I use their app so that’s probably a huge part of it

---

I think 94.04 is bigger supp maybe I'm wrong. Huge gap after that

---

Spotify hate bots engage. For some reason cousin carls garage band making $1 dollar a year v $1.05 is a huge moral dilemma. Rather tell people to support the moral bastions of Google, Apple or Amazon.

---

I just don't know how much that increased revenue guidance will correspond to actual profits, and honestly I think they're delusional. They've basically been doing a run to the bottom on the ACA Marketplace, drastically undercutting other insurers (other than Centene, which is bleeding money left and right) to get more signups. I signed up on the Marketplace, and Centene and Oscar were significantly lower premiums than the better plans (Anthem and UHC). The problem is, they're likely going to be paying out huge amounts in claims that the premiums aren't able to cover, and unlike most major insurers out there, they don't have any Medicaid business where the government will bail them out from high claims costs. It's gonna come around to bite their ass later in the year, and it's going to be even worse because so many healthy people dropped out of the Marketplace this year when the extended subsidies expired, leaving the sicker people in there who will pay the higher premiums because being without is more expensive.

---

Takes huge risks going from casino to casino (penny, crypto, options). Gets a family loan because money is down the drain. Sudden heritage! Gambles heritage and loses bc the house always wins. Calls options bs because it’s always someone else’s fault. Says gambling is over. Keeps gambling stocks. I think you found a new home here at WSB. Welcome!

---

MU closed its consumer facing Crucial brand to go all in on HBM only to lose to SK Hynix and Samsung for next gen NVDA memory at least til mid ‘27 because its HBM4 is too slow to qualify. Still booked for Blackwell but losing the next gen contract is huge. Only down 16% from ATH, puts still feeling safe at this level.

---

Worst case we get evaporated best case you get a huge payout So basically win win

---

You are going to be a multi-millionaire next year. SentinelOne is now 60% of my portfolio. One of the biggest opportunities I have ever seen in the market. I bought META at 90 in 2022, but I would say S1 is a better buy in comparison. I work as a Director in the Cybersecurity industry and I can guarantee you that SentinelOne products are technically better than Crowdstrike and much cheaper. S1 has PEG of 0.4 S1 has P/S of 4, while Crowdstrike has P/S of 25 S1 has revenue growth of 25% S1 has expected EPS growth of 110% S1 has 0 debt and 700M in the bank Also, S1 has huge customers like McDonalds, Amazon, Tesla and SpaceX. The only caveat I see with this company is the amount of pre planned RSU selling by the CEO. This will reach $30 in 2027, if not sooner. There is also the possibility that they are bought by Google at $30.

---

I mean this could even be better. If they could sell them for even more to someone else I'm sure there is demand. But I'm sure with Nvidia the pricing is strict. I don't think this is a huge problem 

---

MTG previously was a product with a huge moat - it was self-moating. It had been continually worldbuilding since it's inception. Now that it's just a vehicle to sell shit based on other IP, there's literally nothing special about it. Hasbro destroyed the moat on their own property. We've seen Palworld basically ripping off Pokemon and mostly getting away with it, Hasbro has made MTG vulnerable to some other company creating an alternative TCG that steals the rich rule system of MTG but fixes all the 'problems' it has. It could be a new TCG based on an established fantasy or sci-fi IP, or it could be an entirely newly written lore, in either case Hasbro will be absolutely fucked if/when this happens. Once MTG has a serious competitor, resale value will plummet and people will cease buying new sealed product to speculate on valuable pulls.

---