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r/investingSee Post

ETF’s VS. individual stocks

r/smallstreetbetsSee Post

$WEN DD - Not a Retail Momentum Spike: How Institutional Buying and Options Hedging Might Trigger a Dealer Delta-Hedging Trap

r/wallstreetbetsSee Post

To all the MSTR preferred holders

r/pennystocksSee Post

VSME tripled before 8am on a debt-deal-and-AI-pivot combo, then closed below the alert

VSME tripled before 8am on a debt-deal-and-AI-pivot combo, then closed below the alert

r/smallstreetbetsSee Post

VSME tripled before 8am on a debt-deal-and-AI-pivot combo, then closed below the alert

r/optionsSee Post

Checking out spreads

r/pennystocksSee Post

10 June 2026, what are the biggest winners and why ?

r/smallstreetbetsSee Post

MICRON 1 trillion VS when NVIDIA reached 1 trillion

r/optionsSee Post

Data Service for non-0DTE SPX

r/optionsSee Post

project no code

r/pennystocksSee Post

Equities VS Gold 2026-2028

r/wallstreetbetsSee Post

April 2025 VS April 2026

r/wallstreetbetsSee Post

Ai porn Industry VS Mushroom Industry

r/stocksSee Post

Earnings Week: Best Long Call Picks?

r/WallStreetbetsELITESee Post

Trump VS the pope

r/pennystocksSee Post

08 April 2026 , Top Pre-Market Gainers (Small-Cap Focus)

r/optionsSee Post

Q1 2026 Trading Review

r/optionsSee Post

Options Depth vs VolSignals VS3d

r/pennystocksSee Post

Invinity Energy Systems (£IES, $IESVF): An Overlooked Rising Powerhouse in Energy Storage (Part 3/3)

r/pennystocksSee Post

Invinity Energy Systems (£IES, $IESVF): An Overlooked Rising Powerhouse in Energy Storage (Part 2/3)

r/wallstreetbetsSee Post

Iran Strike VS Markets

r/investingSee Post

Is there a way to find out the majority owners of a stock?

r/stocksSee Post

VST Vistra Corp (Energy/ Infrastructure) Data Breadcrumbing/Alpha info- only

r/stocksSee Post

$VST Vistra Corp (Energy/Infrastructure) Data Breadcrumbing/Alpha, Info-only

r/wallstreetbetsSee Post

Any thoughts of the future of VSCO and BBWI?

r/wallstreetbetsSee Post

BTC price VS Canadian Meat 🥩 50% Up 😭

r/investingSee Post

How do you think about risk-reward and when to invest?

r/pennystocksSee Post

POV The Entire Market VS That One Pennystock You Own

r/wallstreetbetsSee Post

OPEN VS CLOSE 🤣 1 of loses

r/WallstreetbetsnewSee Post

Pre-Market Analysis: EARNINGS VS. TARIFFS - Why Tech is fighting the Macro Drag.

r/pennystocksSee Post

Why $PAVS is a Strategic Buyout Opportunity

r/pennystocksSee Post

Why Paranovus ($PAVS) is a Strategic M&A Target with an Asymmetric Profile

r/investingSee Post

Capital Group VS everyone else

r/investingSee Post

Hedged VS Eur in the current situation

r/pennystocksSee Post

GWH (ESS Tech) a binary bet with positive EV (?)

r/investingSee Post

Binary bet on GWH (ESS Tech) with positive EV? (SWOTish analysis)

r/pennystocksSee Post

Is $NVNI a Hidden Gem in Brazil’s SaaS Boom ??? Post RS-low float + high insiders own + high SI + insiders buying in Oct + CEO huge 6M recent buy + Partner with Oracle/NVDA + Sector tailwinds + news pending in DEC.

r/pennystocksSee Post

Mark 11 december in your agendas for news on 5 th planet games flagship investment: INVINCIBLE VS (5PG European ticker / IDGAF USA ticker)

r/wallstreetbetsSee Post

NVDIA VS GOOGLE

r/pennystocksSee Post

**🍍 THE DAILY PINEAPPLE JUICE MORNING SQUEEZE 🍍

r/WallstreetbetsnewSee Post

**🍍 THE DAILY PINEAPPLE JUICE MORNING SQUEEZE 🍍

r/investingSee Post

What would you recommend VS Chat GPT?

