TLDR

Super-Activity-4675

The TLDR is that they asked Claud to make up a plausible number.

Typical-Tea-6707

TLDR is that Anthropic’s trend is showing good signs of becoming highly profitable, based on YoY revenue growth. However that depends on if they can keep the trend going

GPUssydestroyer

TLDR - they fucking made it up but wrote a bunch of bullshit that sounds smart

MaximusKek

elon is retarded, TLDR.

Turq6536

CALM $61 (10/27/2026) is a buy here. I own about 3000 shares and am holding longterm. TLDR // CALM is a buy here at $61 based on valuation (1.1x BV of $55), and would be a sell at $110 (2x BV $55). There is also the possibility of an acquisition by JBS, the Brazil/USA producer of beef and pork, which in 2025 made its first acquisition into the egg space. The unknowns include when current egg oversupply (which has led to low egg prices) will reverse and lead to better CALM revenue and profits, the commodity nature of the egg business, and why do insiders not seem to be buying the stock? CALM is an egg company which has $16 cash/share ($767m cash, no debt, 47m shares) and low valuation of Price/BookValue 1.1 (compares to 25 year range 0.6-3.9x). This egg company has been hurt lately by excess egg supply which has depressed prices. What might cure that is the next avian flu which will cull the chicken herd and reduce number of eggs produced, and raise egg prices which will help CALM. On valuation, the last 25 years or so the stock price-to- bookValue (P/BV) has ranged from 0.6 to 3.9 (currently at 1.1) .. as seen here: [https://companiesmarketcap.com/cal-maine-foods/pb-ratio/](https://companiesmarketcap.com/cal-maine-foods/pb-ratio/) Note current Book Value \~$55/share compared to stock price $61. Over the last 20 years it has been profitable to buy CALM at \~1.5x BV and sell at 2x. One thing that doesn't make sense to me is why no insiders have bought the stock since Jan 2026 when CALM was at $80, though CEO Sherman Miller mentioned the "stock value is very low compared to historical" when he addressed a question by analyst Heather Jones on the conference call for the qtr ended Sept 2026. The company has a $500m stock buyback authorization which could be used ... Heather Jones (analyst) "Okay. And then Sherman, going back to comments you made in the prepared remarks about **the valuation of your stock. So it’s setting new lows on a priceto-book basis, going back at least 20 years.** And then when you think about the valuation on a price per and, et cetera, basis, it seems to be setting new lows there, too. So -- given the cash the company is sitting on, I know you have to fund losses and you’re having to find these prepared foods investments, both. Is there any reason to think that you would not get more aggressive? And I know you all bought the 200-and-some thousand shares post quarter end. But is there any reason to think you won’t get even more aggressive than that given just to stop setting the lows?" Sherman Miller (CEO): "Heather, great question. The share repurchases are a great addition to our capital allocation that we added a little over a year ago. And as we noticed the subsequent events that you mentioned, it shows that **we see a big value at these levels of stock**. And the overhang right now is the things that we’ve mentioned today. But the assurances that we’ve been here before and it’s why we manage the company the way that we do from our balance sheet forward. And the current situation is just not mid-cycle normal or sustainable. So you pointed out the right metrics. **The stock value is very low compared to historical. And we see a lot of value there."** \[above quote taken from here .. [https://investors.calmainefoods.com/static-files/5fa353dd-75aa-4140-9bbf-70b285c4285d](https://investors.calmainefoods.com/static-files/5fa353dd-75aa-4140-9bbf-70b285c4285d) .. page 15\] **Possible acquisition by JBS?** JBS is a Brazil-based producer of beef that has grown over the years by acquiring brands in other countries (USA's Smithfield Beef operations in 2008, Tyson's Mexican Chicken operations in 2014; UK/Ireland Kerry Group Meat & Meals division in 2021, and in 2025 JBS' first foray into the egg industry by acquiring 50% of Brazil's Mantiqueira, which is the 10th largest global egg producer \[CALM is the #1 global egg producer\]). JBS has a history of growing in each of its protein categories so it makes sense that CALM could be on the JBS radar as JBS stated its growth goals include "enhance scale in existing categories and geographies", and "enhance platform diversification and key customer relationships" (specifically mentions eggs, poultry, pork and some others). This data is taken from the Feb 2026 JBS presentation.. pages 5,8) .. here [https://api.mziq.com/mzfilemanager/v2/d/fdb59571-9620-473a-8f8d-a9c27ebf7d44/b7d6d744-614f-204c-5024-c1f5394c7212?origin=2](https://api.mziq.com/mzfilemanager/v2/d/fdb59571-9620-473a-8f8d-a9c27ebf7d44/b7d6d744-614f-204c-5024-c1f5394c7212?origin=2) Note that JBS never mentioned CALM as a possible acquisition target, this is just my speculation. Given all this, CALM is a buy here at $61 (1.1x BV of $55), and would be a sell at $110 (2x BV $55). Would love to hear your thoughts

kopriva1

Someone TLDR this, Im not reading all this shit

aiguofer

Look up Celsius, FTX, Voyager, BlockFi, et al. Shit you don't even have to look at the crypto space, just look up the neo banks Juno, Yotta, and the Synapse collapse. I got into the high interest game with Celsius and Juno.... I came very close to losing everything. I did eventually recover most of my Celsius losses (without accounting for lost gains), and I got super lucky that I pulled out 140k out of Juno to make a downpayment on a house 2 weeks before they froze all withdrawals, but I still have around 4k stuck there. TLDR: if it sounds too good to be true, it probably is

