WallStreet Bets
رفتن به کانال در Telegram
A clone of WallStreetBets subreddit. No more, no less
نمایش بیشتر9 128
مشترکین
+224 ساعت
-147 روز
-9730 روز
در حال بارگیری داده...
کانالهای مشابه
ابر برچسبها
اشارات ورودی و خروجی
---
---
---
---
---
---
جذب مشترکین
اوت '26
اوت '26
+19
در 0 کانالها
ژوئیه '26
+31
در 0 کانالها
Get PRO
ژوئن '26
+23
در 0 کانالها
Get PRO
مه '26
+36
در 0 کانالها
Get PRO
آوریل '26
+19
در 0 کانالها
Get PRO
مارس '26
+26
در 1 کانالها
Get PRO
فوریه '26
+25
در 0 کانالها
Get PRO
ژانویه '26
+32
در 0 کانالها
Get PRO
دسامبر '25
+23
در 0 کانالها
Get PRO
نوامبر '25
+27
در 0 کانالها
Get PRO
اکتبر '25
+51
در 0 کانالها
Get PRO
سپتامبر '25
+38
در 0 کانالها
Get PRO
اوت '25
+73
در 0 کانالها
Get PRO
ژوئیه '25
+134
در 0 کانالها
Get PRO
ژوئن '25
+33
در 0 کانالها
Get PRO
مه '25
+34
در 0 کانالها
Get PRO
آوریل '25
+17
در 0 کانالها
Get PRO
مارس '25
+18
در 1 کانالها
Get PRO
فوریه '25
+45
در 0 کانالها
Get PRO
ژانویه '25
+24
در 0 کانالها
Get PRO
دسامبر '24
+38
در 0 کانالها
Get PRO
نوامبر '24
+20
در 0 کانالها
Get PRO
اکتبر '24
+14
در 0 کانالها
Get PRO
سپتامبر '24
+16
در 0 کانالها
Get PRO
اوت '24
+22
در 0 کانالها
Get PRO
ژوئیه '24
+24
در 0 کانالها
Get PRO
ژوئن '24
+23
در 0 کانالها
Get PRO
مه '24
+42
در 0 کانالها
Get PRO
آوریل '24
+22
در 0 کانالها
Get PRO
مارس '24
+38
در 1 کانالها
Get PRO
فوریه '24
+25
در 1 کانالها
Get PRO
ژانویه '24
+27
در 0 کانالها
Get PRO
دسامبر '23
+15
در 0 کانالها
Get PRO
نوامبر '23
+20
در 1 کانالها
Get PRO
اکتبر '23
+14
در 0 کانالها
Get PRO
سپتامبر '23
+33
در 0 کانالها
Get PRO
اوت '23
+69
در 0 کانالها
Get PRO
ژوئیه '23
+41
در 0 کانالها
Get PRO
ژوئن '23
+45
در 0 کانالها
Get PRO
مه '23
+25
در 0 کانالها
Get PRO
آوریل '23
+12
در 0 کانالها
Get PRO
مارس '23
+49
در 0 کانالها
Get PRO
فوریه '23
+37
در 0 کانالها
Get PRO
ژانویه '23
+52
در 0 کانالها
Get PRO
دسامبر '22
+43
در 0 کانالها
Get PRO
نوامبر '22
+56
در 0 کانالها
Get PRO
اکتبر '22
+69
در 0 کانالها
Get PRO
سپتامبر '22
+28
در 0 کانالها
Get PRO
اوت '22
+22
در 0 کانالها
Get PRO
ژوئیه '22
+23
در 0 کانالها
Get PRO
ژوئن '22
+14
در 0 کانالها
Get PRO
مه '22
+24
در 0 کانالها
Get PRO
آوریل '22
+46
در 0 کانالها
Get PRO
مارس '22
+42
در 0 کانالها
Get PRO
فوریه '22
+11
در 0 کانالها
Get PRO
ژانویه '22
+9
در 0 کانالها
Get PRO
دسامبر '21
+14
در 0 کانالها
Get PRO
نوامبر '21
+15
در 0 کانالها
Get PRO
اکتبر '21
+16
در 0 کانالها
Get PRO
سپتامبر '21
+18
در 0 کانالها
Get PRO
اوت '21
+45
در 0 کانالها
Get PRO
ژوئیه '21
+24
در 0 کانالها
Get PRO
ژوئن '21
+127
در 0 کانالها
Get PRO
مه '21
+13
در 0 کانالها
Get PRO
آوریل '21
+11
در 0 کانالها
Get PRO
مارس '21
+4
در 0 کانالها
Get PRO
فوریه '21
+27 882
در 0 کانالها
Get PRO
ژانویه '21
+15 819
در 0 کانالها
| تاریخ | رشد مشترکین | اشارات | کانالها | |
| 31 اوت | +2 | |||
| 30 اوت | +2 | |||
| 29 اوت | +1 | |||
| 28 اوت | +2 | |||
| 27 اوت | +3 | |||
| 26 اوت | +1 | |||
| 25 اوت | 0 | |||
| 24 اوت | 0 | |||
| 23 اوت | 0 | |||
| 22 اوت | 0 | |||
| 21 اوت | 0 | |||
| 20 اوت | 0 | |||
| 19 اوت | 0 | |||
| 18 اوت | 0 | |||
| 17 اوت | 0 | |||
| 16 اوت | 0 | |||
| 15 اوت | +2 | |||
| 14 اوت | +2 | |||
| 13 اوت | 0 | |||
| 12 اوت | 0 | |||
| 11 اوت | +1 | |||
| 10 اوت | 0 | |||
| 09 اوت | 0 | |||
| 08 اوت | 0 | |||
| 07 اوت | 0 | |||
| 06 اوت | +2 | |||
| 05 اوت | 0 | |||
| 04 اوت | 0 | |||
| 03 اوت | +1 | |||
| 02 اوت | 0 | |||
| 01 اوت | 0 |
پستهای کانال
Here comes the AI capex shocker, Goldman Sachs says
https://ift.tt/3NBVugr
Submitted 2026-08-31T17:30:16Z by alvina_jumbo
via reddit https://ift.tt/mdXejlA
| 2 | My first 10 bagger
https://ift.tt/9HpTJmd
