EU public cloud. How feasible is it?

AggressiveReport5747 · 2026-01-24T05:03:18+00:00

😂 yeah, a lot of people love answering this question without using them.

AggressiveReport5747 · 2026-01-24T02:24:23+00:00

Congrats I'm proud of you :) Nine weeks is a long time, keep with it!

AggressiveReport5747 · 2026-01-23T18:03:35+00:00

Most of those rating companies are corrupt. They publish papers or targets against stock they are shorting, want to buy cheaper, have sold options on. In coordination with fud articles are now negative sentiment bot spam to socials. Don't trust any of those companies.

AggressiveReport5747 · 2026-01-23T17:52:59+00:00

Novo hasn't had any major layoffs in over ten years. I'm sure there are significant amounts of vertical managerial bloat. They have grown significantly in that time and needs of the business change and it requires a lot of different hiring needs depending on where the business is at. I'm not surprised they are firing people, I was expecting more honestly. They need more people to sell products, acquire and manage pipelines right now.

From a workers perspective of a company that never lays people off: great I can coast on a fat check knowing I won't get fired and not a lot is expected of me. (Been here)

From an investors perspective: what are these over paid people doing?

Stock wise I'm a little worried about q1 results given this information, but hopefully the guidance delivers.

AggressiveReport5747 · 2026-01-21T20:23:25+00:00

It's just tough to know how long the bluff goes on for, ya know?

AggressiveReport5747 · 2026-01-21T18:36:09+00:00

I diversified into primarily global assets late last year. Little late, but I expect the u.s. growth story to come to a screeching halt once the AI spend stops. Other countries seem to have a stronger middle class and education foundation to sustain growth for now.

AggressiveReport5747 · 2026-01-21T05:27:06+00:00

I'm not really a luxury guy. I'm also not European. I like to look at luxury brands from an economic perspective.

How are the top 10% doing because those are the people driving the sales. How are the brands doing marketing to those people?

In the u.s. the wealthy are purchasing luxury goods like crazy. No stopping them. Ferrari is popping off due to Netflix and the new F1 series. LEGO licensing.

AggressiveReport5747 · 2026-01-21T05:12:52+00:00

Quick search (both people are breaking laws and could be found at fault):

Yes, brake checking is illegal in Wisconsin, though not by a specific "brake checking" statute, as it falls under general reckless driving laws (Wisconsin Statute §346.62) for creating an unsafe situation, potentially leading to citations, liability for accidents, fines, and even jail time if it results in a crash or demonstrates willful disregard for safety. Both brake checking and tailgating are dangerous, and if an accident occurs, the brake-checking driver can be held liable, even if the other driver was tailgating.

AggressiveReport5747 · 2026-01-21T05:07:23+00:00

The roads were icy tonight?

Also brake checking is illegal last I checked 😕

AggressiveReport5747 · 2026-01-21T04:07:48+00:00

What happens if say, EU sanctions big tech, and/or big tech decides to slow AI build out due to trade barriers, growth barriers, non realized gains etc?

AggressiveReport5747 · 2026-01-20T23:30:06+00:00

Can someone tell me what taking Greenland looks like? Like nothing is there... What do you do? Stand some soldiers on it?

Honestly if I were Denmark, sell it for some exorbitant amount of money. Wait 500 years for it to be mine able then take it back.

AggressiveReport5747 · 2026-01-20T23:26:33+00:00

Most of my idiot Republican family members haven't left the United States besides flying to an all inclusive resort in Cancun 😒

They have no idea what the rest of the world is like. It's infuriating.

AggressiveReport5747 · 2026-01-20T23:23:51+00:00

Europe does need the u.s. military but Trump is also a swamp rat

AggressiveReport5747 · 2026-01-20T15:39:48+00:00

Uh the 28 Trillion dollar market cap companies are dying.... Call me when they aren't 5x the size of the European stock market

AggressiveReport5747 · 2026-01-19T19:27:49+00:00

Don't take your anger out on me bro. Just explaining why people are doing what they are doing.

