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Посты канала
Daily Discussion Thread for September 3, 2026
Technology? in the big 2026? We are going manual today.
Submitted 2026-09-03T10:23:12Z by OSRSkarma
via reddit https://ift.tt/1dwqV0x
| 2 | GoPro continuing its run in the after hours market.
https://ift.tt/4X6abyu
Submitted 2026-09-03T05:57:34Z by kiwi_scorpio
via reddit https://ift.tt/aQbSzry | 61 |
| 3 | Is there any recovering from this or should I just accept the loss?
https://ift.tt/kOhRI7N
Submitted 2026-09-03T03:13:45Z by psin2005
via reddit https://ift.tt/wGzCi92 | 71 |
| 4 | IREN - Sympathy play
https://ift.tt/otxShF1
Submitted 2026-09-03T03:01:06Z by EstablishmentWrong98
via reddit https://ift.tt/KRFZutp | 59 |
| 5 | Tesla: the bull thesis
Hi there WSB,A truly regarded take coming in. Stay patient with me. I need an outlet because the safe space at self driving subreddit kicked me out for telling the truth.Before getting into it…. Yes I’m an Elon-ite, glazer, bag holder - pick your favorite term. I accept your distaste.Context of the post and why now: many people have been laughing about Tesla self driving, saying it’ll never happen. People point to the forward PE and call it a meme stock.However, here is some information (some directly verifiable, some inferred from the on the ground reporting): Tesla has become SIGNIFICANTLY more confident in the performance of unsupervised FSD over the past 2 months. Even for me, a hyperbull, I was extremely disappointed in the stalling out of the unsurpervised rollout. However, now - in 6 geofences (Austin and Dallas being by far the largest, and Houston/tampa/orlando) EVERY single ride you call will be completely unsupervised with nobody in the car but you with operating hours now expanded into the night (now 6am - 10pm).There has been a very significant increase in the number of cars, and I estimate (looking at wait times across geofences, car spots, on the ground reporting) there are well over 100 model ys being run today unsupervised. By end of the month I bet it’ll be several 100.Now the data: EU leaked data for FSD looks insanely clean. But what matters even more is the NHTSA monthly reporting on unsupervised miles (low, in the 200ks for Q1 and Q2) where there were effectively NO issues. Tesla has now rolled out v15 and this company has an insane amount of data and dashboards on the performance of the software and likelihood for an untoward event across their unsupervised robotaxis, employee testing, and consumer fleet running software in ghost mode. I’m happy to give more details on the performance and statistics in the comments, needless to say it is essentially a PERFECT RECORD.They have started to go crazy with adding cars quickly. This all leads up to tomorrow’s cyber cab event where their purpose designed autonomous vehicle will start slowly entering the fleet. This thing will ultimately be made for sub 20k and is engineered specifically for cost per mile and speed of manufacturing.Now the economic thesis: Tesla has the opportunity to scale quicker than any western auto manufacturer. They have about 2000 cyber cabs sitting in parking lots across America waiting to be turned on (they just started making them in May and are ramping). They can make these (and model ys) very efficiently. They have the service infrastructure, they own the charging infra, and are building out further operations.In western markets, Tesla will be able to offer a cost per mile that waymo and av ride simply cannot match (though I recognize waymo/Google can compete forever).Onto TAM: this is widely misunderstood to be limited to the combined market caps of uber and Lyft. However, this misses that as the price of a good or service drops precipitously you see a correspondingly larger shift in the utilization of that product. Eventually, people will stop buying a second car, then people will go careless.This will take years, and I plan to long term hold forever: but teslas semi truck rolls off the production plant later this month. They will displace ride share, car ownership (to some degree), trucking and logistics, car insurance, regional flights. This will cause customers to also buy personal Tesla cars which will further accelerate gross margins and FSD software as a service sales.This is all before they put a robot in the car and do deliveries.Guys… the data is fucking good and they are expanding quickly. They have been very cautious and will continue to be. However, Ashok (read: not Elon, this man hits his goals) guided for “double digit week on week growth in unsupervised miles” post v15 and I think they are currently well above that target.33 driverless, steering wheel less cyber cabs were spotted today in Austin ahead of tomorrows launch (this launch will be… | 58 |
| 6 | I thought playing with options is how we can get rich quickly?
https://ift.tt/jwFQ8Nf
Submitted 2026-09-03T00:56:35Z by FriendlyGold1717
via reddit https://ift.tt/4yFMfRY | 42 |
| 7 | AVGO 700K YOLO - Am I cooked?
