VS

West_Track_9927

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

Advanced_Divide_4641

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

Independent-Tree-985

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

Appropriate-Tie-6524

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.

BaileyOtt

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.

Tall-Illustrator543

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

confused_teabagger

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

Prior-Measurement619

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

imustbegthequestion

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

Outside-Cow9097

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

dvdmovie1

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

dvdmovie1

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.

Skittler_On_The_Roof

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.

Lower_Skin_3683

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

Mysterious-Clothes45

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

AnaisNot

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

TreGet234

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.

Nom-De-Gruyere

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.

Nom-De-Gruyere

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.

femme_mystique

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. 

KingDonkey0623

VS turning out to be the big winner from Ozempic

Zoomryder

VS is the next AI play.

YakRepresentative833

So puts on VS at open

xaracoopa

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.

little_duck

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.

AllCapNoBrake

Does sexy lexi still own VS or does JE?

Gimpy_Weasel


TreGet234

Surely VS' earnings were good.

bdh2067

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

Monkeybombadier36

Go ahead and by her some VS to accelerate the recovery

iloveaccounting64

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.

foxyloxyreddit

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.

Unique_Story_4773

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

mr_notandor

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

Spy300

>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

MrJohnDoe_R

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

toydan

*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

llamaflocka

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

2020isgreat

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

Spy300

>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.

Intelligent-Day-4059

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

Awkward-Seaweed-5129

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

MrJohnDoe_R

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.

MrJohnDoe_R

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

ChickenMazhou

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.

Spy300

>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

Skittler_On_The_Roof

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.

Spy300

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

Spy300

>**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 .

Spy300

>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

Stormcloud217

Virgin Ben Bernanke VS Chad Jerome Powell.

powerboner

Semi’s VS. Mag7 kinda day

MrFyxet99

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

TheMostMid

Yea this sub used to be like abunch of little guys scoping the market to predict insiders movement and scrape up gains too retail helping retail apes together strong …those were the days man those were the days . NOW WE ARE BULL VS BEARS

Ok_Video_3362

Alien VS Sexual Predator

IamyourfantasyX

Since using a bidet there is no comparison. It’s like buying shares VS options. You just can’t make money the same way with shares.

Not-My-Account01

I also think if the workers go strike and/or get the deal they want, entire worlds' unions will get instant power up, for this involves huge Corp. loss VS labor movement. people thinks CEOs giving 32 million bonus themselves after they lay off thousands peoples is normal. but when the worker bees want the slice, not just crumbs from their labor they are greed.

Bob_D_Vagene

Of course it looks similar. VS completely ripped off OD.

Drodo64

Then use profit VS surplus and you probably beat 90% of the countries again.

ridina05

Alistar 🐂 VS Tibbers 🧸

Celestial_Surfing

Now just you wait until you buy something over a dollar. Then it goes under a dollar. And then it reverse splits. And then it goes under a dollar. And then it delists 

cbr777

My company has over 20k people, we're not a startup. >But the business suite (Office), cloud (Azure), and coding (VSCode, GitHub Copilot CLI) seem pretty locked in. We don't use any of those, well except VS Code or one of its many forks.

Legendary-Lemon

Genuine question. How many people from wsb liquidated their port VS those who got incredibly wealthy? What’s the percentage?

EditorD

As a long time (relatively) user of Claude, I signed up to Codex a few weeks back. Running it in VS code, I'm simply finding it works better. Opus is good for planning, then give it to GPT

iiGoodVibesii

Thats how I think I want to approach it. Getting a week or two, before earnings - and getting the IV on your side + while potentially stock movement. VS battling IV with correct stock movement. I guess on the flip I can buy a couple weeks out, if if its a day before earnings.. but the first way seems more ideal

Death_Stormz420

I’d push back on the idea the companies using AI both aren’t sure how to use it and aren’t making ROI. I think that’s showing up in the demand for it. And the “Circular deals” under a microscope a lot of times provide performance obligations. Nvidia is acting as a venture capitalist to fast track the development of small AI companies and therefore the ecosystem. Nvidia is trying to avoid a scenario where AI becomes bottlenecked by a piece of the supply chain VS demand. Thing is I don’t think Nvidia is just handing out free cash I think they’re backing real companies that will deliver. What I’m concerned about are the deals we don’t hear about in the private credit markets and such.

NotMe357

Next week we've CPI, PPI and TACO meet China. Tuesday - CPI Wednesday - PPI TACO/XI - Thursday and Friday If TACO can 🍳 the job report then its very possible for him to cook 🍳 CPI/PPI too. As long there is no crazy fire between Iran VS Israel/US this weekend, then I think we'll pump until Friday but one day will be flat/red before Friday to sucks more Bear into buying puts before kill them.....again.