r/investingSee Post

Investing in one ETF for 5 years VS. 10 years VS. 20+

r/StockMarketSee Post

Financial prosperity VS corrupted power

r/investingSee Post

SGOV VS VBIL which is better

r/pennystocksSee Post

Preparations for VSTM RAMP 201J

r/wallstreetbetsSee Post

Victoria's Secret VSCO is viral and about to run but no one realizes it yet

r/wallstreetbetsSee Post

Victoria's Secret VSCO is viral and about to run but no one realizes it yet

r/smallstreetbetsSee Post

BYND Shares Outstanding VS Float

r/smallstreetbetsSee Post

BYND Shares Outstanding VS Float

r/wallstreetbetsSee Post

Capitalism VS Python be like:

r/stocksSee Post

$FICO- Strong buy ahead of earnings on 11/05/25, and why a 65 PE is cheap

r/smallstreetbetsSee Post

I love this community but guys please don't be stubborn

r/investingSee Post

BEARS VS BULLS and Good Old

r/investingSee Post

What's the deal with $EXPE (Expedia)?

r/WallstreetbetsnewSee Post

Private Trader - My Portfolio Performance VS the S&P (2022-2025 YTD)

r/investingSee Post

Total Market Index Funds VS. High Dividend payouts

r/wallstreetbetsSee Post

$PSTV $PSTV

r/ShortsqueezeSee Post

$OPEN VS $AIRE - the tide has changed get on the & $AIRE Ship before it sails away.

r/wallstreetbetsSee Post

Anyone getting in on the Klarna ($KLAR) IPO today?

r/smallstreetbetsSee Post

Panic sell VS HODL

r/wallstreetbetsSee Post

VSTM 🚀

r/wallstreetbetsSee Post

VSTM Oncology 🚀

r/WallStreetbetsELITESee Post

Woah for Men it's now harder to get a job if you have a degree vs just HS

r/investingSee Post

DJIA VS. SP500 is there an explanation and actual logic behind the trailing?

r/ShortsqueezeSee Post

PE VS. Pagerduty (a hostile takeover as old as time)

r/ShortsqueezeSee Post

OPEN VS KSS - Comparison…………….

r/wallstreetbetsSee Post

🚀 Kicking Off a 30-Day AI based Autonomous Trading Experiment 🧠📈

r/investingSee Post

Kicking Off a 30-Day AI based Autonomous Trading Experiment

r/WallstreetbetsnewSee Post

$LODE VS $FOMO: Quick Comparison Between Two Key Players

r/pennystocksSee Post

$LODE VS $FOMO: Quick Comparison Between Two Key Players

r/pennystocksSee Post

5th Planet Games ($FIVEG / $IDGAF) – Microcap Sleeper With Huge IPs: Invincible, Walking Dead, VAKA & More 🚨🎮

r/investingSee Post

DCA on SPY : Daily VS Monthly (Backtested Results)

r/stocksSee Post

Capital gains tax for options, short term VS long term?

r/investingSee Post

Highest In, First Out VS Tax Loss Harvesting?

r/wallstreetbetsSee Post

Remember when Wallstreetbets could make things happen? SMCI retail can't.

r/wallstreetbetsSee Post

MNDY earnings

r/RobinHoodPennyStocksSee Post

Grandmaster-obi VS roaring kitty starts now

r/RobinHoodSee Post

Grandmaster-obi VS roaring kitty starts now

r/WallStreetbetsELITESee Post

Grandmaster-obi VS roaring kitty starts now

r/WallStreetbetsELITESee Post

Apple VS Microsoft - Artificial Intelligence Chooses Which Is The better Stock To Buy Now

r/WallStreetbetsELITESee Post

When your cultist bs doesn’t work in front of actual professionals

r/smallstreetbetsSee Post

Tech Giants Earnings Report: AMZN & AAPL Beat Expectations

r/investingSee Post

Park cash in 1 year vs 3 year treasury bonds?

r/WallStreetbetsELITESee Post

Marjorie Taylor Greene Stock VS. Nancy Pelosi Who is the true king of insider trading? lol

r/investingSee Post

American 2040 TGT VS self investing and other issues

r/StockMarketSee Post

Nancy Pelosi VS. Marjorie Taylor Greene. Who is actually winning this game?

r/optionsSee Post

Paradox in Buying LEAPS calls? Underlying VS IV?

r/optionsSee Post

SPX Orders Routing in TOS/Schwab (Direct VS Indirect)

r/investingSee Post

REIT VS. Index Funds for the next 10 Year Horizon

r/WallstreetbetsnewSee Post

Asked chatgpt for stock advice using current political and economic data and news

r/WallstreetbetsnewSee Post

Victoria's Secret (VSCO) Pumps While Market Dumps?

r/WallStreetbetsELITESee Post

$VSME Takes on Macau: A Digital Leap into Asia's Playground

r/wallstreetbetsSee Post

Possible offer for Paramount PARA

r/investingSee Post

HYSA Who to go with highest %

r/ShortsqueezeSee Post

$VSME low float, high compression, pressure on sale ended

r/pennystocksSee Post

$DSX = Shipping baby, gonna go up!!! Houthis Gettin Nasty. Especially now that Israel Bombed @ their great fallen Soulemani's grave.

r/pennystocksSee Post

$EW.V looks to be ready for a game changer in early 2024, deals are starting.

r/ShortsqueezeSee Post

GGE is moving up in AH with volume. Do not miss VSME next days/weeks with news incoming.

