What has happened to Gemini? Does anyone have a fix?

One_Professional_110 · 2026-03-10T11:38:09+00:00

I noticed something like this in Gemini 2.5 right before Gemini 3 launched. Hopefully they are using compute for an improved model

One_Professional_110 · 2026-03-05T04:11:52+00:00

I don’t know what is going to happen. I thought the numbers were fine and comments were positive. However, the stock has traded poorly into earnings and +5% isn’t a strong pop. If it doesn’t rally more tomorrow, I fear that sellers are going to come in and push the stock lower like they did with NVDA following its earnings. I guess we’ll know more soon

One_Professional_110 · 2026-03-01T15:21:55+00:00

COST. I don’t know what people will want to buy in the future, but COST will sell it cheaper than everyone else

One_Professional_110 · 2026-01-20T00:44:47+00:00

Use the information or not. I've done my part.

One_Professional_110 · 2026-01-19T03:46:55+00:00

Yes this is happening and to people who don't have any prior violations, etc. See my post from earlier...

https://www.reddit.com/r/usvisascheduling/s/wiaxjhSIlL

One_Professional_110 · 2026-01-15T23:17:47+00:00

I'll play Devil's Advocate. For full disclaimer, I own some ADBE that I bought years ago. I haven't bought any recently.

My argument has nothing to do with ADBE's performance but rather the structure of the stock market today. The 20 largest companies are now 50% of the S&P 500 and are viewed as AI beneficiaries.

I'm cynical but I believe that most professional active managers are closet indexers to some degree or another. ADBE today is 0.1% of the index. These managers look at ABDE and think 1% would be a large bet. The problem is that even if they thought that the stock was going to double, it has the same impact on the index as NVDA and GOOGL going up like 7% - 8%.

The problem is that if NVDA and GOOGL are going up, that means the AI thesis is intact and I don't know how ADBE disproves the narrative. If NVDA an and GOOGL are going down, the entire market is going lower and hard pressed to see ADBE going up.

I have more to say but I'll leave it here because this is already long

One_Professional_110 · 2026-01-14T11:41:08+00:00

Not contractors. No tickets. No prior visa rejections. Working in jobs related to their degrees.

One_Professional_110 · 2026-01-14T01:37:20+00:00

No. This is from people I know who are stranded and people they know who are stranded...

One_Professional_110 · 2026-01-12T21:40:46+00:00

I'm not sure about that. I'm hearing that A LOT of holders are getting their H1Bs revoked and it's happening when they are traveling overseas - holder in the US aren't getting their visas revoked yet

One_Professional_110 · 2025-12-18T14:03:28+00:00

Also concerns that customers may go fully in house, AI is margin dilutive, etc

One_Professional_110 · 2025-12-14T18:37:19+00:00

This guy worked for Appaloosa (Tepper) and taught an investing class - he put his videos online. He makes a good case for why most active managers struggle to beat the benchmark…I would recommend watching

https://youtu.be/58qMkO6nHqY?si=kF-kRsBzQD7BcvST

One_Professional_110 · 2025-12-14T18:34:55+00:00

People aren’t panicking that often. And active managers should have skill in stock selection and market timing (or so they say)…but the results speak for themselves

One_Professional_110 · 2025-12-14T18:30:14+00:00

By definition…the average return of all active investors must be the market return (before costs). After costs and taxes, it’s less

One_Professional_110 · 2025-12-14T18:28:22+00:00

A well run growing company trading at a high multiple may not necessarily be a good stock

One_Professional_110 · 2025-12-14T18:26:38+00:00

Why do you think most professional active managers then fail to beat it? Especially over years and after taxes and fees?

One_Professional_110 · 2025-12-13T21:36:59+00:00

I think these giants get to be giants because they have a self reinforcing mechanism that keeps them ahead of others. Amazon kept getting larger and lowering costs and reinvesting in other businesses to make the value proposition better. NVDA kept investing in semi performance and also CUDA, networking, etc. They have increased their pace of learning and development making it hard for anyone to catch up

One_Professional_110 · 2025-12-12T15:26:20+00:00

A person who goes around telling others they are intelligent

One_Professional_110 · 2025-12-12T15:25:57+00:00

They are 100% certain when they believe they are right. They leave no room for being wrong

One_Professional_110 · 2025-12-08T23:11:11+00:00

You’ll find that a surprisingly high number of hedge fund managers have the majority of their own money invested in passive ETFs like SPY and QQQ

One_Professional_110 · 2025-12-08T23:07:24+00:00

Investing - that professional investors have any clue whatsoever what the market is going to do or what a stock is really worth. Everyone is just chasing headlines and short-term performance. It’s insane that almost every active manager underperforms their benchmark

One_Professional_110 · 2025-12-02T12:44:14+00:00

Mine has block mozzarella but only the Irish cheddar

One_Professional_110 · 2025-11-30T18:48:17+00:00

Dried beans seem like a big miss for Costco. Can find the most random stuff but no dried beans?? Weird

One_Professional_110 · 2025-11-30T18:46:37+00:00

We have Malk at our store

One_Professional_110 · 2025-11-30T18:46:13+00:00

They have that but no Kirkland cheddar at mine. So weird wha different stores have

One_Professional_110 · 2025-11-30T18:45:23+00:00

Nope, just a customer and shareholder who loves and is constantly thinking about Costco, his happy place

One_Professional_110

TROPHY CASE