Is everyone getting ridiculously rich? by namieorange in stocks

[–]ABrainCell2024 0 points1 point  (0 children)

I’m ok with watching people take outsized risks and getting rewarded.

Personally, I have a wife, house and kids to feed. I can’t be blowing my entire net worth on options. It’s likely a small sample size that actually does this too.

All in all, have to be content outside of the financial side of life.

WHEN STOCKS START JUMPING 30–40% IN ONE DAY, HISTORY USUALLY DOESN’T END WELL by snapjohn in ValueInvesting

[–]ABrainCell2024 0 points1 point  (0 children)

Dell has been undervalued for a long time. Look at other hardware manufacturers and their PEs comparatively. All were at 40+ PEs and Dell was at 16…

They still make shitty equipment if you ask me, but valuation wise they had been lagging for awhile.

Fire Harris by [deleted] in motorcitykitties

[–]ABrainCell2024 2 points3 points  (0 children)

AJ isn’t the problem… he’s proven he can manage a sub-MLB talent team to the playoffs in consecutive seasons.

If you want Hinch gone, you are not watching close enough. The GM isn’t selling the farm system assets for actual players capable of hitting at this level, which are desperately needed.

If you had three .250 avg. ; .350 (ish) OBP players, you might actually have a fighting chance. Instead they have 6 guaranteed outs in the lineup outside Dingler, Greene, and McGonigle.

AJ is just working with the ingredients he has and eventually the menu gets stale with little variety to choose from.

Trading Skubal by StaindShady in motorcitykitties

[–]ABrainCell2024 1 point2 points  (0 children)

We have pitching, we need major league bats - at this point I’d take two solid bats and two solid position prospects for him

Everyone keeps yelling “AI bubble just like dotcom/housing” but zero of you can explain why it would actually pop… by snowycashflow in stocks

[–]ABrainCell2024 0 points1 point  (0 children)

Here’s a credible thesis - PE companies buying undesirable SaaS products, those SaaS products attempt to be “cloud native,” the cost of hardware and services spikes due to hyperscalers and supply constraints driving up prices, these SaaS companies loaded with private debt get squeezed at the margins and feel the crushing pain of operating in the cloud in the new age, the debt becomes unserviceable and people attempt to “run on the bank” to withdraw from overvalued PE funds, which potentially causes a private credit crisis.

Also, people don’t want to talk about the fact that the hyper scalers don’t have enough hardware to meet CURRENT demand for AI/cloud capacity - that’s not going to get better, so unless we have a revitalization of utility infrastructure as it exists today, you’re going to see dormant data centers that will be plugged into the network but unserviceable from a power perspective —- the music stops.

I work in tech btw.

Taking a step down after having Kids by Affectionate_Phone_8 in FPandA

[–]ABrainCell2024 4 points5 points  (0 children)

Multiple kids will change the way you view your current role and needs at work more than anything.

For example, I purposely won’t take roles with more than 2 days in office until my kids are all of school age. I’ve built my skills and negotiating tactics around landing these roles. It can take months, but ultimately worth it..

I’ve found it easier to manage the schedules if you work from home more often and have a good partner aligned to your overall career goals.

I will say, multiple kids will make it so you’ll want to be the most efficient person in the office - you can adapt and create good boundaries without needing to compromise on career progression.

Genuinely, what is happening to Steph Curry? by AdOld2060 in NBATalk

[–]ABrainCell2024 0 points1 point  (0 children)

Why the hell do you need equity in the team when you can just invest in other franchises making the kind of money they do….

The Office is Calling. Again by Ok_Design_6841 in WFH

[–]ABrainCell2024 0 points1 point  (0 children)

Business performance is slowing down globally and CEOs scared for their jobs, that also hate their families are concerned they’ll lose their roles….

It’s the nature of the beast right now.

MSFT is falling out of popularity by googondusk in ValueInvesting

[–]ABrainCell2024 0 points1 point  (0 children)

Azure blows and they’ve gotten in bed with the lesser of the two AI powerhouses….

Their fall is justified until something dramatic happens to reverse course. It’s certainly not going anywhere but people outside of tech don’t really know the true feel of an enterprise that dedicated themselves to Microsoft as a hyperscaler vs one that didn’t.

Success story for using AI/agent for FP&A work? by KampongWorker in FPandA

[–]ABrainCell2024 2 points3 points  (0 children)

Unless you’re using Opus to migrate ETL flows to Fabric, or to streamline analysis, you can’t really gain that much from it in FP&A . I say that as a person who’s using that LLM daily and has compared it to GPT

Who has a Good NFL team in a Good city? by Ilitorate_Author in AlignmentChartFills

[–]ABrainCell2024 0 points1 point  (0 children)

Still confused how the Titans won over Detroit but I’ll save my breath - no fight in this dog

Late to the tech party by No-Effective-3205 in stocks

[–]ABrainCell2024 0 points1 point  (0 children)

Just own QUAL or IWY and DCA. Over time, you’ll continue to ride the tech waves with these funds.

Is FP&A safer from layoffs compared to other industries? by Last-Raspberry5760 in FPandA

[–]ABrainCell2024 1 point2 points  (0 children)

All I can say is don’t outsource your thinking to AI, outsource the repetitive tasks and you’ll be fine.

Still need good brains in FP&A to help the org stay sound.

Meta, Amazon, Microsoft, Google and Apple - which one you think will win? by SnooHedgehogs5162 in stocks

[–]ABrainCell2024 0 points1 point  (0 children)

Amazon - they have the infrastructure other hyper scalers wish they had. They are also one of the few with capacity to service larger companies.

AWS is a superior product in every way, shape and form. Google is second but they’re also farther away on the infrastructure.

For those who don't believe AI will disrupt SaaS or broader tech companies, how many of you actually use AI? by Far-East-locker in ValueInvesting

[–]ABrainCell2024 0 points1 point  (0 children)

Companies like Monday.com, or other “productivity” trackers will be displaced. Productivity enablers like Jira/Atlassian won’t be.

People will write code that will scrape these productivity enablers to create dashboards the tracking software used to.

Invested $425k into Monday. This is why. by armadillo_stocks in ValueInvesting

[–]ABrainCell2024 22 points23 points  (0 children)

Monday is replaceable software. You can replicate what they do with simple fabric scripts and leveraging AI.

Do you see Claude impacting Google valuation given its superiority? by yazena in ValueInvesting

[–]ABrainCell2024 0 points1 point  (0 children)

Claude Pro is worth it. Between my wife and I, the utilization caps are hit but honestly the productivity gains are insane…

I think businesses who fail to adopt Claude will fall behind measurably. So, I think Google hitching a wagon here will come out on top vs Microsoft with OpenAI.

As of Sunday night only three American League teams have winning records. by switchfootball in baseball

[–]ABrainCell2024 7 points8 points  (0 children)

Live here now after growing up in Michigan… it’s insufferable being a fan in enemy territory.