Mentions

Of course it Vs when I don't play the V because we've only had FAKE VS FOR WEEKS HJFGUEOHFG4QWFGJ3QWOE

Mentions:#VS

Tools like OptionDepth and VS3D don't use naive GEX but actual postions provided by CBOE.

Mentions:#VS#CBOE

Argentina VS Switzerland:both teams to score in second half

Mentions:#VS

BRICS VS CUM cant make that shit upp

Mentions:#VS

Did you watch the USA VS Australia match? Australia is terrible.

Mentions:#VS

My company (and others) have migrated to Codex and GPT-5.5. Know about a dozen people who went back to VS Code from Cursor. Somehow, that means puts on MSFT...

Mentions:#VS#MSFT

"I know there's differences in the buisness model and margin and McD's has been growing while Wendy's has been stagnant for past couples years and, and, and.. but forget all that for a second." Why?... You want us to explain to you why the difference without using the why? I don't get your question entirely?.. Please explain to me why an apple is a fruit without giving me any characteristics and, and, and... Pretty hard right? Seriously tho, it's not just about YOUR experience, feeling ect about Wendy's VS McD's in YOUR area/place of living. McDonald's operate in more than 3.5x more country than Wendy's, that's alot. Another big point, McD's is actually a real estate company, whoch Wendy's isn't.

Mentions:#VS

APLD VS IREN APLD: Contracted 1.4GW, 100MW operatational IREN: Contracted 200MW, 0MW operational, RIP in pepperonis IREN bag holders

Mentions:#APLD#VS#IREN

APLD VS IREN APLD: Contracted 1.4GW, 100MW operatational IREN: Contracted 200MW, 0MW operational, RIP in pepperonis IREN bag holders

Mentions:#APLD#VS#IREN

P/E vs Historical P/E PRICE VS FCF PEG DCF Whether forward indicators are still looking good after a massive drop. Analyze whether the moat still holds while outlook is depressed. Buy into fear and sell into greed https://edition.cnn.com/markets/fear-and-greed Easier said than done, but that's what I do Index funds are nice if you want passive returns but you are capping risk and reward Individual stocks obviously increase risk and will also in crease reward Just a matter of your risk tolerance, and also how much you are willing to research and spend on investing too

Mentions:#VS#FCF#PEG

Taco Sunday Asian markets VS US en lol 🤌

Mentions:#VS

I was at the Panama VS England game and goddammit we got colonized again :(

Mentions:#VS

![gif](giphy|VS2Qcv25O7ZhUZahQA)

Mentions:#VS

Github copilot (owned by Microsoft) is a fantastic addition to my VS Code (owned by Microsoft) set up. I hate whatever the fuck the regular copilot is, but love my coding assistant.

Mentions:#VS

A lot of good articles about how Koreans trade heavily leveraged and are prone to mass sell offs. VS Americans that don’t even check the market even though they have 100s of thousands invested. I still find it funny that the US markets pause trading on single stocks like Wendy’s to protect MM from retail regards. Corruption to protect Elites vs National interests protection from a massive population of regards. Final note Korea fucking sucks ass compared to country’s like Japan. Entire country is wealth tiered over priced, and way too many ”Christians” that think they are justified asswhipes.

Mentions:#VS

$META market cap vs ($1.38T) VS Micron's ($1.29T) Micron overtake soon? 😂😂

Mentions:#VS

One important thing is that copilot isn’t a model, it’s an interface to them. You still need a model back end. I’ve seen too many companies trying to save a few dollars set the default, or worse, the only available tool, to some cheap old model like GPT4. Then users say what you just said. When I set it to Opus 4.6 medium effort, it basically writes entire C/++ and Python for me. I still review it, and tell it where it’s dumb - and then it fixes it accordingly. So it may not be copilot you don’t like (especially if you’re using it in VS Code rather than the stand alone chat app) - but the cheap model someone forced into it.

Mentions:#VS

There isn’t “tons” of dedicated AI data centers VS the amount of capex being spent to construct them.They have plenty of unused memory chips they can sell for a loss from their warehouses when most of the build out fails.

Mentions:#VS

https://www.reddit.com/r/wallstreetbets/s/Hl9epOZ1VS Sometimes it works

Mentions:#VS

![gif](giphy|VS2Qcv25O7ZhUZahQA)

Mentions:#VS

market down we up ![gif](giphy|W12WAzuqod9VS)

Mentions:#VS

60B for VS Code clone during a SaaSpocalypse. Ahahahahshahahaha. Gonna enjoy the show 🍿

Mentions:#VS

Other than data centers they fumbled the bag on pretty much every other AI opportunity they had. Gates' Microsoft would never have let Cursor eat their VS Code lunch and sell for 60 billion. Remember the brief moment in 2024 when people said Bing would make a come back as a premier search engine? Or they shut down bing chat for completely unclear reasons for crap Copilot? Huge misses all around.

