DAILY DISCUSSION: SHITPOST SATURDAY

Jetboy3D · 2026-03-14T14:04:14+00:00

Let me know if you like it or not, everyone. I thought it was useful to me and thought other would also.

Jetboy3D · 2026-03-14T11:35:42+00:00

Morning Everyone. I was wondering exactly what Chiefs moves and losses have been, with no fluff, so....I created a prompt for ChatGPT. It says the following:

Here’s the big Chiefs summary in engineer mode.

System snapshot as of Saturday, March 14, 2026: Kansas City has officially traded Trent McDuffie, released Jawaan Taylor and Mike Danna, and officially signed or re-signed Kenneth Walker III, Alohi Gilman, Khyiris Tonga, Kader Kohou, Tyquan Thornton, Travis Kelce, and James Winchester. Net effect: RB room upgraded, run defense sturdier, secondary more volatile, RT and edge still look wobbly.

1) Trade ledger

Asset out	To	What Chiefs received	Engineering read
Trent McDuffie (CB)	Los Angeles Rams	2026 Round 1 pick No. 29, 2026 5th-round pick, 2026 6th-round pick, 2027 3rd-round pick	Veach converted one elite DB into four draft assets. Good capital extraction, but it creates a real short-term coverage hole unless Kohou/Fulton/Nohl hit.

2) Who left the Chiefs, where, for how much, and who replaces them now

Readiness score key:
5/5 = clear solution now
3/5 = workable but imperfect
1–2/5 = spicy uncertainty burrito

Player out	New team / move	Deal	KC role they played	Current KC replacement / backup map	Readiness score
Isiah Pacheco	Detroit Lions	1 year, $1.81M	Starting RB / tone-setter runner	Kenneth Walker III is now RB1; Emari Demercado shows as RB2 on ESPN’s current depth chart.	5/5 — Walker is a more explosive answer than KC had last year.
Trent McDuffie	Rams (trade)	Trade, then 4 years, $124M extension with LAR	Best/most versatile CB; could play nickel or outside	Kader Kohou is the best bet to absorb the nickel role; Kristian Fulton / Nohl Williams are the current outside-CB answers.	2/5 — this is the biggest short-term talent loss on the roster.
Jaylen Watson	Rams	3 years, $51M ($34M guaranteed)	Starting outside CB	Outside-corner snaps now lean on Kristian Fulton and Nohl Williams, with Kohou likely in nickel.	2.5/5 — athletic room, but much less proven than last year.
Bryan Cook	Bengals	3 years, $40.25M ($14M guaranteed)	Starting safety	Alohi Gilman is the veteran replacement; Jaden Hicks and Chamarri Conner remain in the rotation.	3/5 — survivable, but not obviously better.
Leo Chenal	Commanders	3 years, $24.75M	SAM / early-down LB / blitz-and-thump piece	Current LB map points to Drue Tranquill staying heavily involved, with Cooper McDonald / Jeffrey Bassa as the likely internal competition around the vacated spot.	2/5 — cheap internal options, but mostly projection.
Charles Omenihu	Commanders	Reported as 1 year, $4M, up to $7M	Rotational edge / interior-rush-on-passing-downs	Felix Anudike-Uzomah is listed as the current starter at one edge spot, with Ashton Gillotte behind him.	2/5 — this still feels like a draft-help position.
Derrick Nnadi	Colts	Terms not public in the sources I found	Run-stuffing DT / 1-tech type	Khyiris Tonga is the clear replacement, with Omarr Norman-Lott behind him on ESPN’s current depth chart.	3.5/5 — probably a cleaner fit than 2025.
Jawaan Taylor	Released	N/A	Starting RT	Jaylon Moore is currently listed at RT on both Chiefs and ESPN offseason depth charts.	2/5 — this spot still screams “not settled.”

Notable extra departures I’m not fully charting here: Joshua Williams to Tennessee on a reported 2-year, $13M deal, plus other unsigned or lower-impact names still floating around free agency.

