dc_chilling

Trading derivatives. Focuses on deep value regardless of sector. To the 🌙

[dc_chilling @chilling_dc]

Everyone on fintwit should be required to show their returns before commenting on markets.

Most of these fools don’t have a clue what they are doing.

Stop clogging up my feed with your nonsense “technicals” and fear porn 😂

[dc_chilling @chilling_dc]

@Bitcoin_Teddy Fabs are obviously tier 1 lol

What’s this regard smoking?

[dc_chilling @chilling_dc]

@akola77 Yep. I think that was just one deal. They likely have a bunch in the pipeline given they are breaking it out as its own business unit

[dc_chilling @chilling_dc]

Rare you see 100x plays in the market.

$CHGG is one of those.

AI data is the next frontier. The market will see that soon enough.

[dc_chilling @chilling_dc]

@akola77 My guess is the first deal was in the 5-10m range.

2.2m increase to AR with headwinds from cash collections. So somewhere in that range.

[dc_chilling @chilling_dc]

@Teslaconomics Once in a lifetime opportunity to get liquidated?

[dc_chilling @chilling_dc]

@akola77 @peonyKingOF Yep. Chegg is a serious dark horse here.

[dc_chilling @chilling_dc]

@Polymarket So XAI, a flaming pile of dogshit, is supposed to go from 0 to Apple size in 4 years 😂 😂 😂

I want whatever that analyst was having.

[dc_chilling @chilling_dc]

@Sandeman52 Congrats bro.

Keep crushing it!

[dc_chilling @chilling_dc]

The amount these companies are going to pay for data will blow peoples minds.

$CHGG

[Wall St Engine @wallstengine]

Google is reportedly planning to sell up to $80B in new shares to fund growth, with Berkshire Hathaway said to be considering a $10B investment in $GOOGL.

[dc_chilling @chilling_dc]

Some companies like $RDDT sell data to the LLM model makers

Others like Scale, sell their network to facilitate new data being produced.

$CHGG is the only company that can do both. I expect this thing to scream at some point soon.

[dc_chilling @chilling_dc]

@saipavangt A lot higher. If they execute on even a fraction of their potential here it sees $10 easily imo. $20+ isn’t out of the question either tbh.

[dc_chilling @chilling_dc]

https://t.co/MLo9RW0TY4

Data will become one of the most important inputs for LLMs as we go forward.

Differentiated high quality data will be key for the winner of the AI race.

$chgg is uniquely positioned to deliver that data. It’s why they are working with all the top labs.

[dc_chilling @chilling_dc]

@Sandeman52 @TripleNetInvest @GibberCapital 100%

If you are paying someone to manage your money, they better be crushing spy year in and year out.

Otherwise just park it in an index fund.

[dc_chilling @chilling_dc]

@BCitarella42847 @jrouldz Yep.

It also has a healthy balance sheet with a net cash position and strong cash flows.

The skilling business is healthy and growing at a decent clip too.

But the real story is the Aristotle business they launched a couple weeks ago.

[dc_chilling @chilling_dc]

@bbluesshirt The bull case has nothing to do with the original academic product lol

[dc_chilling @chilling_dc]

$CHGG could spin out Aristotle to compete with scale and surge.

They have a better/bigger network than both and even with just a fraction of the scale/surge valuation, could 20x from here.

[dc_chilling @chilling_dc]

@JasonGandhi9 Yea I think that’s fair.

I see them in that surge/scale ai realm, just with a more established network.

[dc_chilling @chilling_dc]

@Slim20359096 @HyperTechInvest Not the dataset. The network to train models.

Surge has a fraction the size of the network and staff while being valued at $250/share $CHGG equivalent.

The dataset is just a nice to have on top.

[dc_chilling @chilling_dc]

@rosemxmi @mars_labs @srg444 Appreciate you.

[dc_chilling @chilling_dc]

@bbluesshirt Chegg has 250k experts with a network they built over a decade. They have a billion artifacts and 180m Q&As in their database.

Surge has like 50k contractors and 100 employees lol

It’s retarded not to see the structural advantages here.