Reddit Posts
GS' Scott Rubner's latest note... a few themes worth watching 👀
Election year. Trump stocks and Biden stocks
Option Volatility and Pricing or Options as a Strategic Investment (5th) Book
And so it begins, the 4 horsemen of the financial crisis $GS $BCS $MS $PNC
The American System - Profits Over Life; A Tiny Biotech's Battle to Bring a Cancer Vaccine to Market
Can't decide between stocks! Stuck between NKE, BA and TSLA...maybe even GS or AXP
Worst brokerage platforms errors you have seen?
Worst brokerage platforms errors you have seen?
$COIN / Bitcoin ratio is stupid. Long BTC short $COIN
Is Goldman Sachs hugely overvalued?
NurExone Biologic Receives FDA Orphan-Drug Designation, Accelerating Development of ExoPTEN therapy for Acute Spinal Cord Injury Treatment (TSXV: NRX, FSE: J90, NRX.V)
MBH CORPORATION ANNOUNCES NEW BOARD MEMBERS IAN ELSEY, KEVIN HANBURY, PETER LAWRENCE & SIMON MARTIN
NurExone Biologic Receives FDA Orphan-Drug Designation, Accelerating Development of ExoPTEN therapy for Acute Spinal Cord Injury Treatment (TSXV: NRX, FSE: J90, NRX.V)
Why long-duration, low-coupon treasury bonds are about to return 25%
$GS forming a giant wedge pattern over the last 3 years.
Copper is the #1 Medium to Long Term Opportunity Out There, Here's Why
Challenge my Thesis, "Copper is the Opportunity of the Decade"
Quora user: "Warren Buffett is not the nice grandpa you think he is!"
VolSignals Recap 3 -> What IF the SPX "gamma-dam" breaks? 👀 US & GS on Flows 🌊
VolSignals Recap 3 -> What IF the SPX "gamma-dam" breaks? 👀 US & GS on Flows 🌊
~ TGIF SPX PREVIEW 👀✍️🍻-> Whale hungry for more / VOL sellers march confidently towards cliff / GS RUBER'S URGENT UPDATE / 3 days til "MASTER THE FLOW" course is closed to signups
Goldman's Tactical Flow of Funds: "The largest bears in the room have capitulated." 👀... "Are we there yet?" (Yes, we are)
Goldman's Tactical Flow of Funds: "The largest bears in the room have capitulated." 👀... "Are we there yet?" (Yes, we are)
my GS analysis target first target 315 second target 280
GS Tactical Flow of Funds Update - > July Upside Risk - Beyond CPI . . .
India will become the World's 2nd-largest economy by 2075, overtaking the United States (per Goldman Sachs $GS)
Goldman Sachs is looking to end its partnership with Apple (per WSJ):
Remember how GS forecasts were bearish all the way up to a couple of weeks ago? lol
Throwback to 2016: Goldman Sachs Admits It Defrauded Investors, Receives $5 Billion Fine
Be greedy when GS cuts price targets and be fearful when GS raises price targets
Be greedy when GS cuts price targets and be fearful when GS raises price targets
Market Recap - 6/7/23 - Bargain hunting
Market Recap - 6/6/23 - rotation under way?
Market Recap - 6/5/23 - She had to sell everything
Market Recap - 5/25/23 - the age of AI
JUN PREVIEW -> "ESCALATOR UP. . . ELEVATOR DOWN . . . for Equities" GS TRADING FULL NOTE (5/24)
GS Rubner's TACTICAL FLOW OF FUNDS. . . June Preview -> ESCALATOR UP, ELEVATOR DOWN (EQUITIES)
GS Scott Rubner: TACTICAL FLOW OF FUNDS -> WILL 3800-4200 SPX HOLD? (Full 5/19 Writeup)
Market Recap - 5/17/23 - the worst is behind us, maybe
Market Recap - 5/16/23 - schizophrenic trade continues
Market Recap - 5/15/23 - everything is high risk if you're a pussy
Why do some companies not have liquidity until 9:00 am?
Focusing on Dividends for my Portfolio and Opinions on CDs?
Market Recap - 5/8/23 - No one wants your money
Goldman's Scott Rubner -> Tactical Flow of Funds: "Hike in May" and Go Away (from equities...)
Goldman's Scott Rubner on Flow of Funds: "Hike in May" and Go Away (...from Equities!)