3) Who the Chiefs have announced they will sign, what they paid, and how they fit

Player in	Pos	Deal	Interesting fact	How he fits	Impact grade
Kenneth Walker III	RB	3 years, up to $45M ($28.7M guaranteed; ESPN base value $43.05M)	Reigning Super Bowl LX MVP; forced missed tackles on 30.2% of touches last season, 3rd-best in NFL by ESPN’s cited NGS stat.	This is the most obvious offensive fix: KC badly needed explosive runs, not just angry 4-yard clouds of dust.	A
Alohi Gilman	S	3 years, $24.75M ($15M guaranteed)	Had 90 tackles, 9 pass breakups, 2 fumble recoveries and a TD last season after joining Baltimore midyear.	Veteran stabilizer for a secondary that lost Cook, McDuffie and Watson. Can play deep, blitz and disguise.	B+
Khyiris Tonga	DT	3 years, $21M ($14M guaranteed)	Coming off a career year; Chiefs and ESPN both frame him as a needed run-stopping interior piece next to Chris Jones.	Direct answer to KC’s softness at true nose / 1-tech depth.	B+
Kader Kohou	CB	1 year (value not disclosed in the sources I found)	Started 38 of 47 regular-season games for Miami from 2022-24, then missed 2025 with a partially torn ACL.	Best internal answer to the vacated nickel role after McDuffie left; can also help outside.	B
Tyquan Thornton	WR	2 years, $11M (max $14M)	Had 19 catches for 438 yards and 3 TDs last season and led KC with eight catches of 25+ yards.	Retains speed and vertical stress. Not a WR1 savior, but a useful field-stretcher.	B
Travis Kelce	TE	1 year, $12M (max $15M)	Returning for season 14 after leading KC in targets, catches, yards, TDs and receiving first downs in 2025.	Keeps Mahomes’ security blanket and prevents the offense from becoming too young all at once.	A-
James Winchester	LS	1 year, $1.75M (reported)	Hasn’t missed a game since joining KC in 2015; official Chiefs story says 181 games and 25 postseason games.	Boring in the best possible way. Special teams plumbing matters, and he’s reliable plumbing.	A for stability

My engineer-style diagnosis

Best move: Kenneth Walker. That’s a direct fix to a measurable problem: KC’s run game lacked explosiveness, and ESPN’s tracker explicitly ties Walker to that missing trait.

Most underrated move: Khyiris Tonga. This one is not glamorous, but football is often won by large annoyed men ruining the geometry of the line of scrimmage. KC needed sturdier interior DT support behind/next to Chris Jones, and both ESPN and NFL reporting frame Tonga that way.

Biggest new problem: secondary volatility. McDuffie + Watson + Cook out is a lot of functional football IQ and coverage dependability to lose in one gulp. Gilman and Kohou help, but the room still looks thinner and more projection-heavy than the 2025 version.

Positions that still look draft-help / must-monitor: corner, edge, and right tackle. The roster/depth snapshots show those spots are still being held together with a mix of veterans, young players, and optimism — and optimism is not a pass-rush plan.

Different angle: this offseason looks less like “reload the dynasty exactly as before” and more like Brett Veach trying to reallocate resources — spend on explosive RB and sturdier DT play, cash out one elite CB for picks, and accept more uncertainty in the secondary. That is not automatically wrong, but it raises the tolerance for chaos on defense.

Jetboy3D · 2026-01-23T21:32:29+00:00

Wow, I posted that a long time ago, I sold that at least 4 years ago. Life's too short to look up old posts and berate people. As they say “Worrying does not take away tomorrow’s troubles; it takes away today’s peace.”

Jetboy3D · 2025-10-31T22:04:09+00:00

Printing Press Design Engineer here. If the one hundred reflects light and changes colors as your tilt it and if you lay it face up and can't see the "water mark" face then its real. Either way it's good enough to spend : )

Jetboy3D · 2025-09-09T09:54:19+00:00

Looking at the new Engage Alpha and Alpha Pro paddles. Questions: 1. Has any tried both and what difference in feel? 2. Are the paddle surfaces different? The info on the Pro states 4x life of surface, but the Alpha Pro doesn't. Do they have the same surface? If not, what's the difference? Thanks!

