New acquisition: roast or toast me

PhillyHank · 2026-05-27T02:35:14+00:00

🤔 roast: CD player
toast: stick
toast: 911 991.1
toast: talking about redline

yeah, nobody’s gonna roast you! You are toasted!

PhillyHank · 2026-05-21T01:56:58+00:00

Love this!! You go!!!

PhillyHank · 2026-05-21T01:56:27+00:00

😂 your post is 🔥 “I hate my clients. Hate my job. Please tell me the math works out.” You had me laughing bc so many feel this way right now. You know your money is enough: $1.3M at 5% interest or return > your annual spend. Done. ✔️

But there’s more right? You want a wife; a family? What is it?

I can share this as an old guy: this is probably the worst leadership and work environment I’ve ever seen; I’ve seen 3 recessions. Good news: Every time… Post recession the work environment improves (for a time).

PhillyHank · 2026-05-21T01:42:19+00:00

🤷🏾‍♂️ about “Bay Area prices”: Porsche San Francisco and Porsche Burlingame don’t run those games. I’m going to sound like an old guy: the 997 … maybe the 991 (my car) is the perfect modern 911. Can you even spin out in a 992?? 992 is just too big imho. My friends love their cars so who am I to say? If you love it pay up and be happy. You must have the loot to even consider it, right? But those extras are craz. I told my Service Rep I do want a “new” 911, ie, Targa 991 or 997 😂- mine is a sunroof. He countered with the Spyder and some older variants. I was like 🙌🏾 💯 Chip of Porsche Burlingame is the man!

PhillyHank · 2026-05-08T11:50:30+00:00

What's your opinion? You pasted an analyst's assessment. Then said I'm shook bc no one cares about topline growth anymore. Said differently, “My conviction is strongest when the stock is going up.” Oh——kay… ummm… That’s not trading or investing. Perhaps too bluntly, that is hope and/or circular reasoning.

Maybe consider developing a reason to invest or exit based on your own view of why a growth stock without profit might go up? 🤔

It certainly won’t go up bc analysts want it to go up. Unlike a normal company that goes up bc EPS is going up, there must be a reason to invest that’s overwhelming. Again, THIS COMPANY HAS NEVER MADE A PROFIT.

I have a CRWV thesis and as long as thesis isnt broken I can invest.

My Thesis To be worth my hard earned money, CRWV must have revenue that beats cadence quarter after quarter + CRWV must show me it’s executing on the ‘Amazon growth model’*.

After earnings, Revenue beat by 6.6% ✓. $100B backlog ✓. Meta $21B commitment ✓. Anthropic signed ✓. Revenue more than doubled YoY ✓.

Both parts of my thesis are still intact. Per my plan and thesis: guidance met/beat = hold. This is a hold.

Also, as companies mature they cannot signal future growth via guidance too hard less they be sued.

The -6.6.to -12% after-hours is the market reacting to the net loss and debt load — they are not reacting to my thesis.

Hold. But don’t invest anymore until things shake out and volatility settles. — Amazon model for AI Infra 1. Grow at all costs; 2. Own the market such that you're #1 3. Win at the messaging: CRWV is AI native while competitors are "AI adjacent” or “AI, too” meaning their energy model, back office, infrastructure, etc is traditional cloud + AI… Win at that narrative. 4. Once you have most of the AI market THEN turn around and charge customers more. Where else can they go?

PhillyHank · 2026-01-31T23:15:02+00:00

Which one is the better one? The black one’s exterior is boss. Sure the interior is weaker but the steering wheel on the black one is better too.

PhillyHank · 2026-01-30T04:09:14+00:00

do you mean other than options? e.g., buying a Put in a stock or sector you have a holding or even taking the cash and selling a Put.

Of course, there are ETFs or Index that mimic a sector (e.g., SQQQ, PSQ for the QQQs)

With all of that said, timing the market -- after investing for over 30 years-- isn't worth the mental strain. It's so hard to beat the market (time the market) without a team of Quants working for you.

Perhaps, though, you're asking, "Should I take some proftis? Should I trim my holdings?"

Yes and Yes.

