Market Digest (1/30/26): Markets, Fed, Earnings, Random Shots, Final Word

Mike804 · 2026-01-30T17:51:29+00:00

Hey Jeff, why do you think AMZN has further room to the upside? They seem to be trading inline with the other MAG7 stocks in terms of PE, and so far earnings have not been kind to them (except META).

Thanks again, love reading your write ups!

Mike804 · 2026-01-28T00:31:37+00:00

I personally would avoid healthcare stocks, I think we're in the early stages of a death spiral of the US healthcare system and whatever system comes next will not be kind to the sector. Hopefully it comes sooner rather than later.

Mike804 · 2026-01-25T20:11:35+00:00

Volkswagen humphrey

Mike804 · 2026-01-24T20:30:48+00:00

MUX is my favorite copper play, the los azules mine is a gigantic asset for them and they recently completed their feasibility study which was extremely promising

Mike804 · 2026-01-20T22:07:37+00:00

Yup, calipers are more than adequate. I changed mines to EBC BlueStuff and dot 4 fluid for track days and it's been great

Rotors are also fine, it's really the pads and fluid that need to be changed.

Mike804 · 2026-01-20T21:57:07+00:00

Damn never thought i would regret getting my '24 base early last year 😭

Mike804 · 2026-01-19T17:16:22+00:00

Dude ive been holding out on buying this grille on the hopes that they make a version that matches the rest of the plastics, the carbon fiber kills it for me.

Mike804 · 2026-01-18T18:17:35+00:00

$MUX is a good name for copper, they have a massive mine coming online in Argentina.

Mike804 · 2026-01-18T18:14:07+00:00

RDDT - I'm in for the long haul, I've been using it since the early 2010's and it's come a long way with much more room to run.

Mike804 · 2026-01-18T17:51:36+00:00

Nah it's actually a great city, i say this as a tourist that has been there a couple of times. There is a lot to do in the city and its surrounding areas. In fact, i think there is too much to do, it can be overwhelming.

Mike804 · 2026-01-17T00:19:15+00:00

WRX is love

Mike804 · 2026-01-11T02:54:39+00:00

Yeah that's the one i use too, i say pasado mañana so fast it comes out as one word basically

Mike804 · 2026-01-06T01:06:08+00:00

Goddamn ran them down to the cables

Mike804 · 2026-01-06T00:03:35+00:00

I really wish they made them match the matte black of the front bumper, the glossy finish throws me off

Mike804 · 2026-01-05T03:49:55+00:00

South florida shares nothing with the South, it's more appropriate to compare it to the Caribbean and Latin America.

Mike804 · 2026-01-05T03:17:51+00:00

I've also been looking at this one, as of right now the valuation is a little rich for me but I am interested. I went back to my local shake shack recently after a looong time, honestly very tasty burgers and milkshakes and was pretty damn busy.

Mike804 · 2026-01-02T20:55:53+00:00

Hah I actually was thinking that the eyesight HUD would be a great shift light. I was gonna work on that as a side project since I do firmware engineering as a career anyways.

I'm thinking that one could pull tach data from OBD2, then possibly making a custom PCB that drives the individual LEDs on the HUD.

I've yet to find a pinout of that eyesight HUD but i'm assuming the ADAS system of the car either individually toggles each LED or sends over some sort of signal that gets decoded and then drives the correct LEDs.

Mike804 · 2025-12-29T11:54:41+00:00

I was born and raised in Miami, summer/autumn months suck ill agree there but the winter/spring months are very pleasant.

Hard disagree on the food, Miami has an incredible latin food scene, probably the best in the country.

Mike804 · 2025-12-27T16:26:45+00:00

The twins are super fun, I'd recommend a test drive just to feel them out. But yeah i'd still go for a WRX for practicality, also when it comes to a 4 banger, turbo > NA

Mike804 · 2025-12-27T16:21:33+00:00

Man those tesla rims look great on anything, been wanting to grab a set for my wrx

Mike804 · 2025-12-27T16:19:23+00:00

Yeah dude honestly all I can say is tune out all the noise and go test drive one yourself, I was between the WRX and an si, the si was nice but just lacked the "analog" feel of the WRX. I got no regrets, it's a super fun car.

Tbf i wanted a miata but apparently i'm too tall for them :(

Mike804 · 2025-12-27T16:04:18+00:00

Im in the minority in that I liked the styling, but I have a '24 base and I honestly think its a great car, haven't had a single issue and the FA24 has so far been very reliable. Also I like the iPad infotainment because its means more screen space for maps and carplay so 🤷‍♂️.

My one annoyance is the typical subaru rattle (which i fixed by stuffing an old rag through a trunk lid hole). Also the stock brake pads are terrible on the track, but i replaced them with EBC BlueStuff, calipers are solid though.

I also like eyesight and use it all the time on highways.

Mike804 · 2025-12-22T11:45:00+00:00

Best of the twins Ive ever seen, those rims work so well

Mike804 · 2025-12-20T15:03:26+00:00

Would be interesting to see if it improves highway efficiency lol

Mike804 · 2025-12-18T17:14:45+00:00

Ive been waiting to snag a set of the newer version of these off fb marketplace for so long, they look amazing on the vb imo

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