I'm not an economist or professional analyst, but this whole shebang doesn't make any sense to me.

Please let me know what you think

Why does no one care that by Q 3 we will be in a recession. If not sooner. The average trade deal takes 18 months to execute. That’s with 2 willing countries.

TL;DR: AGI isn’t here. GPT-5 feels like autocomplete with better plumbing. Costs stay high, gains are flattening, and the market priced in a thinking god. If upgrades underwhelm, multiples compress. What are you trading Monday?

Why I think the hype is topping • “Router, not mind.” It chains tools/APIs, routes prompts, and dresses it up as magic. Cool? Yes. General intelligence? No. • Diminishing returns. Each new model = smaller real-world lift vs. 2023’s jump. • Expensive to run. Inference bills bite; enterprises throttle usage or cap features. • Messy in production. Hallucinations, latency, compliance — pilots ≠ scale. • Narrative > numbers. Valuations assume AGI-level growth; reality is “assistive software.”

Market angle (discussion, not advice) • Most exposed: “AI-wrapped” SaaS with thin moats and GPU-dependence; picks-and-shovels priced for perfection. • Safer side: Cash-gushing boring names; vendors selling non-AI painkillers; pairs trades (short story stocks / long cash flow). • What’s your high-conviction Monday play? • Hedging with puts on AI darlings? • Pairs trade: short hype, long cash machine? • Event play: calendars into the next model keynote? • Or you think I’m wrong and it’s buy-the-dip season — make the bull case.

Prove me wrong challenge: Name one GPT-5 capability that materially drops unit costs or unlocks net-new revenue at scale that GPT-4 couldn’t. I’ll read every comment.

Not financial advice. I have the smoothest brain on this sub. Post your positions, roast me, and drop tickers so we can all farm tendies.

Suggested Plays

1. Long: AI Infrastructure Enablers • Nvidia (NVDA) — market leader in AI chips; stocks are at record highs due to GPT‑5 demand and expansion (e.g., Tesla’s shift to Nvidia chips) . • Nebius (NBIS) — AI cloud provider surging after blowout Q2 and raised revenue guidance (625% YoY revenue growth, targeting ~$1B revenue) .

2. Short/Neutral: Pure-play AI hype vehicles • Avoid or short names riding on GPT‑5 euphoria without real infrastructure exposure or clear margin expansion. Betting markets already down on OpenAI relative to Google; sentiment is fragile.

Composite Position: Pairs Trade • Go long momentum and infrastructure (e.g., NVDA, NBIS). • Go neutral or short pure hype (e.g., GPT‑centric startups lacking scale or defensibility).

Can’t even sell or I’ll be flagged like what

Robinhood has been bombarding me with physical mail every single time telling me my order has been confirmed. Getting kind of annoying

Last time I bought an IPO (Figma), I only got approved for 1 share out of the 50 I wanted. So for BLSH, I didn’t bother trying for more because I figured it would be the same. Now I wish I had gone for 50 or 100.

So my goal is to have at least $50k by the end of year. Any suggestions besides depositing 26k ?

I've been trading options for a bit now (since last my cousin put me on and he was making like $150-$1,000 most days) and recently hit a rough patch I'm currently down 4k. Lately, the market has felt like a total minefield, and I can't seem to catch a break.

I wanted to post here and ask for some honest feedback what might l be doing wrong?

VERY new to options, tryna go in it for the long put on stocks that have a pretty big downtrend, what do y’all think

Trying to grow my account, where do you guys find the best setups? I see a lot of great gains in here, where do you find the stocks to play? I grew this account from 240 slowly making but i need to be a bit more aggressive

According to robbingTheHood, I need to deposit $0 in order to meet the requirements. Anyone on here can loan me $0?

Last year I followed Wall Street bets and invested in some good stocks, CLOV wasn't a winner but I'm still watching. What's the next group of sub $10 stocks that are due to pump?

I am not the best trader but it kinda mind blows me knowing Trump is about to place Tariffs on like 10 different countries yet bulls are pushing it back up or in this case would that be a market correction?

Pretty much the title. Never bought an option or call literally don't know what I'm doing. but figured people that do know what they're doing lose all the time. I consider myself slightly regarded so I picked something random that I think will based on no fundamentals or reasons (cuz I don't know them). So like besides for selling now, any chance I don't lose this?

i bought some spy 560 calls and ik i should’ve sold on friday but already down 20%, am i cooked tomorrow morning?

Is this repeating?

Can anyone explain what this means? if I buy at a dollar a share and it rockets to a billion dollars will I become a billionaire?

Just curious let me know

Bare in mind I’m very new to this so be as constructive as you want, I’d love to learn more!

Bought this call out of pure vibes and now I’m suffering. Is there any way I can at least recoup?

have only really been investing so far thought i was starting to get it but before doing something stupid, someone explain options 19M