Storm Brewing... 'Tactical Flow of Funds' from Goldman's Scott Rubner -> "Hike in May" (and go away)...
GS Tactical Flow of Funds Update - *May Preview* - "Hike in May" and Go-Away (from Equities)...
Market recap - 4/24/23 - Everyone is FOMO but also worried AF
EarningsGPT: This Week Earnings Releases and Reactions Summary by ChatGPT
EarningsGPT: This Week Earnings Releases and Reactions Summary by ChatGPT
Global Payments stock ($GPN) gets 2nd upgrade in a week as Baird moves to outperform
Weekly Earnings Digest for Options Traders: NFLX, TSLA, IBM, GS, T, SCHW and more!
2023-04-14 Wrinkle Brain Plays - In the style of Sherlock Holmes
Stocks making the biggest moves premarket: Shopify ($SHOP), Global Payments ($GPN), MongoDB ($MDB) and more
Market Recap 4/11/2023 - Analysts lowering SP500 earnings estimate again, hedge funds most short since August 2022
YOLO Rehab's market recap 4/11/2023 - Analysts lowering SP500 earnings estimate again, hedge funds most short since August 2022
Looking for a bank stock to invest in and hold long term 10-15 years.
The banking industry is really buzzing, and three related points to ponder. With a small survey: What do you think the Fed will do tomorrow?
Goldman Sachs's trading desk said to suffer $200M loss post-SVB demise (NYSE:GS)
Credit Suisse. What were some major negative developments over the last 10-20 years that made it lag so badly?
Roger Ng, former Goldman Sachs exec, sentenced to 10 years over 1MDB scandal (NYSE:GS)
GS Tactical Flow of Funds (Sales & Trading Desk, Mar 2 '23) -> Flows, Positions, Gamma, CTAs & Vols
GS Tactical Flow of Funds (Sales & Trading Desk, Mar 2 '23) -> Flows, Positions, Gamma, CTAs & Vols
GS Tactical Flow of Funds (Sales & Trading Desk, Mar 2 '23) -> Flows, Positions, Gamma, CTAs & Vols
Tactical Flow of Funds -> Goldman Sachs Sales & Trading on CTAs, Vols, Gamma, Flows & More
GS - Tactical Flow of Funds (Mar 2, '23) -> CTA, Vol, Gamma, Positioning & More
Goldman Sachs says probe into credit card business expands beyond CFPB (NYSE:GS)
5 Best Stocks to Buy and Hold for a Lifetime.
How to bet on no rate cut or even rising interest rates next year?
Straight from the Squid... OVERWRITE & UNDERWRITE SCREENER -> Top Options Plays Into Earnings...
Straight from the Squid... OVERWRITE & UNDERWRITE SCREENER -> Top Options Plays Into Earnings...
Mentions
Big congratulations! You actually nailed it. The highly paid managers at GS and JPM probably beat you by 1-2 percent. You will get there, keep at it!
GS gave the S&P 500 a price target of 400 that same day. Freaking morons. https://www.forbes.com/2010/03/06/march-bear-market-low-personal-finance-march-2009.html
Oh, so Wall Street "analysts" er, stock salesmen, say "Nothing to see here, all is fine" as they keep pumping Goldman Sachs AI clients bonds and stocks to rake in those fat commissions for Goldman Sachs. [https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/ai-in-a-bubble/report.pdf](https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/ai-in-a-bubble/report.pdf) Parts I liked best: >"GS Chief Global Equity Strategist Peter Oppenheimer then digs deeper into the equity market parallels to past bubbles, also finding similarities but key differences—namely, the US tech leaders’ current strong fundamentals, balance sheets and AI market position—which lead him to agree with Sheridan that the US equity market is not in a bubble". Sure Microsoft, Google and Meta will hang around. They are massive companies that can handle higher cap-ex costs for a while, and can cut them back AI hosting investments when demand doesn't grow at the 120% annualized rates necessary for them. But what about Oracle, thats getting killed because of its massive negative cash flow and exploding debt? Or Coreweave, that literally is out of business in the next 12 months unless it raises another $10B? Or Fermi, that just lost 40% because its main customer pulled out? What happens when they start canceling buildouts and nVidia orders? >But Gary Marcus, Professor Emeritus at New York University, remains skeptical about the promise of the technology in its current form and the amount of capex being spent on it. Marcus explains that generative AI remains far from AGI today despite some incremental improvements over the past two years, with the technology “still essentially autocomplete on steroids.” >While he is encouraged by the industry’s recent shift away from believing that large language models would be the solution to AGI and toward more promising approaches like neurosymbolic AI, he still sees significant challenges ahead on the road to AGI. So all they need to do is basically start over with a new approach? While they've committed trillions to building out massive AI hosting facilities, while current AI revenues are only in the tens of billions? Note that the research report attempts to re-categorize existing Software, Cloud and Services revenues from large companies that have been around for decades as "AI spending" just because the makers added some AI features. There is no evidence that these features are creating any long term value yet, its reasonable to suspect a lot of new revenues are just research sales for corporate developers to explore building AI applications. If their applications suffer from hallucinations, poor data quality and low customer value add, then those revenues aren't going to grow at the massive rates needed to justify AI cap-ex requirements. >Are you at all concerned that this is just a house of cards with Nvidia investing in OpenAI, OpenAI pledging to spend on compute from Oracle, Oracle buying Nvidia chips, etc.? >A: It’s a fair concern.
