whodatigahbait
| Favorite team: | LSU  |
| Location: | Uptown |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 1870 |
| Registered on: | 10/3/2007 |
| Online Status: | Not Online |
Recent Posts
Message
re: A.I. investment fund forced to unwind all public stock holdings
Posted by whodatigahbait on 7/30/26 at 4:27 pm to bayoubengals88
quote:
He was up to 45 BILLION, a 180x return, and didn't sell anything until he was forced to sell....to Ken Griffin....
He was no up 180x
He wasn't that big, and part of the growth of the fund was investor inflows, not just market performance.
1
re: A.I. investment fund forced to unwind all public stock holdings
Posted by whodatigahbait on 7/30/26 at 11:58 am to bayoubengals88
Thi sis a dumb tweet, they are up today because SA is not pounding the stock because of liquidity in his book.
re: Which crash will be bigger? The .com Crash or the AI Crash?
Posted by whodatigahbait on 7/30/26 at 8:51 am to NotStupid
quote:
quote:
You site Oracle; however, that is a pretty good example of a company that has other lines of busines and isn't solely tied to AI.
If Oracle was well capitalized then Moody’s wouldn’t have downgraded them to a level above junk.
1) They aren't junnk, they are still investment grade (althought lowest rating with a negative outlook)
2) Let's pretend they are BB+ (highest level of junk) that is still a pretty well capitalized company, other companies that are BB+ are Ford and Occidental Petroleum. Additionally, even at a junk rating Oracle is infintiely better capitalized (wiht more access to capital) than dot com companies ever were.
I do think things might be overheated but I don't think this crash will be at the same magintude of dot com.
re: Which crash will be bigger? The .com Crash or the AI Crash?
Posted by whodatigahbait on 7/29/26 at 8:39 pm to NotStupid
quote:
The AI crash will be worse bc there’s far more concentration at the top this time around. Oracle going into near junk bond status will be the Lehman of this cycle. The SPCX IPO will also mark the top.
Ed Zitron will be the Michael Burry. He’s figured it out. When you dump all your free cash flow into something that has little marginal return, and you are using accounting tricks and circular financing in the short term to prop up the spend (one company books $5 billion revenue immediately, while the company that pays the $5 billion only shows it as 1/5 of a depreciating expense), it will massively overinflate near term earnings. But there’s nothing here to monetize it. It’s a race to the bottom.
Trump is out in 2028 and Dems winning in 2026 will also not be good either. And yeah Social Security will run out of funding in 2032. The debt is way worse now than in 2000. Housing market still frozen.
The Buffet Indicator and Schiller PE have never not mean reverted over a 130 year market cycle.
Not sure I agree on the public market side. Most of the companies are much better capitalized than those companies in the dot com era.
You site Oracle; however, that is a pretty good example of a company that has other lines of busines and isn't solely tied to AI.
Now could the stock re-rate and give back its AI gains - sure; however, I don't see the absolute carnage you saw in 2000.
re: Why do people have an aversion to shorting stocks ?
Posted by whodatigahbait on 7/28/26 at 3:29 pm to ZZTOP
quote:
Gambling was going long this piece of crap when it had the 3rd largest market cap in the world.
Combine that with the fact that there is an absurd number of shares unlocking in a few months that people are chomping at the bit to sell.
This was like taking candy from a baby for those of us blessed with critical thinking & logic.
Again you didn't start this thread to discuss the merits of shorting, you solely did it to self fellate.
re: Why do people have an aversion to shorting stocks ?
Posted by whodatigahbait on 7/28/26 at 2:31 pm to ZZTOP
quote:
It's all about making money.
I shorted SPCX when it was 220 using a leveraged short.
I've almost tripled my money.
When I told people I was shorting SPCX they all freaked out and said :"Good luck with that, Elon's a super genius with rockets and stuff bro"
I still can't believe people were actually buying this nonsense when it had a market cap larger than MSFT & AMZN.
A fool and his money are soon parted.
Why did people start threads with questions in them when their real intention was really to just pat themselves on the back?
re: Everyone wants more money. But how much more would you actually need to change your life?
Posted by whodatigahbait on 7/21/26 at 12:32 pm to Rust Cohle
This read liks a linkedin post where someone is trying to slob their own knob and incite engagment at the same time.
re: Fraud in Public Companies - Enron, WorldCom, etc.