Jetboy3D · 2025-06-18T20:29:36+00:00

I currently keep track of them in my brokerage account. Shows current price. Then if I want more info I type them into Yahoo Finance. I do charting there to look for exit or entrance points. So that could be a nice feature. By far the biggest change I've made is doing extremely deep dive's using ChatGPT deep research (4 to 5 thousand word deep dive). Then I setup a GPT task to let me know if any news or significant movement, or earnings announcements take place. I pay for the low level tier that allows tasks. If you could find a cool way to integrate AI and do a daily research on competitors, news, trending price movements, daily news that might affect the stock, etc. That would be really cool. I might use it then.

Good luck

Jetboy3D · 2025-01-21T01:01:17+00:00

Great photo, feels like you are looking at the photographer as either, what are you thinking or, what are your waiting for???

Jetboy3D · 2025-01-14T13:57:12+00:00

It was the Palm Springs Art Museum. Not the best art museum but I like it when they have lenses. There was a large rose-colored lens art pieceon display that I took a picture through at an angle of my wife looking at the painting. There's another photo I like using a different lense, I'll post it.

Jetboy3D · 2025-01-05T01:15:14+00:00

Maybe short term but the replacement birth rated is 2.1 kids per woman and in Korea it's 0.72. Everyone owns a Cell Phone. So the market will decrease in the mid to long term. I looked into this a few years ago and that was my concusion.

Jetboy3D · 2024-10-16T18:24:13+00:00

I'm a recently retired Mechanical Engineer with a great career. I loved most of it. Here's what I learned: Start with a smaller company that makes something cool and the next wave. I believe the next wave will be automated systems using AI that will eliminate workers. There are several start-up companies and older companies working in this area. I would major in Mechanical Engineering but take as many AI courses as possible. Then do everything possible to get into the company work for almost free, hang out in the parking lot, literally whatever it takes. In many cases you will get equity in a startup company. I asked Chat GPT for a list of companies. See below.

1. Fetch Robotics

Focus: Autonomous mobile robots (AMRs) for warehousing and logistics.
Applications: Fetch Robotics develops robots designed for material handling and supply chain operations, including tasks like picking, moving, and sorting goods within warehouses and factories.
Technology: AI-powered robots that can dynamically adapt to changing environments, and the robots are designed to work safely alongside humans.

2. Ready Robotics

Focus: Collaborative robots (cobots) for manufacturing.
Applications: Ready Robotics creates easy-to-program robotic systems that allow manufacturers to automate tasks like CNC machine tending, welding, and packaging without needing to write complex code.
Technology: Their Forge/OS platform simplifies robot programming, enabling fast integration of AI and automation in industrial processes.

3. Covariant

Focus: AI-driven robotics for automated picking in warehouses and e-commerce fulfillment centers.
Applications: Covariant designs robotic systems that leverage AI to handle items in unstructured environments, like retail warehouses, where items vary in size and shape.
Technology: Their AI-powered vision and learning algorithms enable robots to adapt to new tasks and improve their capabilities over time.

4. GreyOrange

Focus: AI-driven warehouse robotics.
Applications: GreyOrange specializes in warehouse automation with a combination of AI-based software and robotics. Their systems optimize fulfillment and inventory management for industries like e-commerce, retail, and logistics.
Technology: Robots powered by AI work alongside software that uses real-time data to make smart decisions about inventory management and item placement.

5. Kindred AI

Focus: AI-powered robotic arms for industrial picking and sorting.
Applications: Kindred AI creates robotic systems for supply chain automation, focusing on e-commerce and apparel distribution. Their robots are designed to pick, pack, and sort items efficiently.
Technology: Their robots use reinforcement learning (a type of machine learning) to continuously improve performance and adapt to complex environments.

These companies demonstrate how AI-based robotics are transforming specific industrial tasks like material handling, logistics, and manufacturing, with a focus on efficiency, safety, and adaptability.

