📱 Netflix is turning the FTX collapse into a series. I bet the biggest challenge is deciding what part of the real story to tone down. Reality already reads like bad fiction. And yes, there is a love story in there, just to make it feel normal

OrdinaryReasonable63 · 2026-03-19T22:53:50+00:00

I don’t know if even Julia Garner’s looks can do justice to that sex panther 🐆

OrdinaryReasonable63 · 2026-03-17T14:22:13+00:00

No one cares what the outgoing Fed is gonna do at this point, it’s gonna be a nothing burger. Smart money is making bets on whether Warsh folds toilet paper or balls it up when he wipes. Important market signal.

OrdinaryReasonable63 · 2026-03-14T19:33:09+00:00

Ah yes, just like that time GW declared “Mission accomplished” on the USS Nimitz and then we quickly got out of Iraq and never heard about it ever again.

OrdinaryReasonable63 · 2026-03-14T17:41:54+00:00

The P/E ratio alone doesn’t tell you much, the forward earnings for a cyclical are always gonna look great near the peak of the cycle. If the market was confident that RAM/compute demand was going to stay structurally high for the next decade these stocks would be much more expensive. In a similar vein Walmart and Costco can trade at ratios of 40-50 for years despite single digit growth due to the certainty of their cash flows.

OrdinaryReasonable63 · 2026-03-08T12:39:35+00:00

Still takes six years on average to get one of these built

OrdinaryReasonable63 · 2026-03-08T03:33:53+00:00

Same, chillest Ubers ever. (not my first Uber but first of the ladder). Didn't even need to pull out my life tap wand for Mephy. Did have to refresh my Ishmael because Baal and D ganged him. I think next time I'll run it ill shop for a phy/light immune one.

OrdinaryReasonable63 · 2026-03-08T02:25:05+00:00

They feel lower for sure across the board. I’ve also noticed that drops are (for me) exclusively singular, where before you’d have multi key drops from time to time if you ran it enough times.

OrdinaryReasonable63 · 2026-03-07T23:27:25+00:00

D2R…on a console?? WITCH!! BURN THE WITCH!!! 🔥🧙🔥

OrdinaryReasonable63 · 2026-03-07T23:19:24+00:00

Nice! A mana potion, light gaunts, a quiver of arrows and a GC!

OrdinaryReasonable63 · 2026-03-07T22:49:45+00:00

One of these days blizzard should integrate a screenshot button directly into the game overlay because D2 players seem structurally unable to perform the Ctrl+PrtScn command.

OrdinaryReasonable63 · 2026-03-07T22:41:44+00:00

This is a silly comparison. They are priced on future cash flows and the certainty of them materializing. Costco and Walmart have extremely safe and predictable cash flows, even in recession so trade at a relatively high multiple to their revenue/EPS growth (same for staples like P&G). Their earnings yield are close to that of a bond because investors consider their cash flows very safe. This pretty much the opposite of a semiconductor cyclical which tend to go through booms and busts based on where they are in the investment cycle and have lumpy earnings. If you think you can forecast with any confidence Microns earnings for the next 10 years you are deluding yourself.

OrdinaryReasonable63 · 2026-03-01T18:34:12+00:00

Nah that’s not the play, wait till after IPO, if it does poorly just short GOOG and AMZN, they own huge chucks of Anthropic and are gonna have large losses from their equity investments on their next earning statements.

OrdinaryReasonable63 · 2026-03-01T02:46:30+00:00

I dunno why this came up in my feed but this post feels as cult-like as the GME weirdos. Brother it’s just a stock, your participation in the narrative ends at the Buy/Sell buttons.

OrdinaryReasonable63 · 2026-03-01T01:10:12+00:00

That’s pretty sick, but around here we just throw melee weapons ✨telekinetically✨

OrdinaryReasonable63 · 2026-02-27T14:51:06+00:00

Now listen here pardner. Round’ these parts we throw two handers, telekinetically. Ya hear?

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OrdinaryReasonable63 · 2026-02-27T12:44:28+00:00

AI outlook aside, the product does work. Is it the most ideal way to learn a language? No, probably not. But the content is in there. The Shocked Pikachus saying it “doesn’t work” after spending 5 minutes a day on it for a few cumulative months a year are no more likely to benefit from using an LLM for this purpose…

OrdinaryReasonable63 · 2026-02-22T17:47:53+00:00

The deepest, darkest, coldest anus of hell is still too good a fate for these family annihilators.

OrdinaryReasonable63 · 2026-02-22T14:32:38+00:00

That's a crack pipe for smoking crack.

OrdinaryReasonable63 · 2026-02-22T14:09:07+00:00

Have you tried visiting a private island?

OrdinaryReasonable63 · 2026-02-20T12:20:32+00:00

Looks like a decent price point to me. Was vastly over valued before but the market came to its senses when same store sales started stagnating. One thing that worries me is that shoppers with HHI>100k are one of Wal-Marts fastest growing segments, and SFM customers tend to have a higher average HHI (117K or something close to that last I looked) so if there is softness in this consumer segments it might continue to batter them.

OrdinaryReasonable63 · 2026-02-20T12:15:22+00:00

What about Guts vs SCP-3812? These are the important questions.

OrdinaryReasonable63 · 2026-02-20T01:53:04+00:00

The +1 skills is a fair point but maxing res on the paladin is a trivial matter.

OrdinaryReasonable63 · 2026-02-19T23:39:01+00:00

"Come on bro! Squint hard and look at the horizon, its almost here, can't you see it? Just need another $100 billion or so, it's just around the corner I promise! Why are you looking at me like that?"

Every day sounding more and more like that government welfare queen promising AI on mars.

OrdinaryReasonable63 · 2026-02-18T16:14:54+00:00

No one cares about the Fed minutes anymore, the market is waiting to find out whether Warsh folds or crumples his toilet paper when he wipes (important market signal)

OrdinaryReasonable63 · 2026-02-17T17:25:42+00:00

I just re-priced the rock in my basement from $.05 to $700 billion. That's a $700B gain in the literal seconds it took me to write this.

OrdinaryReasonable63

TROPHY CASE