DOCN EPS is growing only 5% in 25' that concerns me but they have had 13 UP Revisions lately<----- That's quite a bit/// There's smoke here but is their fire?
This wasn't all that surprising. My wife and I were talking about AI stocks last week, specifically the infrastructure plays. She thought we should be buying more and I pointed out that that is a really crowded trade right now. I said any hiccup in the narrative and you could see a nice sell off in the whole sector. I did not know when or how, but look at any other mania and this selloff is par for the course. Probably a buying opportunity. I have a suspicion all the hype with Deepseek ain't what it seems.
Booted it recently had a great run. In general too much insider selling for me. They are using the stk as a piggy bank. Don't trust the analyst love. No position now.
Well consider this. It is an arms race right? Ai was described as a race to stay ahead of China, pay anything you can to stay ahead in that super important Ai market that will change absolutely everything.. and nothing. We don't need it as fast as they have made it and if you go a blip slower and can take 1/2 or more of the operating cost out what have you now? Well it's still a Ai race right--? A race now down to the bottom.// And word of warning.. NVDA's chips are cyclical and this is the big gun alarm that the race now from here is: cheaper and cheaper and cheaper and I don't have to tell you guys, that's when hype stocks get crashed.
Stoney do you think the VZ bot posting as Van was part of the DeepFake Chinese AI? The Chinese were trying to get inside the Lizard God’s incredible mind!
Fanduel: where you gamble without the free food. LOL. So much college B ball and the football- in the end we may of made a few hundred- about $450- quite wasteful energy- but I'm back at it today! It is a little addictive...