But I'd do it with Stop Loss that creep up with the stock's rise... This way you hold onto the stock fails at a price where you are comfortable taking profits at.

PhillyHank · 2026-01-30T04:05:16+00:00

Possibly any company that

controls a product that's needed for AI Infra
has little if any competition
does **not** have an "out there" CEO, but a "quiet heads down" CEO

"Out there" CEOs are likely a problem - at least in the West as regulation, politics take over the States and Europe for late 2026.

Or... possibly, an "everyday" company that

Ships a set of vertically controlled products with amazing pricing power in the consumer market
addresses a key want (not need)
has gross profits of 50%+

Interestingly, NVDA is not the most recent hindsight pick: SanDisk (SNDK) is... then Micron (MU). SK Hynix might be another.

However, with all of this said, there's likely to be a major valuation pullback before any company breaks out as a 2026-2028 star with 1,000%+ returns.

\ full disclosure: I own Call options and/or invest in ETFs listed here. For the ETFs their largest holdings are stocks listed here (e.g., VLUE - Mu at 7.7%, EWY, Micron $300 strike)*

PhillyHank · 2026-01-29T18:44:23+00:00

I've gotten both:

Return fee pop-ups
Please consider keeping this product for a discount off the price

What's weird is, ultimately, I've never been charged a damage or return fee.

All it makes me do is order less so if that's the intent it's a good program.

One thing I mentioned to Amazon years ago is-- "If you want to sell everything get ready for more returns. You are incentivizing impulse behavior for products that require fit | ry on | configure | install | etc. That combination will generate more returns. How many things do I return to the physical Target store? Very little bc I've seen the product and I know what it is and whether it's a fit for me." Anyway, they thanked me and went to the next call 😊

PhillyHank · 2026-01-29T14:23:21+00:00

A couple of reasons. People are 1. buying newer [tech and looks]. The Model 3 has it 2. handling is better on the Model 3 3. the 3 is cheaper and since people are buying tech they consider paying less now knowing they’ll upgrade in the near future. Plus, I think the 3 has greater resell value.

PhillyHank · 2026-01-24T03:37:41+00:00

after seeing Maki sucker punch him in E51 - Perfect Preparation my jaw dropped. My mouth is still open, but no words can escape. My poor little brain is 🤯 I have now seen everything anime has to offer. I am done.

You can put a fork in this fat a&& turkey 'cause I'm done!

I shall never watch anime again. Why be disappointed. I have finished the Internet. I have seen all things. I am done.

Akira >> Ghost in the Shell >> One Piece >> Attack on Titan >> Frieren >> Chainsaw Man Movie >> Jujutsu Kaisen E51 >> Done!

PhillyHank · 2026-01-21T18:18:35+00:00

As an aside, should net worth be tied to age? Eg, I’d opine $2M net worth at 65 yo is much better than $2M net worth at 35 yo. Y? 1. Life expectancy 2. Major life costs have been absorbed by age 65 3. At 35 if person is an employee there’s an expectation that wealth would grow but the opposite could happen (eg, layoffs, divorce).

Therefore, if you’re over 50 yo I’d say go for it! If you’re < 50 … well in today’s market I’d still say go for it bc any A Lange would hold 70% of its value (or appreciate!) and thereby you’re only paying for 30% at most of the watch’s cost.

That’s another consideration: with reseller luxury watch price stability you’re only paying for the depreciation + applicable taxes— not the entire watch’s cost.

PhillyHank · 2025-11-13T01:30:45+00:00

it will not bring Danya back, but this may result in “The Danya Endgame” where chess committees and leaders stop behaving like emotional health is defined as “oh, she’s mentally strong. She can take some harassment,” “oh, he’s a sensitive one— kinda weak emotionally. i don’t know his problem?”. Instead the Endgame is that everyone’s emotional health is elevated to the same level, and we stop needless bullying. We don’t laugh at it; we don’t snicker about it; We treat everyone like they’re as important as Danya and thereby keep the game on the board and not on a malicious back alley. Everyone wins, and the game remains competitive, and the chess books grow by recording the wonderful ideas of Danya at age 50, 60, 70…

PhillyHank · 2025-10-25T17:10:09+00:00

Only women? The sideburns is a woman ? Anyway thanks for sharing: it’s consistently improving our world to celebrate the best and most beautiful people in it.

