Article from Money wise.

Netflix is down over 40% from its highs in the summer of 2025. I don’t understand how the company is 40% less valuable than it was last year, like what has actually changed since then? People still watch Netflix every day and they still make plenty of money from it. I seriously don’t think that they are worth 40% less now than last year when everything functions the same and there are going to be plenty of new shows and seasons in the coming years that people are garenteed to watch. I think it’s bound for a bull run soon because I think 75$ is undervalued as fuck for this company.

... being reported in the local and national news for 18+ months straight both times. About Wall Street execs, retail traders, private equity guys, venture capital dudes, startup heads, day traders and hedge fund guys. Very, very few of you younger than 30 will remember any of this, but it was relentless.

I remember the CFO of Fannie Mae, that David Kellerman guy. He was in charge in the months after the feds took it over. He got screamed at daily in congressional hearings over the $200 billion bailout and spat on in the street.

I always felt terrible for the guy after he died, he wasn't even in charge when credit markets went to shit and Fannie and Freddie rolled over, he came in after the feds took over. Folks wanted something to scream at and he was it.

Or that French hedge fund guy in NYC, Pierre something. His fund lost billions after the Bernie Madoff Ponzi was revealed and he was personally wiped out with it. He ODed on prescription drugs.

Or Cliff Baxter, vice chair of Enron. The guy was documented for years complaining about the shady accounting practices the company and Arthur Andersen engaged in and finally quit. He was set to testify before Congress. The receivers of Enron went after him for millions for dumping his shares before Enron went bankrupt. Another guy I felt terrible for after he died.

I remember dozens and dozens of startup founder or hedge fund guys who killed themselves in places like NYC, San Francisco, London, Singapore and Hong Kong. Walking in front of trains or jumping off of garages or high rises was popular. Even here in Texas, there were lots of reports of college student day traders and overleveraged business owners ending it all suddenly over money and the market.

Anyway. The numbers haven't made sense for at least three years now and it feels like the next big market top is upon us. I'm not making a call on the market or anything, I'm just thinking aloud while eating rice cakes and guacamole in bed. Hell if I know what's gonna happen next. Don't play with money you can't afford to lose and don't kill yourselves over something as stupid as money. Thanks.

EDIT - Oh yeah, something else none of you younger than 30 can comprehend. How the stock market was impotent, directionless shit between 2002 and 2007ish. Five years of listless trading and with zero retail trading interest because everyone was burned and ruined during the dot-com/Enron/911 crash. I was out of college and learning this stuff in that environment, it was lonely af. I don't think many of you understand the years-long directionless wasteland equities will be after a generational market crash. I do, I did it twice.

EDIT 2 - Thanks for the the u/redditcareresources referrals lol. Many of you will need them when the Nasdaq drops 30 plus percent in the blink of an eye.

EDIT 3 - u/AndItsThetaAgain reminds me, there were lots of murder suicides reported both times by dudes who lost everything, went home and killed their wife and kids. I lost count how many times that happened here locally. Nice homes going up in smoke and shot bodies found inside.

EDIT 4 - I'm not a bear ... yet. Am still holding my $4,000,000 triple leveraged SPX position, check out my post history to read about that wild 16 year long ride.

EDIT 5 - Am getting a lot of replies saying "it's different this time, we have social media and Truth and X and information is at our fingers in an instant." They always say it's different this time, always. I can make a strong argument that there hasn't been any real GDP growth the past ten years, that the data has just shown a huge siphoning of wealth from the middle class to the top via tax policy changes, moronic monetary policy by Powell and Yellen (transitory inflation lol), stock buybacks and private equity moves.

Move over Mr. Buffet, you have been bested

____ is wonderful for stocks 😃

Thought I'd share and not gatekeep this groundbreaking new research.

Do with this information what you will. NFA

Tldr; to the moon 🚀🌑🌘🌗🌖🌕🌔🌓🌒🌑🚀

Alright degenerates, gather round.

Korea just showed us what the endgame looks like and it ain't pretty. 1.2 million accounts margin called in a week. 350K liquidated to zero. 62% of those were millennials and zoomers. Their market dropped 10% in ONE DAY because someone said "hey maybe AI spending slows down." 50% of their entire market was just Samsung and SK Hynix. Two stocks. That's it.

Now look at us. 34% of the S&P is in 10 companies and they're all making the exact same bet that AI capex goes up forever. NVDA, MSFT, GOOG, META, AMZN - basically running the same play Korea just fumbled. Half this sub is gonna say "bro it's different here, the Fed prints, 401Ks buy every dip, we're the reserve currency, AI actually works."

The other half is gonna say leverage at ATH + concentration at ATH = we're about to get our cheeks clapped harder than '08. I genuinely don't know who's right. What I do know is some Korean Warren Buffett was probably sitting there with 600% margin on 3x leveraged ETFs telling himself "this time it's different" right before his account got sent to the shadow realm.

So real talk - if NVDA or GOOG miss guidance by like 2% next earnings, do we get the same cascade? Or do institutions just vacuum up every share before we can even panic sell at the bottom like we always do?

Position: Sitting on cash like a coward.

What's everyone's play here? Buying the dip or hedging?

so, explain this cuck fucking piece of shit of a stock market to me
are we still doing data centers in space? ai ai ai agents continue to shit themselves, while cheap local models get 90% of the job done
dafuq is the bull case now?
are we trying to pump snp500 trailing p/e to 46 just for fun?
i am all ears bulls, give it to me straight

All in only 4 years

Friendly reminder, the S&P500 averages a 10% correction almost once per year.

