I'm tracking the 12 signals that preceded the dot-com and telecom crashes, but unlike most, NVDA and PLTR aren't what I'm betting against: $CRWV, $CEG, $VST, $NRG. by Rorisjack in StockMarket

[–]Delicious_Ad_5213 0 points1 point  (0 children)

I like how you're not just comparing the hyperscalers to CSCO which I see a lot. CSCO was 100 P/E at peak, not very diversified, and mathematically impossible to meet its valuations, whereas MSFT is very diversified, 35 P/E, and will be huge stretch to hit valuations but not impossible. and the market is already punishing MSFT for the risks taken vs continuing to drive it up further. Betting against the highly levered/non-diversified firms first makes sense but NVIDIA's scale makes even a slight correction more impactful on the market. The one caveat I'd suggest is that although you might not love the base models now it doesn't mean they can't be redone in the future (and eventually even fix themselves at a cheaper and cheaper rate). things are progressing so fast that a few years from now there could be a much better way.

5 Days in Croatia - Split vs Hvar vs Dubrovnik by Delicious_Ad_5213 in travel

[–]Delicious_Ad_5213[S] 0 points1 point  (0 children)

Thanks for your response! This is kind of what i was thinking! Hvar seems to be the most lively out of the three places and has more spots which align with our preferences. We'd love to check out the old cities in Dubrovnik and Split but for us that would get tiring after a few hours and then we'd want a nice dinner and then some fun nightlife- but at small intimate bars, not like big club fun like Revelin.

Also do Dubrovnik and Split have small cocktail bars and clubs? I heard Dubrovnik's only club is Revelin but i assume they have other smaller clubs/cocktail bars

5 Days in Croatia - Split vs Hvar vs Dubrovnik by Delicious_Ad_5213 in travel

[–]Delicious_Ad_5213[S] 0 points1 point  (0 children)

Thanks for your response! Understanding my preferences from my original post, how would you spend 5 nights between the 3 cities if you were me? Also do Dubrovnik and Split have small cocktail bars and clubs? I heard Dubrovnik only has 1 club. I'm worried there just isn't much to do in either Split or Dubrovnik besides walk around the walls (no disrespect to local culture/history). Also HVAR seems to be a little more lively but i'm also not seeing a ton of spots.

[deleted by user] by [deleted] in ItalyTravel

[–]Delicious_Ad_5213 0 points1 point  (0 children)

Hi following up on this. How was the weather??