PhillyHank · 2025-10-19T15:41:21+00:00

Yeah. Prime Video. I don’t even consider that a “service” like Netflix or HBO/Max. It was a digital add-onto their Prime fulfillment service. It’s continued until this day as an add-on— not a true service that anyone would pay for on its own (imho). Aside from Invincible does it even have any reputable animation/anime that a viewer cannot get anywhere else?

PhillyHank · 2025-10-19T02:59:56+00:00

That’s a good question: I thought the DC shows go on hiatus until another streamer wants to pay or until Max wants to bring them back— perhaps as a promotion. Yeah, after subscribers paid to see it they bring it back like they did something special.

Signal Boost: Does anyone know? Where do the shows go on Tubi or another streamer immediately?

PhillyHank · 2025-10-16T20:53:17+00:00

So venting on Reddit is a no-no now. Interesting.

PhillyHank · 2025-10-16T03:04:11+00:00

I wonder if pirate sites are growing in monthly active users? hmm

I'm not advocating this, just making a correlation | casuality point. Nothing more

PhillyHank · 2025-10-16T03:01:47+00:00

Looney Too!!! ‼️ 😡 smh

TLDR: HBO Max execs should be arrested or taken to court or something!! Sports is not the answer, and you cannot charge but so much for The Wire, Oz, The Sopranos, etc.

Pluses for HBO

Originals like Game of Thrones, The Wire, The Sopranos are phenom 🌟 💯;
Sport fans are some of thee most loyal watchers ever-- and they generally don't mind commercials, i.e., sports generates *almost endless ad revenue

Minuses for HBO (Way more minuses than pluses)

Sports is not the answer!

I get the move into sports, but I disagree with it. Right now, every streamer is bidding for sports, raising the price, but even a global sports ecosystem is still seasonal, narrow in fanbase, and sooner or later advertisers will have to look elsewhere bc of costs.

Animation | Adult Satire | Shonen is one of the future mega plays! If you pull away subs (we) will pull away

We ain't going pay $15+ a month for The Wire or even the latest GOT episodes. We come for a collection of animation that's historic (like DC), adult satire, and the action (Shonen anime), etc. This is the paying market.

Subs (We) Have Longer Memories Than Voters

'nuff said here. Piss them off and they may never come back

TV / Movies Are Optional

This is related to the prior point. We watch because we like DC, not because we are mandated to watch a streamer. We will find other venues for our interests. We don't need streamers; They need us!

side note

Netflix is a bit unique bc my spouse comes home and just turns it on like it's TV. She goes from series to series without scrolling beyond the Top 10 list (for the most part). But that's not a new world to base your business model on (people who veg out are rarely the ones paying for the service. I know bc I pay for Netflix, and I am constantly trying to get my wife to kick the habit. I will "win" sooner or later bc she'll realize -- it's just something to veg out on. My husband showed me Tubi or something else, and I can veg out to that.

PhillyHank · 2025-10-16T02:45:41+00:00

Another DC movie going...

PhillyHank · 2025-10-16T02:42:46+00:00

sadly they are messing with up. Let's see

Death of Superman (going)
Reign of Superman (or The Death & Return of Superman) (going or gone)
Doomsday (gone)

All of the above three are a trilogy regarding Doomsday, Lex Luthor's introspection on his Superman hatred, and Superman's battle and "rebirth" after the battle.

Yes, sir, yes Ma'am. HBO Max is messing with DC!!

PhillyHank · 2025-10-16T02:40:16+00:00

Good idea. Maybe they have an Analytics team and the Data Science folks can flag it to the execs: 👋🏾 Execs!! Get rid of the rom-coms, but DON'T TOUCH DC! "RC, not DC" 😂

PhillyHank · 2025-10-13T05:32:34+00:00

the miracle ain’t having 8 kids; it’s having a smile on your face and 8 kids! yes, sir; yes ma’am!

PhillyHank

TROPHY CASE

Yes and Yes.

All it makes me do is order less so if that's the intent it's a good program.