https://ift.tt/e8Q4CWR
Submitted 2026-09-02T23:22:05Z by momolover95
via reddit https://ift.tt/QG2ZDKI | 53 |
| 8 | TODAY DELL CALL 3 bagger Made 180K 🔥
https://ift.tt/y3lIkft
Submitted 2026-09-02T22:32:45Z by DavidMiller987
via reddit https://ift.tt/UCuMrWD | 50 |
| 9 | AXTI Report
https://ift.tt/HnzgOSZ
Submitted 2026-09-02T22:31:31Z by gopowersgo
via reddit https://ift.tt/TXrFW47 | 39 |
| 10 | All In on Zoom
https://ift.tt/y35nQtY
Submitted 2026-09-02T21:49:30Z by sant1pe
via reddit https://ift.tt/htsnE89 | 33 |
| 11 | Verastem and VS-7375
Verastem(VSTM) has a phase 2 trial fastracked by the FDA of VS-7375 aimed at pancreatic, lung and colorectal cancer. As stated in their last earnings report "we look forward to sharing additional clinical data in October", so next month can be a good catalyst, also just today they announced that they will be in a healthcare conference on september 8, another one on september 10, and an investment conference on september 14.You don't line up 3 conferences the month previous to share more clinical data if you know it is going to be bad, but I don't like betting on hopium, so I googled what the patients in those trials have been saying about it:These are from reddithttps://preview.redd.it/utu9w52x36nh1.png?width=1155&format=png&auto=webp&s=f4c8fc0bbe6763208a9e0259578cc969c97bd396https://preview.redd.it/yo995g8m66nh1.png?width=1104&format=png&auto=webp&s=356d27b33fe29e6e89ad58ba3138ed6daca6e12cAnd this from facebook:https://preview.redd.it/jm2rdobd46nh1.png?width=556&format=png&auto=webp&s=838658400f5bc5f59e5fd04f9418d1ed7bb34bc4I won't post more experiences, because even just posting 3 doesn't feel in good taste, but it was to show that people in the trial are sharing positive experience with it.As you all know, this is not financial advice, and for full disclosure I own 520 shares 7,75
Submitted 2026-09-02T20:56:07Z by Fortnait739595958
via reddit https://ift.tt/5XDi9Mz | 38 |
| 12 | Started an order at 3:58pm, wrong order type because of the switch to after hours, missed out on $6k in 1 minute on SNOW as a result.
https://ift.tt/vpQFSCm
Submitted 2026-09-02T20:43:04Z by Trashlify
via reddit https://ift.tt/JlsKhLY | 39 |
| 13 | Broadcom's stock drops 5% as weak guidance overshadows earnings beat
https://ift.tt/vKr0y9R
Submitted 2026-09-02T20:36:36Z by Force_Hammer
via reddit https://ift.tt/fKbgN41 | 45 |
| 14 | Can we turn on the money printer tomorrow?
https://ift.tt/ld5cwze
Submitted 2026-09-02T19:08:37Z by Tonja_Gonzales
via reddit https://ift.tt/LDOqc6Z | 48 |
| 15 | DXYZ YOLO because I enjoy watching AI bubble boys seethe
https://ift.tt/TVWIi6p
Submitted 2026-09-02T19:07:13Z by Electronic-Tap9826
via reddit https://ift.tt/S5etmPh | 63 |
| 16 | Holding 80% of my portfolio in AVGO going into earnings.
https://ift.tt/QKbHjua
Submitted 2026-09-02T18:36:55Z by Weak-Pomegranate-435
via reddit https://ift.tt/yJMz6aR | 61 |
| 17 | When the bond market refuses to "cooperate", how exactly could the military help lower interest rates as he ultimately seemed to suggest?
I was genuinely concerned after watching an interview with the President, when he was asked about rising bond yields:"The ultimate intervention is our military. And if we have to use that, we will."How could the military possibly bring interest rates down, help investors and improve affordability?And what legal basis would there be for using the military in this manner?
Submitted 2026-09-02T17:34:55Z by SunsetToGo
via reddit https://ift.tt/Q3RvPmj | 61 |
| 18 | $50k WEAT Yolo
https://preview.redd.it/jv8tgjyfx4nh1.png?width=2121&format=png&auto=webp&s=5df4c0cfdc5239f21457facee74d2b3740a44be6Going all in on WEAT. Oil, diesel, and fertilizer shortages, along with growing issues. Wheat prices will rise, and I will make money.
I made a whole lot on oil, but thats too manipulated. Cant manipulate wheat.
Submitted 2026-09-02T16:39:12Z by spwath
via reddit https://ift.tt/jJUMumA | 55 |
| 19 | Some Regard said to buy so I did - 10k shares of First Watch
https://ift.tt/StvJL1E
Submitted 2026-09-02T15:29:15Z by Y0UR_LANDL0RD
via reddit https://ift.tt/k1mPQCT | 57 |
| 20 | AVGO Buy before ER
https://ift.tt/JHyWo6U
Submitted 2026-09-02T16:13:30Z by CUbuffGuy
via reddit https://ift.tt/L9ei2NY | 62 |
