quiet thesis

I gather fragments from the abyss and call them thought.

[Vebjørn @VJNCapital]

Which of the hyperscalers is the best buy right now?

[Jim @BjorkJim]

@ducksays It's weird. If I could only go all into a single stock it would be msft. It was here before I existed and will be here after me. It constantly innovates, grow and even copy things that work. A well oiled machine that never stops. Yet some people sell the stock?

[The Long Investor @TheLongInvest]

I want to be clear

If the market is irrational enough to allow $GOOG to drop to $250

You take full advantage and build your portfolio around this position.

[The Wheelie Investor @WheelieInvestor]

SOMEONE JUST BOUGHT OVER $100 MILLION OF $MU CALLS EXPIRING NEXT WEEK

I have never in my life seen an order this big for such a short dated options contract

Someone knows something. Something BIG is about to happen

[Jonah Lupton @JonahLupton]

$RDDT is down this morning because there are rumors/reports they might walk away from the $60M per year that Google/Gemini is paying them. I'm not too concerned:

1) This might be a negotiating tactic as they approach the end of their original licensing deal, I'm guessing $RDDT wants $150-200M per year as the 6th largest website on the planet.

2) Reddit might believe that Gemini is benefiting way more from their data than Reddit is receiving in return as a cited source which could be negatively impacting their user growth and monetization efforts

3) Based on alt data sources, Q2 revenues are projected to be up 55-60% YoY vs 46% for consensus

4) Based on alt data sources, Q3 revenues are tracking above 70% YoY which means we're probably seeing revenue acceleration... likely from better user growth, better monetization (ARPU), bigger ad budgets being allocated to Reddit, improved ad products & placements

If you include the $2.8B of cash on the balance sheet (and $0 debt)... using current sell side estimates (which are probably too low)... $RDDT is currently trading at 17x NTM EPS with EPS expected to grow at a 42% CAGR for the next 2 years

**fwiw, in my models I have a 50% CAGR for the next 2 years... from $4.54 EPS in CY2025 to $10.28 EPS in CY2027

NFA.
DYOR.
*We are long $RDDT at @FirstWaveFund

[Halal Investor @_HalalTrader_]

Latecomers on both sides get crushed in markets. And moves get priced it very fast these days, so either you predict them or they happen without you. There’s no time for confirmation.

[Lior Shemesh @LiorShemesh4]

Management is so confident in their product they're willing to say "suck it" to one of the greatest companies in human history, and the market thinks this is bearish?

We shall see in the long run.

$RDDT

[Policy Error @cantstopstupid1]

@qcapital2020 $rddt did same thing a while back with OpenAI and Sam got pissy but ultimately Reddit data isn’t free so they paid and so will Google. Ai relies on Reddit. The data has to come from somewhere.

[Modern Day Investing @ModernDayInves]

$MSFT is going to be just fine.

[Autism Capital 🧩 @AutismCapital]

Literally Every. Single. Time.

[Vebjørn @VJNCapital]

$MSFT back below $400 for the 1000th time this year

I still think it looks attractive here:
-> 17% EPS growth rate
-> 25x P/E

Gives us:
-> Stock price of $911
-> Total return of 127% (17.8% annualized)

*Not including dividends at ~1% yield

One of the easiest buys in the market imo

[Open Source Intel @Osint613]

The 10-day U.S.-Iran ceasefire proposal now being advanced was initiated by Tehran.

- The Jerusalem Post.

[NoLimit @NoLimitGains]

You can’t make this up.

[BowTiedCrake @bowtiedcrake]

@wassielawyer This is part of LKY’s Anglo side that he hated gambling because he knows it oneshots East Asians. A shame LHL fell for the GDPmaxxing casino pitch

[Modern Day Investing @ModernDayInves]

Is $MSFT or $META the better buy right now?

[Moose @Brownmoose]

$MSFT Called a buy on Microsoft 2 weeks ago , its still a strong hold.

This rally is as healthy as it get.

Profit taking $411-$420 and ill announce a new bid in the discord once we reach this area.

[quiet thesis @quiet_thesis]

@ModernDayInves huh? its been good for quarters but stock dump.
what investors look for is how intense capex will continue to be and pressure on FCF.

[Modern Day Investing @ModernDayInves]

$MSFT to $400 like clock-work ⏰

[Bourbon Capital @BourbonCap]

This guy sold $MSFT because the stock wasn't doing anything and he bought $MU and $SNDK then both stocks crashed

fascinating behaviour

[Dividendology @dividendology]

Members of Congress bought Microsoft stock more often than any other large-cap company in the first half of 2026.

$MSFT was by far the most bought, with 23 disclosed purchases.