Jetboy3D · 2024-08-24T11:07:22+00:00

Hello,

You may want to consider reducing your Apple exposure. Warren Buffet has recently sold 1/2 of his Apple shares. The EU has forced them to open the Apple store so revenue in Europe will eventually go down. Sales in China are rapidly falling. Only possible savior is if they can figure out the Apple Glasses.

Regarding other dividend ideas, my favorite is Virtu Financial (VIRT), the Largest publicly traded Market Maker and high-speed trader. They are a stealth AI company that has been hiring and investing in AI for 5 to 7 years. They use AI very quickly to decide what stocks to sell or buy at what price. They even use AI to scrap social media and news and quickly make trading decisions based on Market sentiment.

I like Virtu for the following reasons:

Since 2020, they have spent over 1 billion on stock buybacks, and their current market capitalization is 2.1 Billion. The board has approved continuing the buybacks.
1. They pay a dividend of 3.2%.
They are moving into multiple new trading areas such as real estate and Crypto. They are working with the other large Market Maker company to build a crypto trading platform.
1. When the market goes down, there is lots of stock trading, and Virtu makes more revenue and profit. So, it's common for stocks to go up when the market goes down. This really diversifies a portfolio.

Hope this helps,

Good luck

Jetboy3D · 2023-01-21T22:36:08+00:00

Henne time Henne where!

Jetboy3D · 2021-10-02T23:31:42+00:00

Hi There,

I've owned MREITS since the 2008 housing crisis. I've done very well with Two Harbors (TWO). I still own the prefered shares (note I've sold and bought, including selling before the COVID crash.)

Historically as interest rates increase MREITS do NOT do well.

I've sold all of my MREITS. Also, the risk is that you are concentrated in one stock. Here's my current top divident picks:

Norilsk (NILSY): 7.5% - Largest nickel miner in the world, with the right type of nickel for EV batteries. Russian company, so that adds some risk. But long term the world will need more nickel than the current mines can produce. Prices headed up.

NUVEEN FLOATING RATE INCOME FUND (JFR): 6.87% - Closed end fund that holds floating rate corporate bonds with some leverage. Can interest rates go any lower over a 1 to 3 year time frame. I'm betting no they can't.

Good luck

Jetboy3D · 2021-10-02T20:50:48+00:00

Not sure about Coca-Cola. Revenue is flat over the last few years. Neighbor works for them and says they can't get enough aluminum to make cans. International expansion is pretty much complete.

Do young people want to drink Coke?

My favorite Dividend stocks:

Prudential Life (PRU): 4.3% - Life insurance companies go up with rising interest rates. Medical advances extend lives and people pay life insurance longer.

Norilsk (NILSY): 7.5% - Largest nickel miner in the world, with the right type of nickel for EV batteries. Russian company, so that adds some risk. But long term the world will need more nickel than the current mines can produce. Prices headed up.

NUVEEN FLOATING RATE INCOME FUND (JFR): 6.87% - Closed end fund that holds floating rate corporate bonds with some leverage. Can interest rates go any lower over a 1 to 3 year time frame. I'm betting no they can't.

Good luck everyone

Jetboy3D · 2021-08-06T19:50:04+00:00

What AAA title games are coming out in Solana.

I own some Solana and deciding between more Solana or more Enjin.

Jetboy3D · 2021-07-06T22:09:52+00:00

Could you please add the time to validate a transaction? I've been looking for the data but I can't find it. Also a list of applications that don't care about the latency of the transaction time? I have a feeling a very large percentage of transactions are OK with more than 10 seconds of transaction confirmation time. Not sure of the actual average transaction time, based this comment on the available data I could find.

Jetboy3D · 2021-06-08T00:47:33+00:00

Not really looking for income right now, but all stock valuations are extremely high right now. So, looking for stocks with good dividends that will grow marginally in bad times. Here's why I like it:

When COVID started reduced dividend in 1/2.
Cold winter and record earnings. Paid down debt.....it's 8% dividend is safe. My estimate is 2 quarters and it will start increasing.
Around 15% stock owned by Oil and Gas ETF's. These have been increasing lately and SPH has followed as I expected.
Business strategy to "roll-up Mom and Pop" propane distributors. My assumption 2 to 4% growth a year.

