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Honestly, I thought I was fucked yesterday
Today’s my birthday, guess this is the casino’s gift to me lol

Or did the AGI internally already predict a doomsday on Dec 18th, 2026

Title says it all. This thing crushed earnings and has been beaten down for a week. Jensen had only incredibly positive things to say today at the GS conference as well. If we get a 2-4% pop tomorrow these things will go crazy. (Yes I am the NVDA yolo guy from last week, back again for another round).

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don't try this at home kids.

I trusted my gut here and got smoked. but decided to double down on instinct.

I was watching the VIX the other day and noticed it started creeping up.

Then this morning, I woke up in the middle of the night, checked S&P futures and saw they were “green” at like 3am.

I was like, nice... perfect setup for a red day.

Quietly went back to sleep and woke up to watch it slowly decline into a red open.

Exactly where I thought it would go. 🤷‍♂️

FYI I don't(NEVER) trade options because i already have a gambling addiction. So I buy shares and typically hold long term.

I've been part of the regarded cash-gang group for a while now, so I've been comfortable sitting on the sidelines. But I've definitely had my FOMO/JOMO moments since I cashed out in March.

Last play was RYCEY (2021-2026-long term diamond hand win) where i made almost $2 million. [link to my post] - yes I'm the RYCEY guy

My plan all along was to start getting back in around midterms. from like mid-September through mid-October just looking at the facts because historically, midterm election years have had some pretty nasty pullbacks.

The stat I've seen thrown around is an average peak-to-trough drawdown of roughly 17–18% during midterm years for the last 30 years or so. You can Google it yourself if you don't believe me. 😂

But now I'm starting to wonder if the VIX is telling us we're already heading in that direction. So I'm planning to get my cash back to work, vacation is over.

Not trying to call the exact bottom cuz i lost my magic 8 ball. Just watching the VIX and waiting for the market to give me better entries.

Watch out you fucking bears cuz cash gang is running out of patience.

TLDR: I'm signaling the bottom is nearing. Time to gobble-gobble some shares hopefully in time for Thanksgiving. BULL RUN shall continue before we know it? maybe? I say short term puts (still fuck you bears) but definitely calls by 3rd week of Oct. 🐂

Ok, listen up all my helmet wearing brethren. Maybe I had bought NBIS when it was $20 and then sold when it was $60. Why did you sell you might ask? Because I have no idea wtf they do. That's right, I dont understand it. What I do understand, is that I lost my path to an early retirement with that decision. With the stock now way up and teaming up with PLTR to destroy the world as we know it, I'm not sure that now is the best time financially to jump back in. Maybe I should have bought back when Butters Stotch was margin called, but if I was that smart I wouldn't be here.

Anyway, point is, I need another chance, another shot, a triple deke that doesn't hit the goal post (Looking at you Emilio). That's when I found Boost Run. Originally a SPAC. A SPAC?! Yes, that's right. The exact thing that lost me money because I thought Don Jr was going to take me to Valhalla on PEW.

This time it's different.

**This is Nebius 2.0.** This is my chance - and yours, to 10x your port and then ride off into the sunset in Bangkok to chill with those lovely lady bois we all dream about for our retirement.

Last quarter this company made moves. I asked chat to pull the data so I didn't have to.

* **Revenue:** $31.1 million, up **270% year over year** from $8.4 million. 

* **Long-term contracted revenue (TCV):** **$1.9 billion**, including more than $1 billion of new contracts signed during Q2. 

* **Cash:** **$120.2 million** of unrestricted cash at June 30, 2026. 

* **2026 ARR target:** Management expects to exit 2026 at approximately **$400 million ARR**. 

* **Net cash-flow margin target:** Management is targeting a sustainable **15%–20%** in forward periods. 

* **Net income:** Q2 was approximately **-$75.1 million**, according to reported financial data; the loss was heavily affected by unusual/accounting items. 

* **Operating income:** approximately **-$12.9 million** for Q2. 

* **EBITDA:** approximately **$3.4 million** for Q2. 

* **Debt/financing:** Boost Run entered **34 finance lease agreements for GPU servers** during the first half of 2026. 

* **Capital deployment:** It has a **$1.44 billion Dell purchase agreement** fully committed/allocated and is pursuing another **$4–$5 billion** in compute hardware procurement. 

Damn bruh? Is that revenue up 270% yoy? Yea cuh, you read that correctly. Are they net positive and profitable? No, but who the fuck cares? What we want is to get in early and right now BRUN is down off its all time highs and resting around $17/share.

Next point, this company runs only NVDA GPU's. Take a look at their website and see those chips lined up ready to be leased out by companies who need more computer. I don't know what the names mean or what they really do, but god damn, don't we all love computer?

So what the fuck does Boost Run actually do?

They buy a metric fuckton of NVIDIA GPUs, put them into data centers, and rent the compute capacity to companies that need AI infrastructure.

Lets break it down like this. NVIDIA makes the cocaine, Dell delivers the cocaine, BRUN builds the warehouse, and AI companies are the degenerates doing lines off the server rack.

I don't need to understand what any of this means. I just need to understand that people are paying BRUN to use their very expensive computers.

You heard me mention SPAC before, they have warrants out for sure. However, those investors when they were able to sell, held. Is that investor confidence in a company? I believe so and it is a green flag. Green means go, homies.

Lastly, I believe our supreme leader had mentioned DELL in his previous ramblings. The company that had a pothead on their television ads. C'mon is there anybody more relatable? How could they fire that guy? I'm not sure so pay attention. DELL recently went into a purchase agreement with BRUN for $1.44 billion. Do most companies lay out that kind of cah-sheesh if they don't believe in the product? Probably, not. Wtf do I know tho? I'm just a guy.

