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Посты канала
$AMC #AMC summary for FRI 18JUN26
https://ift.tt/LPXVnFS
Submitted June 20, 2026 at 08:55AM by TheRightEdger
via reddit https://ift.tt/jcUiPDF
| 2 | Been an amazing year so far
https://ift.tt/r0SL2YZ
Submitted June 20, 2026 at 07:08AM by Mysterious-Gur-9532
via reddit https://ift.tt/iBE1Znr | 26 |
| 3 | SNXX Gains
https://ift.tt/ZX6HWIw
Submitted June 20, 2026 at 05:54AM by Vlisa
via reddit https://ift.tt/qAjc5fu | 28 |
| 4 | Drank the Kool-aid. We can come back?
https://ift.tt/vA2mjQy
Submitted June 20, 2026 at 04:49AM by Fun_Paleontologist_2
via reddit https://ift.tt/uAMmaVp | 34 |
| 5 | 🥭 cant even lie about the peace deal anymore he just looks at Netanyahu like this
https://ift.tt/4ltvifE
Submitted June 20, 2026 at 02:49AM by throwaway_7771
via reddit https://ift.tt/m5Mrxe2 | 36 |
| 6 | News screwing with my only investment into peace.
https://ift.tt/Wzl31fe
Submitted June 20, 2026 at 02:49AM by joesati10
via reddit https://ift.tt/mAGWjlI | 32 |
| 7 | So many startups, so many choices
https://ift.tt/7IPTUCD
Submitted June 20, 2026 at 03:18AM by Comfortable_Tutor_43
via reddit https://ift.tt/Z7amovE | 24 |
| 8 | Trump envoys head to Switzerland for potential Iran talks
https://ift.tt/AdazBXE
Submitted June 20, 2026 at 03:25AM by Separate-Scene4672
via reddit https://ift.tt/GTQF7Kx | 24 |
| 9 | “They are FINISHED” - a very stable genius
https://ift.tt/iyIYg4U
Submitted June 20, 2026 at 03:37AM by JellyfishNo3810
via reddit https://ift.tt/dXmKMak | 21 |
| 10 | They call it vibe coding
https://ift.tt/B9o1SHv
Submitted June 20, 2026 at 01:42AM by ThinkWin2617
via reddit https://ift.tt/Bi1dvuc | 22 |
| 11 | R.I.P. Bulls... RED LIGHT!!!
https://ift.tt/QpWnEyF
Submitted June 20, 2026 at 01:48AM by Funny_Story2759
via reddit https://ift.tt/w5acxvr | 19 |
| 12 | Microsoft is Misunderstood
Microsoft is currently underperforming the market with a roughly ~20% drawdown year to date. They are also the only company that is facing all three of the "major threats" that have overshadowed the 2026 market space.Those are:Fear of Artificial Intelligence "eating" softwareFear of OpenAI's commitmentsFear of CapEx overspendVALUATION:The most simple valuation metric to look at for Microsoft is PE. Current PE is 22.5, forward PE at ~19.50. Future revenue growth is expected around 13-18% over the next 5 years. However, that's not enough to look at.Looking at JUST the Intelligent Cloud segment, we see that for Q3 2026 (Microsoft Timetables are strange): Intelligent Cloud revenue was $34.7 billion and growth was 30%.For FY 2026, the Intelligent Cloud segment is projected to have an annual revenue of ~$135.2 billion, (97.1B from Q1-Q3 actuals + Q4 guidance).Now, let's consider operating margin at ~44%. A proper multiple for revenue growing at 30% would be 30x EV/EBIT, factoring in near-term capital "drag" from CapEx spending.That gives a valuation of just the Intelligent Cloud segment at $1.785T.Azure is also expected to "moderately reaccelerate" in the second half of calendar year 2026, past 40%+ revenue growth, which is not factored into Microsoft's 2026 timetables.Microsoft currently trades at a market cap of $2.82T. So, for the remaining ~1.04T you'd get:Microsoft 365 Commercial (Excel, Word, PowerPoint, Teams, CoPilot)Dynamics 365LinkedInWindows OS / OEM licensingXbox + Activision BlizzardBing / AdsSurface devicesNet cash (~$26B)OpenAI stake (~$150B - 300B)Anthropic stake (~$10–20B)Just for clarity, Intelligent Cloud made: $34.7 in revenue vs everything else at $48.2B. Though, everything else should be given a lower multiple due to lower growth.The "software" segment's Microsoft owns, are effectively being priced at very low multiples already, as if they are already being priced for failure even before any impact has been shown.OpenAI:Microsoft has been scrutinized this year for their reliance on OpenAI for future growth. However, their RPO is $344B, excluding OpenAI's $281B portion. If OpenAI even make good for half of their commitments, that is an RPO of $485B.However, I believe that in the long-run OpenAI will be an AI-winner (or a closer second). I do not believe Anthropic will be able to significantly surpass them.Reasons:OpenAI has investments from NVIDIA, Microsoft, and Amazon.OpenAI "wants it" more than Anthropic.Anthropic tries to be ethical. They refused deals from the government due to ethical concerns (even if it meant them being blacklisted), Dario Amodei going on TV and saying Anthropic should be taxed more, being careful around releases to not disrupt corporations, etc.OpenAI controls the majority of non-enterprise use and is taking share from Claude in enterprise via Codex.OpenAI is rolling out ads and trying to generate revenues in ways Anthropic would not even consider.Also, many assume that Microsoft's rival is Anthropic. However, when Anthropic was labeled a supply chain risk, guess who stepped up? Not Google, not Amazon, but Microsoft:"Microsoft backs AI firm Anthropic in legal battle against Pentagon."Microsoft has thrown its weight behind Anthropic’s legal challenge against the Pentagon, filing a court brief in support of the AI company’s effort to overturn an aggressive designation that effectively bars it from government work.It may seem that Anthropic succeeding hurts their investments in OpenAI and would hurt their software suite. However, what matters more than that, is that Microsoft wants to distribute Claude models throughout their platforms. They want Anthropic to spend on Azure. They also want Anthropic to use Microsoft's chips.Fear of CapEx OverspendThis I believe is the most "silly" point. Microsoft is not Meta. Microsoft has a higher credit rating than the United States government at AAA. They have held this rating since 2008 and it is higher than all of big techs. They know how to PROPERLY spend.What I have… | 19 |
| 13 | You regards are making history
https://ift.tt/h97lGIU
Submitted June 20, 2026 at 01:56AM by Visible-Surround-550
via reddit https://ift.tt/lcokK68 | 18 |
| 14 | How to lose 10k overnight
https://ift.tt/tos0Ppn
Submitted June 20, 2026 at 01:56AM by SmarterScience
via reddit https://ift.tt/cP1XuBG | 20 |
| 15 | Long gamble in ARM turned into regret
https://ift.tt/P8h9wN2
Submitted June 20, 2026 at 02:06AM by rwrife
via reddit https://ift.tt/l2JCmeX | 15 |
| 16 | Charter Communications. Potential 56 bagger.
