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.

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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

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buenas tards. hoy voy a hacer lo mismo q siempre. shitpost y perder plata. tal vez tu hermana va a chupar mi verga

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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.

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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

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MU dropped like 30-40$ as of right now, still way overrated if you ask me, but if u are in for q quick 5% look reasonable.

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SemiAnalysis: We reduce Micron’s [$MU](https://x.com/search?q=%24MU&src=cashtag_click) share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidia’s HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split. [9:05 AM · Feb 6, 2026](https://x.com/wallstengine/status/2019774471360352728) · [ Views](https://x.com/wallstengine/status/2019774471360352728/analytics)

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How is it possible that the Q heatmap is green but futures are fcking up?

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That sounds like a software update to pitch at your platform of choice next Q and A. I don’t feel like they would do it though, as I’m sure they’re making money off tards who are not used to it yet, buying an option and getting an unpleasant surprise.

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Tenable. Kicked ass this Q and the market vibe kept it down

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