk of tomorrow, today!

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Comment Volume (7 days)
132
Total Comments on WallstreetBets

34
Total Comments on 4chan's biz



Recent Comments

WMT is letting uber eat their lunch. Allowing them to mark up on their hard work to distribute locally. They need to tighten up on the uber shopper system and squeeze some of the free cash out of it. That’s what I’d focus on as CEO
about 8 hours ago
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But yeah if NVDA can't sustain THOSE earnings and still drop, then we are all uber cucked
about 11 hours ago
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To cooked ever since covid crash mar 2020. 2022 didn't pull it back enough, but it has been cooking for a few solid years.
about 12 hours ago
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This is f’n insane. The whole market is up around 6 percent after hours because of one companies earnings…. Luv it
about 19 hours ago
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Uber drivers love XRP
about 20 hours ago
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Uber driver tried giving me advice to buy xrp. Gave him some advice back to never go full retard. 
about 20 hours ago
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In an Uber with a dude driving a brand new juiced Toyota Highlander. The economy is cooked. 💀
about 20 hours ago
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What’s luv got to do with it
about 21 hours ago
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At a macro level, let me explain the thesis you seem to be missing: \> Economy gets fucked \> Consumers have less discretionary income \> Companies return on ad spend plummets \> META, GOOGL revenue plummets and first thing to go is CAPEX (read, GPU spend) \> NVIDIA revises forecasts down all of a sudden your forward P/Es don't look so reasonable. There's a reason FPE is forward and not realized, that's the threat Anyways, I'm not retarded enough to buy NVDA puts (COF, ALLY, MGM, LUV puts are very on the table though) but your prices are not extreme theory misses the primary threat vector edit: sorry let me clarify, multiple ways to get to that last bullet. Model progress could plateau and stall and it turns out the diminishing curve of training models with more GPUs has already been achieved. Or model training could get more efficient and need for GPUs plummet. Models could also just never get good enough to replace people it hasn't already replaced until there's another substantial architecture breakthrough
about 22 hours ago
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nvda pump the market to the moon. mar
about 23 hours ago
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Uber drivers thrilled with this call
about 23 hours ago
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Earnings in 15 minutes. I violently shit and pissed myself half an hour ago, and I need to clock in another two hours on my Uber shift. FML.
1 day ago
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Exactly. Think Uber. They burned money for a long time until they successfully disrupted the Taxi market and gained a significant (if not majority) market share. Now they can charge whatever they want, as they’re effectively the new Taxi service. It’s what all these “disruptor” tech companies do - lose money while gaining market share, once market share is acquired, make your own prices (essentially the same price as the company that owned the majority of market share beforehand). Profit. Streaming services did the same exact thing to cable. So now in order to watch all the shows you were able to watch with your old cable package, it costs you more than the original cable package. Shits retarded.
1 day ago
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Luv u to whoever’s pumping this
1 day ago
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Guys, time to pack it up, my Uber driver says we're in a bubble and he is getting out of the market.
1 day ago
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