What Are Your Moves Tomorrow, July 7, 2026
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Asian technology stocks slumped after a report that Nvidia Corp.’s next-generation AI server rack system has been delayed by more than a year due to manufacturing difficulties.
Research firm SemiAnalysis said in an X post that Nvidia’s Kyber NVL144 hit setbacks in the construction of printed circuit boards for the platform.
Had to take profits this morning, bc I have bills to pay!
Q1 2026 revenue grew 33% YoY to $56.3B.Advantage+ delivered 17% higher ROAS and 32% lower CPA.(don’t know what that stands for but sounds pretty bullish)
AI glasses sold 7M+ units in 2025 (250%+ YoY growth).
(Super bullish)
Meta is launching a cloud business to sell excess AI compute and host, creating a new revenue stream.
(Giga bullish)
Edit: stop clowning on the 250k temporary fluctuations I’m within my risk tolerance
reposting , I have a screenshot of the positions since first one got cancelled. YOLO? deep dive? how about both. mods reach out I’ll send the screenshot
listen up regards, while you are busy losing your wife boyfriend's money on 0dte, it seems you missed an IPO that makes no sense
Introducing Bending Spoons ($BSP): ipo at 29, pumped to 40, now a sitting duck at 36
this thing is actually worth 18 billion, more then the AS Roma (which is just ridiculous)
have a look at every tech ipo in history. Any chance this thing stays up above IPO price when figma is bleeding cash? Bending spoons seem like an easy sell to me.
here is why this thing is going to zero (not financial advice, I am a regard)
1 It’s italian, based in Milan. As an italian myself, this thing cannot work by definition. we are good at pizza (even though the Japanese are getting better), pasta (even though this is Chinese according to my ex), overpriced sports cars, and tax evasion (this one we good at).
we do not do tech. the servers probably go on strike every Friday, but this thing is a multi billion dollar Nasdaq empire
they dont actually build anything. their whole strategy is buying tier F internet companies that are already dead. Do you remember evernote, meetup, wetransfer? Guess what, they even got AOL, yes that AOL.
their entire playbook is: buy something that is cheap, fire employees, pump a shitty, overpriced subscription model onto it, maybe use dark pattern, then profit. You tell me about it, I am not downloading any of that
3. go look at the app store reviews for anything they own. I see two types: angry humans (1 star) trapped by dark patterns and getting charged money they didn't know about. Very eloquent 5 stars “wow i love using AOL in 2026 it helps my workflow!”.
my position: option chains are not out so instead I am shorting this thing borrowing at a crazy rate. If you are here for loss porn, get the lotion out. See you on the other side. I am 1400 positions short. my wife doesn’t know
I've been playing with $AMD since the run up. Saw it run up to $580 and crash, so thought I'd purchase some calls for the bounce back. AI had me worried that vega crush was going to kill my play. Woke up early to watch this play out. Bought these when $AMD crashed down to $511 and the $520C were $27. Sold this morning at an average of $55.
Happy Monday WSB, let’s get this bread. I’m still yolo-ing WEN with an extra $10k Nov calls
Three Wendy's employees in South Carolina have been arrested after police accused them of serving a customer food pulled from the trash and spitting in it—an explosive allegation that comes as another fast-food chain, Arby's, remains embroiled in a separate food tampering case tied to a customer's herpes diagnosis.
According to KNOE, authorities in Union, South Carolina, charged 23-year-old Aaliyah Shuntai Sanders, 19-year-old Trinity Lashell Rice, and 33-year-old Shadela Crystal Holley with tampering with a human drug product or food item following a May 31 incident at a local Wendy's. Police say the customer returned to the restaurant after finding an issue with her drive-thru order and asked for both a refund and a receipt, saying she had never received one with her original purchase.
This is a pretty interesting take; it’s another reason I’ve been slowly selling off my Netflix holdings. It seems like the Warner Brothers merger talks are what opened the door to all the recent bad news.