Submitted 2026-08-31T17:06:34Z by Ry-Ry44
via reddit https://ift.tt/yR8ZCaO | 22 |
| 3 | $500k on First Watch ($FWRG)
https://preview.redd.it/a9hrdnahpqmh1.png?width=2446&format=png&auto=webp&s=3f7165c2c577634b81667690bc9b32d3b2c1eacchttps://preview.redd.it/l4yk5pnipqmh1.png?width=2458&format=png&auto=webp&s=21bc1a25bc5bf05c659f811a7cb8147e5f336d5dtl;dr:-First Watch sells avocado toast and mimosas-Denny's doesn'tI’ve tricked myself into buying a restaurant stock, First Watch ($FWRG), and shorting IHOP and Cracker Barrel. It’s a popular breakfast chain, think IHOP/Denny’s except the food is Instagrammable:https://preview.redd.it/fmwkaccepqmh1.png?width=1766&format=png&auto=webp&s=ac8a0795eb86cd51be0a8e8ac8a50c2a2f627e3bIt’s a high-quality business, profitable, customers love it. They’re at 650 restaurants now and plan to grow to 2,200 stores. It’s on sale: market cap is $760M, and they make about $75M a year which they reinvest into new stores, growing 10%+ a year. That’s a 10x multiple, very cheap for a healthy growing company.https://preview.redd.it/0xi4osgupqmh1.png?width=2042&format=png&auto=webp&s=d9b6e07d3ed40387247ebe378425561b541ee833People Love First WatchFirst Watch is coming in at the #1 most loved full service restaurant brand on Yelp, and is coming in on some lists as #1 most loved employer. Anecdotally, everyone I know that has been there unanimously agrees it blows traditional breakfast places out of the water. Check out the interior:https://preview.redd.it/qhu8s3bxpqmh1.png?width=1390&format=png&auto=webp&s=8055dfa1d59d8a5d11ad93cc788586fe5a54cb34Compare that to the dated feel of IHOP/Denny’s/Waffle House/Cracker Barrel:https://preview.redd.it/g65sddyypqmh1.png?width=1566&format=png&auto=webp&s=9857a07773a878ea3e40b7ec078e290aeac7e61dFirst Watch is leading a trend of stylish brunch restaurants that are going to outcompete IHOP, Denny’s, Cracker Barrel and Waffle House. The brunch sector is up 11.5% last year while traditional breakfast restaurants declined:https://preview.redd.it/p2cipsh0qqmh1.png?width=1508&format=png&auto=webp&s=0924c183d2f6e2b508ef4e5834ee3a3f4eb2969fNote this is what Cracker Barrel was trying to do. Traffic was down 7% in 2023 as customers flocked to modern concepts like First Watch. The new CEO countered by rebranding to industrial-farmhouse, copying First Watch’s exact aesthetic:https://preview.redd.it/3i2pdfc1qqmh1.png?width=932&format=png&auto=webp&s=96dcfac653b8b3a73b8ff7b130cdf1401af73dfbIt was actually working, sales were up 5% in 2025. Then came the minimalist logo change where they got rid of both the cracker and the barrel, customers revolted, and they had to revert all the changes back. Cracker Barrel traffic is down 7% versus last year while the stock is up 80%.First Watch makes a ton of MoneyGrowing up my parents owned 20 IHOPs at their peak before selling them a decade ago, anticipating the decline of sit-down restaurants in favor of fast casual. I can tell you from experience, the 24/7 diner chains were always a tough and complicated business with low profit margins, and operators today are struggling to survive after losing customers for a decade.First Watch restaurants make 10% more money in a third of the operating hours, with triple the profit margins:https://preview.redd.it/0eyjdxk3qqmh1.png?width=1022&format=png&auto=webp&s=46106fe29d682df7ef84639b8f62c1eb16074adeIHOP/Denny’s are essentially commodity restaurants, competing on price to make $3-4 profit per plate of eggs/bacon/toast. First Watch