Why everyone obsessed about AI companies?

Why is no one diversifying and wheeling companies like Apple or Visa besides highly volatile speculative companies?

reddit.com
u/Sea_Local2557 — 2 days ago

49 éves ronda dagi férfi szép nőt keres

20 éve szingli vagyok és nem értem miért?! Már több millió forintot fizettem tinderre és barátaira és nulla match.

Alig van elvárásom:
- legyen szép
- legyen fiatal
- legyen szub
- szeresse a popsiszexet
- gazdag családból jöjjön
- extra pont ha szereti a rimminget, főleg ha nem zavarja hogy szőrös a segglyukam

Mit adok:
- élet tapasztalat
- kaja szeretet
- 100 milliós panel 30 évnyi hitellel
- vintage autó
- 20 évnyi felgyülemlett szexualis energia

EDIT: nem a Puzsér Robi vagyok! Felfedező típus vagyok

reddit.com
u/Sea_Local2557 — 2 days ago

What's up with WBD

Still a long way from the acquisition price and Fall is close. Is it really that low probability that it will go through? Maybe Oracle tanking Daddy won't have enough money to buy the shares?

reddit.com
u/Sea_Local2557 — 2 days ago

Covered Shorts

Do any here do the opposite for stocks that are trending down, covered shorting? There doesn't seem to be a sub for it :(

You can also do a PMCS, poor man's covered short lol

reddit.com
u/Sea_Local2557 — 5 days ago

Kapitány arra kéri minden hithű magyart, hogy mondjon le a fizetéséről és életéről a Haza érdekében

különben oroszpárti fideszes vagy rosszabb, libsi hazaáruló

reddit.com
u/Sea_Local2557 — 8 days ago

Option positions ibkr calculations not consistent

Did anyone else notice that while in your positions they use mid-price which is overtly optimistic, in the strategy builder they use bid-ask which is too pessimistic (especially for small orders).

It would be nice if the builder would adjust to your order.

Also, how do y'all track realistic prices of option strategies?

reddit.com
u/Sea_Local2557 — 2 months ago

Even though I think the market is pretty pricy they are some good brands that seem to be pretty cheap, what do y'all think about them?

  1. Henkel - good brand, household staples + industrial, thus have exposure to GCC which I find the biggest risk
  2. Spotify - global brand, still growing, adapting with new 'products' and had a really big price reset
  3. Adidas - almost always beating Nike, recent earnings good and has a good enough brand to weather worse times
  4. Apple - the odd one out regarding the Mag7 as they have limited AI exposure which I find a positive, also seems pretty defensive based on how stock was doing biggest panic of Iran war
  5. Reddit - high conviction play, has a lot of space to grow and is growing (could pair with a Meta short as they have the worse monetisation options for AI but still have huge capex and an enshitification problem)
  6. McDonald's - most trusted fast food chain with strong brand value
  7. Qantas - the IAG of the Asian Pacific region, big and strong enough to sustain jet fuel issues and gain market share of airlines getting in trouble

Also, add any ideas you might have

reddit.com
u/Sea_Local2557 — 2 months ago