Semi’s will take a hit but do you think we’re going to need more compute in the future or less? Everything we are doing now is heading to digitalization.

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The reason AI is having trouble getting better is because it keeps bumping up against the processing power of the simulation we all inhabit.

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I honestly can't see how it could go that bad. Worst case it's flat and we take a 20% hair cut.

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I won’t touch this stock again because their cfo violated their nda and from my readings we are approaching a real shock from this hormuz shit which big money will move from speculation to valuation and poet doesn’t make money. “According to RBC Wealth Management head of investment strategy Frederique Carrier, a rule of thumb used by the firm's chief economist is that an oil shock needs to last between three and six months to have a sustainable impact on inflation. Nuveen global investment strategist Laura Cooper said her firm still had AI tech exposure given its profitability, but was countering that with "dividend growers", infrastructure and real assets such as real estate and gold miners as a hedge against risks.” https://money.usnews.com/investing/news/articles/2026-05-01/analysis-investors-are-running-out-of-time-to-brace-for-true-oil-shock

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Well we always think shit like this until the market cycles into something else

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after the huge no volume run up, mag7 earnings over, war at a stalemate, and vix tanking, we are probably in for a bunch of no volume chop for May that just eats up premiums for June opex aren't we?

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I had one of the sketchiest flights with them and I thought I was going to die. At first, they said they couldn't find the plane (check the hanger?), so we waited two hours for them to "find" it. As we board the plane, the power kept cutting out, the pilot over the intercom said that we would be taxied out on the runway and jumpstarted. They ended up replacing the APU and the power cuts stopped. Take off felt like the plane was going sideways. Never again.

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Grabbed some SNDK 1300C for end of May Think it has lots of room to run if we consider its market cap and incredible guidance

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A 33% increase is a pretty massive difference lmao and when its most popular destinations are jammed airports everyone else flies to for marginally more money spirit just doesn’t have much of an advantage. One thing people on Reddit also don’t realize is that the average American is not giving up luxury for affordability. This just isn’t Europe whether it’s because they can afford it or because they put it in a credit card or they save less I don’t know and I don’t care but we see it in cars, we see it in phones, we see it in airlines, we see it in hotels, we see it in homes - Americans will spend more money rather than give up amenities and downsize.

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Any horrific weekend news or are we safe to resume this retarded pump

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