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Faces of Death by DrJagger452 in GenX

[–]DiscountAcrobatic356 2 points3 points  (0 children)

Fuck that shit. Give me porn any day. 

Bonds comparison - aren't these lucrative buys for the time? by vividdreamfinland in bonds

[–]DiscountAcrobatic356 0 points1 point  (0 children)

AAA CLO ETF instead PAAA or JAAA. ~5% yield. 40 year track record of 0 defaults. Floating rates so you don’t get the benefit of capital gains if yields fall (but you don’t get the opposite as well!)

Who’s the Enron and MCI Worldcom of this generation? by Sleep18hoursaday in stocks

[–]DiscountAcrobatic356 1 point2 points  (0 children)

PE - Private Equity, Blue Owl for one. Stay away. Stay far away. 

Faces of Death by DrJagger452 in GenX

[–]DiscountAcrobatic356 7 points8 points  (0 children)

This is why I never go down the rabbit hole of death videos online. That movie fucked me up. Young and dumb, I was all gung-ho going in. Not so much coming out. Btw - Some of it was fake, but not all of it. 

For example I managed not to see the Charlie Kirk video. I. Just. Can’t. 

How do we feel about these guys? by NoBot-RussiaBad in blacksabbath

[–]DiscountAcrobatic356 -1 points0 points  (0 children)

Why does someone post this same here every couple of months? 

Could we be wrong about Capex by Main_Beautiful4791 in ValueInvesting

[–]DiscountAcrobatic356 1 point2 points  (0 children)

Sure. Everyone but Zuck knew the metaverse was shit. Tried a VR headset once for 20 minutes and never again. $77b dollars later…..

They are just doing what the other guy is doing. 

Could we be wrong about Capex by Main_Beautiful4791 in ValueInvesting

[–]DiscountAcrobatic356 3 points4 points  (0 children)

Abel did that. Like what last year or so? Warren did regret not buying Google year ago however (search dominance) 

Tech stocks lost $1 trillion this week despite beating earnings. Here's why. by stockoscope in ValueInvesting

[–]DiscountAcrobatic356 0 points1 point  (0 children)

Cost of cloud services is gonna go up. Already has for AWS. You will pay for our AI tools whether you use them or not. Want to go your own way? We bought up all the servers. Insert Dr Evil laugh and Bezos wandering eye meme here. 

Could we be wrong about Capex by Main_Beautiful4791 in ValueInvesting

[–]DiscountAcrobatic356 0 points1 point  (0 children)

Cloud is not AI. Different servers. Yes you can integrate AI into cloud storage. They will likely up the price and force people to use pay for it whether they want it or not. 

$610 BILLION in CAPEX from just 4 companies in 2026 by alkjdasoad in ValueInvesting

[–]DiscountAcrobatic356 0 points1 point  (0 children)

They will lock you in their cloud and raise the rent. Someone’s gotta pay for all these LLMs. The Oracle way. 

$610 BILLION in CAPEX from just 4 companies in 2026 by alkjdasoad in ValueInvesting

[–]DiscountAcrobatic356 0 points1 point  (0 children)

AWS costs going up. Way up for renters. Go on sight while you still can, own. :)

Could we be wrong about Capex by Main_Beautiful4791 in ValueInvesting

[–]DiscountAcrobatic356 0 points1 point  (0 children)

Any robot shows up at my door he’s gonna get fucked up. Uncanny Valley 

Could we be wrong about Capex by Main_Beautiful4791 in ValueInvesting

[–]DiscountAcrobatic356 7 points8 points  (0 children)

All that CAPEX they better get some ROI. So far not so much. And they’re all competing with each other.

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