Skittler_On_The_Roof

Is it?  I don't see a functional difference between a company using it's own shares as collateral for a loan (the most common thing) VS Softbank being an intermediary for that very common transaction. Both cases if the share price drops substantially you're equally underwater. 

Son_of_Sephiroth

TACO VS NACHO cage match tomorrow! Two men enter, one man leaves.

OcelotStraight9145

Nobody knows for sure. Personaly I think Spacex is seens as overvalued but gives an idea of the space sector TAM which will be projected in their IPO filings. That will give us an idea of the potential upside for other space companies if the execute. Then we can allow our portfolio spaces based on risk (space X is less risky but less growth might even go down at first VS others that are more risky but can grow a lot more.) I personaly believe space exploration is the next sector where you can find 100x growth and I'm yoloing almost 100% of my growth allocation to it but have a 20 years horizon on my investment. I won't touch Spacex because it beats the purpose.

AgitatedJump8459

VS the cousin fuckers?

fearlessfryingfrog

You mean skill and creativity VS none of the above? 

Crazy_Donkies

I think SOUN is fucked and useless given the data and capabilities of every major model, AS WELL AS their sales and marketing engines VS SOUN's. That's my DD. This is a gamble on clowns running in.

Vivid-Avocado9342

I’ve been trying to use Gemini in VS Code recently, but it constantly hits errors and just stops working dead in its tracks. I do think about how much more the Claude code tokens cost, but I keep getting outdated back to them for coding projects because it’s just so much better at working in an actual code base. To be fair, if Google eventually figures this out better I would be willing to switch.

scsyndrome

Exactly. ai VS. ai. Ai is not a good way for your investments in my opinion. Do I use it for stocks? All the time. I personally think it is important to dig in the facts you can find for yourself because I believe ai is only good to a certain extent and is straight up wrong sometimes. For example. I know a whole whole lot about a few junior mining companies that I’ve literally spent days researching and looking through their sec files. Be careful everyone. Let’s do this together and not mislead or criticize each other!

-Cool_Ethan-

Cinder VS Glacious from DOOM, duh

LKang

MSFT has outperformed the S&P 8 of 10 years for decades and decades. If you're horizon is over 5 years this is actually one of the best single stocks to outright own as much as possible and never look back. I do expect the next quarter or 2 to trade mostly sideways. It's not a sexy stock, but has a wide moat. "MSFT VS any MAG" will always be a topic - it was in 2007 it was in 2017, it is now, and it will be in 2037. My point is in by then you will have missed out on another 50% increase on MSFT.

FoodCooker62

They have a good balance sheet and have not diluted for a good while which is more than I can say for the likes of many of its meme LP competitors. Large part of the loss is D&A and the stock based comp is also relatively mild. But other than that I struggle to see why I would want to own this company. Everything they do there is a company out there that does it better, more profitably and with actual growth.  Their cannabis growing operations are extremely weak, their cannabis retail is clearly underperforming VS High Tide and if I wanted a liquor retail business I wouldnt be in this sub.  At some point I would buy it if it goes into ultra low book value territory but IMO this is just not at all a high quality company 

Spy300

>>u/Spy300 4 points 10 months ago >They're going to need coordinated hyperinflation globally as the entire G7 has run their debt up to unsustainable. >Iran attack for an oil double is the easiest way for them. >https://www.reddit.com/r/wallstreetbets/comments/1l70sah/daily_discussion_thread_for_june_09_2025/mwv83rk/ ✅️ CANADA'S FEDERAL DEBT-TO-GDP RATIO IS PROJECTED AT 41.1% FOR 2025/26 (DOWN FROM 42.4% IN NOVEMBER), 41.5% FOR 2026/27 (VS 43.1%), AND 41.8% FOR 2027/28 (VS 43.3%), BEFORE REMAINING LARGELY STEADY THROUGH 2029/30 — STATEMENT.

chibi78

I am happy that IWM is taking a beating but can someone explain what has changed today VS previos 3 weeks

