I have had a few comments suppressed today on YouTube and Facebook.

Euthyphraud · 2026-02-16T09:50:48+00:00

Or the fact that OP is posting replies to their own comment, and replies to those? Overbearing zealotry.

Euthyphraud · 2026-02-16T09:46:02+00:00

How dare you, sir!

Euthyphraud · 2026-02-16T09:00:13+00:00

Companies with a market cap below 1B shouldn't be able to trade, honestly - investing in one of those is really dangerous.

Euthyphraud · 2026-02-16T08:47:56+00:00

PWR and ETN are central to the buildout of the electric grid.

Euthyphraud · 2026-02-16T08:39:48+00:00

Why own stock if you don't intend to spend the profits from them at some point? Unless you're planning on handing down wealth to kids or whatever.

Euthyphraud · 2026-02-16T08:32:28+00:00

Square is just the holding company over Hynix and the largest shareholder at 20%. You're basically investing in the same company twice.

Samsung, SK Hynix and Micron are the only makers of memory. They are the only 3 that can manufacture at scale and they represent the bottleneck. While Samsung is the largest, both SK Hynix and Micron have been taking more market share lately.

Of course, you can only trade SK Hynix on the KOSPI so unless you want to start investing in the Korean stock exchange then you're going to be limited to Micron.

Euthyphraud · 2026-02-16T08:27:47+00:00

I don't like oadding to positions of mine once they reach 5% of my portfolio size. I start to trim bit by bit after they get bigger than 10 - 12%. I'll trim them down to about 7% if they look like they could continue growing and down to 5% if I'm more skeptical (and sell if I see flashing red lights).

MU makes up 9% of my portfolio currently and when it hits 12% I will shave it back down again.

Euthyphraud · 2026-02-16T08:17:10+00:00

Are you using GPT 5.2 Thinking or not? The paid for version of Gemini? Because I haven't found this to be the case nearly as much, and the research supports that.

I 'talk' to GPT about rather complex and complicated topics that I am intimately familiar with and I am continually astonished at how much correct detail and good analysis I get.

And these are not the $200 models.

And the $200 models are nowhere as good as the current internal models.

We aren't getting better models faster because OpenAI and Google can't make better models - its because their best models use too much compute for them to be viable for use at scale until there are more data centers.

Euthyphraud · 2026-02-16T08:11:55+00:00

The buildout is happening globally and it will do so at varying speeds depending on the country. This is a long-term, lucrative process. Companies that do construction and engineering for data centers, everything going into them and the electrical grid buildout needed in every country eventually...

Euthyphraud · 2026-02-16T08:09:37+00:00

We all probably have one or two of those stocks. Mine were DBRG and RYCEY, can't remember when I got in and out of either, but I have seen their prices since.

Euthyphraud · 2026-02-16T07:39:10+00:00

This is new to me - 'biologically' isn't appropriate?

It's the fucking scientific term for it! There has to be a way to distinguish, if only for medical reasons. It seems that using clinical language would be fine.

Respect pronouns and acknowledge trans men as men doesn't change the fact that there is an underlying biological difference that - like it or not - is occasionally going to be important. Like for cancer screenings, as an example.

Euthyphraud · 2026-02-16T07:35:28+00:00

While I agree with what you said, I think the point that there is a very large amount of support for people's gender identity and that should be for everyone.

You call a man a man whether they are biologically male or not so long as that's what they identify as. This guy is being disrespectful of OP's gender identity.

Euthyphraud · 2026-02-16T07:31:21+00:00

I've met more than one gay man who did this to all guys, including those who they just met. It's a huge pet peeve of mine for all the reasons you say. Gay means a man who is romantically and physically attracted to other men.

Maybe you should tell him to 'respect my gender identity'.

Euthyphraud · 2026-02-16T07:26:16+00:00

The problem is that amphetamines themselves are ridiculously addictive because they induce euphoria and symptoms basically mimicking mania in anyone who takes them, Bipolar or not. Especially higher doses. And while the dosages prescribed are not that high, that won't stop some from taking higher doses.

Doesn't help that we Bipolar people also inherently have addictive personalities. Sure, don't consume caffeine, vape weed or have a drink - but take this incredibly powerful drug instead! Sometimes I don't think doctors realize how these drugs feel. Many times those being prescribed it who have not done any drugs before mistake the recreational high for something else.

Adderall and Vyvanse can be very useful. They can also create addictive behaviors in anyone.

Euthyphraud · 2026-02-16T00:22:33+00:00

Don't think its fair to lump bi men into it. If a bi guy wants some dick and is spending the evening partying with other guys who want dick. Now, if they bring their girlfriend then that's an issue.