I am reading lots of research from GS and JPM as well, and several articles pointed out that upside seems limited, although it was more like 6% annualized returns over the next decade. However, return predictions were behind Emerging Markets and other regions. AI narrative is keeping up the party, and yes, it will increase production and counteract against an aging population, but for now no one knows exactly how this effect will turn out, for now there is only billions of AI related CapEx spending, making AI enablers very profitable, but no effect yet for AI adopters. The consumer is weak, and most stocks beside tech are beaten down. I don't like technical analysis, but market pattern pretty much aligns with the regime in 1968. If inflation rises again and the economy slows down, there might be another big buying opportunity within the next 1-2 years. However, stay invested, maybe slightly overweight EM and precious metals for now and don't bet against the market.
GS another one promising increased CAPEX
Counter point: $JNJ up 45.82% $LLY up 29.73% $WMT up 28.36% $GS up 58.45% $CAT up 73.89% Tech Stocks $NFLX up only 6.11% $META up only 8.92% $AMZN up only 4.57% It's hard to pick individual winners. Sometimes it is better to stick with sector ETFs. For example, $FBCV (blue chip value stocks) up 15% for the year. Not that far behind the SP500 which is heavily driven by the Mag7. Blue chips are likely to hold up better in a major economic downturn or an AI bubble pop. Diversify. Don't put too much into one sector, or one stock. For every winner you pick you are just as likely to pick a loser that offsets your gains.
NEW YORK, June 25 (Reuters) - Piper Sandler [(PIPR.N), opens new tab](https://www.reuters.com/markets/companies/PIPR.N) and Stifel Financial [(SF.N), opens new tab](https://www.reuters.com/markets/companies/SF.N) on Wednesday asked a judge to free them from "onerous" restrictions from the U.S. Securities and Exchange Commission's global settlement more than two decades ago with 12 investment banks over analyst conflicts. The $1.5 billion settlement in [2003, opens new tab](https://www.sec.gov/news/press/2003-54.htm) and [2004, opens new tab](https://www.sec.gov/news/press/2004-120.htm) addressed a scandal over analysts issuing positive research to help Citigroup [(C.N), opens new tab](https://www.reuters.com/markets/companies/C.N), Goldman Sachs [(GS.N), opens new tab](https://www.reuters.com/markets/companies/GS.N), JPMorgan Chase [(JPM.N), opens new tab](https://www.reuters.com/markets/companies/JPM.N), Morgan Stanley [(MS.N), opens new tab](https://www.reuters.com/markets/companies/MS.N), the defunct Bear Stearns and Lehman Brothers, and others win investment banking business.
anyone paying attention to $GS ?! Insane move the last few months
GS calls have been 10 baggers everyday for the last 2 weeks. $800 to $900 in 10 days
$CLF my beloved $GS my beloved $CAT my beloved $NVDA
Ok all jokes aside and being serious - those contracts aren't public and aren't something they just release to the public (I'm quite frankly surprised you would even ask that but that's beside the point). I previously worked in tech investment banking at GS/MS and now work at a SaaS company. There's generally 2 types of contracts - one would be a prepaid contract (everything upfront) and the other is a commit contract (everything on a set schedule - which is where these would fall under). Oracle wouldn't publicly announce their commits without having a signed contract in place. In theory the way Meta/NVDA could exit the contract is if Oracle is unable to complete their remaining performance obligations (RPOs, which means the services they have not yet provided). If Meta/NVDA were to "change their mind", Oracle could take them to court and would most likely win, assuming they can prove they are able to provide the services that were originally contracted. Again, all jokes aside, the reason I and everyone else was giving you shit is because you were comparing RPOs to an agreement on the phone where Meta/NVDA can say "jk I changed my mind", which they certainly cannot without severe legal repercussion.
