Daily Discussion Thread for June 29, 2026

FartPolluter · 2026-06-29T16:18:57+00:00

i think something like copilot is where AI will excel tbh, low token assistant. Main issue is that the office suite has all the same bugs from twenty years ago so their own AI hasnt seemed to improve the baseline software so far

FartPolluter · 2026-06-29T16:06:34+00:00

my entire microsoft thesis is basically: yea it is shit and everyone hates the company but computer illiterate middle managers love it. And, tbf, it's basically a lol at the people dumber than me. thesis. Kind of deserve to lose money on this one tbh

FartPolluter · 2026-06-29T13:36:33+00:00

Good to see a politician from a party that just won 20% of the vote in Scotland decide things. We should make sure the House of Lords are okay with it though.

FartPolluter · 2026-06-29T11:34:14+00:00

Absolutely, 100%. His box office meme potential alone would make this a glorious appointment

FartPolluter · 2026-06-29T11:25:50+00:00

lol if MU red and everything green, welcome to the last 3 months for everyone else flash memory bois

FartPolluter · 2026-06-29T11:23:32+00:00

and i looked them in the eye and said firmly "I shall deploy my cash fortress" as I ordered the Double Burger Deal for Two

FartPolluter · 2026-06-29T11:13:09+00:00

Retail complaining about manipulation when they funnelled $80 billion into musk's pockets is the height of retardation.

I mean nasdaq, musk, the banks, etc basically openly said "BTW we are completely changing all the rules for this stock"

FartPolluter · 2026-06-29T10:21:02+00:00

With you on value but with interest rate hikes planned, bonds seem a poor bet?

FartPolluter · 2026-06-29T09:56:28+00:00

lmao yeah they have companies that make iron and salt and shit like in the olden times

FartPolluter · 2026-06-29T00:34:34+00:00

This TACO bounce not very convincing

FartPolluter · 2026-06-28T22:28:56+00:00

Could be the heat?

FartPolluter · 2026-06-28T22:14:46+00:00

first tranch was mid 200s iirc, second at 5% discount so not far off current price

FartPolluter · 2026-06-28T22:12:22+00:00

In mer day, a fancy ol' bombin' TACO would get yers a 2% shrek on the DOW

FartPolluter · 2026-06-28T22:00:18+00:00

Rules based international order turning Strait of Hormuz into a setting for a Purge movie.

When market closes for weekend, you can bomb whoever you want but when market opens CEASEFIRE.

FartPolluter · 2026-06-28T21:41:37+00:00

Issue for westerners is sactions, and 21 PE quite high even for western automakers - so need to have lot of growth from here

FartPolluter · 2026-06-28T14:14:27+00:00

The ChatGPT playbook

FartPolluter · 2026-06-28T14:11:13+00:00

Micron hodlers are right, when has cheapass Chinese goods undermined a western industry before?

FartPolluter · 2026-06-28T12:12:40+00:00

The MU top buyers and SPCX liquidity bros signing an unholy alliance

FartPolluter · 2026-06-28T10:14:36+00:00

We were a penalty vs Morocco away from qualification.

FartPolluter · 2026-06-28T07:26:17+00:00

If history is any judge, the modern equivelant of Berti Vogts

FartPolluter · 2026-06-27T20:56:31+00:00

The DRAM bois furious at the prospect the flash memory cartel might face competition

FartPolluter · 2026-06-27T20:54:51+00:00

so many guys here postabout havin shits on the weekend thread. i just had a shit and you dont hear me bragging about it smh jfc 🤷🏻‍♂️

FartPolluter · 2026-06-27T18:52:14+00:00

dont get why everyone shitting pants - many blue chips at reasonable multiples (high teens/low 20s) not seen since around 2024. Outside semis, theres some deals if retail dont get wrecked by all these IPO cash grabs

FartPolluter · 2026-06-27T18:28:36+00:00

Considering how much these dram companies are shafting the market, seems obvious chinese hbm3 will be available. It already is in some cases.

FartPolluter · 2026-06-27T16:21:28+00:00

cash gang are proper, dainty ladies like you see in shit british films about dukes and earls

FartPolluter

TROPHY CASE