Master of EBITDA Adjusting ~ Industrials / A&D ~ SaaS / AI ~ LMEs / Rx ~ Unapologetically Catholic βοΈ ~ #GoBruins π»ππ ~ #BillsMafia ~ β investment advice
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Officially sold all my $VRT. 730%+ gain realized in my ROTH IRA. Time to find the next man up! Ideas?
Anthropic will be able to get it out, but only in the nick of time, and maybe even a tad late. OpenAI, on the hand, might actually be cooked. I heard things yesterday that support what I said at the start of the year about the market being able to support the 3 mega IPOs of AI companies. OpenAI might be too late.
NEW: Ohio State AD Ross Bjork says the Big Ten is exploring a football scheduling model for 2028 based on the previous yearβs standings:
"So next yearβs schedule, we would not know who weβre playing other than protecting the rivalry games. Obviously we have the biggest one, right? Other than that the rest of the schedule could be based on how did the teams finish in the previous year. Thatβs how the NFL does it."
(via @971thefan)
on3.com/news/ohio-state-athlβ¦
Just heard some things. AI bubble might very well be popping soon, if it hasn't started already. Anthropic IPO could be the peak, or slightly past peak (not quite dead cat bounce). π
$NNBR Outstanding call. Whoever bought at mkt open already up nice.
$NNBR starting the Q3'26 earnings call with another fire intro video.
Definitely will be a good long once dust settles. The integration risk becomes worrisome though as well.
Agreed its very smart. Getting through anti-trust might be hard. But also good to try now, aside from the share price dynamics, but also to do it before a change in administrations.
Def think more consolidation is coming to become more diversified and demonstrate ability to weather any potential storms.