Saba Capital, Softbank, JPM, GS, Met Life (yes) all have significant swap ports, or outsized pieces of the syndicated debt.
Bought $GS calls last week 671 and sold at 840 Those same contracts are worth 4k each. When does the pain end.
Thoughts on loading QQQ and GS puts right now?
The fact that GS stonk has doubled since April and they are still only 17 P/E these bankers really know what they’re doing
If you need to ask you should probably stick to some all mountains. Work your way up to a GS when you're ready and eventually a pair of FIS SL
If you need to ask you should probably stick to some all mountains. Work your way up to a GS when you're ready and eventually a pair of FIS SL
BAC -0.9 GS +0.8 BLK +0.7 WFC -1.19 C -1.1 JPM -4 MS +1.4 Nice cliff bro.
I follow GS closely. You're talking about buying it at its peak right now. Sure, it could go further up, but it inevitably always comes back down. I'd look into buying after it drops back into the $815-$825 range.
I’m willing to gamble. I mean it’s GS so eventually I’ll recover losses if I hold after a dip. Please correct me if I’m wrong though
It is. It’s how GS pumps stocks on low vol to dump at the open. Look at the recent NVDA earnings action to understand now it works. Also look at a chart of ORCL.
Name calling is unnecessary. You are letting an emotional attachment to the stock cloud your judgement. JPM is best in breed. Their PE is 16. GS is another best in class. PE of 18. A PE of 75 for a bank is insane.
100% - gotta operate within your own risk tolerance. I made amazing money this week on GS calls so I'm just playing with house money.
$GS and $MS at new ATHs and you think spy wont follow
Well I’m a reversal trader, so RSI is my friend. But instead of jumping the gun at 30 or 70, keep it in your pants till 10 or 90. With that being said, the fundamentals also need to line up. As an example, SYM was way overbought on Tuesday, at around $80. And Goldman Sachs downgraded them to $47 after earnings, but it hadn’t fallen yet. (I’ve also found GS to be one of the most reliable predictions). So given how overbought it was, I got puts expiring next Friday, expecting it would surely cool off by then- and it did over the last two days (down $20 since then)
Yawn. Get in the end of “iPhone is done” line. People are calling an end of Apple since iPhone 3GS :)
Same and I use Apple Card so the Daily Cash get deposited into the GS high yield savings account and is basically my Christmas present fund for the year. Usually ends up in the 5-600$ range by the time Christmas rolls around. Nice little chunk of change for gifts. Now if only my rent was allowed to be put on a CC id have even more! lol.
I ended up pulling the trigger and committed to the GS fund
Let’s GameStop on SYM to beat GS
Goldman Sachs, $GS, says US stocks will lag behind the rest of the world over the next decade GS predicting the next decade when they can’t even predict next week 😂
Goldman Sachs, $GS, says US stocks will lag behind the rest of the world over the next decade Such comments should be unconstitutional
Douche Bank says SPY will reach 8000, adopting the goldman sachs codespeak for "This is indeed the top guys" except 8000 is so outrageous its more like "Its so fucking high that i'm litterally hallucinating". GS did the same with Tesla when they said "Tesla 800 EOY" except that was more conservative, in terms of the codespeak.
Buy EOSE. Still some downside risk as they have pumped along with the DC infrastructure plays, but they are down almost 40% from their highs. They just raised 1 billion dollars (on a fully diluted 7B market cap) at great terms (equity at 12.78, 1.75% Converts with a ~16.20 strike price) led by GS, who will likely initiate coverage in the near future. They are currently 12.85 which is in line with the raise price. They are set to triple revenue QoQ and will likely do 600M in rev in 2026 vs 150M in 2025. They have guided to 90M in Q4 this year which will be almost 3x Q3 as they ramp production. Best of all is they have plans to build out new automated lines, but didnt have the capital to do it. They have been in numerous talks with hyperscalars, but wont commit to a PR until they have everything ironed out. Theres a reason the biggest bear in the sub has been long this stock for so long and just bought back in.
