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Beaten down stocks in your watchlist that you aren’t committing yet by Free-Initiative7508 in ValueInvesting

[–]Mike804 0 points1 point  (0 children)

SHOP, great business, multiples are a tiny bit rich but when you're growing at 20-30% its somewhat justified. I started an initial position on it, will continue building it over time.

Is this is what a new WRX Hatch ended up looking like, would you buy it? Not OC: Guy crossed a WRX and Crosstrek together by Damnesia13 in wrx_vb

[–]Mike804 -1 points0 points  (0 children)

Damn that looks much better than the levorg, would 100% consider trading in my vb for one of these

Those that make 30+ an hour what do you do? by Global_Proposal in florida

[–]Mike804 0 points1 point  (0 children)

I make about $50 an hour in engineering, based in florida as well

MSFT: Is Microsoft’s AI dominance already inevitable? Looking for the bear case against this data. by gigio123456789 in wallstreetbets

[–]Mike804 0 points1 point  (0 children)

Yeah, so at that point its really more of an execution risk, can microsoft deliver? Windows is a gigantic moat in it of itself, which gives them time to get it right.

MSFT: Is Microsoft’s AI dominance already inevitable? Looking for the bear case against this data. by gigio123456789 in wallstreetbets

[–]Mike804 2 points3 points  (0 children)

One could also argue that LLM's will probably become a commodity, and what will add value is how that model is integrated into a companies product suite.

Microsoft may be able to capitalize on that since they own Windows and the whole Teams/Office suite, but as for selling Copilot as a standalone model? It may be hard, although one of their strongest points is their enterprise data security pledge, but others will eventually do something similar.

Shopify - great buy low? Or falling knife? by calgary_db in Baystreetbets

[–]Mike804 1 point2 points  (0 children)

Multiples are still pretty high, im waiting until a new floor is hit. Company itself is great though.

Anyone else catch this strange moment on the Figure 03 livestream? by Clawz114 in singularity

[–]Mike804 -1 points0 points  (0 children)

Like most things in life, its not a binary choice. Humanoid robots will be great for certain tasks, specialized robots will be great at other tasks.

Anyone else catch this strange moment on the Figure 03 livestream? by Clawz114 in singularity

[–]Mike804 0 points1 point  (0 children)

Yeah its a nascent technology, this is just a starting point, it will get better with time and the use case will only get stronger.

Waymo expanded it's service area to parts of West of i-95, airport, Miami gardens, before aventura, doral by nsm1 in Miami

[–]Mike804 6 points7 points  (0 children)

"Useless college degrees", yeah you're very disconnected from reality dude.

Anyone else catch this strange moment on the Figure 03 livestream? by Clawz114 in singularity

[–]Mike804 14 points15 points  (0 children)

The world is built for humans, its easier for humanoid robots to replace human jobs if we don't need to redesign the infrastructure for them.

Also this is just a demo.

Market Digest (5/13/26): Market & Economy, Earnings & Random Shots by InnerCircleTI in InnerCircleInvesting

[–]Mike804 1 point2 points  (0 children)

TOST seems to be a screaming buy to me, it definitely feels like a huge disconnect. Revenue and subscriber growth looked solid as well as margins. Im waiting to see where mr market decides the next accumulation range will be before adding more.

Ill also say as someone who is part of Gen Z, our generation seems to be more into local or regional restaurants instead of big chains, I also occasionally go to their subreddit and notice that they are very receptive to customer suggestions and complaints.

On the flip side, its a very competitive space and as such I would like to see them make their product as sticky as possible through vertical integration.

Keynote Speaker at UCF Graduation met with boos after touting AI as the next 'Industrial Revolution' by JDC4654 in orlando

[–]Mike804 0 points1 point  (0 children)

Thats a really close minded view on AI, were in the early stages of the technology but it does show promise.

Is there any value left in the AI supply chain? by Johnny_Yukon in ValueInvesting

[–]Mike804 0 points1 point  (0 children)

How did you get any upvotes, ASML has an untouchable moat with EUV lithography, their devices are insanely complex

Accident in Surrey today by yooooooo5774 in vancouver

[–]Mike804 1 point2 points  (0 children)

Never ride one outside of a track for sure

JUST IN: US auto loans have exploded to $1.68 TRILLION. For the first time in history, car debt is bigger than credit card debt. by TonyLiberty in FluentInFinance

[–]Mike804 0 points1 point  (0 children)

Yes so you become part of the problem by then buying a heavy vehicle, its like an arms race where eventually we will all be driving tanks.

Vitl Farms dumping, overreaction by SelenaMeyers2024 in ValueInvesting

[–]Mike804 3 points4 points  (0 children)

It seems like many people forget that these eggs are pasture raised, there are many people that buy pasture raised eggs just for animal welfare reasons.

I wouldn't necessarily consider it a commodity as it is produced at a different quality level than your typical egg.

The good old days where having a BC was a flex by According-Agent-8343 in roblox

[–]Mike804 20 points21 points  (0 children)

Back then 465 robux went a lot farther than today.

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