distinguishes itself through quality and style, and sells mimosas at $0.50 of ingredient cost for $9 each, and some people drink 2 or 3. This isn’t a fair competition.First Watch stores cost $1.8M to build, and the restaurants are exceeding $2.8M in revenue with an elite 35% annual return on investment and 18-20% profit margin. There’s still a long runway, it’s at 650 stores now vs 1600 Denny’s, 1800 IHOP and 2100 Waffle Houses. The NorthEast and West are still largely untouched.https://preview.redd.it/f5u51nj6qqmh1.png?width=1384&format=png&auto=webp&s=b52530c023adc7130d4584d359602126f55d898eNote that as the company… | 18 |
| 4 | Happy birthday Warren Buffett
Berkshire Hathaway Chairman Warren Buffett has seen a crisis or two in his now 96 years. As he's fond of noting, “I bought my first stock in, probably, April of 1942 when I was 11...World War II didn’t look so good at that time.” The Dow Jones Industrial Average in April 1942 was about 1,500. It's now many multiples of that. Several of Buffett's principles for economic crises are important to consider as the economy faces headwinds. First, remember that America's economy is incredibly robust. This country has endured and prospered despite major dislocations including wars, depressions, terror attacks, and, just ten years ago, the near-collapse of the financial system. Keeping the daily headlines in perspective and remembering our strength and resilience will serve us well. “The only thing you had to believe in [April 1942] is that America would win the war and that America would progress as it has ever since 1776,” Buffett explained. “The headlines were terrible every day.” Second, keep a long-term view. It's best not to worry about short-term ups and downs in markets, even big ones. America has seen extreme market volatility before. And it will again. Over the long-term, however, our markets march in one direction only – up. There have been big drops lately, but, as Buffett likes to say, “only buy something that you’d be perfectly happy to hold if the market shut down for 10 years.” Indeed, a swift downward swing in prices is often a long-term opportunity. One of Buffett’s most famous pieces of advice is to “be fearful when others are greedy and to be greedy only when others are fearful.” Finally, be optimistic. Buffett is known for tap dancing to work, relishing his job, and cheerfully and enthusiastically participating in the markets many ups and downs. His optimism has fueled his ability to weather the markets many storms since 1942. Buffett’s friend Melinda French put it well: “Optimism is a huge asset. We can always use more of it. But optimism isn’t a belief that things will automatically get better; it’s a conviction that we can make things better. We see this in you, Warren. Your success didn’t create your optimism; your optimism led to your success.” Staying optimistic, like Buffett, is particularly important during tough economic times. It’s not fun to watch your net worth plunge downwards. Nor is it easy to consider the human toll market downturns inevitably inflict. But staying optimistic helps provide the energy and clarity we need to make things better. These principles are timeless. And remembering how robust our economy is, maintaining a long-term view, and staying optimistic are indispensable. Berkshire Hathaway’s annual meeting this year was without Buffet's longtime partner Charlie Munger, who passed away at 99. But the principles Buffett espouses remain unchanged.
