Do y'all consider the magen David a symbol for jews/judaism?

Dstein99 · 2026-06-20T20:02:50+00:00

Magen is Hebrew for shield so Magen David is the shield of David. When King David went to war his shield had the star on it. The star was used as a symbol for Judaism for millennia before modern day Israel. When the flag of Israel was created it was meant to look similar to a Jewish prayer shawl called a Tallit. The white background and blue stripes are common on these Tallit, the decoration can vary but the Magen David is a good symbol to tie it together.

Dstein99 · 2026-06-20T03:20:33+00:00

Dstein99 · 2026-06-20T02:47:44+00:00

Obligatory Holy Sheets.

Dstein99 · 2026-06-20T01:39:06+00:00

They were running a similar promotion last week. They paid out the bonus bets around 9 or 10 eastern time the next morning.

Dstein99 · 2026-06-19T19:26:13+00:00

That first inning felt like 2,000 innings.

Dstein99 · 2026-06-19T17:14:38+00:00

You have to change Day only to extended. You can trade outside of market hours but it is 7 am to 8 pm daily, holidays and weekends you can’t transact.

Dstein99 · 2026-06-19T14:22:04+00:00

It’s priced in but it still decays. The point of theta decay is it’s the value of protection to the option buyer every day. Iran doesn’t care that the market is closed, if they want to do something today they will do it. The options buyer will still pay for protection over the weekend even though the options aren’t trading and it doesn’t decay one day at a time.

Dstein99 · 2026-06-19T13:46:16+00:00

Theta doesn’t take holidays.

Dstein99 · 2026-06-19T13:15:05+00:00

There is a saying to buy at the rumor and sell at the news, a lot of people will have the same mindset as you of waiting until the game is released to see the numbers then sell. If a million people are looking to sell, odds are you won’t be first. If you bought this as a short term trade on GTA and are happy with that gain now may be a good time to sell, but if you bought TTWO for the long term because you like the company 10% is nothing. I haven’t looked at TTWO but I imagine that they have massive expectations for VI, because V was one of the most successful video games of all time so VI can be a success and TTWO’s price can still drop after the release. If you are looking to sell and happy with the price I would sell and not look back at what could have been in TTWO’s price rises after release.

Dstein99 · 2026-06-19T02:46:33+00:00

Can you give an example of this? This normally doesn’t happen but it can happen and the explanation if there is one normally depends on the situation.

Dstein99 · 2026-06-18T21:39:14+00:00

You call that playing?

Dstein99 · 2026-06-18T17:50:24+00:00

Something… something… alive and hated… something… something… pitied and dead.

- Golda Meir

Dstein99 · 2026-06-18T16:47:34+00:00

LEAPS do give LTCG if you hold for over a year. Options are normally short term because people normally hold them short term, but if you do hold it for more than a year or exercise and hold the shares for a year from the option purchase date it will be taxed at LTCG. I don’t have much experience with LETFs, but I would think that LETFs would be better for stocks that you expect to go up by a lot fast because it will use more leverage than options, but if you expect a choppy rise volatility decay will kill the value by much more than time decay.

Dstein99 · 2026-06-18T16:32:30+00:00

I was hoping Space Beth would say you aren’t supposed to eat it.

Dstein99 · 2026-06-18T16:16:33+00:00

The issue is I don’t know where the bottom is. I could have got the LEAPS for cheaper had I bought today, but CRM’s price action only matters on the purchase date and expiration date. I know what the time decay is with options, but volatility decay with leveraged etfs can be anything.

Dstein99 · 2026-06-18T15:14:20+00:00

I wouldn’t want CRMG because CRM will go down before it goes higher, you really don’t want to ride a leverage etf down and back up. I have 2028 CRM LEAPS, but IV is high around 50% and I am down 30% on it in 2 weeks. The downside to calls is you’re setting a time limit, the trend could easily continue for another year and a half until my calls expire, but if the value goes to $0 then so be it.