Posted by whodatigahbait on 7/21/26 at 12:29 pm to W2NOMO
quote:
Just different tactics. But IMO there is more fraud going on in the US than any other time in history.
I agree, however, I don't think it's going on with public companies.
I think with social media etc. fraud is taking place via these online gurus / crowd funding.
re: S2 Capital investors get zeroed out - in multifamily!
Posted by whodatigahbait on 7/9/26 at 8:39 am to Drizzt
quote:
You have a cash generating asset in the apartment. There is no way that has no value. Hopefully this guy does jail time for fraud.
As others have mentioned, value yes, equity after paying off debt. Nope.
re: A Can’t miss SPAC??! Agility Robotics CCXI/AGLT
Posted by whodatigahbait on 6/26/26 at 3:35 pm to Sabans straw hat
quote:
While we are correcting people, it's nomenclature
Typo.
re: A Can’t miss SPAC??! Agility Robotics CCXI/AGLT
Posted by whodatigahbait on 6/26/26 at 3:06 pm to BCvol
quote:
AGLT after IPO.
Business combination is the correct nomencature.
re: Took a dive into Hex crypto
Posted by whodatigahbait on 6/8/26 at 11:09 am to tenderfoot tigah
quote:
He's a billionaire but truly cares about the little man.
One of the few.
Bump
re: Took a dive into Hex crypto
Posted by whodatigahbait on 6/7/26 at 4:17 pm to Upperdecker
quote:
My $500 is effectively $0 now I’m lucky I didn’t double down or more. There were several people in the discord at the time that were putting in tens of thousands
Lots of people in this thread look really dumb
re: Took a dive into Hex crypto
Posted by whodatigahbait on 6/6/26 at 8:11 pm to BottomlandBrew
Bump
re: $DXYZ - like $VCX with a larger float
Posted by whodatigahbait on 5/27/26 at 7:15 pm to deltaland
quote:
I should have sold it all at 72
Maybe it’ll have one more run up near SpaceX IPO day
It very well might, but this stock is meant to be traded. It's basically a meme stock that is trading completely uncoupled from the underlying fundamentals.
For example, SpaceX is ~16% of the book as of year end. Simple math says SpaceX needs to go up 6x in order to justify the current premium (the rest of the portfolio being equal).
Obviously that isn't happening any time soon.
re: $DXYZ - like $VCX with a larger float
Posted by whodatigahbait on 5/27/26 at 4:12 pm to Odinson
quote:
$DXYZ - like $VCX with a larger float
Odinson
Dilution
It's a CEF they can't issue stock below NAV. Issuing stock is not dilutive, it's actually accretive.
re: $DXYZ - like $VCX with a larger float
Posted by whodatigahbait on 5/27/26 at 1:48 pm to supadave3
quote:
quote:
This stock has turned to garbage
Why Would all the companies in the fund be doing well but the fund is losing value?
Because the stock price is trading a huge premium to NAV.
re: $DXYZ - like $VCX with a larger float
Posted by whodatigahbait on 5/27/26 at 1:38 pm to supadave3
quote:
wtf just happened this thing just bombed
Can anyone explain what’s going on here? Back to back 10% loss days while the market is running hot.
What am I not understanding? Profit taking?
It's stupidly overvalued
re: Stats that show just how small the margin between 1st and 14th is in SEC baseball
Posted by whodatigahbait on 5/10/26 at 1:21 pm to medium_okra
quote:
I don’t consider a 2-run net scoring difference, per game, over the course of 26 games to be a small margin.
It’s a 25% difference!
re: Took a dive into Hex crypto
Posted by whodatigahbait on 5/5/26 at 4:04 pm to Ron Cheramie
quote:
Hopefully the main ones in here at lest sold some during that 2021 run
A lot of them claimed they were staked / locked up.
quote:
I don’t think RH was a scammer by any means but just don’t have enough folks to drink the koolaid
That's the thing with a lot of these coins, they have zero true value so you need a mass of people to subscribe to a greater fool theory in order for it work.
His never did - and was never going to.
re: Took a dive into Hex crypto
Posted by whodatigahbait on 4/20/26 at 2:17 pm to zzgobucky
Bump
Popular
11