Winter-Extension-366

1. In my experience we used the front month contract or SPY, depending on our specific SPY needs and what we thought of how rich/cheap the spread was. You don't want to be taking liquidity in a less liquid asset. The problem this creates downstream is that you are trading across the curve in a cash-settled product. This means you will have delta exposure accumulating long/short across many buckets of time and you need to hedge that concentration out as it builds. If you continue to sell 1y 40 delta calls and hedge with ESA, you get short a roll pretty quickly and while you can hedge out the rate component with SOFR you'll have to hedge out the div component and tolerate the inventory across all of this- or you can imply buy the roll or future spread to 'roll' your hedge delta to your option exposure and close the risk altogether. This game never stops as every trade impacts your net. 2. Yes our approach is useful- I tell people that every time I've spotted a meaningful top (which you can just search my X feed for "now, stop" or "50-100"+"300-500" (upside vs downside risk), my view is ENTIRELY born of my analysis of positioning AS IT IS PRESENTED IN VS3D. It's not as easy to represent one dimensionally with a Greek, as the set of conditions is like a series of cross-currents that present a real problem for the market when aligned. I disseminate this view when I have it in VS Pro meetings, but I take hours and hours teaching it in Mentorship because it takes a while for a non-MM to grasp the components intuitively- once you do, a light bulb goes on and it all becomes much easier to spot going forward. Main hint is that the 0DTE framework we use for daily setups and intraday commentary in VS Pro, and teach in Mentorship, is something you can extrapolate through time when you substitute deltas for strikes, substitute vega for gamma and tolerate that without a shot clock (expiration TODAY) you must account for both volatility changes and passage of time, and tolerate the implicit risk of either/or as you navigate the trade

Winter-Extension-366

Not that simple- the only "edge" is we can anticipate hedging flows that arise as a requirement of the business of market making. We do not tell you what to do with that- though we can give you some basic ideas and approaches. We will be finding use cases and deploying strategies internally over the next 12-24 months and you will never hear of them, because they will be "our discovered edge." Even right now, there are some trade setups that we have found- mixing our contextual experience and our data/ awareness of the interactions, that we showcase and highlight sometimes in VS Pro but teach ONLY to Mentorship (very small group discussions) and we have no intent of detailing all of these on social media.

Tarheels53

They generally hedge delta with the current quarterly ES. Yes VS Pro is useful for longer term SPX trades…each morning I discuss my views on SPX volatility and provide trade ideas….in VS3D you can see positioning out 6 months and we are working on some metrics that will help for longer term SPX trading. Com me check it out!

Winter-Extension-366

I forgot to say- for 'Professional Interest' - for SPX you can log into VS3D, go to Position Grid, open the configuration panel on the side, select only 'Customer - Professional' in the dropdown menu and you can view the next 6 months worth of expirations to see literally what the largest professional interest is in the index product.

papasaurus1972

As a middle class USA consumer: I am a customer of businesses. I am a consumer. If fuel prices and other commodities go up, that adds to inflation and means I have less discretionary income and/or I’m willing to spend less and/or forgo a purchase. Me as a business customer, I’m going to purchase less, but spend more money for less items. Summer is coming. I purchased a new travel trailer this past January. The RV lots were absolutely full of last year’s models (I purchased a 2025 year model). Yes I am planning trips but I’m not going to travel as far as I had planned. Im going to drive less miles and camp closer to home than previously planned. Im likely going to spend less on my trips. I’m not going to support local and regional businesses as much as I would have otherwise. I’m going to have less in savings and will spend less so that I can build up my savings as it was prior. Your business is loosing sales from me, the middle class consumer. There are some products that I want but at the increased prices, I am unwilling to make that higher cost purchase thus I don’t want that item anymore. That item is priced out of my desired purchase price. I don’t want it anymore. Times this by the rest of the USA consumer population and that means business year-over-year sales (and perhaps revenue) will be less. Won’t businesses make less revenue and suffer reduced sales? Doesn’t this impact the investor sentiment of purchasing that particular stock/company ownership? How does that impact the stock markets? More baby boomers are in retirement thus not adding to their 401K contributions/accounts. Retiring consumers are withdrawing from their retirement accounts more due to the higher inflation. Yes, those working are still contributing to pension funds thus the stock market but more and more boomers are retiring and/or selecting more conservative retirement funds VS stock indexes. What if those that are still working are unable to contribute or contribute as much to their 401K retirement accounts? Worse, what if middle class families actually need money from their 401K plans to make ends meet and make their house payments? Would they make early 401K withdrawals and pay the 10% penalty if it means saving their home? Two people working, one gets laid off and suffers a job loss. You bet they are going to draw out of their 401k plans to save the family home. That is a USA middle class potential possibility…

jerome-yellen

**Volatility Shares Announces UVIX ETF Reverse Share Split** Volatility Shares, on behalf of VS Trust (the “Trust”) announces a reverse share split (a “Reverse Split”) on one of the Trust’s series, specifically the 2x Long VIX Futures ETF (CBOE BZX Exchange Symbol: UVIX (the “Fund”))

Skittler_On_The_Roof

So you think Berkshire Hathaway's business should have been illegal? The company doesn't need to make investments to make revenue.  But when things are good it's prudent to save that money for when times aren't so good, or when there's a good but expensive opportunity to expand.  Sitting on cash makes no sense -you're just guaranteed to lose to inflation. Also, companies will also sell portions of the company when they need funding.  When they're successful in that, why shouldn't they be allowed to buy them back?  What's the difference between a company that sells 5% of their company and then buys it back, VS one that just never sold that 5%?

