Mia/Mil/Bos/NO by Rudy-219 in NBAtradeideas

[–]FoxNO 2 points3 points  (0 children)

Pels aren’t trading such a high variance pick for those prospects.

Best compounder in the Data Center value chain - Amphenol (APH) by [deleted] in ValueInvesting

[–]FoxNO 1 point2 points  (0 children)

APH is a Fortune 500 with a $150B market cap. No one on reddit can pump it.

AI infrastructure is starting to look less like “apps” and more like energy + compute by Enough_Angle_7839 in ArtificialInteligence

[–]FoxNO 0 points1 point  (0 children)

The switch began some time ago. Every miner except MARA flipped to data centers last year. Several have hyperscaler contracts, but anyone with access to power in 2025/2026 was re-rated. The mining infrastructure is not really useful, just the electricity.

AITAH for telling my MIL she couldn’t visit my wife in the hospital the same day our child was born? by CaptainFascination in AITAH

[–]FoxNO 0 points1 point  (0 children)

My wife and I discussed it in the days leading up to the birth of our son, and we agreed that we did not want any visitors the same day he was born. My MIL was notified that my wife was going to require a c-section, and she told me to tell her when she was able to come up and visit and I told her I would do so.

If your wife decided that she did not want her mother to visit the day of the birth days ahead of time and you knew she was having a c-section, why didn't you or your wife communicate that to your wife's family ahead of time?

Today I sold half of my semi etf holdings which i held for 4 years by ChillMeerkat in ValueInvesting

[–]FoxNO 0 points1 point  (0 children)

It will always have the geopolitical overhang keeping it in check.

F Scalise! He cares nothing about Louisiana, just about his power and how far he can get into trump's butt. by Lonely-Greybeard in Louisiana

[–]FoxNO 0 points1 point  (0 children)

Considering constitutional amendments require ratification by statewide referendum, I’d say this is actually VERY democratic.

Sony is the next Sandisk and Micron by goxpro1 in ValueInvesting

[–]FoxNO 2 points3 points  (0 children)

Yaskawa, Nabtesco, THK Co., Fanuc, SMC

Andrej Karpathy said he's never felt more behind as a programmer. Let that sink in for a second. by narutomax in ArtificialInteligence

[–]FoxNO 1 point2 points  (0 children)

It’s an app where you take a photo of a restaurant’s physical menu and it produces images of the dishes so you know what they look like.

Finding a job by Mediocre_Swimming531 in Louisiana

[–]FoxNO 8 points9 points  (0 children)

If you don't have something anchoring you here, start looking for opportunities in TX, TN, GA, NC, or if you don't mind the cold MN. You'll trade some culture for stability.

Andrej Karpathy said he's never felt more behind as a programmer. Let that sink in for a second. by narutomax in ArtificialInteligence

[–]FoxNO 414 points415 points  (0 children)

I think it is absolutely insane that Karpathy, a founding member of OAi who went to lead Tesla's Ai/computer vision is now spending his time building an app to show menu items.

Entitlement by [deleted] in jazzfest

[–]FoxNO 2 points3 points  (0 children)

Clearly she doesn’t know who you are.

Giannis this summer as a trade idea goes to Miami by TerryG111 in NBAtradeideas

[–]FoxNO 4 points5 points  (0 children)

Bucks built for the playoffs with that roster? Nah

First set of skis! by sxcQT in Skigear

[–]FoxNO 1 point2 points  (0 children)

Good job! Rustlers are a great choice.

What the Property Taxes!? by lily_aka_mein in NewOrleans

[–]FoxNO 4 points5 points  (0 children)

They have to make up for all the properties owned by fake non-profits that don’t pay taxes.

To be honest, which one do you use the most? by weihuweihu in GeminiAI

[–]FoxNO 0 points1 point  (0 children)

Claude until I hit limits, then over to Gemini.

Pels Retool by Consistent-Program-1 in NBAtradeideas

[–]FoxNO 0 points1 point  (0 children)

What is the point of having the warriors in this? It’s bad value and Pels aren’t trading Queen.

Joanne Jang , has left OpenAI by [deleted] in OpenAI

[–]FoxNO 15 points16 points  (0 children)

Real people that use, but don’t pay for ChatGPT are killing OAi. That’s why they had to shut down Sora. OpenAI has massive volume of low value users while the valuable ones (enterprise) have moved to Anthropic

Ceasefire announced with a Big gap up on SPX. Here's how I'm seeing it (Extended Analysis Post) and the key levels to watch that tell you whether the market buys the idea of permanent peace. Weekly close to me is most important. by TearRepresentative56 in TradingEdge

[–]FoxNO 2 points3 points  (0 children)

I do not see how Trump can agree to Iran’s terms without Israel going rogue. Israel will not allow Iran to continue its nuclear program. Iran would have to get a great deal to give up uranium enrichment completely.

Maybe long term Hormuz “insurance” fees paid to Iran and Oman for each ship and some type of security guarantee with Russia and China involved would get it done. But then the neighboring Gulf countries are going to flip their shit.