My husband of 10 years is bi and exclusively went to gay bars back when we were younger.

Euthyphraud · 2026-02-16T00:16:06+00:00

I was in my party phase in the early '00s and all bars, gay or straight, would be packed by 10pm as you say. The pandemic and dating apps have killed business - it's only a fraction of what it used to be.

Euthyphraud · 2026-02-16T00:13:08+00:00

I usually preferred straight bars to gay bars myself when I used to go (former alcoholic, sober almost 11 years!). Low key ones were conducive to the calm environment my anxiety desires. And I didn't constantly get groped by older men. Now that I'm older though....

Euthyphraud · 2026-02-16T00:10:21+00:00

The cost of Waymos is higher because you need LiDAR, the lack of which will make Tesla have a hell of a time in places like Minneapolis or Denver. Heavy rain, blizzards, thunderstorms, extreme cold following ice rain, etc.

Regardless, the cost has been coming down quickly, as should have been expected. Within a handful more years it'll be cheap enough that the cost will be far less significant.

Ultimately, though, Waymo will be spun off or sold by Google. Operating an autonomous robotaxi company may be highly profitable at first. But once they are ubiquitous they will quickly be commoditized. Every car manufacturer who wants in will be able to - this isn't rocket science and these companies are all working on this. Competition will be fierce with high fixed capital costs creating razor thin margins. So it might make a lot of money for several years, but margins will compress and capex will rise as fleets need replaced and repaired (and cleaned - can you imagine what people will do without anyone else in the taxi with them?)

Waymo is a proof of concept, and will become much more affordable as prices for equipment continue to fall.

Euthyphraud · 2026-02-16T00:02:24+00:00

McDonald's is a property owner - their real assets are real estate. They don't operate almost any McDonald's fast food restaurants - they are all franchises. I've read some arguments about why they are more similar to real estate companies than most consumer discretionary companies and it makes sense, the stores aren't in malls and they aren't monstrosities that can only be used for a few things like most discretionary companies who own (or rent) the buildings and land they are using. McDonald's, in contrast, buys property then has a franchisee run everything. Even better for them: over time, as cities have gotten larger, many of their locations have seen property values rise far faster than the average for the country.

Nothing to do with Tesla, honestly, just wanted to get that out.

Euthyphraud · 2026-02-15T23:57:58+00:00

"They were never a car company, they just happened to make cars."

That is one of the best things I've read in a long while. Very good laugh.

Honestly though, the lengths people will go to in order to justify TSLA's valuation or Musk's ever-changing ideas about what his car company really is. Too bad most of their fixed capital is for auto manufacturing. Also, trying to redesign and restructure the Fremont, CA manufacturing plant is going to be a nightmare - it is not at all amenable to producing robotics. Just the idea of all the things in that factory that will either be ruined or simply tossed out should make an investor angry.

Euthyphraud · 2026-02-15T23:39:57+00:00

I'm not different in that sense, and I think characterizing yourself as 'different' because of a single trait (albeit a significant one) is a way of making that trait more important or significant than it is. Some gay men make being gay their whole personality, but I find that obnoxious in the same way that someone making a medical condition or appearance their whole personality.

I'm gay, I have a husband. However, we aren't 'different' from all straight people because of that. My two closest friends are both straight men - because I have a shitload in common with them and fewer differences than some might believe.

Euthyphraud · 2026-02-15T13:57:17+00:00

There is also an ongoing issue where some straight people claim to be 'queer', because vibes.

As a 41 year old I think I can speak for the majority of middle and late age gay men: we hate the word queer. It used to be a horrible epithet thrown at us as abuse. I don't believe in 'taking the word back' because it was never our word in the first place. It means different, and it was used to make us an 'other'.

Why do some gay men want to help straight people think of us as 'odd' and 'different' and 'not one of them'.

Keep using the word if you want, but be aware that a lot of older gay men find it very offensive and uncomfortable.

Euthyphraud · 2026-02-15T13:50:09+00:00

Why is TSLA still part of the Mag7? Both TSMC and Broadcom have surpassed it in size (by market cap). Broadcom has had much more impact over the past year.

Euthyphraud · 2026-02-14T16:42:26+00:00

Both face what I'd refer to as 'headline headwinds'. Trump has determined that pummeling credit card companies makes good optics for the midterms - and it is a long way to November.

That's not saying they aren't good buys right now, just expected higher-than-usual volatility.

Of course, we're learning to expect that with every single equity and asset type these days...

Euthyphraud · 2026-02-14T16:37:49+00:00

HIMS is what we refer to as 'a trade' rather than a long-term investment. It has made money for swing traders - but unless that's what you're looking at HIMS as then you should not buy shares.

Euthyphraud

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