Orthoebolavirus

TLDR I can see either AMZN or AAPL buying RDDT to become a tech/social media conglomerate like META, MSFT. and GOOG are.

bluekitetrue

TLDR: I invested in Reddit therefore it is going up

Commercial-Dirt-862

OK hear me out, bit of a different perspective. The COGS are basically in there, and the most shocking figure in Anthropic's S-1 is by far the inference compute spend: $2.38B in 1H26 (p. F-39). Shockingly **LOW**. $2.4B to serve $16.3B in gross revenue, that's an 85% gross margin. Nothing's hiding in CapEx, for the moment there barely is any. The unit economics work. This shut down all the naysayers who've been parroting for months that every Claude request is a net cost. But it's not only low as a % of revenue, but also as a nominal figure. $2.4B, that's their cost, but that's also the hyperscalers', neoclouds and other data centers' revenue from inference (ok, add to that some revenue sharing). The world's leading lab in what is basically a duopoly will probably spend no more than $8-10B for the full year to serve paying customers. Add OpenAI to that and double it. $16-20B spent on inference in 2026. This is at least an order of magnitude too low for the inference-serving data center business to make any sense. So here are my two scenarios. (Note that I conveniently ignore any fact that could be used as counterarguments.) **1. Anthropic's S-1 inference costs are real, accurate, and a fair representation of the long-term cost of inference.** Thus, selling inference compute is a sucker's business. The value creation is in the model + app layer. The highly-leveraged data center buildouts will have terrible returns. Their only salvation is if training compute continues to rise exponentially, dwarfing inference. For that to be true, model commoditization must be a mirage; there will always be demand for more intelligent models. RSI is a requirement for the data center's industry to realize the margins they're projecting: the self-improving model constantly uses all available capacity to scale intelligence towards infinity. They know this, and that's why the talk on RSI are growing. **2. The S-1 inference cost are too low, tailored to boost the narrative** Anthropic has enormous compute commitments, but most of those start in the future and are not represented in current financials. But more than that, past inference costs could come from heavy discount provided by the hyperscalers, which are all close partners: * Those that directly own shares or convertible debt in Anthropic see that they can have much higher returns through owning and pumping Anthropic's stock than by selling compute at a fair price. They gave massive discount to Anthropic, which makes 1H26 inference's units economics look like they are sustainable. * The AI trade is a massive interconnected network of companies. Their interests currently all align on strengthening the narrative. Even competitors like SpaceX benefit from the image of a profitable frontier lab. So they provided compute at extreme discounts, because they know they will make more from their own stock pumping than from compute revenue. TLDR; $ANT is either a money-printing machine and the data centers buildouts are going down the drain, or the S-1 numbers are a coordinated effort by the whole circular-financing cabale to pump their short-term profits and leave retail as the bagholders.

davidbigham

TLDR : Ai is good today

Dismal_Passion_8537

Since most people are not giving you a real answer, I turned 5k into 52k in a month. It could’ve been way more but I’m a pussy. If you do guess the right direction it’s moving, it can become extremely profitable. For that what I did was buy as many of the call or put you can (or want to lose) I did calls under 1 dollar, just over 50 contracts. The contracts went to be worth 3.60ish. I sold. Shit my pants a bit. The market crashed back down to them being worth 1.05. I thought I was a genius. So I did it again the next day. Except I sold really early again cause I saw a good profit. Spy rose another 4 dollars that day. So I got salty and I did calls the next trading day. Which was a Monday. I left the house and at the park my son broke my phone. I had a gut feeling that day to do 1dte, which is the only reason I didn’t lose it all. Couldn’t pull out and my 52k went back down. To 3.8k. I’m back to 6k right now. But this is the risk. TLDR: shoot for a 3ish dollars out of money, pick a day and a time that you think the market is about to move huge. And buy as many contracts as you can. If you’re right, and you’re in the money, sell them before they become worthless unless you’re in the money then hold until you’re comfortable.

davidbigham

TLDR : Ai good today

Swagastan

TLDR: Companies that borrowed a lot now are having trouble with high interest rates now, that's true but tangential. The rest are all qualifying the low unemployment saying it's really not that low, but again that's more feels than data, it's easy to pick a percentage of a percentage instead of using absolute numbers when you want to skew a point. Also your last link appears to be a broken facebook link. I am guessing this was you asking AI to support the economy is in recession and not actually you looking into it. Why not ask your AI of choice a neutral question instead like " are we in a recession why or why not?" and post that answer.

sck178

Someone ask Claude to give us a TLDR

WolfofArabia

For those who want TLDR and a regarded summary Thank you fable for the summary **Anthropic (the company that makes Claude) is going public 📈** * They filed papers to sell shares on the stock market * Ticker will be **ANT** on Nasdaq * No price or date yet **💰 Money** * Made $4.6B in 2025 * Made $16.3B in just the first half of 2026 * Has about $131B in cash * Shows a massive “loss” on paper, but that’s mostly an accounting effect from the company’s value going up * Actually made around $1.6B in adjusted profit in early 2026 **🗳️ Who’s in charge** * Regular people who buy shares get almost no control * The 7 founders hold 50.1% of the votes * A separate safety-focused trust picks most of the board * The company is legally allowed to put its mission (safe AI) ahead of profit **❤️ Charity stuff** * 5% of the company went to a public benefit fund * Founders pledged to give away 80% of their shares **⚠️ Risks** * Competition from other AI companies * Needs huge amounts of computing power * AI safety and regulation issues

Marko-2091

I have used it in the past since I lived in LatAm but MELI is targeted towards the LatAm market which, while quite large, does not have acquisitive power as other parts of the world. TLDR: the company is fine but the core markets matter when it comes to valuations.

