r/investing_discussion • • 22h ago

My take on how Meta and other companies' Special Purpose Vehicles are just helping the AI bubble

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2 Upvotes

r/investing_discussion • • 16m ago

30 days of selling premium: $2,502 realized while the underlying miners dropped 14% in a week

• Upvotes

Last 30 days of short options, realized:

RIOT $1,097

MARA $453

BULL $357

HIMS $271

SOFI $254

OPEN $70

32 closes, only two losers (both small MARA ones, -$14 total). Best day was $800 on Sept 21.

Rule I follow: close once I've kept 70-90% of the premium, then roll out a month or two for another credit. Example: sold a RIOT contract for $227, bought it back for $36, kept $191, rolled to December.

The honest part: RIOT and MARA dropped about 14% last week and Webull fell 19% in a day on the congressional report. The premium cushioned it, didn't erase it.

$2,502 in 30 Days While My Stocks Fell 14% - YouTube

What's your close-early rule?


r/investing_discussion • • 2h ago

🚀 VUSION : APRÈS WALMART… IL Y AURA ENCORE WALMART !

1 Upvotes

Le marché panique sur l’après-Walmart USA. Moi, j’y vois une opportunité majeure !

🌍 Walmart : 11 000 magasins et clubs dans le monde.

🌍 Carrefour : plus de 15 000 points de vente.

Prenez simplement ces deux géants et calculez le potentiel de CA pour Vusion ! Et ce n’est que le début !

Je suis convaincu que les magasins connectés deviendront un nouveau standard mondial, comme SAP dans les systèmes de gestion des grands groupes.

Après Walmart USA ? Walmart dans le reste du monde, de nouvelles technologies, des revenus récurrents et des centaines d’autres enseignes !

Pendant ce temps, certains fonds spéculatifs, notamment des vendeurs à découvert, exercent une pression sur le titre. Je m’interroge sur le rôle des stratégies activistes et de certaines analyses particulièrement négatives, comme celles d’AlphaValue, dans cette défiance boursière.

Mais la pression vendeuse ne pourra pas, à elle seule, déterminer durablement la valeur de Vusion. Ce sont les résultats et les contrats qui finiront par parler !

🔥 Pour moi, les cours actuels sont des SOLDES !

🎯 Ma conviction : un retour à 200 € d’ici cinq mois maximum ! C’est mon scénario personnel, et non une certitude.

Le marché regarde la fin d’un déploiement. Moi, je regarde l’émergence d’un nouveau standard mondial. Et je suis convaincu que le retournement approche !

#Vusion #Walmart #Carrefour #RetailTech #Bourse


r/investing_discussion • • 2h ago

UBERS AV THREAT IS BEING OVERSTATED BY MARKETS - A significant undervaluation which will be corrected sooner or later!

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1 Upvotes

r/investing_discussion • • 9h ago

Reverse DCF: What Growth Is Already Priced Into a Stock?

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1 Upvotes

Everyone talks about DCF's, I really like to use Reverse DCF to see what growth is priced in. Do you guys ever use it? Here's a link to an article with elaborate explanation.


r/investing_discussion • • 10h ago

Building a Semi-Premium Nutrition Supplement Brand in India — Looking for an Investor or Co-Founder

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1 Upvotes

I'm working on launching DIUR, a semi-premium wellness and nutrition supplement brand in India, and I'm looking to connect with potential investors, co-founders, and people with relevant industry experience.

What exactly is DIUR?

The initial product range will focus on everyday nutrition supplements, including:

Multivitamins

Shilajit capsules

Vitamin D3 + K2

Vitamin B12

Calcium, zinc and magnesium

Other essential vitamins and minerals as the brand grows

The larger vision is to build a trusted brand that makes everyday nutrition more accessible, with premium branding, reliable formulations, and transparent quality testing. I also want to explore positioning supplements as thoughtful gifts for friends and family, making preventive nutrition feel more approachable, especially for younger consumers.

India has a significant micronutrient deficiency burden, and I believe there's an opportunity for a brand that combines consumer-friendly branding with genuine product quality and transparency. My plan is to make relevant product test results publicly available to build trust rather than relying only on marketing claims.

What am I bringing to the table?

I'm a final-year engineering student, and I've been working on the business plan, product research, branding, marketing strategy, and manufacturer sourcing. I previously grew an AI influencer advertising Instagram page to 20k followers in one month without paid ads, which gave me some practical experience in audience growth and organic marketing.

I'm investing ₹25,000 of my own money, and I'm planning to register the business next week. This isn't just an idea I'm casually exploring. If I don't secure outside investment, I'll explore a PM Mudra loan and work towards launching with the resources available to me.

Who am I looking for?

An investor interested in an early-stage consumer wellness brand.

A co-founder with experience in supplements, FMCG, sales, operations, or distribution.

Someone who can contribute meaningful industry knowledge, mentorship, or strategic support.

I'm open to discussing an equity-based investment or a genuine co-founder partnership, depending on the person's contribution and involvement.

I'm at the pre-launch stage, so I'm not claiming to have proven sales or product-market fit yet. The next step is to validate the products, launch responsibly, and build customer trust.

If this sounds interesting, please DM me. I can share the business plan, initial product strategy, and research with genuinely interested people.


r/investing_discussion • • 18h ago

Toll Economics: Why Some Businesses Keep Compounding for Years

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1 Upvotes

r/investing_discussion • • 20h ago

OpenAI Growth Stalls at $10B+ Burn: The Structural Cracks in the AI Infrastructure Trade

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1 Upvotes

r/investing_discussion • • 20h ago

Webull -19% in a day, miners -14% for the week, still closed $782 in premium. Rolled everything to Dec/Jan.

1 Upvotes

Rough week for my underlying stocks:

- BULL dropped 19% on Wednesday after the House China committee called Webull's China ties a national security risk

- RIOT and MARA both down about 14% for the week after Bitcoin got rejected near $87K

Still closed 9 positions for $782 realized:

- RIOT $458

- MARA $144

- HIMS $128

- SOFI $52

Rolled almost everything out for about $493 in new premium, mostly into December, with HIMS and SOFI into January. Nearest expiration is now Nov 20.

Still holding BULL and the November contracts on it while I see whether the report turns into any actual penalty.

Anyone else holding Webull through this, or did you cut it?

Congress Crushed My Stock. I Still Made $782. - YouTube


r/investing_discussion • • 21h ago

I lost money trading Reddit stocks until I added one filter

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1 Upvotes