Mentions:#VS

ENGLAND VS CROATIA will probably the first interesting game so far.

Mentions:#VS

Anyone who is running copilot in VS in microsofts shitty little AI window instead of using claude in views>developer terminal with an MCP server connecting it to the compiler is wasting so much time and money.

Mentions:#VS
r/stocksSee Comment

>Cursor is one of several Silicon Valley startups that have drawn waves of developers by using AI to automate coding, **making it ​a key riva**l to market leaders Anthropic and OpenAI.  Cursor is just a fork of VS Code that interfaces with Claude/ChatGPT. They are anything but a rival to the frontier model LLM companies.

Mentions:#VS

They literally blew most of the capital from their IPO on a VS Code fork...

Mentions:#VS

SpaceX worth more than fucking Amazon now. $18B revenue 2025 VS $700B revenue. What a fucking joke

Mentions:#VS

![gif](giphy|VS2Qcv25O7ZhUZahQA)

Mentions:#VS
r/stocksSee Comment

a literal fork of VS code with a built in MCP server

Mentions:#VS

But it's impossible to take VS Code and vibe code a fork of it, no way you could just *do that*. He's buying the cursor name.

Mentions:#VS

a fork of VS code... holy balls

Mentions:#VS

I took a subscription last year, still I don’t really see the value, except the tokens included in the subscription price. All the rest is just a rebranded VS Code.

Mentions:#VS

Just use VS code with the Claude code integration. It’s flawless.

Mentions:#VS

There are ide extensions for Claude code, and they're better than cursor because you can keep using the idea that you like instead of being forced into VS code.

Mentions:#VS

60 Billion for a fork of VS Code 😂😂😂😂😂???? This is almost as absurd as NFTs.

Mentions:#VS

Alternative VS fork IDEs?

Mentions:#VS
r/stocksSee Comment

DEEP ASSET RESEARCH — KURA SUSHI USA, INC. (KRUS) Document: 10-K | Sector: Retail-Eating Places | Filed: 2025-11-06 SUMMARY KRUS: Growth-stage sushi chain with expanding asset base but still loss-making; liquidity modest vs. liabilities. KEY METRICS Revenue: $153.5M Net Income: -$4.8M Assets: $461.0M Cash: $26.6M RETAIL – EATING PLACES: UNIT-GROWTH VS. MARGIN PRESSURE → Category is highly sensitive to labor, food inflation, and occupancy costs; small margin swings can flip profitability. → Growth concepts can scale quickly, but new-unit ramp and pre-opening costs often depress near-term earnings. → Balance-sheet intensity is higher than asset-light models due to leasehold improvements and equipment needs. → Consumer demand can be resilient, but traffic is cyclical and promotions/discounting can erode unit economics. BUSINESS MODEL Company-operated restaurant model generating revenue primarily from in-restaurant dining; capital deployed into new locations and related build-outs/equipment, with profitability dependent on unit volumes, food/labor costs, and store-level leverage. MANAGEMENT SIGNALS Filing context indicates continued investment and scaling (large asset base relative to revenue) while operating results remain negative; suggests management prioritizes expansion and brand build over near-term profitability, increasing execution and funding discipline importance. BULL CASE Revenue base of \~$153.5M indicates meaningful scale; if same-store sales and new-unit productivity hold, operating leverage could improve materially.,Assets of \~$461.0M imply substantial invested capacity; if utilization and store-level margins rise, returns on invested capital can inflect.,If cost pressures normalize (labor/food) and pricing power holds, losses could narrow quickly given restaurant fixed-cost leverage. BEAR CASE Net loss (\~-$4.8M) suggests the model is not yet consistently profitable; margin compression or weak traffic could extend losses.,Liabilities (\~$232.2M) vs. cash (\~$26.6M) implies limited liquidity buffer if cash burn accelerates or capex remains high.,High asset intensity raises risk of underperforming units and impairment/closure costs if site selection or demand assumptions miss. WHAT THE MARKET MAY BE MISSING Lease obligations and future minimum lease payments (not provided here) can be a major off-balance-sheet-like claim and constrain flexibility.,Unit economics (AUV, store-level margin) and new-store payback periods are critical but not included in the provided metrics.,Working-capital dynamics and capex cadence can drive cash burn even when accounting losses appear modest. KEY KPI TO MONITOR Net margin (Net Income / Revenue): approximately -3.1% based on provided figures (-$4.8M / $153.5M). RESEARCH FLAGS Loss-making: Net income approximately -$4.8M on \~$153.5M revenue (negative net margin). Liquidity modest: cash \~$26.6M vs. liabilities \~$232.2M; funding/cash burn discipline matters. Scale present: revenue >$150M suggests concept has achieved meaningful footprint and brand traction. Capital intensity: assets \~$461.0M relative to revenue implies heavy investment; returns depend on unit productivity. VERDICT Neutral-to-cautious: KRUS shows credible scale and potential operating leverage, but current losses and a modest cash cushion relative to liabilities make execution on unit economics and cost control the key swing factors. \--- Generated by [https://deep-asset-research.netlify.app](https://deep-asset-research.netlify.app) . Not investment advice.