$ALT high short interest (21%) surge continues. MM will try to push it down early for discounted shares. High quality weight loss with best in class credentials for liver disease. Weight loss with a new liver. Indiscriminately shorted by GS & Kerrisdale. See you on the moon.
Well...the weekly ADP data released 30mins ago showed accelerated private payroll losses. GS expects one cut in December and another 2 more next year.
What do you guys think about GS calls?
What do you guys think about GS calls?
Am I stupid? Half awake bought calls for Goldman Sachs GS instead of GOOG because they’re next to each other on my alphabetically ordered watchlist
I just upgraded from a samsung galaxy s25 ultra to a Iphone 3GS.
I bought that recently. Up 32%...I should have bought GS. BX has also been better than kkr.
It would make my year if Oracle and MSTR just went to 0. Dotcom bubble scammers scamming again and wallstreet fell for it twice. GS had price targets of 400 on both of them. Retards.
Seems like what is keeping ODD down are a bunch of analyst price target reductions. GS reasoning was due to “consumer weakness” - This hasnt been the case yet for ODD
GS, DELL DELL has a put to call ratio of 4 and a PE of 17. Last earnings they said nothing about a slow down.
Today has all the markings of a potential flash crash / circuit breaker. Private credit and loans are fucked. Goldman tried to unload a bunch of 6% Chicago AAA rated bonds at 6%+ and couldn't find buyers. I don't think many grasp the seriousness of the above sentence, but if fucking GS can't get a AAA bond at 6% off it's books Jesus christ. Shitcoin continues to live up to its name. It's really just a levered nasdaq play and it co tinting to drop through supports without even a bounce is ominous for risk assets. People are still super bullish and thinking everything is an overreaction or a sale without understanding why NVDA is dumping off and the extreme parallels to Cisco in summer 2000. Cisco had a great ER, raised guidance, CEO talked about infinite demand and blah blah blah. Then sold off 75% in the next 6 months. Japan is fucked. They arr going to launch a stimulus bazooka and their bond yields are gonna spike even more and the carry trade is gonna get margin called. I'm literally 100% cash/SGOV right now and have decision paralysis because liquidity is so thin right now we could go 4% green today or hit circuit breakers. The ONLY thing that matters today is which way the algos go
Could be MS + GS CEOs wanted to tank the market before they get their year end bonuses so they could buy cheap
Mms are the ones playing against the people they sold puts to. Turns out the big player was a big bank like JPM or GS. We will bounce tomorrow and it will be vicious.
Fk... those GS puts are 1300 now. I got out too early!!! Fk
Same with GS 780s for tomorrow, caught them at 70
🐻🐻🐻🐻 gang! Few I am glad I averaged down! I caught GS at the top. Those 780s for tomorrow 😍 and I am out!
ik everyone looks at tech rn, but did anyone see GS? up 20 points from yesterday close and 809 is the breakout level, 840c this week will be so paid tomorrow
the market was always fine, at least the AI trade was always fine. it didn't need rescuing. it's just that there are waves of anti-AI hype that the entire financial press spins up every year or so, about how AI is fake, or it's not useful, or it's too expensive, or its sketchy that they're not paying for 100% of it in cash. I've been investing in AI for years and the press coordinates bearish sentiment periodically. FT has even admitted they are irrationally bearish. the reason is simply that negative clicks are easier to get, same as on social media. and these waves of bullshit cause retail traders who know nothing about AI to panic and sell. it has nothing to do with anything in reality. all you have to do to see how blatant the press's bullshit is is read a headline about an interview with some big shot from a big time investment firm like goldman sachs, and it will be something like "GS guy says bubble crash is imminent!!!" and then read the actual interview and find out what he actually said was more like "not every single AI company will be successful. we might see a correction in the next 24 months". the contrast between how they spin it, and what's actually there, tips you off not to believe anything they say, or at least not to accept the tone of the article as the legitimate conclusion to be drawn. they are malicious liars. if you read them every day that fact becomes unavoidable

Whelp…. Well I don’t think overseas markets gonna be kind to WS after today. Selling intensified after that’s chomos files were agreed to be released. GPM & GS that jerk off Summers is involved. I am gonna sound this out slowly largest institutions holding highest profiles all over the world, politicians, government agencies personal that controls monetary decisions for US and internationally. Not weird right guys?!
