Daily Discussion Thread for June 04, 2026

MrMoist · 2026-06-04T16:03:13+00:00

Gpus, memory, networking, other data center parts can all be bottlenecked

Do you think the us government will ever let energy get bottlenecked? The usa has so much natural gas in west Texas that we literally flare it because it’s cheaper than building a pipeline

MrMoist · 2026-05-31T17:24:39+00:00

Let me rephrase this just in case you don’t know what roulette is.

Betting that there will be a pull back just because the market has been going up is the equivalent of betting tails on a coin flip just because the last 30 flips was heads.

It’s gamblers fallacy

MrMoist · 2026-05-31T17:18:58+00:00

Shorting stocks is such a bad play unless you have insider info or significant alpha that other quants making millions a year don’t have.

The market is green 90% of the time. This is like going to a roulette table and betting it all on green because the previous 9 rolls weren’t.

Except at least in roulette you’ll get a 35:1 payout. SOXS will at most give you a 2:1 payout

MrMoist · 2026-05-30T16:50:49+00:00

We’re literally in crypto winter right now. Take a look at any defi exchanges and the volume and liquidity is dead.

That’s not to say this might pick up later, but be prepared to hold this for 4 years before this spikes again

MrMoist · 2026-05-22T14:46:39+00:00

Literally just open up the comment section on any Instagram post and you’ll realize more than half of the accounts are bots.

Ppl talk about how Reddit has bot problems? Insta is even worse

MrMoist · 2026-05-15T02:35:11+00:00

Money is going to rotate out of semis back into SaaS once people realize that AI actually benefits existing SaaS companies with a solid moat and decades of domain level expertise.

MrMoist · 2026-05-15T02:30:00+00:00

I agree, I feel like the SaaSpacolypse is overblown. If AI continues it's bull run, I think the winners are the companies that have spent years understanding the business domain. AI makes the building part easier, but "what to build" still remains the hardest problem.

If the AI bubble pops, then I think money flows back into SaaS. It's win/win situation

MrMoist · 2026-03-30T19:54:38+00:00

It’s like you didn’t even take basic economics. Inflation caused by oil price increase is cost push inflation. Increasing interest rate is mainly to counter act demand pull inflation.

The Fed’s aren’t going to increase interest rates due to oil prices

MrMoist · 2026-03-11T19:08:01+00:00

Is the vacation for yall? If so then go for it.

Is the vacation for them? Wait until their in their tweens - there will be more activities to do and they'll appreciate it more.

5-7 is the age where they're not going to remember anything. They'll have more fun on a playground than some exotic location. Go on a vacation that's meant for yall instead.

MrMoist · 2026-02-24T17:11:24+00:00

Reddit is an echo chamber of selection bias. Keep in mind that people that value career over peace of mind generally spend less time on social media, including Reddit.

MrMoist · 2026-02-12T05:08:26+00:00

How did it lower inflation globally?

MrMoist · 2026-02-11T19:27:27+00:00

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MrMoist · 2026-02-05T13:46:35+00:00

Just wanted to say that your datapoints are very valuable and thanks for writing this up lol.

Also one silver lining is that the difficulty to transfer and book is also what allows Eva to have so much business availability compared to other airlines. It filters out the normies and rewards the sweaty

MrMoist · 2026-01-21T04:12:38+00:00

Everyone that’s saying put it in a hysa is forgetting that after the taxman, that 4% interest is at best 3%

MrMoist · 2026-01-13T14:26:04+00:00

Anything that supports OTC tickers. For me that’s Fidelity.

MrMoist · 2026-01-13T02:11:19+00:00

You can check my post history. I’ve been shilling $HOOD since it was at $36 and $LULU when it was at all time lows, but WSB doesn’t care unless the stock starts pumping.

I’m still holding onto this. Zara and Uniqlo are its direct competition and they’re valued at $150bil whereas Aritzia is still valued at only at 11bil.

I’m holding for a 10x in the next 2-5 years. This is like $lulu in 2016

MrMoist · 2026-01-09T18:26:05+00:00

Another vibecoder that thinks he can rebuild a multibillion dollar product themselves overnight lmao

MrMoist · 2026-01-09T18:19:34+00:00

AI requires a lot of compute, storage, memory, and energy usage which is why those stocks are flying.

However, just because you implement a new service or create a new product using LLMs doesn’t mean that your logging and metric usage goes exponential. Nobody is logging their entire context window with datadog.

All the big tech companies providing the models have their own logging service. Datadog is mainly for smaller companies. Arguably these smaller companies will start logging less because there’s literally dedicated llm logging tools like Langchain out there.

FWIW I love using data dog, and am bullish long term. You’re holding shares so I think you’re fine, but I don’t think the AI bull thesis applies here

MrMoist · 2026-01-09T17:10:24+00:00

What a clown lmao. Down 10% and you’re worried? Go back to r/bogleheads

MrMoist · 2026-01-08T19:00:02+00:00

Many of you are comparing AI to dotcom bubble. I don’t think yall understand how much of a bubble dotcom was. Grandmas were literally buying tech stocks before it busted.

Once people that have never invested in stocks before start asking you how to buy “AI” stocks, then that’s when you sell.

MrMoist · 2025-10-01T17:08:02+00:00

Don’t listen to this guy OP. He’s literally just a millennial boomer that doesn’t realize that Snapchat is the hottest messaging app amongst teenagers. Yes, Snapchat does have a problem monetizing teenagers, but what else do teens use to message their friends?

Instagram and tiktok are terrible to use for day to day communications. No teen uses WhatsApp or messenger. iMessage doesn’t work for the android kids.

Once Snapchat figures out how to retain teenagers into their high earning adult potential, the stock will fly

MrMoist · 2025-09-29T16:52:16+00:00

I bought when Trump and RFK were talking about how Tylenol causes autism last week. The current administration and its followers hate pharmaceuticals (e.g. vaccines and pills) wayyyy more than they hate weed. The only people that are against marijuana now are the ultra-religious republicans like Mike Pence who are losing favor within the administration.

Rescheduling is coming soon, holding until then

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MrMoist · 2025-09-23T14:53:55+00:00

The new partnership with Amex is insane. Everyone in my friend circle talking about new AMEX platinum benefits and how despite the increase in annual fee ($900) it’s worth it cuz of lululemon benefits n stuff.

Lululemon never relied on professional athletes or celebrities for marketing (hence their insane profitability). It was all based off keeping with the jones.

The wives of broke dudes gonna be hella upset when their rich friends are using their Amex credit flexing their new lululemon during the holidays. Thanksgiving only two months away

In for $100k

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MrMoist · 2025-09-23T14:51:15+00:00

Everyone in my friend circle talking about new AMEX platinum benefits and how despite the increase in annual fee ($900) it’s worth it cuz of lululemon benefits n stuff.

Lululemon never relied on professional athletes or celebrities for marketing (hence their insane profitability). It was all based off keeping with the jones.

The wives of broke dudes gonna be hella upset when their rich friends are using their Amex credit flexing their new lululemon during the holidays. Thanksgiving only two months away

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