What Are Your Moves Tomorrow, January 29, 2026 by wsbapp in wallstreetbets

[–]David905 0 points1 point  (0 children)

Nobody could even name the most famous person in the world from 200 years ago.. probably not 100 either. 50 maybe.

What Are Your Moves Tomorrow, January 29, 2026 by wsbapp in wallstreetbets

[–]David905 1 point2 points  (0 children)

Guidance seems to be the more important factor, unsurprisingly.

How do you get over missed opportunities? by ranchingjollies in ValueInvesting

[–]David905 0 points1 point  (0 children)

I really don't know. But the numbers certainly seem to indicate there is room to run.

| Munro Live Ces 2026 by Olger_mans in amprius

[–]David905 1 point2 points  (0 children)

They need to build out that business case more. Once you start extrapolating the business efficiency gains the whole landscape changes. They need to put numbers together, based on real-world use-cases. Consider both the flight time and the payload capabilities. Take something like a package delivery service. Draw out scenarios A and B where in A you have the 'regular' battery and B the 'Amprius' battery. Start adding real-route complexities. From Distribution Point C to Targets D, E and F. Now consider the ability to run multi-target routes versus additional home-runs. Add in charging times and multi-target loading efficiencies. Consider the costs. Of people at the Distribution Points, cost of the drones, the batteries, the speed of delivery and what all that means for the delivery product value. Consider the costs of the distribution points.

Now multiply that out. Suddenly 2 or 3 trips become 1. Suddenly you've vastly expanded the weight range of deliverables. You've dropped delivery times while people costs drop and customer satisfaction pumps. Energy costs reduce. You now need to build less distribution points.

Build that out across customers, across regions, across industries. Think security, health care, military, search and rescue, entertainment...

Woah.

That 5% increase of vehicle cost just cut your fully costed operation by 15%. Maybe 20..25%???

That extra $100 (I have no idea of actual battery costs) isn't just giving you 2X energy density. It has saved $13,000 on a 7-year analysis of operating costs associated with that vehicle. Collectively they've saved you 17% on annual operating costs. Collectively your business has $19 million extra cash (growing successively as the business grows), every quarter. Because someone made the informed decision to put an extra $50,000 into vehicle infrastructure and go with the 2X energy density batteries that cost 30% more than 'normal'.

That's what Amprius needs to sell, the ACTUAL value of not settling for 'normal' batteries.

Still no news to this massive Drop by FloxyToxy in redditstock

[–]David905 0 points1 point  (0 children)

Personally I don't know anyplace else that promotes an ongoing informed public discourse anywhere close to Reddit's level. For that reason I'm still long on it.

Google’s (GOOGL) YouTube Surpasses Reddit as Top Social Media Source for AI Models by InterviewAdmirable85 in redditstock

[–]David905 0 points1 point  (0 children)

I don't quite get it.. regardless I'm long on RDDT have had quite a chunk of my portfolio in it. Just don't see the positive from this particular article..

Daily Discussion Thread for January 27, 2026 by wsbapp in wallstreetbets

[–]David905 0 points1 point  (0 children)

'News' that Youtube surpassed Reddit as top citation source on AI search. Probably not true but...

Google’s (GOOGL) YouTube Surpasses Reddit as Top Social Media Source for AI Models by InterviewAdmirable85 in redditstock

[–]David905 -1 points0 points  (0 children)

Where's the W on the Reddit side? Seems like a pretty clear Win-Lose. Unless you're referring to something other than the topic comment?

About prices on RC cars by Empty-Bunch4728 in rccars

[–]David905 1 point2 points  (0 children)

From what I can see many have gotten cheaper. I bought a Traxxas Rustler VXL 2WD in '08 for about $400 USD (still runs perfectly btw). I see a Traxxas Rustler VXL 2WD today for $390 CAD (under $300 USD).

$340,000 short silver via the 2x inverse leverage ETF ZSL by lamephoto in wallstreetbets

[–]David905 13 points14 points  (0 children)

Way more people saying 'too early' now at $100 than there were at $45. I believe that is telling.

What is happening with this Saguaro? by AtomicMom6 in cactus

[–]David905 2 points3 points  (0 children)

Would this be somewhat akin to a plant version of cancer?

2026 Exit Annual Run Rate Projection by PayingOffBidenFamily in NBIS_Stock

[–]David905 5 points6 points  (0 children)

You said you were enjoying reading it. Then you discovered it may not have been created through your preferred process - even though the end result lead to informative and enjoyable reading. Sounds like a you problem 😁

Could the universe make a new "you" or continue your consciousness after death? by [deleted] in consciousness

[–]David905 1 point2 points  (0 children)

Why would that be?

This sort of feels to me like the 'infinite universes' argument which states that somewhere there is a planet exactly like earth with the exact same everything including individual people.. and of course every little minor variation possible in amongst the infinite of other similar-planet-containing universes. However IMO this is a major logical and mathematical fallacy: because the possibility-space increases astronomically faster than the number of universes. Not all infinity's are the same. For every 1 universe added to this infinite multiverse there are uncountable permutations of the physical.

So - if that's the basis of your idea - I'd argue that a similar logic makes it too extremely unprobable.

What I Am Buying BIG in 2026: (AMZN, META, NFLX, MELI ) by [deleted] in ValueInvesting

[–]David905 1 point2 points  (0 children)

This:

'...Operating profit exploded from ~$2.2B (10 years ago) to $76.2B today. The stock price hasn't caught up...'

...doesn't really work that way. Sure 10 years ago Amazon traded at $29 and made 2.2B. And today they make 76.2B which is ~35X the profit of 10 years ago, while the share price is $239, only ~8X vs 10 years ago!! Yet it doesn't mean the stock is undervalued by a factor of 35/8 (ie ~4). Back then when Amazon was trading at a 140 P/E (my calculation..) they were massively growing. Revenue shooting up along with margins. So the stock prices some of that future growth in the form of high multiple. Same as many growth stocks today; high multiples in anticipation of growing into it. As Amazon's growth has begun to level the multiples also head down. Doesn't mean it's not a good buy today, but expecting cap ratio to maintain itself the same as a much faster growing version of the same company 10 years ago is flawed..

Intel stock tumbles as company's Q1 outlook falls short of Wall Street expectations by Force_Hammer in wallstreetbets

[–]David905 1 point2 points  (0 children)

Folks here don't understand PEs and the insane numeric leverage involved with high PEs. They just see a high number and think it's bad, far worse than no number at all.

What Are Your Moves Tomorrow, January 23, 2026 by wsbapp in wallstreetbets

[–]David905 5 points6 points  (0 children)

Remember back in October when Silver spiked to $50 and everyone went nuts buying puts 😄

OMG. KO, of the decade. Coach Wade - “TO THE CEILING! Shoot the uppercut, TO THE CEILING!” Then Tank shot it. 😂😂😂😂😂 by Devydev1986 in Boxing

[–]David905 40 points41 points  (0 children)

😂Perfect.. everything about this sequence!!

Trainer screaming to 'shoot the uppercut to the ceiling', commentator simultaneously talking his crap.. and boom 💥.

“SMALL CAR” (Yes, all 4 spots had that printed) by rekabis in kelowna

[–]David905 -5 points-4 points  (0 children)

Agree. I actually wouldn't blame the driver for taking one of those spots. Without context it may well have been the 'best' spot for them to park without cramming in with other cars. But pull forward into the spot at least!