Other than the straight of Hormuz being shutdown, cutting off oil supply to the globe and causing oil prices to sky rocket (as well as other commodities), company earnings are setting records. Over 80% of companies beat earnings last quarter. As soon as any sort of deal or US/Israel pull back is announced, or if the straight gets under control and supply can move through, Oil prices are going to plummet and the bull market begins for atleast another year till the next correction.

Don't be dumb and sell the bottom out of fear.

S&P will be down 10% if it reaches 627. Futures market shows it down around 659, there is still room to fall, and likely will. But it is going to rush back real fast.

Also, another note. Anytime then VIX is above 30, historically is a great time to buy and has literally never been a bad decision.

Do what you will, I didn't use AI slop to write this.

Positions for fun: 250 shares MU 3K LUNR 2K POET 250 RDDT 250 MRVL And 70K cash waiting to deploy

Michael Burry was saying the price is not falling. Boy was he wrong. I wish I placed puts on this. Looks like it’s going to crash hard.

Grandma would be so proud. This guy is a true WSB legend.

We all owe him an apology for laughing at him.

If he held, he has over $1M in profit and $1.75M in total Intel holdings.

Absolute legend!

I'm just enjoying the show for now

Where’s he now? He knew things before we did.

As of now, the straight is still closed. Oil dropped on the hope that the ceasefire will remain and the straight will open, but now that Israel has broken the ceasefire, all deals are off. The oil has dropped significantly when the news broke out yesterday, but still hasnt budged today (Wait and see zone). The fallout of the oil still hasnt reached the US. Some tankers are still on the way before the 3 day excursion. The US and north america in general should be feeling the heat in probably a week. With inflation data coming up this friday, I dont see how there is any positive outlook moving forward. Even if a Taco was about to happen, the real disruption of oil will be felt in all aspects of our economy. Food shortage, gas prices doubling, transportation costs (transport companies are now charging by the kilo, not the pallet.), etc.

Today might have been the bullest trap of all, but this market is irrational. Believe it or not, calls (on OIL).

My positions as of now :

50 570 Strike QQQ Puts 1/05

The reason why is simple; tech gets hit the most.

1 million rials costs $1.10

Your toilet paper equivalent cost drops to:

~$2.20 per roll

And if hyperinflation continues?

1 million rials could cost $0.50

Now you're effectively buying toilet paper at:

$1 per roll or less.

You’ve essentially created a reverse inflation hedge where your bathroom supplies get cheaper every year.

The true asymmetric payoff

This is where the real DD comes in.

Possible outcomes:

Scenario 1 – Rial keeps collapsing

Great. Your toilet paper gets cheaper.

Scenario 2 – Iran stabilizes and currency rises

Congratulations. Your bathroom supplies are now an appreciating financial asset.

Scenario 3 – global toilet paper shortage again (2020 flashbacks)

You are sitting on a diversified wipe reserve.

Storage strategy

This is the best part.

Instead of stacking Costco toilet paper towers in your garage like a lunatic, you can just store bricks of foreign currency.

If someone asks why you have stacks of Iranian money you can calmly say:

“I’m diversified into emerging market hygiene commodities.”

Instant credibility.

Thesis:

Traditional investors think about:

• inflation hedges
• commodities
• currencies

But true intellectuals understand the Bathroom Arbitrage Strategy (BAS).

Buy currencies that are so worthless they become functional consumer goods.

Iranian Rial is just the first mover.

I’m currently researching Venezuelan Bolívar for potential diversification.

Positions: Long hygiene. Considering opening a leveraged wipe fund.

Yeah, so the straight of Hormuz is under active blockade. Oil tankers have a max speed of a

fast cycle, the last tankers will start arriving shortly, and Oil is going to go to the moon.

As for what happens to the SPY, it is an elevator ride down likely, the market will get Viet Konged nothing is priced in.

Translation: We are cooked, your calls are cooked, our boy vloker is laughing so hard his dentures shot out.

This is a classic stagflation play, high energy prices, a weak economy, debt bubbles, private credit funds closing doors, this sounds a lot like 2008, you can't print your way out of this without becoming 1930's Germany.

"This is going to be a beautiful quarter for put holders and an extinction-level event for anyone who bought calls because "it already priced in bro." from 18 days agoNothing is priced in. Nothing has ever been priced in. The market prices things in the same way I read terms and conditions."

A hamster beat this subreddit and you guys made him king for a day, I am not celebrating, this means we are all cooked.

Have a good weekend

Positions: SPY 540P 4/17, XLE puts, and emotional damage, economic damage, and an escape plan.

Post from 18 days ago:

https://www.reddit.com/r/wallstreetbets/comments/1s3az5u/every_ceo_is_about_to_say_unexpected_headwinds_47/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

Maybe the bubble is finally bursting

In 2018 I traded my way from 0 to 150k CAD (using my student loans). Then lost all of it shorting TLRY. In 2025 I traded my way from 0 to \~$2 million CAD (using line of credits). Then I lost 95% of it trying to long MSTR. I’m currently on a recovery, this one being over the last 2 weeks. My post history has been made public so you can see all the YOLOs. Note: the screenshots only include my WealthSimple account.

Edit: Here's video proof for everyone who said im faking it: https://www.youtube.com/shorts/2vt6kVZemm8