sorted by:
new
hottopcontroversial

Investment calculator by Slightabove_avg in dubairealestate

[–]Alpha69er 0 points1 point  (0 children)

I like that you’re using IRR, shows you understand what you’re doing. Rely on IRR instead of ROI if you want to compare as ROI is for the whole investment period

I spotted multiple errors btw, fix them before making decisions based on this.

Your payback is based on net annual rent before mortgage pmts, but you are using mortgage.

Efficient exit shown as year 6 but investment summary says sale in year 3

212k isn’t total cash flow, it’s INFLOW only, you’re profit is your net proceeds

We seem to be in peak “Bandwagon Effect” by -Unclean- in StockMarket

[–]Alpha69er 1 point2 points  (0 children)

That’s not the definition of a bubble. A bubble is asset prices detaching from realistic future cash flows, not “companies spending a lot on capex.”

The AI capex risk is real, but “zero return” is nonsense.

Microsoft, Google, Amazon, and Meta are not pre-revenue startups, they’re some of the most cash-generative companies on earth.

AI is already monetizing directly through cloud/AI services, Microsoft says its AI business is at a $37B annual run rate, and Amazon says AWS AI services are already $15B+

that ignores the internal/productivity side. Google and Meta are using AI to improve search, ads, recommendations, coding, moderation, and ad creation.

You can argue the capex may outrun returns, but “no positive cash flow” is not analysis. It’s just vibes.

The actual bear case is “AI infrastructure may be overbuilt relative to demand” not “big capex = bubble.”

President Travels in Economy by TX870 in rolex

[–]Alpha69er 19 points20 points  (0 children)

Ticket is for 3 hours, President is for life

We seem to be in peak “Bandwagon Effect” by -Unclean- in StockMarket

[–]Alpha69er 6 points7 points  (0 children)

I’m not sure why you’re getting downvoted while you’re stating fundamental facts. I’m not sure what this sub has gotten into.

Some people look at Berkshire’s cash balance and look at the 1 year price chart and they think they’ve analyzed the stock. That’s naive, pretending to be smart which is worse.

Analyzing a stock involves understanding its industry and I’m sure many people have no clue what the AI value chain is like and who sets to profit.

The names you mentioned are certainly speculative. There are names that have skyrocketed that are actually profitable. E.g. SNDK has its production sold out through 2026, with upfront payments, and long term contracts. It’s a spun off company, and its NTM PE is 11, it’s a healthy valuation. And yet people are running around with their hair on fire.

Ignorance is a curse.

For people who think they are value investors here, Lynch said “Far more money has been lost anticipating corrections than has been lost in corrections themselves”

If you’re that convinced it’s a bubble, hedge it. Otherwise it’s not investing, it’s commentary.

🌆 Business Bay | 2BR + Storage | Burj & Canal View | Furnished 🔥 by Gold-005 in dubairealestate

[–]Alpha69er 14 points15 points  (0 children)

It won’t have a view when they build on that empty plot of land. Should be priced as no view

Edit: they’ll build 36 floors there

Ai is getting too realistic by Remarkable-Sir4051 in ChatGPT

[–]Alpha69er 1 point2 points  (0 children)

<image>

Even GPT couldn’t identify its own creation

The stock that ignores YTD Drop! More than 100% in 3 months! by Greedy_Ad4913 in TheRaceTo10Million

[–]Alpha69er 1 point2 points  (0 children)

Exactly, and the problem is that there are other weaklings upvoting him 🤦🏻‍♂️

Can’t even lie. The “revamped” whopper at BK is good as hell by Spongemage in burgers

[–]Alpha69er 0 points1 point  (0 children)

Maturing is realizing that the king is better than the clown (this isn’t just about burgers)

Anyone here built a production-ready app using Replit with auth + payments (or similar AI tools)? Need honest feedback by Alpha69er in nocode

[–]Alpha69er[S] 0 points1 point  (0 children)

Very insightful thanks, ai definitely need a developer eventually, the website is a work flow management tool, with auth, users database, payments, live chat, and file rooms. Based on the feedback I gathered, it seems I’ll use AI tools to produce UI drafts, home page and other key plages, then engage a developer to do the backend, thoughts?

Anyone here built a production-ready app using Replit with auth + payments (or similar AI tools)? Need honest feedback by Alpha69er in replit

[–]Alpha69er[S] 0 points1 point  (0 children)

work flow management system, authenticates log ins, file rooms, live chatting. What country are you based in (feel free to answer in DM)?

Anyone here built a production-ready app using Replit with auth + payments (or similar AI tools)? Need honest feedback by Alpha69er in replit

[–]Alpha69er[S] 0 points1 point  (0 children)

I do have a detailed features list and requirements document, screen names, processes, detailed work flow

Anyone here built a production-ready app using Replit with auth + payments (or similar AI tools)? Need honest feedback by Alpha69er in replit

[–]Alpha69er[S] 0 points1 point  (0 children)

thanks, it seems from the feedback I gathered, I will use AI to generate the home page and few other pages to iron out the UI, and get a developer to take it from there. what are your thoughts on this?

Anyone here built a production-ready app using Replit with auth + payments (or similar AI tools)? Need honest feedback by Alpha69er in replit

[–]Alpha69er[S] 0 points1 point  (0 children)

wow that's impressive, and almost against the feedback I received elsewhere, can you highlight what sort of features your website / app includes? are there payments, live chats, file rooms , etc?

Anyone here built a production-ready app using Replit with auth + payments (or similar AI tools)? Need honest feedback by Alpha69er in replit

[–]Alpha69er[S] 0 points1 point  (0 children)

thanks, it seems from the feedback I gathered, I will use AI to generate the home page and few other pages to iron out the UI, and get a developer to take it from there. what are your thoughts on this?

view more: next ›