1. $BRKB is the story up top, Abel's deploying Buffett's cash pile and the sub is treating the earnings beat like a green light. Meanwhile a $1.17M MSFT position turned into +$340K in 29 days, and another guy's sitting on $850K in MSFT LEAP calls debating whether to hold for long term gains. Megacap conviction is running hot today, mood's closer to euphoric than cautious.
2. $RIOT is up big today, +16% to around $22.65, on a real $9.1B compute deal with Anthropic running through 2048. The sub's already pricing in $50 by EOY, that part's just talk. Deal's legit, the price target chatter is pure maybes, worth a glance if you play AI infra names, not a chase signal.
3. Top meme today is 'we are now in a kangaroo market' pulling 20k+ upvotes, but scroll past it and it's loss porn wall to wall, college funds gone, guys swearing off 0DTEs. There's also a $BSP short DD floating around calling it overvalued roll up junk, except the tape disagreed today, $BSP's up almost 5%. Gains at the top, carnage underneath, classic split personality on this sub.
Aggregated and distilled by Two Sentence Traders. Not financial advice.