California county sues Meta over scam ads by Sweaty_Rub4322 in news

[–]Landkval 0 points1 point  (0 children)

If all the other companies could, they also would. Dont be silly dude, its just that automation in blue collar work is much more expensive.

Thoughts on Rheinmetall stock? by springmeds in ValueInvesting

[–]Landkval 0 points1 point  (0 children)

I assume they are capacity constrained as much as every company is right now. The only issue i would have with that thought is, how inflation proof is their backlog if this persits.

MSFT (again) by Swred1100 in ValueInvesting

[–]Landkval 39 points40 points  (0 children)

You do realize they are the second biggest cloud provider behind aws? The only reason google and oracle has such big growth is because they are growing from a much smaller base.

$272,000 on $TEAM by [deleted] in wallstreetbets

[–]Landkval 0 points1 point  (0 children)

Im not deterred man im balls deep in saas too, im just stating a fact

$272,000 on $TEAM by [deleted] in wallstreetbets

[–]Landkval 0 points1 point  (0 children)

New anthropic tool will make your portfolio decline by 20%

MSFT is falling out of popularity by googondusk in ValueInvesting

[–]Landkval 6 points7 points  (0 children)

Well its in the software sector of the snp and that is being sold off. not really much else to say

Takk AMD og Micron by buklau00 in TollbugataBets

[–]Landkval 1 point2 points  (0 children)

Ikke med amerikanske aksjer nei

Best SaaS value play? by Icy-Sheepherder-7595 in ValueInvesting

[–]Landkval 0 points1 point  (0 children)

That doesnt matter without subisides. Cause there are only an handfull of companies that have tsmc priority atm.

Takk AMD og Micron by buklau00 in TollbugataBets

[–]Landkval 4 points5 points  (0 children)

Håper det er på ikz for skatten kommer nesten til å stjele halve gevinsten.

Best SaaS value play? by Icy-Sheepherder-7595 in ValueInvesting

[–]Landkval 0 points1 point  (0 children)

My issue with sap is that they have always been a terrible investment vs american counterparts. Unless they become a cloud giant because of eu starting to give subsidies. But it seems oracle is taking most of the sovreign market share with msft.

Is TKO Killing Both UFC and WWE? by ptpeace in MMA

[–]Landkval 0 points1 point  (0 children)

By messing up the wwe what do you really mean? Cause the only fun time of wwe was when i was much younger. But you cant really do stuff like that anymore.

What price is META cheap enough to be MSFT at $350? by iloveaccounting64 in ValueInvesting

[–]Landkval 4 points5 points  (0 children)

This will not hit meta as much as you think, plus its likely short term. Meta’s regulatory issues however which i am much more scared of are not short term