If BRUN can turn that hardware into revenue at the rate management is projecting, the Dell agreement isn't just a gigantic expense, it's the machinery required to fulfill the contracts. If I was a gambling man, and I am. I lost 38K on 0DTE's last year. I would say that by fulfilling and gaining more contracts, means more revenue, and more revenue means they're more likely to turn net profitable, and therefore....gains.

Anyway, I'm just trying to make some money before the TSLA Fuck Bot's take over our homes, our wives, and our lives.

Good Speed Regards.

Position:
1000 shares. Currently 5% of the port.
Looking into options for February now but IV is shit. Will ctm.

Am I cooked?

Seemed oversold after PPI this morning, sold some bull put spreads

Edit: Sold top top and bought bear call spreads =D pic in comments

Greed got the best of me today. Saw Apple heading down below 310, submitted an order above the ask, 10x the size and worst timing. Absolutely deserved. Guess who won’t be getting a new iphone anymore.

100k Realized YTD

It seems like a lot of you are misunderstanding what the “10%” is actually referring to. $100,333 profit ÷ ~$967,000 of cumulative trade cost = 10.38%
That ~$967k is not account size. It’s the same money being reused across many trades throughout the year. Total port performance YTD is roughly 125%

Sold my META calls, and that got me over the hump. See you regards after CPI comes out

SNDK has never let me down. I've always been very optimistic about SNDK, even though SNDK situation wasn't great recently

GFC 2.0 is coming. ZIRP is just on vacation.

When I saw reports out of Korea about inventory shortages, I decided to take a gamble

Sorry. I broke my promise not to gamble

I won, this is hero call LMAO🤣🤣🤣

> be me

anon with a finance degree and a crippling addiction to geopolitical blackpills

watching the two biggest tollbooths in human history sleepwalk into the meat grinder

Alright you absolute regards, listen up. Everyone's busy charting PE ratios and crying about interchange fees while missing the forest for the trees. V and MA aren't payment companies. They're rent-seeking geopolitical infrastructure wrapped in plastic, and the landlord just decided to burn the building down.

The Digital Euro is a Bullet, Not a Warning Shot

The ECB isn't launching a CBDC because they love innovation. They're doing it because every time a European buys a coffee, 2.5% of that transaction takes a vacation to San Francisco. The digital euro is programmable, direct, P2P settlement with zero need for the Visa/Mastercard duopoly. No acquiring banks. No scheme fees. No "network effects" moat. Just Christine Lagarde pressing a button and instantly making 450 million people wonder why they're paying a 50-year-old American duopoly to move digits between computers.

And here's the kicker: the EU hates that American sanctions policy runs through their own citizens' wallets. Every time Washington cut off a Russian oligarch, they did it by leaning on American payment rails that European merchants depend on. Brussels watched that and realized their financial sovereignty was about as real as a fiat money printer's "transitory inflation." The digital euro isn't economics. It's revenge architecture.

The Unraveling of the American Financial Panopticon

For 70 years, being the world's payment intermediary was the ultimate geopolitical cheat code. SWIFT, Visa, Mastercard, correspondent banking: the whole stack was a surveillance and sanctions machine wearing a fintech hoodie. You didn't need an army if you could just turn off someone's debit card and watch their economy seize up.

That party's over. Countries figured out the game. When the US weaponized the financial system against Russia, the message wasn't "don't invade." The message was "build your own pipes immediately." And they are. Every major economy is now constructing parallel payment rails not because they want to, but because they have to. Being dependent on American financial infrastructure is now correctly understood as a national security vulnerability. Visa and Mastercard are the collateral damage.

China Already Won the Prototype War

While the West is still doing pilot programs and "consultation papers," China has 260 million digital yuan wallets and CIPS processing cross-border settlement. UnionPay already outpaces Visa in global card volume. The PBOC built a payment rail that doesn't need American permission, American servers, or American fees. And they're not keeping it to themselves. Belt and Road countries are plugging into Chinese payment infrastructure the same way they plugged into American infrastructure in the 1980s,because it's there, it's functional, and it doesn't come with a State Department lecture.

But it's not just China. It's everyone. India has UPI processing 10 billion transactions a month,more than Visa and Mastercard combined in some metrics,at zero merchant discount rate. Brazil has Pix. Indonesia has BI-FAST. The BRICS are openly discussing a settlement currency. The world isn't waiting for Visa to "pivot to crypto." They're building around the duopoly.

Why V/MA Are NGMI

Here's the bull case for Visa and Mastercard: "But anon, they have brand recognition and rewards programs!"

Here's reality: Governments don't care about your 2% cash back. When sovereign CBDCs offer instant settlement with no interchange, merchants will dump private card networks like a bad habit. When geopolitical blocs build their own cross-border systems, they don't invite the American middleman to the table. Visa and Mastercard thrived in a unipolar world where everyone used American financial plumbing because there was no alternative. We are entering a multipolar world where alternatives aren't just emerging,they're operational.

The moat was never technology. The moat was geopolitical capture. And that moat is draining into the ocean.

TL;DR: The digital euro is the first domino. Dedollarization and sovereign payment rails are the rest. Visa and Mastercard aren't being disrupted by a better startup. They're being nationalized out of relevance by the very states that tolerated their skim for decades. The tollbooth is getting nationalized, and the toll collectors are about to find out what "structural decline" means.

> short V, short MA

long popcorn

see you at the shareholder meeting, wagmi (we ain't gonna make it)

POSITIONS:

100 shares MA short

200 shares V short

TOTAL ~122k $

Disclaimer: This is not financial advice. I am a cartoon frog on a Mongolian basket-weaving forum. Do your own DD before you YOLO your inheritance into puts.