Yea, the biggest thing is not performance but rather a cohesive and sane software ecosystem. Apple has got it easy because they totally control the development ecosystem with Xcode, so they can just make that work internally and provide devs a checkbox to support (new platform), but Windows tooling is all over the place. Are you using Visual Studio or VS Code? Are you using gcc, or clang, or cl.exe? Which one? How did you set it up? Are you an enterprise? What checkboxes did you set visual studio up with? There is no "right way" to develop a Windows app that Microsoft can simply target for modernization and spitting out a universal binary. Biggest hurdle IMO

Mentions:#VS

>SPACEX SET TO TOP $2 TRILLION IN MARKET VALUE IN NASDAQ DEBUT; SHARES INDICATE TO OPEN AT $175 VS $135 IPO PRICE First 2 trillionaire soon

Mentions:#TOP#OPEN#VS

$SPCX - SPACEX SET TO TOP $2 TRILLION IN MARKET VALUE IN NASDAQ DEBUT; SHARES INDICATE TO OPEN AT $175 VS $135 IPO PRICE Deserves to crash and burn this hot scam

r/stocksSee Comment

That happens before - TESLA VS TOYOTA!

Mentions:#VS

Iran VS Israel sponsored by SpaceX IPO.

Mentions:#VS
r/stocksSee Comment

Coding agents are one of the most amazing things I have ever seen in my life. If you haven't used one, do it right now. But... The competition is cut throat. There are like 30+ different companies with models and you could use an open source model with a $5000 rig at home and run it through VS or Cursor (I think). It's like search, but the customers pay the bill. Price competition is going to be fierce. I don't remember if you have a question.

Mentions:#VS

South Africa VS Mexico today, Mexicans prepared to get rekt.

Mentions:#VS

Some glimmer of hope \> US CORE CPI (MOM) (MAY) ACTUAL: 0.2% VS 0.4% PREVIOUS; EST 0.3%

Mentions:#VS

My man, in April/May the S&P produced 10X the average two month return VS historical averages and the NASDAQ produced 15X. I turned a $450,000 account into $1,450,000 with zero options, just day trading stocks. I’ve been having to tell myself every day how fortuitous this period has been to keep my ego in check and slow my roll! Caution!!

Mentions:#VS

War still going on after 3 months ✅ Inflation at 2022 levels ✅ Spacex IPO a company trading at trillions while literally lighting money faster than you can throw it into a furnace ✅ 0 Cuts for the next 2 years and probably rate hikes ✅ Bag 7 lying on earnings with one time tax benefits and depreciating GPUs over 6 years instead of 2 ✅ AI not as profitable as predicted ✅ VS AI

Mentions:#VS

Welcome to Monday morning Vince McMahon economy!!! Today’s main event is a tag team match of Burry & Bb VS Mango & The Supreme!

Mentions:#VS

isnt the owner of VS like a longtime player in politics. A very greasy fuck with his fingers up a lot of different buttholes?

Mentions:#VS
r/stocksSee Comment

I just got into vibe coding and was shocked at how shallow the moat is. VS offers the same thing from a dozen other providers, and VS is the biggest name in the biz. I'm useless and found it too complicated and have started using Cursor because Claude seems like it is 4x the price. What's fascinating is how different they are. I think Claude is a pretty mid Ai. If they were both public stocks. I would out my money Iin Cursor.

Mentions:#VS
r/stocksSee Comment

Yep, we have access to multiple models and we are encouraged to select ‘auto’ in VS-Code and let the tool chose the model(10% discount) I routinely use Claude/codex. Maybe my work isn’t as complicated as others, but I don’t see much of a difference.

Mentions:#VS

Didn't even know VS made workout clothes cause I haven't been to a mall since Nam

Mentions:#VS

There has to be a better brand for dimes than VS!

Mentions:#VS

VS lowered their quality and is offering 10 for 40 panties.If lulu ever does the same then they'd be a good buy

Mentions:#VS

The food is good. The Tar Heels are #cheffingWednesdsy and Rémy. Not Henny VS. Or E&J.