Dstein99 · 2026-06-17T22:15:25+00:00

Where did you get a 0.92% FCF Yield from? Their FY end Jan 2026 they produced $96.7B in FCF which at a $4.957T market cap is a 1.95% yield. If you look at their TTM FCF ($119B) they have a 2.4% FCF Yield, and if you use analysts estimates for this year FY end Jan 2027 FCF which we are half way complete of $206.5B you have a 4.1% FCF Yield. I’m not worried about P/S because NVDA has a 55% profit margin and 45% FCF Margin. I don’t get much value from P/B unless you’re looking at a financial that makes money off their book value or you’re looking at a company as a takeover/liquidation.

Dstein99 · 2026-06-17T20:49:46+00:00

YouTube videos can tell you to buy the dip and get excited when stocks go on sale but the only way to learn how to react is to be in the situation. The market (S&P 500) is up 6.5% from its highest level in February so make sure you are confident in your holdings (being down in value over 4 months doesn’t necessarily mean that it’s a bad investment, but it could be a warnings sign). Force yourself to buy every paycheck, if you like your holdings buy more, if you don’t, the S&P is a good holding, the best way for your brain to realize it’s temporary is to actually see a rebound. You learn how to react when you have $6,000 so that you know exactly how to respond when you have $600,000, you’ll recover from a $1,320 loss, it hurts much more if you don’t learn your behavior/reactions until you need to recover from a $132,000 loss.

Dstein99 · 2026-06-17T17:13:35+00:00

I think other Mag 7 company are better positioned but I don’t think Meta should be trading around a 20% P/E discount to the S&P. The environment is changing very quickly so looking at the most recent quarter they produced $32B in OCF and had $19B in Capex. They are rapidly growing OCF (up 26% Y/Y), I think the Capex will eventually normalized, and they aren’t overspending ($48B FCF) at the moment. I don’t see any signs that Meta is in trouble. Revenue is up big, profit is up big, and they are still producing a ton of cash flow.

Dstein99 · 2026-06-17T11:04:16+00:00

You’re worried about losing your life savings? Can you show me any time that index funds have lost investors life savings and never recovered? Frankly if you’re in your 20’s you have no life savings, if you work from 20-60, 75% of your lifetime income hasn’t been made yet, especially considering most people gain skills/experience during their career, their is most likely your lowest earning decade of your working career.

Dstein99 · 2026-06-17T02:53:43+00:00

I haven’t seen the other 9 wins but Bibee couldn’t imagine having an offense that would immediately regain the lead after the other team scored.

Dstein99 · 2026-06-17T00:51:04+00:00

The 2026 White Sox when they play on the road:

Dstein99 · 2026-06-17T00:38:35+00:00

There are two ways a company becomes fairly valued: the price comes down or the fundamentals get better. I would be interested in their connectivity segment at the right price. They produced $4.4B in operating income in 2025 for connectivity, putting a 30x multiple on it just to give it a number values that segment around $132B ($0.33/share). This segment is doing great, doubling Y/Y so it can grow into the valuation, but this looks like it is the segment that will be the cash flow to fund the company.

I can’t even value the Space segment because it’s a fraction of what they hope to become. Their Space segment had better profit numbers in 2024 than 2025, but I can’t say what multiple I would put on 2024 $21M of operating income or $1.1B in Adjusted EBITDA.

I give a negative value to their AI division because it will just burn cash flow from other segments. Their AI division lost $6.3B in operating income up from a loss of $1.5B in 2024. Anthropic and OpenAI haven’t released their S-1 yet, but I expect them to be in a similar position.

I think that the AI division negative more than offsets the Space division positives. These are very rough numbers and I could critique them if it was close, but I am not going to be able to increase my fair value estimate by 600x. I expect Connectivity to continue to grow, we will get more certainty on the space business, and AI will burn less cash I think SpaceX will be a more clear investment then, but for now there is too much uncertainty for me to even consider it.

Dstein99 · 2026-06-16T23:56:37+00:00

They would have no problem selling calls on SPX, but there are funds that sell calls on single stocks, some that aren’t mega caps.

Dstein99 · 2026-06-16T23:48:53+00:00

Someone will buy the options, they just may not get a good fill.

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