Source Post

6/29/26 +0.25%

Jun 29, 2026

Martin Shkreli discusses Nvidia's position as a hardware company, a potential generational opportunity in a small biotech, and the upcoming adcom for Capricorn. He also touches on Micron's stock movement due to memory news, Intel's entry into the memory market, Comcast spinning off NBC Universal, and Rocket Lab's acquisition of Idium, expressing a desire to short Rocket Lab based on the acquisition headline.

Linked Mentions

Tickers discussed in this post

SLSBearishHigh ConvictionSignal-backedPrimary

The creator is actively shorting SLS, calling it an "obvious zero" and a company that is "not going to work."

AMDNeutralLow ConvictionResearch Only

Martin Shkreli briefly comments on AMD chips for AI inference, suggesting they might not be preferred.

RKLBBearishMedium ConvictionSignal-backedPrimary

The creator expresses a desire to short Rocket Lab due to its acquisition of Idium, finding the headline cheesy.

CMCSANeutralLow ConvictionSignal-backedSecondary

Comcast is spinning off NBC Universal, which is described as a big deal and a long time coming.

INTCNeutralLow ConvictionResearch Only

Intel is entering the memory game, alongside other memory news impacting Micron.

MUNeutralLow ConvictionSignal-backedSecondary

Micron has ticked up over the weekend due to memory news, with Intel also entering the memory game.

NVDANeutralLow ConvictionResearch Only

Nvidia is discussed as a hardware company, with the creator questioning if it's solely a hardware company.

Linked Signals

Tracked calls opened from this post

SLS
short opened Jun 29, 2026
+34.63%