Thatcher_Is_Mommy

No, the blockade came after, here is the events leading up to the ceasefire collapsing in a very brief TLDR format: • A Houthi delegation flew directly from Tehran on an unauthorized Iranian Mahan Air flight, defying Saudi/PLC demands to use official channels and undergo security inspections. • Intelligence reports claimed the flight carried IRGC advisers and advanced weapon components alongside the politicians. • The Saudi-backed government issued an ultimatum to divert the plane, which the Houthis ignored. • On July 13, 2026, as the plane neared, the Saudi-backed coalition bombed the Sana'a Airport runway with 5 precision strikes to block the landing. • The plane diverted to Hodeidah, the Houthis declared the truce dead, and immediately launched a retaliatory missile swarm at Saudi airports.

AggravatingCrow897

[**Victor Haghani**](https://www.google.com/search?kgmid=%2Fm%2F04cwgvp&q=Victor+Haghani), founder of Elm Wealth and former founding partner of Long-Term Capital Management (LTCM), strongly warns everyday retail investors against stock picking because **the modern market is a hyper-competitive, technologically dominated environment where individual non-professionals have a massive mathematical and behavioral disadvantage**. TLDR: Fuk Institutions and their sophisticated algorithms. Our behavior and highly regarded decisions make WSB great. They been scared since GameStop. I rather eat bagels out of dumpster than roll with a safe ETF.

Responsible_Month385

Even in software development, where agentic workflows are used the most heavily, it’s still not delivering what they’ve promised which is that it can entirely replace the worker. A human engineer is still required to oversee an agent, sure you might need less of them to maintain the same velocity but you can’t get rid of them entirely. Someone can say “not yet” but then you could also argue that there could just as likely be new issues that arise in these workflows that do require a human. TLDR; even in those narrow domains, it’s still not doing what was promised.

mrjohnson611

Thanks for the reply. I had been investigating collars and thought I had gotten past the constructive sale concerns. Then discovered the tax implications aren't a free lunch. TLDR: I think the premium earned on the calls aren't necessarily offset by the purchase of the puts if the options expire worthless - you have to defer the losses of the put until you share those shares. Or so I think that's my understanding. It makes my head spin. I need a tax advisor.

FinancialGroundhog

Yeah, there's a backtest I shared for selling calls in here: [https://www.reddit.com/r/options/comments/1xdp8c3/low\_delta\_spxw\_1dte\_put\_selling\_back\_tests/](https://www.reddit.com/r/options/comments/1xdp8c3/low_delta_spxw_1dte_put_selling_back_tests/) TLDR, the results are terrible.

icydragon_12

TLDR: dude believes we've topped, provides random list of shit.

Dribbler365

This reads like AI written and honestly TLDR whole thing, but if you are only buying 5x40$ worth of etf/stocks every week I would switch to a monthly 5x200$ investment for each, otherwise you will end up paying somewhere between 5-10$ every week to trading fees depending on your broker. That can be upwards of 500$ a year

FinancialGroundhog

I did run a bunch of backtests since people asked this so often, you can see the results: [https://www.reddit.com/r/options/comments/1xdp8c3/low\_delta\_spxw\_1dte\_put\_selling\_back\_tests/](https://www.reddit.com/r/options/comments/1xdp8c3/low_delta_spxw_1dte_put_selling_back_tests/) TLDR: I run naked 1DTE puts, because selling 0DTE decreases the returns substantially without reducing the volatility all that much

FinancialGroundhog

I did run a bunch of backtests since people asked this so often, you can see the results: [https://www.reddit.com/r/options/comments/1xdp8c3/low\_delta\_spxw\_1dte\_put\_selling\_back\_tests/](https://www.reddit.com/r/options/comments/1xdp8c3/low_delta_spxw_1dte_put_selling_back_tests/) TLDR: I run naked puts, because selling spreads decreases the returns substantially without reducing the volatility all that much

FinancialGroundhog

I did run a bunch of backtests since people asked this so often, you can see the results (for a 50p spread): [https://www.reddit.com/r/options/comments/1xdp8c3/low\_delta\_spxw\_1dte\_put\_selling\_back\_tests/](https://www.reddit.com/r/options/comments/1xdp8c3/low_delta_spxw_1dte_put_selling_back_tests/) TLDR: I run naked puts, because selling spreads decreases the returns substantially without reducing the volatility all that much. A narrower spread would be worse, the wider the spread, the less it eats into returns

FinancialGroundhog

I did run a bunch of backtests that I made public, so have a look yourself: [https://www.reddit.com/r/options/comments/1xdp8c3/low\_delta\_spxw\_1dte\_put\_selling\_back\_tests/](https://www.reddit.com/r/options/comments/1xdp8c3/low_delta_spxw_1dte_put_selling_back_tests/) TLDR: Yes, April 2025 100% hurt, but nowhere near wiping the strategy out

FinancialGroundhog

I did run a bunch of backtests since people asked this so often, you can see the results: [https://www.reddit.com/r/options/comments/1xdp8c3/low\_delta\_spxw\_1dte\_put\_selling\_back\_tests/](https://www.reddit.com/r/options/comments/1xdp8c3/low_delta_spxw_1dte_put_selling_back_tests/) TLDR: I run naked puts, because selling spreads decreases the returns substantially without reducing the volatility all that much

FinancialGroundhog

I did run a bunch of backtests since people asked this so often, you can see the results: [https://www.reddit.com/r/options/comments/1xdp8c3/low\_delta\_spxw\_1dte\_put\_selling\_back\_tests/](https://www.reddit.com/r/options/comments/1xdp8c3/low_delta_spxw_1dte_put_selling_back_tests/) TLDR: I run naked puts, because selling spreads decreases the returns substantially without reducing the volatility all that much

