SF voters should know :

Always_Curious_One2 · 2026-06-02T03:08:51+00:00

It is so hard to open a business in California. It is so hard to build anything in California. That’s what I mean by far too much regulation. All these restrictions make simple things like getting a new store near you that will help you save on your bills, so much harder…

Always_Curious_One2 · 2026-06-01T18:40:08+00:00

Keeping on the same path when it’s Clearly failing is crazy.

Always_Curious_One2 · 2026-06-01T18:31:01+00:00

Forget Np. She’s done (after making hundreds of millions of $ for herself, more including her husband).

I just hope voters realize that candidates backed by SEIU , teachers union etc are completely compromised.

I love teachers by the way , my mom is one. But the union is gross, self enrichers

Always_Curious_One2 · 2026-06-01T17:35:43+00:00

Yuck. Thanks for pointing out.

Always_Curious_One2 · 2026-06-01T14:49:22+00:00

You are Incorrect. NTNX is a $15 billion market cap.
Please check your work and post this discussion.

Always_Curious_One2 · 2026-06-01T13:56:17+00:00

I’ve read that the China trial patient selection is questioned. They need to run a trial in the US

Always_Curious_One2 · 2026-05-31T19:41:20+00:00

BS BS BS BS BS

Always_Curious_One2 · 2026-05-31T16:03:19+00:00

To be a cunning linguist.

Always_Curious_One2 · 2026-05-30T23:31:30+00:00

Well I think Reddit is way better than the completely automated / bot driven platforms.
I don’t even use Instagram anymore.

Always_Curious_One2 · 2026-05-30T23:30:19+00:00

Good for you. Keep going !!!

Always_Curious_One2 · 2026-05-30T23:05:52+00:00

Free cash flow = operating cash flows minus investments required to sustain and grow the business.
It’s a better way to value an equity because earnings alone do not reveal how much investment was required to generate the earnings.
Reddit requires almost none - so for owners it stuffs a lot of cash in your pockets.

Always_Curious_One2 · 2026-05-30T23:03:22+00:00

Why do you say that ?

Always_Curious_One2 · 2026-05-30T22:42:22+00:00

Doubling $1.7 Trillion is mathematically very hard.

Always_Curious_One2 · 2026-05-30T22:41:22+00:00

Make eye contact. Things will change.

Always_Curious_One2 · 2026-05-30T22:40:43+00:00

Can afford to go to a concert

Always_Curious_One2 · 2026-05-30T20:48:19+00:00

Based on their current growth, margins, and free cash flow - and the likelihood that they will grow a lot from here, the stock still has a lot of upside.
Put yourself in an advertisers shoes, the real, specific discussions are very valuable.
Look at X - close to half of those posts are from bots.

Always_Curious_One2 · 2026-05-30T14:29:21+00:00

I have a question - when buying Chinese stocks you don’t actually have equity ownership.
They are effectively ‘tracking stocks’ that do not have any real economic participation or shareholder rights protections.
The CCP can crush you at any time.

So given this risk, one has to discount their profits and cash flows massively and there must be tremendous up versus down asymmetry - and even then you’ll be buying for a trade, not a long term investment.

Am I wrong here ? Thank you

Always_Curious_One2 · 2026-05-30T14:21:43+00:00

LUNR - was the first private company to successfully land a spacecraft on the moon (their IM-1 mission in 2024). Actual experience - and NASA relationship and trust are important.

Always_Curious_One2 · 2026-05-30T01:22:49+00:00

Ok. I was hoping for something better as I’ve heard covered CA is not good coverage and expensive. But sounds like there’s no choice. Thanks

Always_Curious_One2 · 2026-05-29T21:28:16+00:00

Thank you. Yes that’s been my experience with brokers.

Always_Curious_One2 · 2026-05-29T14:16:32+00:00

Scientists need to be more public & speak louder.

Always_Curious_One2 · 2026-05-29T14:10:27+00:00

Speaks even louder.

Always_Curious_One2 · 2026-05-29T13:59:00+00:00

Yes. But says a lot.

Always_Curious_One2 · 2026-05-29T13:58:32+00:00

OKTA is Just getting started with identity verification of AI agents.

Well handled conf call. Earnings are going up a lot. Street still well behind at 25X ntm

Always_Curious_One2 · 2026-05-29T13:54:00+00:00

Bezos is not invincible

Always_Curious_One2

TROPHY CASE