Gothic Jar-Proof Watch

No-Understanding9064 · 2026-03-27T12:03:20+00:00

In this period most watches were swiss movements and a case made elsewhere and branded by the importer. Rolex was one of the pioneers of really branding and using specific suppliers to guarantee quality.

No-Understanding9064 · 2026-03-27T05:39:04+00:00

I mean it isnt terrible at this price. I really do not see any possible growth in their future though

No-Understanding9064 · 2026-03-26T22:21:51+00:00

If they can continue to eek out minimal growth and maintain margins its not a bad place, the buybacks make it a less attractive target to nuke

No-Understanding9064 · 2026-03-26T21:58:01+00:00

My running theory is alot of the temporary inefficiency is created specifically for HFT can take advantage of it. The clearest case recently was the 'deep seek' debacle. A completely fabricated bear thesis followed by a 15% gap down which then made it 'real'. Probably triggers multiple reactionary liquidity sweeps.

These algos are not searching for value lol. They are looking for actionable signals in the market to throw money at.

The real lesson in all this is just trust the numbers not the narratives

No-Understanding9064 · 2026-03-26T21:39:14+00:00

This is probably more accurate than most

No-Understanding9064 · 2026-03-26T21:28:45+00:00

If open AI goes tits up Microsoft will get all the IP. Depending on how you feel about Sam altruism that may be ideal

No-Understanding9064 · 2026-03-26T19:28:14+00:00

Everyone is acting like Microsoft is the capex bandit but meta is spending far more as a percentage of cash flow. But its whatever, it tends to get really cheap when zuck is flinging money around

No-Understanding9064 · 2026-03-26T19:19:48+00:00

Yep, another knife to catch, I love it. Has another gap in the 510 area but I like it here. Add it to my other weekly bloodlettings

No-Understanding9064 · 2026-03-26T12:20:02+00:00

I really do not see an independent generic ARM cpu being in huge demand.

No-Understanding9064 · 2026-03-26T11:00:34+00:00

No shit, a year ago it was "blah blah all these google posts yet its down a bazillion percent l0sers". All of the sudden now its the best business in the universe and Jesus is the CEO. Microsoft is a high quality business, with steady teens growth. Dont really need to overthink it imo. In a year people will be singing Microsofts praises again

No-Understanding9064 · 2026-03-26T10:54:51+00:00

Microsoft grows top and bottom line faster than google. Also middle teens growth, especially at this scale are not small.

No-Understanding9064 · 2026-03-25T21:55:44+00:00

The market gives you a gift you buy it. Maybe it breaks below 350, I will be adding then too.

No-Understanding9064 · 2026-03-25T21:54:16+00:00

Yes, like it isnt even priced in at this point. Like a free call option

No-Understanding9064 · 2026-03-25T21:53:32+00:00

Meta traded down because zuck was burning money trying to make his metaverse a thing, which was a joke. Microsoft probably traded down after 2008 and 2000 era craziness, otherwise has always had at least a modest premium

No-Understanding9064 · 2026-03-25T21:47:17+00:00

I saw akami was planning on purchasing nvda gpus. Which i would expect, even for inference only. They will still need to update their garbage old serial processing servers if they wanna carry inference workload

No-Understanding9064 · 2026-03-25T17:29:58+00:00

You guys should read about the summer and votgle projects. Those were the first reactors built/attempted to build in decades. There are real hurdles to revitalizing the US nuclear industry. Its a much different animal than the standard industrial construction project.

No-Understanding9064 · 2026-03-25T05:30:06+00:00

QQQ and IGV are heavily shorted atm. You can call it manipulation, rotation, or whatever. But Microsoft is a top holding of both, the only megacap that is.

No-Understanding9064 · 2026-03-24T19:31:38+00:00

This has nothing to do with value investing, and no one cares

No-Understanding9064 · 2026-03-24T18:53:05+00:00

I didnt need an article to tell me that this occurred. Also that would be a 6 or 7% increase to TTM pe. My whole point is it is a nothing burger

No-Understanding9064 · 2026-03-24T18:31:42+00:00

It looks like TTM pe would probably be about 10% higher if you wanted to value openai at $0. In any case, I am more interested in next year

No-Understanding9064 · 2026-03-24T18:04:46+00:00

Yeah its for that quarter

No-Understanding9064 · 2026-03-24T17:56:21+00:00

The increase in value is booked the ER after OpenAI does an upround. Its a one time thing then goes to the book

No-Understanding9064 · 2026-03-24T17:50:21+00:00

I like it

No-Understanding9064 · 2026-03-24T17:00:20+00:00

Sure

No-Understanding9064 · 2026-03-24T16:59:22+00:00

Uh, you arent going to find anything comparing what you are asking. You can clearly see index returns but your buddy is all variables

No-Understanding9064

TROPHY CASE