Submitted 2026-08-31T16:41:27Z by No-Pride-8979
via reddit https://ift.tt/u6LnvK0 | 26 |
| 5 | Bitcoin is not bullish🐂, yet...
https://ift.tt/nZsz8mW
Submitted 2026-08-31T16:28:34Z by cetogenicoandorra
via reddit https://ift.tt/KyhUcdC | 18 |
| 6 | APPLE will touch ATH, but not yet 📊
https://ift.tt/3OK2WT0
Submitted 2026-08-31T16:13:03Z by cetogenicoandorra
via reddit https://ift.tt/PwjCYLu | 14 |
| 7 | My completely regarded analysis of the AI trade. Read before you buy 0DTEs.
TL;DR Altman, Musk, and Amodei are selling you a Lambo chassis with the engine of a 1998 Fiat Cinquecento. Calls on the casino, puts on your attention span.Source: Silicon Valley tech grunt who survived the dot-com bubble, mobile, crypto, the metaverse wasteland, and is now surviving the AI grift.Mag7 (BULLISH): Remember when Gmail introduced the "suggested reply" buttons? Peak innovation. Billions of hours saved just so middle managers can reply "Sounds good, thanks!" faster. Have you ever tried using a search bar without autocomplete? You’d sacrifice your firstborn behind a Wendy's dumpster just to get it back. Mag7 owns the user base. They’ll dump raw LLM slop by the bucketload into every product, realize 90% of it is useless, strip it out, and keep the 10% that actually prints money: AGI-level ad targeting. They will be fine. Load the calls.SaaS (BULLISH): Have you ever seen a landscaper driving a Cybertruck instead of a 2004 Toyota Tacoma with mismatched doors? Exactly. Construction crews and plumbers don't buy gimmicks; they buy things that don't break. Boring enterprise SaaS companies won't get replaced by three college dropouts with a Codex subscription. They’ll just use coding agents to fire half their dev team, expand margins, and charge you 20% more for the same CRM dashboard.End of Scarcity (BEARISH): Hey Elon, quick question: when AI "solves scarcity," do we all get beachfront mansions in Malibu? Are there infinite courtside seats at the NBA Finals? Infinite Aperol Spritzes on the Amalfi Coast? No? Just infinite AI-generated LinkedIn posts and 6-fingered anime girls? Cool. The only thing with infinite supply is slop, and slop trades at zero.Conscious LLMs (MEGA BEARISH): Have you ever written a nested VLOOKUP inside an INDEX/MATCH across three Excel sheets, hit enter, and watched it calculate in milliseconds? Did you stop and think, "Man, Excel must be feeling so fulfilled right now. Maybe this will finally earn her father’s love"? No, because it’s math. LLMs aren't waking up; they’re just autocorrect on a $50B compute binge. Stop buying leaps on robot sentience.Apple (CRUISE-CONTROL BULLISH): Watch your dentist’s receptionist type on an iPhone with two-inch acrylic rhinestone claws. Trimming those nails would boost her productivity by 400%. Giving her an on-device neural engine won't do shit. Apple knows 99% of their customers just want a battery that lasts all day and green bubbles to stay poor. They’ll wait until everyone else burns their capex, slap an "Apple Intelligence" sticker on it three years late, and charge $1,600 for the titanium chassis. Tim Apple stays winning.AI Pure-Plays (BEARISH MID-TERM, BULLISH LONG-TERM): You’re alone in an elevator and let out a rancid fart. Right as you realize the horror of what you’ve done, the elevator dings and the CEO walks in. Will she notice?
In computer science, that’s called a race condition. Sam and the boys over-promised hard: "Nobody will ever work again! Money is obsolete! The model will cure cancer by Tuesday!" Now they're sweating bullets waiting for Wall Street to realize the models still hallucinate basic arithmetic. The bubble will pop, bagholders will cry, but once the toxic cloud clears, the survivors will own the infrastructure of the world.Open-Source & Self-Hosted Models (BEARISH): Convenience is king; privacy is a myth people pretend to care about until it takes three extra clicks. Ask crypto bros how fun cold-storage paper wallets are. Normal people run their company websites on unpatched WordPress plugins, paste production API keys directly into Slack, and stick random flash drives from the Home Depot parking lot into work laptops. Fortune 500 execs use SAP to expense bottle service. Who the hell is going to buy liquid-cooled GPU server racks to run local models in their office basement? What happens when the company scales? Cool the server rack with greywater from the employee bathroom? Skip the office Christmas tree… | 15 |
| 8 | Leaps are way better lol
https://ift.tt/ekj3Wo1
Submitted 2026-08-31T15:46:02Z by akironman
via reddit https://ift.tt/gd1HIDT | 19 |
| 9 | August is almost over let’s hear your best trade of the month!