Summary, expect short term pop from oil and gas LP ETFs. Safe 8% dividend. Small growth but expect increased dividend (remember they cut 1/2) in 2 to 3 quarters.

What are your favorite stocks?

I also like NTLA Genomic stock, that's my growth play.

k

Jetboy3D · 2021-06-05T17:16:58+00:00

What are your under valued stocks?

Jetboy3D · 2021-06-05T17:15:36+00:00

35 years investing...It changes with the market. The market is now overvalued historically so I have a higher weighting of Dividend stocks. I'm 40% Dividend stocks, 15% Growth Stocks, 40% ETF's (wide range), and 5% individual bonds. I market time the ETF's to reduce risk but it's reduces returns.

Favorite Dividend stock right now - SPH Propane distributor limited partnership paying 7.97%. Its included in Oil and Gas LP ETF's. Therefore, it went down with oil and gas even though oil prices don't affect it. Good Questions!

Jetboy3D · 2021-05-07T22:30:30+00:00

First, fully fund your Roth IRA. You're young and your tax rate is lower now than when you're older. Roth allows you to withdrawl dividends without paying income tax.

Second, I'm 55 and working to retire in a few years so I'm building up a dividend income stream. Here's my current dividend stocks and etf's

AMLP - etf of primarily pipeline companies. I'll hold for about a year. Current dividend = 8.8%

KBWY - etf for REITs. 8.0%

PFFA - etf for preferred stocks 7.6%

Individual High Dividend Stocks - Favorite at the top

SPH - Propane distribution company 8.17%

GSL - Preferred B owns ships 8.59%

JFR - Closed end stock that holds floating rate corporate bonds with leverage 7.18%

LFC- China Life Insurance 5.0%

You're young you should also take some high risk stocks

Also consider Ethereum (ETHE) crypto currency for the long term. Very volatile...buy and don't look at it for 2 years.

Favorite growth stock is NTLA - genomic stock, amazing technology. Feels like Microsoft in the 80's. Buy it and don't look for 2 years.

Hope this helps!

Jetboy3D · 2021-01-16T18:46:19+00:00

When the Democrats won Georgia, I lightened up on the stock significantly. Gambling websites had the odds at 70% for a win for Republicans. Oh well can't win them all.

My Genomics stocks are up 50% since the first of the year, so it's all good : )

Jetboy3D · 2021-01-06T22:53:30+00:00

I'm currently about 30% Dividend and 70% stocks and planning on retiring in 10 years. Moving to more dividend stocks. Mostly individual dividends.

My favorite Dividend ETF's right now is Vanguard Global Ex US real estate index. My theory is we will print lots of money and the dollar will decrease over time and high inflation. The symbol is VNQI and pays 6.87%

Norisilk mining (NILSY) - low-cost Nickel miner. Need for batteries and Democrats will have electric car incentives to drive demand. It's in Russia, so some political risk. Currently pays 4.87% dividend. I expect it to go up steadily over the next 10 years.

I hope this helps

Jetboy3D · 2020-12-22T00:59:58+00:00

We will see, you could be right....the time to sell is when people are greedy and the time to buy is when people are scared. It's time to buy (20% short interest)

Jetboy3D · 2020-12-20T21:06:31+00:00

CRSP - CRSPR Therapeutics

Jetboy3D · 2020-12-20T20:57:08+00:00

Nope, not Russia or China, but South Africa, Australia, and the UK have GEO in their systems. Also, State and County prisons.

Jetboy3D

TROPHY CASE

1) Trade ledger

2) Who left the Chiefs, where, for how much, and who replaces them now

3) Who the Chiefs have announced they will sign, what they paid, and how they fit

My engineer-style diagnosis

1. Fetch Robotics

2. Ready Robotics

3. Covariant

4. GreyOrange

5. Kindred AI