FinancialGroundhog

I did run a bunch of backtests since people asked this so often, you can see the results: [https://www.reddit.com/r/options/comments/1xdp8c3/low\_delta\_spxw\_1dte\_put\_selling\_back\_tests/](https://www.reddit.com/r/options/comments/1xdp8c3/low_delta_spxw_1dte_put_selling_back_tests/) TLDR: I run naked puts, because selling spreads decreases the returns substantially without reducing the volatility all that much

FinancialGroundhog

I did run a bunch of backtests since people asked this so often, you can see the results: [https://www.reddit.com/r/options/comments/1xdp8c3/low\_delta\_spxw\_1dte\_put\_selling\_back\_tests/](https://www.reddit.com/r/options/comments/1xdp8c3/low_delta_spxw_1dte_put_selling_back_tests/) TLDR: I run naked puts, because selling spreads decreases the returns substantially without reducing the volatility all that much

FinancialGroundhog

I did run a bunch of backtests since people asked this so often, you can see the results: [https://www.reddit.com/r/options/comments/1xdp8c3/low\_delta\_spxw\_1dte\_put\_selling\_back\_tests/](https://www.reddit.com/r/options/comments/1xdp8c3/low_delta_spxw_1dte_put_selling_back_tests/) TLDR: I run naked puts, because selling spreads decreases the returns substantially without reducing the volatility all that much

Rock_or_Rol

Supply and demand Home construction is a *completely* different animal than data centers. Holder v. D. R. Horton. The trades are different. The everything is different We have a cooling effect on home buyer demand due to high principal cost + high interest rates.. ontop of income not keeping pace with inflation, poor job growth, layoffs and just diminished economic flow across the board. If your pro forma was solid enough with enough demand for cash flow to survive and profit to earn you wouldn’t have a problem finding investors and financiers. TLDR; those are two separate sectors with their own unique circumstances.

Syllabub_Visual

Honestly probably not. All they’ll be able to do is investigate him but mango will let him free as long as he continues to pay. And we know that even that’s probably a bit too much for Dems. If history repeats itself (which it will) they're just gonna sit on their asses for two years. We know that shoomer has less spine than a jellyfish. TLDR: I’m still bullish on Elon’s companies. He has more money and power than all of them combined and it’s not even close. He could buy every single one of them and I don’t even think they would turn it down (I mean that’s why Nancy got into this job in the first place).

Sappledip

I think the goal is to become so valuable money becomes irrelevant. Companies are bleeding billions monthly to subsidize their users to keep growing, and I don’t think that money is coming in for the purpose of getting more people using ChatGPT pro — it’s to fund frontier model development, with the end game of getting to AGI and eventually ASI, which is not a fairy tale or myth at this point. If they get there they immediately apply it to reducing their own cost burden — material sciences, quantum computing, energy generation and capacity, etc. — which would be a net benefit so large you start seeing material percentages of first world GDPs being funneled into development and manufacturing to support the research and buildout, and they’re funded for eternity. 10-20 years to get that far, then a generation long bottle neck while civilization contends with the existential loss of agency and capitalism fights to survive in a world where human labor isn’t necessary anymore. Personally, doubt we make it through that phase but I never claimed to be an optimist. TLDR: don’t need to be profitable when the long term vision is to innovate the entire financial system into irrelevance

Lumbergh7

TLDR, but when I see 48k to 900k, my dick gets so big it pokes the moon

BatChemist

Boss, at least give us some of your trading strategy! maybe in TLDR version?

fenton7

Did you use one of the Adobe alternatives to create that turd of a TLDR post?

Tight-Negotiation928

TLDR priced in

Fun-Union9156

TLDR DD but I only have one question, wen lunch?

Jenkinswarlock

TLDR: Basically if a website is running old PHP if an attacker sends a malicious request they can get the C it’s running on to run other code which can also be malicious, potentially giving hackers ACE (arbitrary code execution) on a computer running php. TLDR TLDR: Hackers gonna hack

unhappyreach_

TLDR?

Venous

TLDR: to the moon. buy buy buy

naeads

Can someone do a TLDR for me please? What happened to Netflix for it to drop like this?

godgrid000

Nah this shit happened around 2022 as well, Disney reported it had higher subscriber numbers than Netflix (mind you, it was Disney subs + Hulu subs + ESPN subs > Netflix subs) and the metric was around \~220M at that time, so investors pumped Disney hella and sold Netflix hella. And Disney's streaming (excluding Hulu) was only 2-3 years old at this point, compared to Netflix's 10+ so those Disney investors pumped that shit so much (but look at the stock now lol). Then Netflix came up with Ad tier at the end of 2022 and the rest is history (stock was up a lot since 2022 up till 2025), up until this year, when sports betting is at an all-time high and people are willing to bite the bullet to subscribe to XYZ and ABC streaming service just to watch 2 NFL games, 1 random ass NBA game, and oh wherever you go you got WNBA and college baseball games. So the more subscriptions people have, less likely they are to keep all of them --> plus if Netflix can't get good content (I always see old shows or Abbott elementary while im scrolling reels, not any Netflix show unless its some hot dog shit and they are shitting on it for being corny), then Netflix needs to step up their game once again. And that includes sports. Netflix hardly has any sports, other than the annual Jake paul fight and Christmas day/thanksgiving NFL games, which cost Netflix either $50M or $100M for the game to stream, and no one else (Disney, Fox, Skydance , Comcast who owns Peacock) is willing to let Netflix gain market share in that market. But people forget about its insane profit margins compared to the rest of these streamers, as well as the fact that NO OTHER STREAMER made money off of their streaming segments until 2024-2025 timeframe (EX: Disney had lost $6B before they started making money, I forget if this was late 2024 or early 2025) TLDR: Netflix is gonna pump some more but mostly fluctuate, just like Nike and all you mfs saying "oh oh Netflix value play". Until Netflix comes out with some engaging new content and a consistent stream of sports media, say Thursday Night Football like Amazon Prime has, Netflix won't be trading above $80 anytime soon; that being said if they can massively increase profits then who knows. Dont trust me tho, im some random redditor who just did research on this shit in undergrad. Ill see myself out now plz comment if u agree/disagree

unhappyreach_

TLDR?