Yea by shills like JPM and GS. They also said when Oracle dumped to 270 the first time that it was a great time to buy. Just offloading bags onto losers since they got stuck at MSTR 400/Oracle 330.
GS also raised NBIS price target to $155. Doesn't mean much.
I thought it was just treasury bonds, but that doesn't seem to be the case. "Trump's new bond investments span several industries, including sectors that have already benefited, or are benefiting, from his administration's policy changes such as financial deregulation. Corporate bonds acquired by Trump include offerings from chipmakers such as Broadcom [(AVGO.O), opens new tab](https://www.reuters.com/markets/companies/AVGO.O) and Qualcomm [(QCOM.O), opens new tab](https://www.reuters.com/markets/companies/QCOM.O); tech companies such as Meta Platforms [(META.O), opens new tab](https://www.reuters.com/markets/companies/META.O); retailers such as Home Depot [(HD.N), opens new tab](https://www.reuters.com/markets/companies/HD.N) and CVS Health [(CVS.N), opens new tab](https://www.reuters.com/markets/companies/CVS.N); and Wall Street banks such as Goldman Sachs [(GS.N), opens new tab](https://www.reuters.com/markets/companies/GS.N) and Morgan Stanley [(MS.N), opens new tab](https://www.reuters.com/markets/companies/MS.N).Purchases of the debt of investment banks in late August included bonds of JP Morgan [(JPM.N), opens new tab](https://www.reuters.com/markets/companies/JPM.N). On Friday, Trump asked the U.S. Justice Department [to investigate JP Morgan](https://www.reuters.com/world/us/trump-says-he-will-ask-justice-department-probe-epstein-ties-with-bill-clinton-2025-11-14/) over its ties to the late financier and convicted sex offender Jeffrey Epstein. The bank has said it regrets its past ties with Epstein and did not help him commit "heinous acts." Trump also acquired Intel [(INTC.O), opens new tab](https://www.reuters.com/markets/companies/INTC.O) bonds after the U.S. government, under Trump's direction, [acquired a stake, opens new tab](https://www.google.com/search?q=intel+10+oct+stake+reuters&rlz=1C1GCHU_enUS1124US1124&oq=intel+10+oct+stake+reuters&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIHCAEQIRigATIHCAIQIRigATIHCAMQIRigATIHCAQQIRigAdIBCDQyNzBqMGo3qAIAsAIA&sourceid=chrome&ie=UTF-8) in the company." Source: [https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/](https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/)
President Trump's recent bond purchases: >[https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/](https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/) > >The maximum total value of the bond purchases exceeded $337 million, according to the filings. > >Corporate bonds acquired by Trump include offerings from chipmakers such as Broadcom (AVGO), and Qualcomm (QCOM), tech companies such as Meta Platforms (META), retailers such as Home Depot (HD), and CVS Health (CVS), and banks such as Goldman Sachs (GS), and Morgan Stanley (MS). Purchases also included bonds of JP Morgan (JPM). > >Trump also acquired Intel (INTC) bonds, after the U.S. government acquired a stake in the company.
AMAT, MDB, NFLX, GS, ASML. short LULU puts need a rally.
Nbis $155 PT by GS today. Also inclusion into the MSCI global index at end of day on 11/24.
