BIG
Big Lots, Inc.
stock NYSE

# BIG BEAUTIFUL RECESSION 🥭🏚️😘

BIG BOYS

Dude !! I was going down the aisle at the store and Look over and see the gold coin candy < Ate em as a kid and people would get em for gifts cuz I'm a gold bug , Anyway I pick em up and there's like 4 in a bag for 99 cents . Sorry ass little bag , Even chocolate gold is being manipulated \_))) SHRINKFLATION BIG TIME

If you successfully penetrate into the market and establish your long term growth story, then 20% dilution is a price me as a shareholder willing to pay. Also people talk like 20% is immediately gone, which is far from facts lol.
All CSPs will start buying your chips to rent out after their customers show interest in these products. And the best way you attract these additional customers from everywhere is to show your product is competitive in the real world and this is best done by having the customer testimony from the biggest players in the field. Just look at Google, their TPUs have been there for 10 years and people finally noticed it when Google said Gemini was fully trained using TPU.
The warrants also give Meta and OpenAI big incentives to help AMD polish the software ecosystem. So this is more like a partnership instead of a simple "I am selling you some products", win-win-win for Meta (OpenAI) x AMD x Shareholders IF (BIG IF) things go as planned. That looks like AMD's strategy to me, I am willing to bet on it.
There are definitely execution risks but come on what investments don't carry risks lol

I think people incorrectly assume that the value of AI lies in model and I think this is a bad assumption. The value of AI is mostly going to be captured by the consumer of the model, not the producer. And GOOGL (like META) is a BIG consumer.
I'll put these two big advantages for GOOGL
* They have the lowest cost of running a model. TPUs are significantly more efficient than anything else out there, and it's going to stay that way for a long time. Open Source models don't compete at all.
* They make their money from ads. In particular, the service they provide the advertiser is their ability to match them with high value consumers. AI is going to help them do that much better and hence allow them to charge far higher prices in the ad auctions.
I consider Google providing LLM access to the public (and enterprise) as charity and not a significant profit stream. It allows them to recoup training costs, that's all.

that 20% is a BIG BIG number that does worry me. Are we looking at a potential super majority that could control AMD company for the future??? Or are we looking at the institutional shareholder ownership as a validation of our tech development path??? Could you look at this as stock dilution or like a share buyback bc they have hold periods built into the deals?

BIG MISTAKE!

AI capex is getting outta control, but this is basically a race. Big tech CEOs know ai will have a use and place in the future, but I bet they don't truly know BIG it may be in terms of profit, how long it may take to return all this capex back to investors. Once this capex race was triggered it started a race that these CEOs decided they cannot afford to lose.

Morgan Stanley explains > Demand for rare earth elements will increase 477-fold by 2030
It's exponential!
The demand for minerals and energy for the data centers that will enable the creation of AI and also win the race for humanoids will be the major challenge of the coming years
So here are some US stocks chosen according to their potential for 10- to 50-fold growth. I only invest in US small-cap stocks because in mining, junior companies are the future; they can either explode or be acquired by senior companies to continue to survive.
RARE EARTH
$USAR The US government is in at $17; it just received major support from the US government.
It will go to $250 and more without any problem.
$ARR American Rare Earth has the largest untapped resource in the US.
Baggerx50 with its current ridiculous market capitalization. This is an explorer who recently applied for a grant to transition to developer mode.
COPPER
Copper is everywhere, so many people are waiting for the price of copper to rise, but NO, I don't believe it. It's an industrial mineral that should stay low, but what if demand explodes?
The miners will be the big winners, raking in cash, and junior mining companies will be worth more than diamond mines.
$BIG.V Hercule Metals, so watch out for this one who just discovered a very promising deposit. Barrick is on the lookout.
We're waiting for confirmation of the discovery's magnitude, but it's a 5x jump.
$USGO and $USAU are two small-cap stocks in the development and exploration phase.
Many junior companies will be winners, but I'm trying to choose companies in the game-changing phase.

Hi OP im in the same phase. Passed and got a payout 2 years ago, but after blowing it up (just recently), havent managed to get funded again.
Right now, I sized down BIG while learning how to sit. Imo the fact that we got to a payout shows we know when to trade, but still fail to sit when the optimal setup doesnt show.

Someone recommended peanut butter and Greek yogurt as a post dinner snack. I just went and bought both. If I end up eating the whole jar of pb you guys are in BIG TROUBLE 😡

BIG JUICY LUMPS!!! AHHHHHH!!!!!

BIG DAY TOMORROW!!!! This thread is gonna go bananas!!!!

BIG BEAUTIFUL RED

IM ASKING FOR A BIG BEAUTIFUL STROKE LMAO

Btc has these 4 year cycles of 3 years of up 1 year of down, like BIG down. The pattern would put the 4 year cycle bottom timing window for bitcoin right around the time of the warrant expiration!

SOMETHING BIG IS COMING

Ah, so the BIG crash is about to happen.

45 forward PE is a BIG no go for me.

If you don't have the temperament to trade, no one can give it to you. If you don't have the Risk temperament, no amount of chart/portfolio analysis is going to give it to you. I can teach you how to play chess, but I can't make you a Master of the Art. 25+yrs. Trading for the #1 Investment Bank in the World, was a PROP Trader, then traded 10's, my Sheet was 11 numbers BIG. I can teach you the fundamentals, but you either know it and can do it, or you can't. Every year, my firm hires at least 10 summer interns to be on the Govy Desk. For the last 7yrs. of my Career I was Head of the Desk, and we only offered 2 interns a desk position in that time. An old Baseball adage, you can either hit a Curve Ball or you can't.