20 | Stock Market Addict 📊 | Compounding early to be work-optional by 25 💰 | NW $150,000+ |
Kentucky
Joined June 2025
- Tweets47.5K
- Following876
- Followers6K
- Likes54.9K
This makes zero sense for Anthropic.
Why fight $RDDT in court when you could just sign a licensing deal?
$GOOGL and OpenAI already pay for Reddit's data. It’s going to b hard to argue it should be free for you when your biggest competitors are paying for it.
It’s a losing battle and a waste of time
I finally found out why $RDDT fell 7% today.
Looks like the market was betting Anthropic would become Reddit’s next big data licensing customer. But Anthropic’s S-1 flagged the $RDDT lawsuit as a major risk, with no settlement in sight.
$GOOGL and OpenAI already pay for Reddit’s data. Is the Anthropic deal just delayed, or is the market overestimating Reddit’s AI opportunity?
Would you buy this dip or stay on the sidelines?
I bought $NU today after the 20%+ dip, and also added some $RDDT and $GRAB alongside it.
These are three great companies getting sold off. I’ve been holding cash for exactly this, so I’m happy to buy the dip.
If you're curious how I feel about the $NU news , I'll link my full breakdown below 👇👇👇
I spent all morning do research on $NU and Brazil and honestly don’t see any major concerns
I think this a massive over reaction
Here’s why:
You can see my entire portfolio for free on Blossom!!
getblossom.onelink.me/SOfu/C…
100% agree with this take
I think a lot of companies in Brazil might get negativity affected, but the most well ran companies are great opportunities
$MELI and $NU are two of the companies that come to mind
After todays moves $TSLA is now more valuable then $AVGO, so lets compare them
$AVGO
Revenue -> $89 billion
Revenue growth -> 50+% (latest quarter +86%)
Net income -> ~$38 billion
Net margin -> ~43%
Gross margin -> 75%
Operating margin -> 68% (non-GAAP, latest quarter)
Free cash flow (latest quarter) -> $13.7 billion
$TSLA
Revenue -> $103 billion
Revenue growth -> ~8% (latest quarter 0%)
Net income -> ~$3.2 billion
Net margin -> ~3%
Gross margin -> 19.6%
Operating margin -> 2.6% (latest quarter)
Free cash flow (latest quarter) -> $1.5 billion
Which are you buying?
Carson retweeted
We have the most overvalued company $TSLA pumping while every single undervalued AI company crashing.
These are wild times that we live in
The market truly is more irrational than we can stay solvent
Is anyone buying the Anthropic IPO?
Not all the details are clear, but it's likely going to IPO at a $1.5- $2 trillion market cap!!!
I'm personally sitting this one out
$ANT Anthropic just filed for their IPO‼️
Investors can now get an official look at their most important financials ahead of going public.
What are your thoughts on the IPO?