GS, says we’re not in an AI bubble That's exactly what I expected them to say
You are really bad at spreading FUD Lmfao > “On March 6, 2025 … promissory note … up to $1,875,000 … conversion price $0.50.” That was the original note, but the same 10-Q also says: > “During the nine months ended September 30, 2025, Tysadco and the Company entered into an agreement to convert their entire principal balance into 515,625 shares of common stock… The conversion was not within the terms of the underlying agreements and the Company recorded a loss on conversion of $4,725,487.” Lmfao And in the notes payable table: > “Tysadco … outstanding balance amounted to $0.” Tysadco is no longer a convertible overhang. It has already been fully converted into equity (and part of that is exactly the October share issuance we saw: 528,625 from notes + 4,396,496 from preferred). So using Tysadco as “hidden dilution still waiting” is wrong — it’s already in the OS. GS Capital note Comment shows: > “March 3, 2025 … $360,000 note … conversion price $0.65 … alternate price $0.52.” Those terms are correct, but again the context matters: GS Capital conversion rights are contingent on shareholder approval under Nasdaq Rule 5635(d): > “…such conversion right is wholly contingent and subject to the approval of such conversion by a sufficient amount of holders of the Company’s common stock to satisfy the shareholder approval requirements…” The note cannot be converted if GS would own >4.99% of outstanding common. As of 9/30/25, the outstanding balance is $316,000 – not some massive multi-million USD convert still sitting there. Reality: GS is potential future dilution but not freely converting right now, and they are capped by shareholder approval + 4.99%/19.99% limits. You are just fuckin cherry-picking the initial note terms but ignores: Tysadco has already converted (balance $0). GS Capital’s conversion is not active yet and is heavily constrained. It implies “>2M of convertible notes” are just waiting to drop, when: Much of that is already in the 4.9M new shares disclosed for October, and The rest is contingent and capped, not free-fire dilution. I just bought more :)
(Promissory Notes) 10-Q( 2025/9/30) Tysadco : > “On March 6, 2025, the Company closed and issued a promissory note … in the aggregate principal amount up to $1,875,000 … The per share conversion price … shall be fifty cents ($0.50) per share.” GS Capital : > “On March 3, 2025, the Company executed and issued a Promissory Note … in the aggregate principal amount of $360,000 … The per share conversion price … shall be equal to $0.65 … subject to adjustment … After an Event of Default … the Alternate Price … $0.52.”
This is also likely one 25 year old coke/aderall addicted GS analyst making these predictions.
The tech weightings are worse than they were before 2022 occurred. If the semi sector unravels over a sustained period of time, it's not going to be pretty unless you're heavy in risk off. Even risk on ex-tech in something like GS/JPM/other banks gets blasted to kingdom come with days like yesterday.
Are you able to share the details of the specific GS fund, or is this limited? I’m in a similar boat to you in terms of my desire to invest in Anthropic, but the the terms of this specific SPV are causing me to lean against it.
If your real goal is AI exposure, the GS fund is the safer, more boring way to get it. You still get a slice of Anthropic, but you’re not betting everything on one company at a sky-high valuation. Plus, if Anthropic stalls, another winner in the basket can offset it. If your goal is Anthropic specifically, then the SPV is the purer bet, just understand you’re buying late-stage, illiquid equity at a premium. Great company, but the risk/reward is very different. I’d lean toward the diversified fund unless you have extremely high conviction in Anthropic’s long-term moat. A fund gives you exposure to the theme without tying you to a single outcome.
That’s a very insightful take. Thanks I would like exposure to AI but I like Anthropic specifically. I am weighing this SPV against another opportunity which is a diversified fund that GS offered me, that includes Anthropic as part of their Enterprise Software investments. This is your more classic fund structure, lots of companies I don’t know in there and the min investment is a little higher at $250k but I can def do it if I choose to pull the trigger
mainly calls on GS and NVDA
Everyone's talking about AI, but banks are rocketing without all the drama. JPM +34% GS +46% HSBC +43% BAC +22% MS +36% TD +51% Anyway, I'm bag holding a lot of tech. Hopefully, they will recover in the next few weeks.
GS has been on fire this week
They entered into an agreement with GS to sell upto 25M from time to time. Only regards will buy until it is done.
No thanks I’ll stick with GS
Thinking they need more cash than the combined cash held by the five largest public companies by market cap for their insurance business might be a bigger misconception. It makes up 30%, maximum 50%. Still a record pile. You don‘t have to take my word for it: Buffett has said that having a sizable war chest is a cornerstone of Berkshire's risk management. Berkshire's cash reserves served the company well during the 2008 financial crisis, when Berkshire provided crucial funding to companies like the Goldman Sachs Group Inc. (GS) and Bank of America (BAC) on extremely favorable terms, generating billions in profits.
ALT. All eyes on the late breaking oral podium presentation tomororw 1145am at AASLD. A next generation GLP with unique 1 to 1 glucagon ratio. The biggest TAM in the world and this one targets fat specifically in record time. Works in 12 wks & stat significance in 24 weeks for fibrosis & weight loss. Better quality WL than good diet and exercise. 21% lean mass preservation vs 24% good diet/exercise The cat is out of the bag on how good this drug is now. Treats the full spectrum of liver diseases, with quality weight loss in record time. Huge markeatable advantage. Unveils tomorrow its going to be a wild Christmas rally after GS suppressed the price all year.