This post contains content not supported on old Reddit. Click here to view the full post
Submitted 2026-08-31T14:04:08Z by Tonja_Gonzales
via reddit https://ift.tt/40UdIQw | 27 |
| 10 | Calls or Puts?
https://ift.tt/vS3BwEO
Submitted 2026-08-31T14:37:44Z by Bstonerific
via reddit https://ift.tt/3nprChq | 40 |
| 11 | NVDA is going to rip higher all week I’m sure of it. $25k expiring Friday
https://ift.tt/hpjO0WM
Submitted 2026-08-31T14:30:25Z by mattscott134
via reddit https://ift.tt/qsGTjMk | 35 |
| 12 | Gold dumps 3% wrecked by Fed. Time for GLD calls?
Spot gold took its worst single-day beating since June, cratering to $4,450. New Fed Chair Kevin Warsh chose violence at Jackson Hole, sending September rate-hike odds screaming past 55%.Algos immediately panicked and dumped metals to chase surging Treasury yields. Bullion is already stabilizing this morning. Are we buying $GLD or is this dump heading straight to hell?Source: Bloomberg
Submitted 2026-08-31T12:34:35Z by unconventionalbook
via reddit https://ift.tt/BmEkeNK | 59 |
| 13 | Daily Discussion Thread for August 31, 2026
This post contains content not supported on old Reddit. Click here to view the full post
Submitted 2026-08-31T10:00:50Z by verified-trader
via reddit https://ift.tt/6E9abk3 | 62 |
| 14 | Was Kanye secretly trying to tell us about Powell?
https://ift.tt/Qu2Vgqm
Submitted 2026-08-31T05:45:18Z by Leviathan_1968
via reddit https://ift.tt/sDVujRA | 80 |
| 15 | Cigna (CI) looks cheap
Fellas,I’ve been looking at Cigna after the recent decline and the valuation seems interesting.At ~$279/share:
2026 adjusted EPS guidance: ≥$30.45
Forward P/E: ~9.2x
Q2 revenue: $71.7B, +7% YoY
Q2 adjusted operating income: $2.05B, +6% YoY
2025 operating cash flow: ~$9.6B
Remaining share repurchase authorization: ~$6.5B
Shares outstanding: ~264MI also ran a conservative owner-earnings DCF using ~$7.5B normalized earnings, ~5% initial growth declining toward 2%, and a 10.5% discount rate. I get roughly $390/share.Obviously PBM regulation/Evernorth is a major risk and probably explains part of the multiple.
But at ~9x forward earnings, it seems like quite a bit of pessimism is already priced in.What am I missing here?
Submitted 2026-08-31T04:08:29Z by Sufficient-Flan1565
via reddit https://ift.tt/ekModUA | 77 |
| 16 | Yen weakens past ¥160 per dollar, eroding intervention gains
https://ift.tt/hsdFR1q
Submitted 2026-08-31T01:21:11Z by dgellow
via reddit https://ift.tt/cQGKXPp | 62 |
| 17 | Most risky position I’ve ever been in
This post contains content not supported on old Reddit. Click here to view the full post
Submitted 2026-08-31T00:32:37Z by Inevitable_Gainz
via reddit https://ift.tt/McV0tZR | 69 |
| 18 | Will these print tomorrow?
https://ift.tt/XKIE5co
Submitted 2026-08-31T00:14:01Z by Rich-Sheepherder-649
via reddit https://ift.tt/SMnOXlC | 57 |
| 19 | Anyone else tired of being broke?
https://ift.tt/n6NoY5A
Submitted 2026-08-30T22:37:30Z by Sea-Knee8432
via reddit https://ift.tt/6fNhWX9 | 65 |
| 20 | What you doing over there? Putting mines out?
https://ift.tt/ZeGlfw9
Submitted 2026-08-30T22:19:27Z by willbeselfmade
via reddit https://ift.tt/60RaGnE | 65 |
