Sydney Sweeney has good jeans

7/30/25

Ideas explored:

Aeropostale hype
OpenAI spending on Oracle’s infrastructure
Tesla and Chipotle are down big time
Meme stock of the week: Opendoor
Upcoming meme stock: Newegg
Google enters the vibe coding territory

This week, Aeropostale (AEO) ▲ exploded because of some girl wearing jeans in a TV ad. Sydney Sweeney lately has been everywhere, acting, selling expensive soap (at over $1k a pop), to modeling, and now pumping stocks. I must disclose I’m one of the few people who enjoyed seeing Madame Web, and now that I think about it, I have watched not one, but three of her recent movies, including her rom com and the nun one, which honestly sucked.

It has been revealed that OpenAI is the customer that has printing free money to Oracle. When the news came out that they were using Orale’s infrastructure, the Oracle (ORCL) ▲ stock exploded, and Larry Ellison became even more rich, maybe the richest man on the whole universe, at least temporarily. How much did OpenAI is spending on Oracle’s infrastructure PER YEAR? Thirty BILLION dollars! That’s a lot of zeroes even for these companies. I’m pretty sure that Oracle’s infrastructure is a mix of the usual: Curl (open source), Linux (open source) and some app like Syncthing (also open source). In my next life I’ll wrap open source in a box and sell it to devs.

Tesla (TSLA) ▼ and Chipotle (CMG) are down ▼ Chipotle fell down almost -15% these past couple days, and the market hasn’t been kind to Elon’s company. Nor him. After being caught red handed deleting tweets, and before that getting denied electric vehile subsidies, the market is responding by slowly dropping Tesla’s stock. It’s been rough and while the stock has been trading way above its real value, the market still thinks it should trade as high as possible.

Opendoor (OPEN) ▼ is the latest victim of Reddit’s r/wallstreetbets. The subreddit had seen lots of recent activity promoting the stock, people showing screenshots of Robin Hood with their buy orders… until if reached a critical mass large enough to move the needle.
Historically, Opendoor had been trading barely above $0.50 (that’s fifty cents), and these past couple days climbed and climbed until it reached a crazy high of $4.97… before falling down to $2, and now it’s been staying there for the last couple days.
If you bought it at $0.50, I hope you are happy. If you bought it at $2 dollars, let me know if you will apply diamond hands and hold on to it.

Newegg (NEGG) ▲ is now being pumped. Avoid buying it since it is falling down, just go to Yahoo Financeand zoom out to see how it has been trading. It’s down -96.58% from its all time high of $2,155 in April 2010. After precipitously falling the following months, in August 2010 it was trading at $556.80. In 2014 it went up again, and never recovered after that. So, buy if you are willing to wait 10 years for it to recover.

In other news, coming soon to Google Graveyard®: Opal, one of the latest attempts of Google trying to kill any good will it still has left. I stopped caring about any of their projects a long time ago, and avoid them like multi-level marketing scammers. They recently started, and stopped selling domains, and also killed their shortened URL service, which might have cost them peanuts compared to their size. They should just avoid creating any new products, and not because I will never use them, but because plenty of people will do use them, only to be afflicted and experience hardship when they put all their eggs in this ADHD company.

This is not financial advice.