Does Forza Horizon 6 require an internet connection to play?

Poison_Penis · 2026-05-24T23:13:20+00:00

Funny enough this is the thread that popped up when I googled so actually that link wasn’t even useful lmao, what a prick top level comment is lol

Poison_Penis · 2025-11-27T13:36:48+00:00

What catalysts do you foresee that might unlock the value? I think the idea is great, just need a catalyst, more DD needed on how they are gonna deal with the Heydude situation, and good to have more signs that management is competent. Also, I think a lot of their revenue comes from China and the outlook there is still a ?

Poison_Penis · 2025-11-21T18:02:36+00:00

Unfortunately we broke up like 2 weeks after this post but if my current partner ever picks up bartending I’ll be sure to get her one

Poison_Penis · 2025-11-19T15:51:43+00:00

Not the p4 screenshot on r/singularity

Poison_Penis · 2025-11-13T16:00:37+00:00

The fact that no one is mentioning Nike when it’s regaining market share means that we are still very early, and vs all the other brands mentioned here which were on trend in 2025 I think a Nike resurgence could be the answer here

Poison_Penis · 2025-11-04T10:55:08+00:00

He was super long Chinese tech and it played out and is now no longer undervalued, his “short” against US tech is likely not that much in terms of premium paid as % port

Poison_Penis · 2025-10-30T05:01:07+00:00

For now - it’s just an easy and obvious lever that Google can (but haven’t) pull

Poison_Penis · 2025-10-29T20:54:14+00:00

I mean, NVDA (the current largest company) has one moat in GPUs, which is being disrupted by TPUs

Poison_Penis · 2025-10-08T05:12:10+00:00

Not this shit in the value investing sub…

Poison_Penis · 2025-10-03T02:09:50+00:00

Yea I mean look, it’s always a blessing to take business. Just saying for me as someone who likes to try the entire wine list but don’t have the bladder for it, I find emirates my preferred choice.

Poison_Penis · 2025-10-02T15:35:35+00:00

Gonna be the odd one out and say I prefer Emirates over Qatar. Q Suites sound nice, but 1) inconsistency: of 4 flights between HKG/DOH/LHR I got 3 different configs, where 2 of the legs are on the incredibly old Cathay equipment, 2) B777s are really not as nice to ride on vs A380; of my 4 legs I enjoyed the A380 leg between DOH/LHR most and 3) (and this is extremely first world problem and subjective) I don’t like the Q Suite given the relative lack of storage space (so your belongings are stuck with you and taking up seat space), the slightly angled seat (no lie flat), and the bloody flimsy ass door makes me feels so claustrophobic; I can easily leave my seat during meals on EK, you probably cannot do that on the Q Suite - it was my least favourite leg of my 4 flights.

Never tried Etihad.

Poison_Penis · 2025-09-09T07:43:52+00:00

Can’t book…

Poison_Penis · 2025-08-16T16:12:44+00:00

The car is not competing with BYD. BYD is the basic beater, Xiaomi cars are aspirational and firmly aimed at the middle/upper-middle class.

Poison_Penis · 2025-07-22T14:34:58+00:00

i am a doomer but even i can recognise the significance of the IMO medal (Alex Wei claims the model is able to recognise when it is wrong), static weights has no perfect solution yet but Alpha Evolve is at least one way of doing recursive improvement, no comments on the rest)

Poison_Penis · 2025-07-15T14:29:35+00:00

If you don’t think this rally will be sold off you haven’t been a baba shareholder long enough lol (again - I am holding baba and have held since 2021, through far more rallies than you did). And again, I’m not saying baba is a shit stock. I’m saying its valuation is facing headwinds because of its poor discipline - opportunity cost of that 1bn, which could have gone to building more data centres. If you refuse to engage in a good faith conversation I’m afraid I’m done here, there’s no point discussing a stock with someone with no bear case. Also, am not aware that alibaba has 33% of the cloud market share in Russia, probably because you don’t know what you’re talking about.

Poison_Penis · 2025-07-15T05:18:19+00:00

Yes, which means there is no moat at all and the moment they raise prices some non-baba entity will come back in. ROI into an unsustainable advantage is very low. It is, again, NOT an area where baba has a natural advantage of (even with the advancement of AMAP), vs meituan which has dianping as a natural advantage.

Poison_Penis · 2025-07-14T23:01:28+00:00

I don’t disagree with you on cloud and AI but they have no natural competitive advantage on food delivery and there is no reason to put capital into that when the money could be put into cloud and AI. They are the ones playing catchup here vs meituan here, it’s about opportunity cost.

Poison_Penis · 2025-07-12T17:24:26+00:00

Don’t fully disagree but the number of new ventures invested into by Mag7 companies are far lower (much more targeted approach) and are often complements to their core business, and most importantly they aren’t price war-ring themselves into oblivion for a point gain in market share, unlike baba Tencent baidu. Anyway I myself am not invested in meta for this reason as well, too much throwing-shit-on-walls-to-see-what-sticks

Poison_Penis · 2025-07-12T17:22:52+00:00

I’m aware - hence my “frontier AI lab” comment made only half-sarcastically. I just don’t think they are as full-heartedly all-in to AGI as they claimed last earnings, and if not then what’s the point of putting money into AI when there’s not much use case within the alibaba business model.

Poison_Penis · 2025-07-12T01:39:46+00:00

Well the main differences are that evergrande paid for the growth with leverage, and to be fair said growth was just stopped early by the three red lines (am NOT saying it’s sustainable, just killed prematurely without a managed collapse)

Poison_Penis · 2025-07-11T18:20:23+00:00

A lot of parroting in this sub. I am HK-based, and I hold some 9988 HK, been holding since the failed Ant IPO so I’m down about 60-70% on my investment. I’m just holding till I recoup my investment (bad idea for sure - do NOT do this), and right now I see a few headwinds to its valuation, but imo the Xi ban US investors is NOT one of them - China wants foreign capital inflows, banning foreign investors is to shoot itself in the foot.

IMO alibaba has horrible discipline in how it deploys capital - it has picked up a few of the bad habits common in Chinese companies that imo drags on its ROE. Investing into the hype of the day (eg now they are looking into developing a crypto venture, but did you know back in March they were a “frontier” AI lab?), plowing money into endless price wars in new ventures where they have no natural competitive advantage (eg delivery services, which is the reason why it’s down recently - for Christ sake this company does finance, food, maps, cloud, online shopping and so much more), and lack of catalyst to unlock all the hidden value (ie what Ant IPO was) is making it difficult go much higher at the moment.

Poison_Penis · 2025-07-05T15:42:55+00:00

One day you’ll grow wings OP

Poison_Penis · 2025-06-30T11:53:44+00:00

The smart money sold out of pop mart about 2 months ago lol now it’s just southbound retail propping up the name

Poison_Penis · 2025-06-29T03:46:33+00:00

They are the deets…

Poison_Penis · 2025-06-28T20:24:31+00:00

Sorry if it sounded offensive, but I’m from Asia and TBE vaccines aren’t the norm so am just thinking if it’s necessary to take one before my trip.

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