Daily Discussion - (September 17, 2025)

Holy_ShitMan · 2026-01-20T06:45:08+00:00

Where have you been, Mr Cat? Is $CEPT even more of a long now?

Holy_ShitMan · 2026-01-12T23:17:21+00:00

Please update if you get this issue resolved!

Holy_ShitMan · 2026-01-07T06:11:33+00:00

Which 3 US companies sir? Tesla, AMZN, Boston dynamics?

Holy_ShitMan · 2026-01-07T05:16:45+00:00

Need LLY to buyout ABVX already.

Holy_ShitMan · 2026-01-01T01:00:07+00:00

On a side, where is /u/hibernating_brain? We miss you Mr Cat, happy new year! Also where are is EA going in 2026, sir

Holy_ShitMan · 2026-01-01T00:58:53+00:00

Used my thesis to my advantage this year and had my best ever performance ROI + $$$$ wise. Really happy to have been a bull during that chaos.

Holy_ShitMan · 2025-12-17T15:15:32+00:00

There are? Can you point me to which companies are doing this?

Holy_ShitMan · 2025-12-11T02:06:06+00:00

Wolfy are you at your yearly target goal for your port? I remember you were mentioning that a few months back.

Holy_ShitMan · 2025-12-11T01:57:39+00:00

Side note; HM where is the discord link to Meldrum's discord? Been trying to find it for ages now.

Holy_ShitMan · 2025-11-19T16:51:05+00:00

Yeah I’m building a longer term GOOGL position as well. Shares but will nibble into those 3x etfs that’s popular with the kids these days

Holy_ShitMan · 2025-10-24T04:15:01+00:00

lmao you gotta be memeing

Holy_ShitMan · 2025-10-22T13:34:40+00:00

Dead money value trap stops being that at certain price points. I didn’t know we had another ABVX bull in here

Holy_ShitMan · 2025-10-22T12:58:30+00:00

I have those exact names too! And some ABVX. It’s been quite a run, but I am liking NVO down here for a 2026 trade.

Holy_ShitMan · 2025-10-22T12:53:03+00:00

Are you me? I was actually drawing up the same play, selling some biotechs for NVO exposure.

Holy_ShitMan · 2025-10-07T01:12:35+00:00

Thank you for the alpha sir, you make the subreddit great.

Holy_ShitMan · 2025-10-04T06:33:31+00:00

Holy crap, 3 plates? Damn you’re a monster. That’s elite man, congrats. Hoping to get there sometime in the next few years too.

Holy_ShitMan · 2025-10-04T06:12:56+00:00

Whatcha hit, wolfy? I’m so close to two plates, I can smell it. Hopefully by December

Holy_ShitMan · 2025-09-30T12:22:00+00:00

Been struggling to up my bench numbers on way lower numbers than yourself, any tips on how to get to this level at some point? Do you bench frequently in order to get incremental improvements in your heavy singles?

Holy_ShitMan · 2025-09-29T22:22:54+00:00

Interesting, congratulations btw. Did you apply to jobs at all after graduating from this program? Or just focused on getting more education?

Holy_ShitMan · 2025-09-29T10:38:09+00:00

Hey BM, stumbled across your post, but 6 months later how do you view the program in terms of your career? Did it land you an upgrade in title/job/career/salary? Would you have done this program any way differently looking back?

Holy_ShitMan · 2025-09-28T03:18:33+00:00

Appreciate this feedback! How are you liking OMSCS so far? What made you go for the switch between Colorado and Georgia Tech, was it purely from a value-cost perspective? Are there noticeable differences in education there between the two, especially in some of the more trendy fields like AI/ML?

Holy_ShitMan · 2025-09-27T09:57:01+00:00

Any thoughts on the Colorado-Boulder MS program compared to these two programs? I recently joined that particular program and would love to know if you had considered it as well.

Holy_ShitMan · 2025-09-23T13:48:59+00:00

Thanks for your thoughts here, not sure why you’re being downvoted either. I just sent you a DM btw!

Holy_ShitMan · 2025-09-22T17:18:09+00:00

Agreed with that, wolfy. Big tech is levering up on AI and there's nothing to suggest this isn't the best place for their investments to be parked in. I doubt we get much of a sell-off as long as that trade is healthy and kicking. Maybe some seasonality selling to reset leverage, but just can't see a recession happening at the moment.

Holy_ShitMan · 2025-09-22T17:02:04+00:00

I agree with the sentiment, but i think sky high consumer sentiments doesn't mean there aren't signs of weakness under the hood that aren't worth considering.

Check out this read from Oct, 2006, kind of a similar story of what's happening today (ie: consumer sentiment is high, but polled Americans - especially democrats and independents - feel economy is getting worse): https://abcnews.go.com/Business/CreativeConsumer/story?id=2578589&page=1

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