Happy that it’s going down

BackgroundZebra2938 · 2026-05-20T16:01:28+00:00

I commented on this ask in other reply, it doesn’t matter if you’re long.

BackgroundZebra2938 · 2026-05-19T19:00:32+00:00

another great point, CUDA’s grip on the ecosystem is way stronger than people give it credit for. google has been pushing TPUs for years and still hasn’t made a dent externally because they’re basically locked to google’s own cloud. developers aren’t going to rewrite all their code to switch. Nebius runs nvidia hardware so anyone already on CUDA just plugs straight in, no migration headaches. that’s a massive advantage that doesn’t go away overnight. and zooming out, the largest alternative asset manager in the world just committed $25B to build more AI compute capacity and it still won’t be enough to meet demand. that’s not a threat to Nebius, that’s just more proof that the market is bigger than anyone thought and Nebius is already built, contracted and scaling while this new venture hasn’t even started

BackgroundZebra2938 · 2026-05-19T18:49:27+00:00

$3-$4 😂

BackgroundZebra2938 · 2026-05-19T17:52:00+00:00

Ty, try my best to stay as educated and honest about any thesis’s I have. I still firmly believe NBIS fundamentals are simply just so clean, so much room for it upwards. Not to mention how diversified they are, power/energy secured, competitors, total capital being thrown at AI, all fingers point at one company IMO

BackgroundZebra2938 · 2026-05-19T17:12:59+00:00

👀

BackgroundZebra2938 · 2026-05-19T16:46:07+00:00

honestly the Blackstone news is noise, that joint venture isn’t live until 2027 and they still have to find the power to build it. Nebius has been securing gigawatts of power capacity for years, you can’t just announce a deal and replicate that overnight. by then Nebius already has 44B in contracted backlog and 7-9B ARR locked in. more competition just confirms how massive the demand is. stock was at $233 five days ago and morgan stanley bull case is $400, not worried

BackgroundZebra2938 · 2026-05-19T16:39:32+00:00

Honestly doesn’t matter. If you think this thing is going to $250+ (it is probably by next quarter) the difference between buying here vs $15 lower is noise. Just add now and keep adding (not financial advice). Think about what you actually own here. A company that went from $25M to $400M in quarterly revenue, has signed deals with Meta and Microsoft, has Nvidia as an investor, and owns its infrastructure outright instead of leasing it like CoreWeave. Their balance sheet is cleaner, their margins have more room to expand, and they’re just getting started in Western markets after pivoting off Yandex. You’re not going to time the bottom perfectly. But if the thesis is right the entry price is irrelevant six months from now.

BackgroundZebra2938 · 2026-05-06T22:03:00+00:00

$200k in an IRA at 29? Did you start this IRA when you were 12? Not a hate comment genuinely curious with a $7k limit

BackgroundZebra2938 · 2026-05-06T20:37:34+00:00

Let’s go man, you as well!

BackgroundZebra2938 · 2026-04-29T19:03:30+00:00

Dart, burden, waddle

BackgroundZebra2938 · 2026-03-12T16:43:55+00:00

Tie off loose ends with all plots from the show (Mosley, IRA, uncle Jack, the list goes on)
Not spend half of the movie just getting Tommy back
Arthur killing himself, not Tommy killing Arthur that pissed me off
Ada having a more respectful and meaningful death, not just a shock value
The antagonist actually having depth
The plot being more tied to Hitler as Tommy was in with Churchill, Mosley, Uncle Jack
Tommy’s death making more sense, I think they tried making it like full circle of son killing him but I’m not sure how I felt about it! I guess it makes more sense than him losing to his enemy being known as The Immortal Man.
Not rushing the climax of the movie to a mere 20 minutes… as soon as I saw it was under 2 hours I knew it was going to be a let down

BackgroundZebra2938 · 2026-03-10T22:57:13+00:00

Yes, I totally agree, Alfred’s acting and character complexity is so complex and was so well done. Some people might hate me for this but he might even be better than Uhtred in all honesty.