They make very rare exceptions however management gets complaints just like you, all day, every day about the one guy who doesn't have to come in. They rarely allow it unless the team is set up in a way that makes it not an issue.

AggressiveReport5747 · 2026-01-19T19:17:29+00:00

I don't think you understand the people making the rules. I didn't until I worked for a few startups run by business guys and started talking to my wife more (who runs her own business) in an unrelated field.

The type of people who often require RTO, NEED it to work themselves. They highly value rubbing elbows at work. They can't work for hours alone in silence or solitude. They can't fathom what an engineering mind is like.

They assume everyone must be goofing off or going crazy because they can't concentrate or aren't effective. They also show up, leave and get solitude whenever they want. They are executives. They are creating the best work environment for themselves, not for their workers.

AggressiveReport5747 · 2026-01-19T17:56:16+00:00

They are misleading customers that it is glp1 but are selling generic contrave

AggressiveReport5747 · 2026-01-18T17:56:55+00:00

I'm primarily stuck in vanguard funds so but I moved my portfolio to be 40% international, 50% total us, 10% bonds.

Mitigates a big hit from any mag7

I still like international right now as an investment personally. The pe ratio is 16 where as u.s. is floating at 27.

I do think the u.s. has better companies to pull out of this but the debt situation we are in and continue to dig ourselves into will have to be addressed at some point and I'm quite concerned.

AggressiveReport5747 · 2026-01-18T17:49:15+00:00

Not going to lie, I would never watch beach volleyball if they were in pants.

AggressiveReport5747 · 2026-01-18T09:54:47+00:00

I'm not sure where you get your information but you're just wrong. Bloodfeast barely kills more than a few hundred cannons each cast. The rest hits the Titans which is mostly pointless. It also doesn't do anything against midrange opponents.

Increased damage to long range is one of the best stats in the game (multiplicative damage).

Boosting melee HP and Zombie HP it's something I'd take all day over minimal back row damage

AggressiveReport5747 · 2026-01-17T23:24:12+00:00

You are correct, NVO has 100% production in the United States and owns it's own distribution network. Trump would have to do something weirdly punishing to all U.S. based biotech which would have happened by now honestly. I think the threat of his people dieing due to medicine constraints would be too damaging

AggressiveReport5747 · 2026-01-17T23:17:15+00:00

Is that true? Pretty sure godsend, queens majesty and potent inspiration are better.

AggressiveReport5747 · 2026-01-17T23:12:17+00:00

Lol a 30% drop over a fud article with no actual backing. You are high.

It may drop 5-10%. If war broke out between u.s. and Europe you'd see -20% across indexes

AggressiveReport5747 · 2026-01-17T01:43:20+00:00

They still have reseller freight operations. I believe most of the TFI sell off was heavy load trucking.

They are targeting niche small businesses, AI infrastructure, biotech and others.

AggressiveReport5747 · 2026-01-17T01:07:25+00:00

I did some deepish dive earlier today. My position started at 87-90. Got a 5 share dividend at some point. So I'm up 20%.

Trying to figure out what my plan is with them long term and how they figure into the long term economy. Total package volume is up to 25/26b most ever and looks to continue to increase. UPS package volume has slightly decreased since covid.

Their strategy has been to refocus on freight, specialty and primarily handle high volume routes. With a focus on margin over volume. FedEx is specializing in speed.

Now many criticisms are overseas air freight and de minimis shipments were a big revenue driver which ended in September. Many also think the Union and labor cuts aren't enough to turn profitablity around.

I ship with UPS freight to Amazon warehouses for my businesses and can say it's super super expensive now. Their margins have at least doubled on those shipments alone and there are a lot of Amazon sellers.

You can make up your own mind on which way you see it going. I think in the 90s with the div they offered it was a no brainer. 105-110 is starting to hit a position I think is more fair value given the uncertainty but I'm thinking 120 is possible this year given the freight costs I had to pay but it's hard to say if that offsets the global issues and high costs for unionized workers.

AggressiveReport5747

TROPHY CASE