Ominoiuninus

TLDR for people who don’t know what this means. It’s an accounting adjustment meaning that companies that bought bonds early are entitled to an additional 72B worth of shares (aka they traded cash for shares and then the price of those shares went way up). Anthropic has to report this as a loss but they did not spend 72B of cash. Essentially early investors got a ton of value but Anthropic has to write it as a loss.

O8ee

Netflix got used to competing as a market of one and now there are more streamers than swimming mogwai. They are also the worst streamer for content by far. No real incentive for other network streamers like Peacock and CBS to license their content to Netflix when it can populate their own streamers. Netflix original content is mid at best. TLDR: Netflix is going to struggle for the foreseeable future.

PaperHandsTheDip

72 million kids \* $150 \~= 10.8 billion dollar of "charity". Elon owns \~5 billion space X shares. If this meme energy causes the price to go up by \~1%, it pays for itself in full. Every kid in americas first investment is now spaceX. Might work TLDR: Calls

pyotr_the_great

Did you use Grok for this? Per your post history this is your LLM of choice. “TLDR:” is what caught my eye and it’s a pattern that Grok does. I’ve never seen Anthropic, OpenAI, Meta models use TLDR when I prompt them to give me a TLDR. Normally people use a semicolon “TL; DR” Anyway, your premise bothers my intuition and you seem like someone who is technical per your post history which annoys me more because occasionally I have to deal with smart, technical people who have the most outlandish and borderline insane ideas. Reminds me of a time when arguably the sharpest person I’ve met, now a doctor told me “love isn’t real, it’s just chemicals “ and “Nostradamus was right”. For the former, her family life explained it. For the latter I notice a lot of smart people can read something and stupidly latch onto it no matter how stupid the idea is. Anyway for real, your premise is flawed. Grok says you’re wrong: “Most people just use AI to get things done faster, but it also lets us do stuff we never could before and quietly changes how work actually gets done.” (Make it more natural, make it more human) People go on social media because they’re bored. Letting them deal with minutiae means they go back to being bored and go on social media. Literally just look around you? What do you think people do when they give sonnet a jira ticket and just let it autorun? Anyway I read your entire post and it’s clear to me it’s basically a bunch of wrong premises based on data collected from the internet. I.e. Redditisms from redditors who just repeat the same bullshit without actually trying it for themselves. Your argument that the gpu spending is a mistake, but your premise is flawed and your evidence is sourced from the worst possible place — wanton ingestion of data on the internet.

Potential_Salt_5780

TLDR

FlipZip69

There are other stocks then Walmart and Nvidia. It is pretty easy to find outliers. Walmart is assured profits. Nvidia is a money machine right now but that is likely not going to continue indefinitely. They are solid but the price of their stock has this built in. Likely not going to see much in the way of gains anymore. Not like it was. And there is the downside that is less likely than Walmart. TLDR: Comparing Walmart to Nvidia to determine stock buys is a good way to lose money.

kenjiurada

TLDR they are

NameInsertedHere

Its a company discussion post in a stock subreddit. This isn't Twitter. Theres a TLDR at the top if you dont want to read it all.

davidbigham

TLDR : Fk your put .

SailingTheInternet

TLDR: Calls

FeverTreeCloud

He's wearing a wig which is fake hair So a fake signal TLDR: Calls

GPUssydestroyer

TLDR: He full ported $GAYMF

NakedPatrick

TLDR, on their terms I presume

Arrowhead_Pride15

If any pocket of NVDA or AVGO chip capacity opens up it will get gobbled up by sidelined demand, and it would take a dramatic, prolonged slowdown to change that. GPU rental rates are going up, AWS is booked through the end of next year, Azure and GCloud are capacity capped, Elon Musk wants to triple the number of NVDA cards at Colossus.... If TSM.opens up even 1% manufacturing capacity someone is filling it. That's why OpenAI and Anthropic are in such a precarious/dire position. They have to either spend billions every quarter hand over fist on as much comoute as they can possibly procure, and if they slow down at all they open up space for their competitors. Having "runner up" models doesn't matter at all to Gemini or Co-Pilot, they have distribution and the product is "good enough", for OpenAI and Anthropic of their products aren't "good enough" they fail. TLDR the picks and shovels are still sold out for years to come but the gold miners are playing a risky game.

SpinDoctorWho

Bossman can you give us the TLDR?

CoffeePorters

TLDR OP is gay: “I will not spell out the specifics, but I will share the two main criteria for stock selection in this challenge”

49orth

TLDR? The risks related to Golbal Warming/Climate Change are increasing AND so are insurance costs though some are trying to minimize projected perils which increases the possibility of catastrophic financial losses.

SubjectAfraid

TLDR?