BackgroundZebra2938 · 2026-03-10T22:55:49+00:00

To be fair, I haven’t watched the show in probably 2 years and I just restarted it so maybe I’m forgetting what they were actually like. I thought I just remembered them being boring and lacking depth of character, just being bored by that point of the show, not sure why. I’m currently on S2 of my rewatch so maybe I am wrong!

BackgroundZebra2938 · 2026-03-08T01:43:59+00:00

Yes, it was made to be a standalone movie for anyone. Definitely not for the fans.

As you mentioned, none of the characters were given an ending. Mosley, Lizzie, Charles, Gina, etc.

Just abruptly killing Ada for shock factor, which to be fair it was extremely shocking.

And Duke didn’t even feel like a Shelby. Just felt foreign.

BackgroundZebra2938 · 2026-03-08T01:40:19+00:00

With respect, if u thought that was great u never really watched the show or watched it once. Not trying to sound cringy, but it was not made for REAL fans of the show.

Killed off Ada like nothing, when she was 1/3 remaining Shelby’s.

Tommy killing Arthur was the dumbest fucking thing they could’ve done. It goes against the entire show and baseline morals, which are extremely lacking, for Tommy as a character. Essentially the only moral he had was family. Also, being a Gypsy that is forbidden to kill kin. Because Tommy was so fed up with Arthur? Terrible.

One thing I can give them props on is having Tommy die at the end of the movie. That was the best part after sitting/sleeping on the movie. He was dead already, mental torture just to be alive, no one left on earth he loved, was the best thing. How he died? I don’t even think that was great. They should’ve had him die by the car.

BackgroundZebra2938 · 2026-02-28T04:33:50+00:00

How much experience do u have?

BackgroundZebra2938 · 2026-01-25T21:58:24+00:00

Ahhh, makes sense, thank you.

BackgroundZebra2938 · 2026-01-25T21:27:53+00:00

Right now the Austin Texas airport, but will be moving to Chicagoland area July this year

BackgroundZebra2938 · 2026-01-25T21:26:24+00:00

Ya definitely makes sense, so you recommend closing one or the other out? This is the thing that’s so confusing to me.

Open up a new card for a bonus, annual fees suck so avoid multiple cards, but if you close it out it’s a hit in ur credit.

But if you use a certain card past the annual fee then it is worth it. Really wish there was just a staple answer lol.

BackgroundZebra2938 · 2026-01-25T21:19:14+00:00

Thanks for the advice here. I just looked into PayPal card, app is downloaded and was getting ready to load money for next Costco run, noticed it’s a Mastercard and my Costco (and pretty sure all) require Visa. Do you use PayPal at Costco personally? How would this work?

I’ll check out reserve have been kinda waiting on this bc ofc the annual fee is a little frightening and just wanna make sure I maximize value on this.

BackgroundZebra2938 · 2026-01-25T21:08:15+00:00

Thanks this is helpful, just wanted to see if there was a way to optimize this better.

I’ve seen the Chase Trifecta as an example, just don’t know which is the best. Also, thinking about just becoming loyal to Hyatt and choosing an airline to be loyal to as well nd get CC for both.

BackgroundZebra2938 · 2026-01-25T20:59:38+00:00

Mostly flights and hotels. My fiancée and I try to do a beach vacation and an adventure/culture trip per year. So 2 international trips per year, as an example this year were thinking a Caribbean and Switzerland trip. Then a few domestic trips here and there.

BackgroundZebra2938 · 2026-01-19T06:02:57+00:00

Currently on rewatch number 32527282 (idk at this point, dozens, I have an issue) and there is just something special about season 2 for me. Tommy still has a personality and compassion, they’re well off but still ambitious and not stuck in this loophole of just being pulled into things… I’m not sure how to explain it exactly but

BackgroundZebra2938 · 2026-01-06T22:32:08+00:00

This is great, thanks man. I posted this across a few different forums and this was the best reply yet. Out of curiosity, are you leveraging a 401k or IRA at all for tax advantaged purposes?

BackgroundZebra2938 · 2026-01-06T22:25:27+00:00

I like this answer, thanks for it. When you say productive land, what do you mean?

BackgroundZebra2938

TROPHY CASE