Mentions:#VS

RESULTS VS ESTIMATES • Revenue: $22.2B vs est. $22.1B (+0.3% in-line) • Adjusted EPS: $2.44 vs est. $2.40 (+1.7% beat) YEAR-OVER-YEAR PERFORMANCE • Revenue: $22.2B (+47.9% YoY) • Adjusted EPS: $2.44 (+54.4% YoY) • GAAP Net Income: $9.3B (+87.5% YoY) • GAAP Gross Margin: 69.5% (vs 68.0% prior year) • Non-GAAP Operating Margin: 67.3% (vs 65.3% prior year) • GAAP Net Margin: 42.0% (vs 33.1% prior year) • Free Cash Flow: $10.3B (+60.1% YoY) SEGMENT BREAKDOWN • Semiconductor Solutions: $15.0B (+78.5% YoY) • Infrastructure Software: $7.2B (+8.8% YoY) GUIDANCE Next Quarter: • Revenue: \~$29.4B (vs prior Q3 FY25: \~$16.0B implied, +84% YoY) • Non-GAAP Operating Income: \~67% of revenue • Adjusted EBITDA: \~68% of revenue

Mentions:#VS#YEAR
r/stocksSee Comment

The show goes on: *ALPHABET SEES 2027 CAPEX INCREASING 'SIGNIFICANTLY' VS. 2026

Mentions:#CAPEX#VS
r/stocksSee Comment

The problem IMO is that people have taken the narrative wrong. Software stocks were expensive and pretty much often have been for years because people loved the SaaS model. Now that there is some question over what the future of that model looks like, these stocks got re-rated and a lot of them went from very expensive to expensive or in some cases reasonable but until there is clarity they are not likely going back to prior levels. Meanwhile, mega cap tech is throwing billions and billions of dollars at capex - THAT has been the trade for 2-3 years now and this would suggest it's certainly not over: *ALPHABET SEES 2027 CAPEX INCREASING 'SIGNIFICANTLY' VS. 2026 Short software/long AI got overextended and you've seen people pile back into software but after a while earnings have to be good so what names can someone make the absolute best case for? I said months ago, too many people buying stuff like NOW when it's clearly not done enough over the last 5 years to create much discussion about it on here. Nobody was talking about buying CRM/NOW when they were down 50% in 2022, but now because there's a narrative people pile in. If you bought recently, you've done well but for NOW being up 31% in a month it's still down 18% for the year - and funny enough the 5 year return is also about 31%. So yes, buy *some* software companies but don't pile into them like some people did months ago when this started - select a couple that you have an actual thesis for where they can do well going forward because there will absolutely be more AI announcements in the months and years ahead.

Mentions:#CAPEX#VS#CRM

This is true, and has been for years now.  Yet people keep buying.  Not to mention that looking strictly at economic output it's "better" to have people paying money to banks as interest VS having them stockpile it in savings.   "Normal" delinquencies are around 9%.  We're now around 13% which is no surprise with interest rates being significantly higher.  But that's the bottom of consumers who weren't spending a lot to start.  As noted this is a K-shaped economy.  A 4% drop in the lower spending of consumers, or even doubling that to 8% or more, is offset by the other 80+% spending more. Just look at Victoria's Secret earnings today.  In the end, the actual spending matters more than theoretical factors in spending.  If spending was based on what consumers SHOULD be doing we'd be several years into a recession already.

Mentions:#VS

my girl stopped shopping at VS years ago the bras suck and the underwear is cheaply made the body sprays are water

Mentions:#VS

lol right? Fat girls only hated VS because they hated themselves. You don't see me talking shit about Lane Bryant because IDGAF about them

Mentions:#VS#IDGAF

Don’t forget Lex Wexner, Epstein’s biggest funder owns VS.

Mentions:#VS

Hmmm is VS targeting a similar young wave the way gym/supplements/looksmaxxing is targeting young men? Both genders wanting to feel special in an indifferent hostile world.

Mentions:#VS

Yes, seen as cheap and trashy. My wife said buying VS lingerie for a girlfriend would be like giving her flowers from a 24 hour garage... It's more like fast fashion though, for girls who regularly want a different outfit rather than quality. Eg. A proxy investment in OF.

Mentions:#VS

Nice analogy. My wife said that buying a girl VS lingerie as a gift would be the equivalent giving her flowers from a 24 hour garage.

Mentions:#VS

My VS underwear lasts three washes before falling apart nowadays. I have some from like a decade ago that’s still going strong. They are just cheap labor and quality like everyone else now. 

Mentions:#VS

VS turning out to be the big winner from Ozempic

Mentions:#VS

VS is the next AI play.

Mentions:#VS

So puts on VS at open

Mentions:#VS

And the Stock that shall not he named, nearly tripled estimated EPS, and rose 4%… - we all know the “earnings beat” and positive fundamentals news are almost always a smokescreen for market mechanics… - VS with that 20% short interest, makes for an opportune time to cover… and I bet it’ll climb a bit higher to dump bags onto retail… - always a matter of timing, but ATM/~-10% Puts will pay off big on this within next 30-60 days.