TimeTravelingChris

It's amazing reading these and seeing people completely misunderstand the current AI business structure. The market didn't lose faith in CoreWeave and Oracle. It lost faith in the business model of the two companies that represent 70% of the build out demand. This is well documented by Ed Zitron and others but basically Anthropic and OpenAI really are 70% of the ultimate platform demand for the chips and data centers. THE PROBLEMS are 1) Anthropic and OpenAI are growing but not nearly fast enough considering their obligations. 2) Companies are scaling back use of their model through smarter routing, open weights models, or just general reductions. 3) A lot of OpenAI and Anthropics revenue comes from new AI startups like that AI companion company that just went bankrupt. There have been rumblings that a lot of these startups (most) are complete garbage and won't be around much longer. TLDR: Slowing growth and outright loss of customers pose significant headwinda for OpenAI and Anthropic = terrible news for data center providers like CoreWeave.

TimeTravelingChris

It's amazing reading these and seeing people completely misunderstand the current AI business structure. The market didn't lose faith in CoreWeave and Oracle. It lost faith in the business model of the two companies that represent 70% of the build out demand. This is well documented by Ed Zitron and others but basically Anthropic and OpenAI really are 70% of the ultimate platform demand for the chips and data centers. THE PROBLEMS are 1) Anthropic and OpenAI are growing but not nearly fast enough considering their obligations. 2) Cooperations are scaling back use of their model through smarter routing, open weights models, or just general reductions. 3) A lot of OpenAI and Anthropics revenue comes from new AI startups like that AI companion company that just went bankrupt. There have been rumblings that a lot of these startups (most) are complete garbage and won't be around much longer. TLDR: Significant headwinda for OpenAI and Anthropic = terrible news for data centers.

EnigmaSpore

Somebody got drunk after work and decided to finally “clap back”. I read none of that. Hit me with the TLDR next time. Or actually… nah. U wouldnt get it.

EmotionalGuess2557

Dumb. TLDR: everytime this is done is 28% of the cars battery to refill and let's face it you'd never be allowed to use this feature in reality even if it wasn't just RCS thrusters slapped onto a car frame. Sustaining a full hover or "flight" with a Tesla Roadster using its cold-gas thruster system is a brief stunt rather than continuous flight, lasting about 7 to 9 seconds total on a full tank. [ 1, 2] The Numbers & Math Vehicle Mass: Roughly 2,000 kg to 2,350 kg (approx. 19.6 kN to 23.0 kN of weight against Earth's gravity). Air Storage: Two carbon-overwrapped pressure vessels (COPVs) with a combined capacity of 600 liters, holding approximately 250 kg of compressed air. Consumption Rate: Cold-gas thrusters require roughly 27 to 33 kg of air per second to counteract gravity and keep a 2-tonne car suspended. Flight/Hover Duration: [ 1, 2, 3, 4] 250kg of air / 28 kg/s consumption rate. = ~8.9 seconds of sustained hover How It Works in Practice Instead of sustained flight, the system uses the 250 kg of air for short, high-output bursts (such as a 0.81-second 0–60 mph launch assist, short jumps over a few meters, or mid-air attitude flips/rolls) rather than continuous cruising. [ 1, 2, 3] The car is reported to feature an onboard compressor capable of refilling the tanks, though external or onboard recharging takes anywhere from 2 to 6 hours (with future goals aiming to cut that down). [ 1] To completely refill those 600-litre tanks with 250 kg of air, it would take roughly 55 to 60 kWh of battery energy. The Math Behind the Refill Compressing that amount of air up to the required 350 bar (over 5,000 psi) creates an immense amount of heat, which wastes energy. Ideal Thermodynamic Work: Under ideal multi-stage compression with standard intercooling (isothermal approximation), it takes about 34.1 kWh of raw physical work to pack 250 kg of air into a 600-litre volume. Real-World Compressor Efficiency: High-pressure automotive or industrial compressors generally operate at around 60% efficiency due to mechanical friction and heat losses. Total Battery Drain: Dividing the ideal work by real-world efficiency gives us the final energy requirement:  34.1 kWh / 0.60 = ~ 56.9 kWh The Tesla Roadster is slated to have a massive 200 kWh battery pack. • The "Fuel" Cost of a Hover: Every time you use the cold-gas thrusters for a full 8-to-9-second hover, recharging the tanks back to full will consume roughly 28% of the car's entire battery capacity. • Range Impact: Because 57 kWh is roughly enough energy to drive the Roadster normally on the highway for over 250 kilometres, each multi-second flight stunt effectively costs you a quarter of your total driving range.

Poka-yoke1

TLDR: They're vibe trading in between lines of coke

SnooRabbits9672

I'm so fed up with that shit lol. I'm an engineer and our administrative team is all overseas virtual admins that clearly use AI for all their work. The massive, overdetailed, TLDR reports for every little task or e-mail response they have. I stopped reading them months ago