Well sometimes GS keeps making calls until they are right. However, keep in mind there isn't much downside to making these calls. No harm in being wrong. But the one time they are right, they can be like, see... I called it! Also, aside from being right and wrong. Consider the magnitude/ consequences of being right/ wrong. GS could be making these doomsday calls all day, but if they are not positioning to the short side heavily, you can just call their bluff. It's different if GS actually go heavy on the short side on AI stonks like michael burry currently is...
ALT 25% short. Fat targeted weight loss that reverses liver fibrosis (new liver). New data best in class potency in half the time (24wks) and GS has suppressed the price for months creating opportunity. Podium oral presentation tuesday at AASDL. High tolerability, speed and ease of use are huge advantages. Bidding war soon & pfizer just paid 10B for a phase 1. 360M marketcap is going to rip very soon. Going into phase 3 should be worth MUCH MUCH more. Boards are abuzzing!
Repositioned a LEAP for GS for 2027 today at the low lol Probably not the low
BS... algo trading now dominates 99% of all trading and it is controlled by only a few trading firms (GS, JPM etc...) which can quickly coordinate among themselves. The SEC has been asleep at the wheel and irrelevant for 20+ years now. Last true genuine downturn was in 2008. Since then economic stats and everything else has been fine tuned to always have a plunge protection team (tm) on hand. The market is nothing more than a Mexican Novella with engineered "drama" to pretend it is still subjected to natural forces, in between Trump's tweet where his buddy, with prior knowledge of course, collect big on short term options. If the same analysis is made for the ups and downs of the current market.. it is all obviously fake just like in this story: [https://www.reddit.com/r/science/comments/a1kas/teacher\_asks\_his\_math\_students\_to\_go\_home\_and/](https://www.reddit.com/r/science/comments/a1kas/teacher_asks_his_math_students_to_go_home_and/)
Yeah, I was inspired by a GS or BX report. I forget which but they basically said the way to make money right now is to go where the money’s being spent. They highlighted two areas: weight loss drugs and data center buildouts. I get that some people don’t trust GS/BX and think they use retail as exit liquidity, but what they said about data center expansion outpacing new home construction made sense to me.
I wouldn’t be surprised to learn that GS/MS hold huge short positions
Scooped 5k$ of this trash ass company during its COVID chapter 9 at less than 1$, guess what happened the board converted it with warrants with a target price of 13-14$. Got fucked by institutions while the board was raising CEO’s salary and then we had the new ex GS CEO anyway I got fucked. Don’t ever invest in Hertz. No potential, just a scam even if you feel like its a good deal, its 🧃behind it be careful.
These morgan stanley and GS are playing with people. Trade is gone, earning concern was gone , now they came up with some valuation concern out of thin air to manipulate stocks . I hope whole market recovers today and goes to positive , crush their short etfs and positions. This will be a lesson to these people who are manipulating market for own gain
I finally bought calls. You are welcome bears Still hedged though. Fk you GS back to 500!
Cvna looking primed for a pump - JMP reiterated a $500 PT along with Jeffries and GS
$ALT looks primed for a breakout soon. Business update Nov 6. Late Breaking data poster Nov7 & oral presentation Nov11 @ AASLD nov 8-11. Obesity phase 3 ready. MASH resolution & fibrosis improvement best in class at 24 weeks once FDA accepts NITs any day. 48wk top line NITs & end of phase 2 FDA meeting minutes also anyday! Renewed bidding wars between pfizer and Novo for a phase 1 obesity asset the same day Lilly announced their glp1 is the best selling drug in the world. GS has been suppressing this SP indiscriminately to protect the market for their customers NOVO & LILly. A huge risk reward value only days away from business updates AND key oral presentation at THE liver conference of the year. Now is the time to load up! The price has been pinned for months abd the short interest is 25.5%. This drug pemvutide is next generation. Better quality weight loss than good diet and exercise(21% lean muscle loss vs 24% typical diet & exercise), great tolerability due to proprietary euport technology, 74 % liver fat reduction. 6% weight loss at 24 weeks. Its a healthy new liver for all drinkers with a side of weight loss. The next generation GLP1 at $4. Your damn right im holding! Who doesn't love an underdog story right before their breakout
I have a watchlist of stocks i named "Evil Corporation". Includes companies like BLK, BX, LMT, RTX, MS, JPM, GS, XOM, etc. Performing second only to the tech watchlist