Mentions:#VS

I'm not surprised. Bra prices crept up at other retailers in the same category, and competitor Aerie discontinued or switched to cheaper fabrics for a lot of their popular bras and underwear. You can see the poor reviews online for yourself. VS you can always find everything from super sexy to cotton options, and the stores are well-organized. It's not as size inclusive in store but if you already need more support you're not looking at VS anyway. The other thing is that high margin items at VS like body sprays and perfumes are luring customers from Bath and Body Works, who keeps phasing out popular products among Millennial moms and whose CEO is reportedly trying to phase out coupons. Sales and rewards are also not as frequent or good as they used to be and those shoppers are already price sensitive. VS always has a sale on, and is in the mall just like Bath and Body Works, so it's easy to just go and get what you like there instead, and while you're there maybe get a new bra too.

Mentions:#VS

Does sexy lexi still own VS or does JE?

Mentions:#VS

![gif](giphy|VS2Qcv25O7ZhUZahQA|downsized)

Mentions:#VS

Surely VS' earnings were good.

Mentions:#VS

Be honest: how many of us had VS picked to moon this week?

Mentions:#VS

Go ahead and by her some VS to accelerate the recovery

Mentions:#VS

ChatGPT rates ur dd shit: As a WSB post, it’s entertaining. As an investment thesis, it’s pretty weak. I’d break it down into what is **signal** vs **hype**. **The Good Parts (Actual Bull Case)** **1. Figma genuinely has a moat** This is probably the strongest argument in the entire post. Figma won because it wasn’t just a design tool. It became the workflow and collaboration layer between: Designers Engineers PMs Stakeholders Once an enterprise standardizes around Figma, switching costs become real. This is similar to: Atlassian with Jira Microsoft with Office ServiceNow with workflows The moat isn’t “drawing rectangles.” The moat is that everyone works there. **2. AI probably helps Figma more than hurts it** This part is actually interesting. Most bears assume: AI builds apps → nobody needs designers → Figma dies. But reality may be: AI builds apps → more software gets created → more design decisions → more collaboration → more need for Figma. You saw this happen with coding. People thought AI would kill coding. Instead: More code is being written More software projects exist Developers use more tools than ever Figma could benefit similarly. **3. Management is ambitious** Dylan Field deserves credit. The company beat Adobe’s attempt to dominate the market. That’s not easy. The failed acquisition by Adobe itself validates how valuable Figma became. The post is right that Dylan thinks bigger than “design software.” He wants Figma to become the software creation layer. Whether he succeeds is another question. **The Weak Parts** **1. “Dylan is a genius therefore stock goes up”** This is where the DD starts turning into a cult. A huge portion of the post is basically: Dylan good. Dylan smart. Dylan dropped out. Dylan visionary. Buy stock. That’s not analysis. The market already knows Dylan is talented. You don’t get alpha from knowing the CEO is smart. You get alpha from knowing something the market is missing. **2. No valuation discussion** This is the biggest problem. The author never discusses: Revenue multiple FCF multiple Enterprise value Margins Future dilution SBC Nothing. You could have the greatest company on Earth and still be a terrible investment if you pay too much. This is the exact mistake people made with: Snowflake Datadog Cloudflare Great businesses. Terrible entries at certain prices. **3. The “epicenter of software creation” claim is unproven** This is the core leap of faith. The author assumes: Figma → Design Tool then Figma → Design + Code then Figma → Entire Software Operating System then Figma → Massive valuation expansion That’s a lot of assumptions. Today, the coding layer is still controlled by: Microsoft (VS Code/GitHub) Anthropic OpenAI Google Figma hasn’t proven it can dominate that layer. **4. 50-100% by end of summer is basically pulled from thin air** This is classic WSB. No model. No numbers. No valuation framework. Just vibes. A stock can absolutely double. But the DD never explains why the market cap should be 50% or 100% higher. **What I Think The Real Bull Thesis Is** If I were writing the institutional version of this DD, it’d be: Figma owns the collaboration layer of software design. AI increases software creation volume. Design becomes more important, not less. Figma expands from design into adjacent workflows. Revenue growth stays elevated for years. Margins expand significantly. Market awards premium software multiple. That’s a legitimate thesis. The problem is the post spends 80% of its words talking about Dylan Field’s giant brain and 20% talking about the business.

Yes. Margins in low single digits VS heavily subsidized product with no promise of ever turning profit due to infrastructure and RnD costs growing faster than revenue in orders of magnitude. Different as day and night.

