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Real-time insights, community discussions, and AI-powered research from our growing Reddit community.
Every week there's a new headline about how AI is going to eat jobs, destroy entire sectors, and crash the stock market. Anthropic's Claude caused a rattle in the stocks earlier this month. DeepSeek b...
Everyone is obsessed with the AI chip race. NVDA is up, and there's a compelling story. However, people are forgetting that Microsoft, Google, and Amazon are all building their own chips to cut out Nv...
Meta just committed to buying AMD MI450x GPUs for 6 gigawatts of agreements. That pushed AMD’s stock up 9%. Here's what the filings say vs. what the hype suggests. What the disclosure shows: This conf...
I took some time to review the most recent 10-Q and some of the earlier filings from $CRWV ahead of the Q4 earnings report. Sharing this as I haven't seen the discussion in most threads. The bull case...
Lately, it feels like everything is selling off at once. The S&P Software Index is down 32% from its all-time high, the Magnificent 7 are under pressure, and the news is dominated by the fear of A...
With the S&P Software Index down 32% from its ATH and AI disruption talked about everywhere as the cause, I decided to go to the source: actual SEC filings. Here’s what I was looking for: New risk...
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