Our tendies, who art in stonks, YOLO be thy name. Thy gains will come, Thy shorts be done, On Robinhood as it is on E\*TRADE. Give us this day our daily options, And forgive us our paper hands, As we forgive those boomers who paperhand against us. Lead us not into bagholding, But deliver us from margin calls. For thine is the gamma, The delta, and the theta, To the moon 🚀 Forever and ever. 💎🙌

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Just like the pied piper, lead rats through the streets

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Lead them to paradise, Elongated Muskrat.

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That is a totally valid argument. However, I don't really see economies of scale (which I imagine is the main way of price reduction) hitting GPUaaS data centers any time soon, at least in the medium-term. The main reason for this is because of very very high revenue backlog. If MSFT was able to use their own data centers and not have to buy compute from CRWV or NBIS they absolutely would since it's cheaper. But there is so much demand it spills off to these smaller players. Another way economies of scale could be reached would be through a singular player attempting to consolidate the market via M&A. Right, the market is very fragmented - you are seeing these companies pop up out of nowhere. As long as this market stays fragmented, you aren't really going to have one player with significantly cheaper prices than the other. And even if one player has significantly cheaper prices, there is so much demand that MSFT or whoever will pay the extra premium to get their hands on more compute. So why will this market remain fragmented? None of these new data center companies have the cashflow to acquire another. They are spending their money on CapEx not M&A. And why don't AWS or Google or MSFT just buy these data centers? I don't have the answer to this, I imagine they could be risk-averse on AI and it makes more strategic sense to let others cough up the CapEx and they only pay for the compute, but also they are spending record amounts on CapEx so I'm not sure. There is also very little precedent to postulate that they will lead a consolidation - the only transaction I can find is the AWS acquisiton of Talen's data center campus. By large, they build their own data centers. Maybe, I was just rambling. Let me know your thoughts as this is an interesting perspective to think about.

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Everything is priced in. Don't even ask the question. The answer is yes, it's priced in. Think Amazon will beat the next earnings? That's already been priced in. You work at the drive thru for Mickey D's and found out that the burgers are made of human meat? Priced in. You think insiders don't already know that? The market is an all powerful, all encompassing being that knows the very inner workings of your subconscious before you were even born. Your very existence was priced in decades ago when the market was valuing Standard Oil's expected future earnings based on population growth that would lead to your birth, what age you would get a car, how many times you would drive your car every week, how many times you take the bus/train, etc. Anything you can think of has already been priced in, even the things you aren't thinking of. You have no original thoughts. Your consciousness is just an illusion, a product of the omniscent market. Free will is a myth. The market sees all, knows all and will be there from the beginning of time until the end of the universe (the market has already priced in the heat death of the universe). So please, before you make a post on wsb asking whether AAPL has priced in earpods 11 sales or whatever, know that it has already been priced in and don't ask such a dumb fucking question again.

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#bers coping hard saying that JPow cutting rates will lead to a "sell the news event" LMAO🧔🤌

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I followed your lead...so fucking dumb that you basically have to scroll all the way to the bottom of the credits of their home page to find out that they even sell the homes that they buy

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Read back what you wrote, that’s word salad bb. Look at my profile pic; I don’t like these clowns. But diagnoses are invasive and expose patients to a carceral mental healthcare system. I don’t know if they’re enough. The kids have lead poisoning, porn addictions, and online alter egos. The majority of programming on Netflix is about murder. You can buy a gun in cash on facebook marketplace. Diagnosis might serve as nothing more than a justification to ignore underlying issues.

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$821,000 return in a $1.06 million position, means you put upwards of $200,000 into this penny stock in the first place. Which would lead me to believe OPEN is not your first time being a millionaire.

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rate cut lead-up and aftermath still makes rest of month interesting

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