Mentions:#VS

According to Yahoo, the ticker is SPAX - though the official ticker hasn’t been announced. Meaning, too many letters dont even match to be confused in my opinion lol I’m sure ppl can look at the ticker and say between SPAX VS SPCE I’m sure the most can guess the ticker with X is the space X stock lol

Mentions:#SPAX#VS#SPCE

SPCE VS SPCEX dear degen. If you’re that lazy/ignorant to notice the difference, then you’re already proving the thesis

Mentions:#SPCE#VS

>SPAIN CPI (M/M): 0.1% (EST 0.2%; PREV 0.4%) >GERMAN CPI (MOM) (MAY) ACTUAL: -0.2% VS 0.6% PREVIOUS; EST 0.1% >FRANCE CPI EU HARMONISED (M/M): 0.1% (EST 0.2%; PREV 1.2%)) They said there would be hikes but its actually cuts

Mentions:#VS#EU
r/optionsSee Comment

With VS3D, I have on average about 13 point prediction error at 9:30 a.m. but you have to predict direction thou

Mentions:#VS

*DELL TECHNOLOGIES INC OUTLOOK Q2 ADJ EPS $4.80 VS LSEG IBES ESTIMATE $2.98 *DELL TECHNOLOGIES INC OUTLOOK FY ADJ EPS $17.90 VS IBES ESTIMATE $13.09 massive beats holy shit

Mentions:#DELL#VS

Call VS put volume on CRSR is insane 10 to 1 LMAO

Mentions:#VS#CRSR

US PERSONAL INCOME (MOM) (APR) ACTUAL: 0.0% VS 0.6% PREVIOUS; EST 0.4% lmao

Mentions:#VS

>U.S MICHIGAN CONSUMER SENTIMENT (MAY) ACTUAL: 44.8 VS 48.2 PREVIOUS; EST 48.2 Theyre going to release the recession data today and build the case for rate cuts.

Mentions:#VS
r/optionsSee Comment

Most GEX content got warped around 0DTE flows lately. For 3 to 10 DTE I’d probably start with Unusual Whales before spending VS3D money

Mentions:#VS

Comical. Actual price VS paper price is way off. Asia Europe depleting reserves rapidly. Take minimum 3,6 months to get traffic back to previous normal

Mentions:#VS
r/optionsSee Comment

You CAN purchase information like short/long size and participant for SPX from CBOE. That's why VS3D and OptionDepth offer only GEX for SPX.

Mentions:#CBOE#VS
r/optionsSee Comment

You can try OptionDepth - it's about $50 cheaper than VS3D.

Mentions:#VS
r/optionsSee Comment

That’s why VS3D supposedly costs $300/mo. instead of $50-$100. I think they claim the actual data is part of the reason their service is best and also quite expensive.

Mentions:#VS

>U.S MICHIGAN CONSUMER SENTIMENT (MAY) ACTUAL: 44.8 VS 48.2 PREVIOUS; EST 48.2 . ✅️ Lowest on record. Its **rate cuts** - not hikes. > - **Wells Fargo** reaffirmed on May 13 its forecast that the Federal Reserve will implement two quarter-point rate cuts in 2026, despite April’s Consumer Price Index and Producer Price Index both coming in hotter than expected. > - **BlackRock**: Fed May Have Sufficient Grounds to Support Rate Cuts 3 hours ago

Mentions:#VS

For-profit media means it's your job to generate content that gets clicks. Waiting for actual validated info from this war means you've published almost no articles after it started.  VS the competition that's publishing stories daily stressing the story from Iran vs the one from the US is different.  And getting clicks.

Mentions:#VS

Emergency rate cuts. Fed does not respond to supply side shocks. >U.S MICHIGAN CONSUMER SENTIMENT (MAY) ACTUAL: 44.8 VS 48.2 PREVIOUS; EST 48.2

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>**Wells Fargo reaffirmed on May 13** its forecast that the Federal Reserve will implement **two quarter-point rate cuts in 2026**, despite April’s Consumer Price Index and Producer Price Index both coming in hotter than expected. >https://www.thestreet.com/fed/wells-fargo-sees-writing-on-the-wall-about-the-next-fed-rate-cut They are going to cut rates on a recession. >U.S MICHIGAN CONSUMER SENTIMENT (MAY) ACTUAL: 44.8 VS 48.2 PREVIOUS; EST 48.2 .

Mentions:#VS

>U.S MICHIGAN CONSUMER SENTIMENT (MAY) ACTUAL: 44.8 VS 48.2 PREVIOUS; EST 48.2 . Recession is bullish for two 25bps cuts this year - Wells Fargo https://www.thestreet.com/fed/wells-fargo-sees-writing-on-the-wall-about-the-next-fed-rate-cut

Mentions:#VS
r/wallstreetbetsSee Comment

Virgin Ben Bernanke VS Chad Jerome Powell.

Mentions:#VS
r/wallstreetbetsSee Comment

Semi’s VS. Mag7 kinda day

Mentions:#VS
r/investingSee Comment

Cisco VS Nvidia. There is no comparison really. Ciscos forward P/E of 200 was entirely speculative.

Mentions:#VS