Syllabub_Visual

You know what’s unsettling? People taking large loss numbers CASUALLY. You lose 100k that’s a non negligible portion of multiple millions, lose a million suddenly non negligible portion of tens or even hundreds of millions and suddenly billions - $1 million is MORE than 1/100,000 of $100b and below 100,000 seems like a small amount, do something a few times a day and will easy add up to 100,000 and $100b is a massive macro economic number and smaller scale it’s 0.1% of a billion which is pretty large and even smaller amounts 5k is more than 1/100,000 of less than $500m and how many people know how to make $499m not many (but we’re all still trying) and $5m is ONLY 1,000 5k’s and 1,000 days is under 3 years - saying this because I’ve realized making money is really really hard and you need exceptional effort and creativity to make a lot of it - that’s why I’m suddenly freaking out over my losses and am astounded when anyone treats a loss as ANYTHING OTHER than crisis mode because it’s a non negligible portion of really really big and hard numbers - just looked in the loss porn and I’m not exactly alone but this not being treated as a crisis is astounding (and when I lost the 90k people were telling me to shrug it off but that’s already NINE percent of a million and MORE than 2% of 4m and yeah I have much more than that now but people really don’t realize how hard it is to make money and how big of a deal losses should be treated as) TLDR: I’m terrified of losing everything and not being sure how I’m gonna make it back and much moreq

tomtaietot

I am 39 and … Well … you know.. some of us make much more money investing in nasdaq and snp. I also started an account for stocks, not much around 30k - got to 33% this year and lost all the profit last week because i have a younger wife and a 1 year baby girl and cannot control and set up my trades every 5 minute. Was thinking about taking profit on 6th but said fuck it (33% slow earned). Anyway my main acount is going nuts. I just bought a new suv for my wife and now i wanna buy a new house - that s what the nasdaq and snp is for. TLDR : some of us don t have the fucking time to check the phone non stop especially when you are with your family or working !

curiosity_2020

Options are really tough way to make a profit for the average retail investor. First, you have to get the direction and the timing right. Second, you need to understand who you're betting against because it's a zero sum game. When you buy a call, you have to be so confident the stock will go up within the option timeframe, that you're willing to give some of the gain to the stock owner and STILL expect to make a profit. That's a lot harder than sitting on the stock waiting to make the same profit. In reality, most investors use options as a hedge against an overweight position either long or short to cushion the pain in case the market goes against them. TLDR Stock investing is often a very humbling experience.

LightseekerLife

I hear you. This is why I included a TLDR Last time I posted, I had some hyperbolic and punchy language and everyone came after me with the same arguments over and over because my breakdown was not verbose. This breakdown is more verbose to snag the attention of those willing to truly dive deep here. I am willing to sacrifice some readers for quality.

FollowingHumble8983

I am really bearish on adobe. But as someone who works in tech and had worked closely with companies like this, autodesk, adobe, dassault. You are over reading the impact of these copycats by a mile. I think adobe's biggest problem is actually super light weight applications that fuses with AI/human hybrid workflow better and operates with less caveats and which ultimately destroys them. Raw copycats will just be inferior solutions to something that people need superior solutions to. You mentioned photocraft being 0.9.0 but reading the changelogs shows just how much of it is spent on fixing esoteric issues not on catching up to photoshop wholly. Not to mention absolutely how much problems there is with the app right now. You also mentioned gdocs which is almost identical to word, then mentioned that it being cloud was a problem. But thats not true, gdocs being cloud before word was actually a huge positive for enterprise adoption not the other way around. It didnt overtake word because word is better at the high end with more robust features and better overall integration, so why use a inferior low end solution when a high end solution exist? Companies that use these products to make money will lose more money on a low end solution than they can save on high end. Also photoshop has been trivial to pirate for its entire existence, and with the existence of things like affinity, you can use photoshop, then export with affinity, and adobe can never tell if you pirated something. Photographers arnt spending on photoshop because they lack a free alternative thats as good as photoshop... they spend on photoshop because cc does offer something very useful for these designers. Better update, support for plugins etc... TLDR: You are putting a bet on something that has already happened, free photoshop. There is a free photoshop, not just the numerous free alternatives but piracy.

ConclusionEven6917

This market is so volatile right now. On one side there is reason to believe that we can see a short term bounce given seasonality into year end paired with midterms to make things appear better should gear up for a decent bounce as we hit support zones. On the other hand, the fundamentals of this market are looking super rocky with the never ending war in Iran spiking oil and flowing inflation into every other area of the economy, then you have some of the AI narratives weakening as debt is sold off. The winning choice over the last 10 year has been to just assume nothing will come from this and that the print train will continue and this selling will prove to have been a great buying opportunity, but what if this is finally enough negative pressure pilled together to where the market can't just shake it off? TLDR: This market can go either way at this point.

Mission_Pirate_4150

TLDR. If the bubble bursts, Nvidia would presumably lose 50% of its value or more. What would replace the sales that Nvidia would lose?

vinnyboy1900

Go to the library financial section and start reading. TLDR 1. No one gives their secret, can’t be found in a book or course, or here 2. Lots of studying and learning the markets gives you the chance of developing a technique or strategy and not losing your shirt. 3. I don’t know a single successful trader that does not say risk management is the key. I wish I learned this earlier and it would have saved me a lot of losses.

IncidentOk853

TLDR: a hurricane hit the gulf states, 79% of gulf crude oil was shut down for 5 days, but the refineries weren’t. They can’t/don’t want to borrow from the SPR because it has a 25% interest rate. The biggest use of the SPR has historically been for hurricanes that hit the gulf. But since it has been drawn down so much because of the war in Iran, it’s too expensive for refineries to draw from the SPR when they need more oil So they’ve been using their stockpiles during the Iran war, and we luckily have been in the lightest hurricane season in recorded history. Until a hurricane wiped out 79% of gulf crude oil production for 5 days. Now the refineries need to use a lot of their stockpiles to keep the refineries (which were not hit or shuttered) to produce oil products.

owenmills04

I think you're missing the point. Yes alot of high beta growth stocks are getting wrecked. Do you notice how the broad indexes are not though? These are what most people are invested in, via their brokerage or much more often their 401ks The point is these are being propped up by a handful of companies, and if those stumble there will be a huge correction TLDR; the vast majority of people aren't invested in NBIS or AMAT. They are invested in broad index funds or mutual funds. Those are in fact trading near ATH, but only because a handful of companies are propping them up

davidbigham

TLDR today : Ai is not dead .