In a world of multi-trillion dollar unprofitable space internet companies there is another internet company worth only 1% of space X. While Elon simps are cheering about the overpriced Cursor purchase and daydreaming about asteroid mining labor camps, there is another broadband provider quietly earning more money than Starlink has ever earned and generating cash faster than Musk can burn it. Charter Communications (CHTR). You know them as Spectrum internet, the 2nd largest internet provider in the United States, providing high-speed internet to 100 million Americans daily. Currently Charter is valued at around $125 down from $400 earlier this year. That gives them a market cap of $15-16 billion dollars and a Price to earnings of around 3. The free cash flow story is even more telling. Currently Charter is generating around $5 billion in FCF even as they are spending crazy capex to upgrade their entire network to symmetrical multi-gigabit – speeds Elon can only dream about. Management expects FCF to surge to around $8 billion in 2028 as they reduce their capex to a normalized $7-8 billion. While it’s true that they have been losing internet and video subscribers at a paltry rate of 1-2% a year, they are rapidly increasing their mobile subscribers – the end result being growth in total product lines sold and steady revenue and profits.
Given their FCF, the company has been buying back stock aggressively. In Q1 they bought back $1 billion worth of shares at an average price of $220 a share. At current prices the company will likely be buying back 8 million shares per quarter or 32 million share a year.The play:
1. Buy 1 share of Charter for $126. Never sell.
2. The company continues to buy back 32 million shares a year.
3. In 4 years the company buys back all their 120 million shares – except the one that you hold.
4. You are the sole owner of Charter Communications – if Elon tweets something you don’t like – just shut off his internet. Let’s see him try to connect to the World Wide Web without broadband service. Now, unfortunately, this strategy won’t work out exactly as planned because the finance bros will be forced to bid up the stock price as the earnings per share rises. But if the company continues to have a P/E of 3 or less, the company can continue its 25% buyback – while still paying down $1 billion debt a year. A 25% buyback = a 33% rise in Earnings per Share = a 33% in stock appreciation. Run the numbers for 10 years and you have a 16 bagger stock. If the company uses all its free cash flow to buy back stock = 33% buy back = 50% EPS increase = 56 bagger in 10 years.TLDR: Charter Communications is a medium risk – high reward stock opportunity.
Submitted June 20, 2026 at 02:34AM by PenComfortable5269
via reddit https://ift.tt/wvkMJdD | 14 |
| 17 | NVDA loves AI until it doesn't
As the mexican food was shooting from and burning my asshole, I had this light bulb moment. The better the AI gets, the more demand it gets, the more demand there are for GPUs - NVDA is super happy. Until at one point AI gets so good that it can be used to design a GPU, the thing NVDA does. You can yap how CUDA is the real moat, not the GPUs, but if the AI is good enough to design a competitive GPU, it's definitely good enough to rewrite your code on another "library" than CUDA. Just think AI is much more likely to be good at what NVDA does than at what TSMC, Intel do. Although, this will probably take quite a few years, and again ironically, NVDA will be the first to benefit from AI helping the GPU designs as they have the most GPU design data for training the AI for such purposes.
Submitted June 20, 2026 at 01:15AM by Level10Retard
via reddit https://ift.tt/aAX7rt6 | 23 |
| 18 | Trump says Iran is ‘FINISHED’ after cancelled negotiations — as Israeli attacks threaten deal
https://ift.tt/fleMGLu
Submitted June 19, 2026 at 11:30PM by LoL_Journal
via reddit https://ift.tt/uv3RQkE | 26 |
| 19 | Nothing will happen as always, buy calls
https://ift.tt/wJ6r4To
Submitted June 20, 2026 at 12:08AM by Choice_Potato_6279
via reddit https://ift.tt/gTVyBul | 26 |
| 20 | $2.1M in gains in 2 years
https://ift.tt/fLCZg2N
Submitted June 19, 2026 at 10:32PM by TechnicalWish1632
via reddit https://ift.tt/rAdLaM9 | 31 |