TheEvilGroucho

Calling Cursor “just a VS Code wrapper” is like calling a self-driving car a steering wheel with a nicer UI.

o5mfiHTNsH748KVq

It’s not that much overhead to be able to make edits with intellisense and whatnot when I need it. I’m not looking to go to any extremes, it’s just no longer necessary to seek new tooling. VS Code was good enough until they blew ass at AI tooling. Now I don’t need an editor for AI tools at all.

RunesDubloons

TSLA literally just be like: #WHO WOULD WIN? >8 little dumpy months #VS. > One Massive Hulk Cock Candle

AgitatorSupreme

Cursor’s product actually sounds like a good use of Ai in the developer world, assuming it works as described.. Pro pricing starts at $20/ month. I dont know what the higher tier pricing is. There are 50,000,000 Visual Studio users (Cursor works within VS) according to google but that seems… excessive? So, rough estimate, offsetting the unknown higher tier pricing by using 25,000,000 VS users the monthly revenue is $500M. 12 months = $6B. Obviously I am still overestimating my variables since they report $1B in revenue… Unless their profit margins are crazy high and/or they have zero debt, $60B seems incredibly high. However, I am not well educated in this field and I am working with almost no data. But $60B… More importantly, what the fuck does Cursor have to do with SpaceX? Why would SpaceX *buy* Cursor? I know companies invest in other companies but this isnt what that is. Musk trying to further inflate the value of SpaceX? Because a valuation of $1.5 - $2.5 TRILLION is absurd as fuck no matter how many companies it swallows up.. that is going to be an interesting IPO day. Get your shorts on for that one.

intelligentx5

A VS Code wrapper with an LLM tacked on which has a fuck ton of open source alternatives and Claude code and codex competing with it…ain’t worth $60B Fuck that

Greedyanda

Cursor no longer uses VS Code. It's written from scratch now.

Accomplished_Eye1522

The funnier way to read this is not “$60B for a VS Code wrapper,” it is “SpaceX paid 20% upfront for an 8 month ATM call on Cursor.” Once premium and strike get separated, the deal stops looking like a normal acquisition headline and starts looking like structured optionality. The math is broken out here: https://docs.hypercall.xyz/insights/spacex-cursor-call-option-2026-04-22/

skidmark_zuckerberg

My only problem is that I didn’t think of it. I mean forking VS Code was half the battle. They didn’t need to even develop the hardest part, which is the editor lol.

mehmet_okur

Cursor needs: massive compute they can't afford,ore capital injected Spacex needs: more very smart to engineers, desktop integration both win/Linux terminal (CLI), native win/Linux (GUI), and IDE. Grok currently has zero penetration into desktops outside of support for using their models in tools like VS Code. Spacex can fill those compute and capital needs in exchange for more super nerds and cursors established desktop platform IP (even if consensus is that Cursor had fallen off). To look at this and think "Elon out of touch, nobody uses cursor anymore, hurr durr" is goofy. spaceX is well aware that cursor product fell off the map compared to codex and Claude in 2026. Believe it or not, buying assets and companies when the market thinks they are dogshit is the most fundamental way to make money next to prostitution It may fail and end up being a terrible decision, who knows, that's not the point. They believe they are getting a cheap price based on how they value Cursor as a company. For example: Claude dominates market currently with a 90+% chance to be best objective AI on prediction markets for April 2026. This would be a bad time to buy anthropic unless you are the kind of guy to go all in on BTC at 120k ATH. That's what a guy in a clown suit told me while I was looking dinner in a dumpster tonight. Verbatim. Cool guy, a bit verbose though.

JaredsBored

It's high but the premise isn't crazy. Cursor's tech stack is essentially VS Code and a Chinese open weight LLM, which is another way of saying worthless. But Cursor has real enterprise customers, and Elon needs a way of making money off the Grok investment. Buy cursor -> replace Chinese LLM with Grok -> try not to lose all your enterprise customers

RESPECTATOR_DE_FEMEI

Cursor recently switched from VS code to their own ting. 60B seems insane but Google bought Windsurf(which didn't have many users) for $2.4 Billion and they turned it into Antigravity. Everything is overpriced in this AI boom.

jonneh

The most successful VS code fork ever 😭😭 > (NYT) -- SpaceX buying Cursor for more than $50 billion

Nictel

If I have puts this always VS but now I have calls it doesn't. RIGGED!