Even-Equivalent-5818

The problem isnt AI, it's the narrative that was sold to wallstreet and the world. This idea that AI was gonna bring about the next industrial revolution and generate trillions in yearly revenues, and that only the megacaps were gonna be able to reap those rewards from their cyber gods, was optimistic to say the least. People were investing in this as if they forgot how free market economics works, cheaper options will arise profit margins will shrink, demand wont materialize as previously thought, and you'll end up with a shit ton of debt strapped zombie corporations that freeze up capital. You need to keep in mind that the world has collectively dumped trillions into this thing, basically starving the broader economy of capital to fund this on the idea that the payout would be not to far down the road. This isnt even getting into the topic of job displacement and the damage thats about to unfold in 10-20 years. What do you think will happen when the last few pre AI programmers/engineers finally retire? Their will likely be nobody left with the expertise needed to judge whether AI is correct or not. So then you'll end up with legal troubles, who can blamed for when it fucks up, yada yada. TLDR: The world bought the narrative of a smooth transitional economic boom that could solve all our problems, and what they got was a steaming pile of debt and problems along with a cool coding assistant.

zmagickz

I've been busy working last couple of weeks and wasn't paying attention, can anyone tell me wtf happened? TLDR

zmagickz

I've been so busy working this last couple weeks that I completely missed the start of the dump. any TLDR?

mp3006

TLDR

ThanksDependent1001

I mean has your thesis changed in the company or is it the same. If you were comfortable buying when it was higher you should be comfortable buying on dips. I don’t know anything about the company but from A quick scan it’s being upgraded, has upcoming earnings, and is definitely trading at a discount of 14.5z TLDR I wouldn’t trust anyone’s financial advice here but I’d say hold it since it’s shares.

drpepperoniwcheese

TLDR from Claude: - Space startups raised a record $20.8B in Q3, nearly triple Q2 and still a record $10.8B. - Most of it went to launch and infrastructure, driven by defense and government demand. - Private funding is booming while listed space stocks lag and many remain loss-making, expects funding to cool but stay above historical norms.

DePoots

TLDR: OP has 400k. The bank messed up and gave him $7m because he was forced into buying shares, that he didn’t have enough money to cover. Now OP will be liquidated(forced sale of positions) and is at risk of losing a lot of money, but doesn’t realize it. Long version: Basically, OP has 400k in his account. Using margin(trading loan), the bank allows him to use up to 2-3x his balance, also known as leverage. If OP uses 3x leverage ($1.2m) it means that his account swings 3% for every 1% the stock moves. The brokerage messed up and gave him access to 7 million dollars, which was used to buy these shares. That’s nearly a 20x leverage, so for every 1% the stock moves, OPs account moves \~20%. OP would be wiped out of his entire 400k if the stock moves 5%. Any further movement in price, the bank would have to cover. OP thinks he found a loophole, but doesn’t realize that he was already likely flagged by the risk assessment team/program, and the broker will liquidate his positions in the morning, possibly leaving him in a massively leveraged loss, and he will be stuck paying interest on that amount of margin for the day (or however long he has it for)

Syllabub_Visual

I made my previous comment about clueless software engineers working at shitty midwestern companies who are shocked to learn that 200k comp exists. My next comment? That many people don’t know real finance exists either or at least conflates stocks and deals involving shitty little companies with the real deal. How many regards on this sub gamble on shitty little companies with <$5B market caps thinking they’ll strike it big. And working on deals for tiny companies involving $50-500m transactions isn’t real finance. You’re honestly better off doing tech sales (know a bunch of frat bros and hot sorority blondes doing PRETTY well there). Selling an hvac company in Ohio isn’t real finance, but restructuring Google’s debt or underwriting OpenAI’s ipo is HOT. I will say however that those shitty little deals are how my family became rich and how I managed to do pretty pretty well for myself (sold my startup for something in that range, albeit on the lower end and I think I’ve done better than 99.9% of code monkeys). On the other hand, my brother works at a blue chip hedge fund under a multi multi billionaire so he IS doing real finance, and still feel he has an objectively better career than I do (even though I’m much richer than him), so it’s not like I’m not insecure. TLDR; this sub has turned into a cesspool to shill shitty little microcaps and discuss shitty little no name transactions

Mathyoublake

I need a ELI5 not a TLDR

RiderOnTheBjorn

He wants the ELI5 TLDR.

Palendrome

You know your brain is as smooth as a Zambonis best day when you need to be spoon fed the TLDR

PaperHandsTheDip

TLDR: Doesn't move the market worth shit

uncleAW

TLDR.... Perv glasses for the win!

semiexplosivegoat

TLDR; $7.8M of stocks, $312K of his own money, $7.5M borrowed from the broker. That's 25x leverage. Maintenance requirement is $1.95M, so he's miles past a margin call. Fourteen minutes later he's down to $212K, a 1.3% move that cost him a third of his equity. A 4% dip zeroes the account. Meanwhile the $10K forex side is up $55 and perfectly fine

GPUssydestroyer

TLDR: I’m gay

youloosethatgame

Can someone TLDR this i have very bad attention span (working on it)

unhappyreach_

TLDR?

abathur-sc

Yeah, that’s not quite accurate. Microsoft was sitting on GPUs for a moment because they couldn’t build and power the data centers fast enough. Not quite the same as lack of demand. Same with Meta. They considered leasing some of their compute, but ultimately decided not to. Anthropic even called Meta directly and ask for a lease, but Meta refused. TLDR; your puts will not print bro